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iShares MSCI Switzerland Capped Message Board

flatlander_60048 14 posts  |  Last Activity: May 10, 2016 3:06 PM Member since: Jul 8, 2000
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  • Reply to

    Compensation for pathetic performance

    by flatlander_60048 May 10, 2016 11:58 AM
    flatlander_60048 flatlander_60048 May 10, 2016 3:06 PM Flag

    With the debt load ZBRA has taken on we can now expect that the familiar cycle of asset flipping will continue. What started with Symbol and went to Motorola and now ZBRA seems bound for Honeywell or GE at a steep discount.

    FL

  • flatlander_60048 by flatlander_60048 May 10, 2016 11:58 AM Flag

    Take a look at Morningstar Insider tab. The CEO and CFO stepped up their compensation substantially then deliver quarter after quarter of pathetic performance.

    Basically ZBRA a once great company is uninvestable.

    FL

  • Reply to

    Think management cares?

    by madmanshooter Mar 28, 2016 7:49 PM
    flatlander_60048 flatlander_60048 Apr 1, 2016 10:04 AM Flag

    One area you might be right on is the analysts estimates for this quarter have come way down. Some of this is a result on last quarters tepid guidance. However, one could assume that the reimbursement software delays will be worked out providing significant upside as some of the deferred sales are captured.

    In many companies that I follow, you would do far better acting in a completely opposite manner as what the analysts are suggest. I think with few screaming buys out there, the analysts try to create opportunities for their clients.

    FL

  • Reply to

    Sugar, Sugar,Sugar!

    by elahens Mar 2, 2016 1:52 PM
    flatlander_60048 flatlander_60048 Mar 31, 2016 10:42 AM Flag

    Thanks, I definitely have more homework to complete before expanding the position. I'm not as interested in the ethanol and energy component given the potential for a double dip in the price of oil. I am interested in raw sugar given that a 10 to 15% supply deficit is projected for this summer. CZZ is also a good play on the recent weakening of the US $. Who knows Brazilians may even benefit by ousting Rousseff .

    FL

  • Reply to

    Think management cares?

    by madmanshooter Mar 28, 2016 7:49 PM
    flatlander_60048 flatlander_60048 Mar 31, 2016 10:31 AM Flag

    With so much of the company shares in the hands of the Baker Bros, GHDX is vulnerable to takeover, and I think it will happen at some point. However, big pharma will want more evidence that a GHDX acquisition would be accretive. As such, they are back to executing on their plan. If they show that $1b in sales by 2020 is realistic and turn the corner on profitability w growth (as they have guided to for this year), interest will pick up.

    The Supreme Court decision of a few years ago (against MYGN) is problem for GHDX. It eliminated a barrier from competitors offering similar tests for the same gene sequence. If GHDX wanted to prime the company for acquisition it would develop tests to evaluate the specific effectiveness of various drugs. I think they are shunning this space.

    FL

  • Reply to

    Think management cares?

    by madmanshooter Mar 28, 2016 7:49 PM
    flatlander_60048 flatlander_60048 Mar 30, 2016 4:34 PM Flag

    What would you propose they do? They have set reasonable goals that add value to the Co. (i.e., secure medicare coverage of prostate, launch liquid biopsy, etc.). They deal in an industry that requires proof of the value of the product, so they must maintain the scientific demeanor. They have done a few investor conferences and ASHTO, so I don't fault them. There is a site that ranks biotechs on whether they are unfriendly shareholder (due to option dilution, secondaries etc.). I don't remember GHDX being high on the list in a negative context (i.e., acting in a manner that was not consistent with shareholder interests).

    Fact of the matter is that if GHDX executes on their strategic initiatives the share price will follow. They are balancing the need to build out a urology and European sales force with shareholder desires to maximize profitability.

    That said, I sold off about half my shares in January due to macro-market concerns for all US stocks. I've started adding back shares slowly.

    FL

  • Reply to

    Sugar, Sugar,Sugar!

    by elahens Mar 2, 2016 1:52 PM
    flatlander_60048 flatlander_60048 Mar 30, 2016 10:26 AM Flag

    Bought into a small position at the start of the week, I generally don't like chasing after sizable gains, however CZZ is still relatively low relative to historical share prices and I was afraid of it getting away without a decent pullback . So far it looks good. The majority of the run appears to be occurring on the weakness in the US $. I'm seeing similar run up in SBS.

