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Ryland Group Inc. Message Board

getintoh20 346 posts  |  Last Activity: 1 hour 14 minutes ago Member since: Sep 21, 2007
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  • AAL would be a $20 stock today. Way to much risk owning this stock. The street hates them!

  • Reply to

    spirit air

    by bperfett 1 hour 48 minutes ago
    getintoh20 getintoh20 1 hour 43 minutes ago Flag

    No SAVE is up & trades at 18 forward earnings. AAL trades at 6 forward earnings...

  • getintoh20 getintoh20 16 hours ago Flag

    Herbalife (HLF +2.2%) Q2 results: Total Revenue: $1,306.2M (+7.1%), North America: $250.6M (+1.2%), Mexico: $148.6M (+2.1%), South/Central America: $203.3M (-8.5%), EMEA: 227.3M (+22.0%); Asia Pacific: $306.3M (+2.4%), China: $170.0M (+43.9%); Operating Income: $196.3M (+2.0%); Net Income: $119.5M (-16.5%); Quick Assets: $773.5M (-9.0%); CF Ops: $347.6 (-1.1%).
    Volume Points: North America: 335.8M (-1.2%), Asia Pacific: 320.2M (+1.0%); EMEA: 218.8M (+22.0%); Mexico: 231.3M (+5.2%); South/Central America: 206.3M (-7.3%), China: 118.5M (+38.0%).
    Av. Active Sales Leaders: North America: 75,772 (+4.8%), Asia Pacific: 74,916 (+5.8%), EMEA: 56,692 (+18.1%), Mexico: 64,656 (+2.7%), South/Central America: 62,172 (+13.8%), China: 18,703 (+32.9%).
    2014 Guidance: Net Sales Growth: 8.5 - 10.5% from 10 - 12%; Diluted EPS: $6.17 - 6.32 from $6.10 - 6.30; Volume Point Growth: 6 - 8 % from 8 - 10%; CAPEX: $175M - 195M (unch); Effective Tax Rate: 27.5 - 29.5%.

  • Herbalife (HLF +2.2%) Q2 results: Total Revenue: $1,306.2M (+7.1%), North America: $250.6M (+1.2%), Mexico: $148.6M (+2.1%), South/Central America: $203.3M (-8.5%), EMEA: 227.3M (+22.0%); Asia Pacific: $306.3M (+2.4%), China: $170.0M (+43.9%); Operating Income: $196.3M (+2.0%); Net Income: $119.5M (-16.5%); Quick Assets: $773.5M (-9.0%); CF Ops: $347.6 (-1.1%).
    Volume Points: North America: 335.8M (-1.2%), Asia Pacific: 320.2M (+1.0%); EMEA: 218.8M (+22.0%); Mexico: 231.3M (+5.2%); South/Central America: 206.3M (-7.3%), China: 118.5M (+38.0%).
    Av. Active Sales Leaders: North America: 75,772 (+4.8%), Asia Pacific: 74,916 (+5.8%), EMEA: 56,692 (+18.1%), Mexico: 64,656 (+2.7%), South/Central America: 62,172 (+13.8%), China: 18,703 (+32.9%).
    2014 Guidance: Net Sales Growth: 8.5 - 10.5% from 10 - 12%; Diluted EPS: $6.17 - 6.32 from $6.10 - 6.30; Volume Point Growth: 6 - 8 % from 8 - 10%; CAPEX: $175M - 195