    I heard of the world wide sugar deficit in 2016 (primarily due to the weather in Aisia, as you mentioned). However, it is not exactly clear how levered CZZ is to raw sugar pricing, they have diversified extensively into energy, transportation, etc. I'm not proficient in Portuguese, so it is hard to get the info from the Annual reports and the translate feature provides incomplete data. From what I can see the Raizen unit (which I believe includes raw sugar) appears to account for about 55% of CZZ earnings. However, Raizen may also include other non-sugar related earnings. Any insights?

    FL

  • Reply to

    DC problem

    by bmest1 Mar 8, 2016 8:07 AM
    flatlander_60048 flatlander_60048 Mar 9, 2016 2:34 PM Flag

    I recall the PJM power generation bids for the Mid Atlantic are much more attractive than the Midwest.
    FL

  • The state suit to limit USEPA authority looks to be in trouble without Scalia.

    EPA’s mercury pollution rule remains in effect
    Chief Justice John G. Roberts, Jr., on Thursday morning allowed the government to keep in effect its rule designed to curb air pollution with mercury and other toxic substances from the smokestacks of power plants. In a simple order that gave no explanation, and acting without referring the issue to the full Court, the Chief Justice rejected the plea of twenty states to block enforcement while the Environmental Protection Agency continues a study of the cost of the rule to the electric-generating industry....

  • Reply to

    Water Resevoirs above 50% Full

    by optsyeagle Feb 22, 2016 9:10 AM
    flatlander_60048 flatlander_60048 Mar 3, 2016 3:46 PM Flag

    Guess I cooled down after a couple months. Still #$%$ at how Yahoo has made its board almost irrelevant by not allowing links, cut and past articles, etc. I'm pretty sure the nested response format was designed to increase the number of clicks. Finally, the number of spammers compared to serious posters is way out of proportion.

    Other than that I guess it works.

    FL

  • Reply to

    Digging for more!!

    by jcotton15 Mar 1, 2016 1:32 PM
    flatlander_60048 flatlander_60048 Mar 3, 2016 1:08 PM Flag

    Those seem to happen every couple decades. nothing against but hope you never get that entry point.

    FL

  • Reply to

    Water Resevoirs above 50% Full

    by optsyeagle Feb 22, 2016 9:10 AM
    flatlander_60048 flatlander_60048 Mar 3, 2016 12:50 PM Flag

    There are 5 or 6 reservoirs serving the Sao Paulo area. Two reservoirs have been at the critical stage (15% or less of capacity) the last 2 years. The Cantareira is now at 55% (Was at 8% 20 months ago) the Alto Tiete is at 37% (was at 15% 5 months ago). The others are at 85% or more (essentially full).

    The reservoir levels are tracked daily at the SBS website (under Mananciais & Saba Mas). There is a huge river diversion project that comes on line next year about 6 m3/s. They are also seeking to cut leakage from 40% to less than 20%. So for all intents the Sao Paulo region should be in good shape after this wet season. Although due to the lower levels on the Alto Tiete, it is possible that the bonus program will be extended through the dry season. Interestingly this may cause problems with the fight against the Zika virus. Residents have been storing containers of water providing a dry season mosquito breeding ground. I think if at all possible they should cancel the bonus in order to stop the incentive for water storing.

    FL

  • Reply to

    Digging for more!!

    by jcotton15 Mar 1, 2016 1:32 PM
    flatlander_60048 flatlander_60048 Mar 1, 2016 10:51 PM Flag

    Lets see if they get their request for a 3 year rate freeze if the deal falls thru. At least with EXC they are dealing with the largest power supplier. If Pepco is flying solo they will be more vulnerable to rate increases. I agree walk way by the 4th rather than get strung out by these endless attempts to wrangle more concessions, new agreements, changes, etc. The City of Chicago and many of the surrounding suburbs learned that many of the entities that bid on the aggregation contracts were not capable of delivering the promised rates for the contract period. EXC has less exposure to commodity variables.

    FL

  • Reply to

    Problem Short-Term EXC

    by mooseonaplane Mar 1, 2016 11:15 AM
    flatlander_60048 flatlander_60048 Mar 1, 2016 10:41 PM Flag

    Your post has one glaring problem, Why would EXC follow the XLU down when it did not follow it up? The relative percentage of EXC in the XLU has not changed.

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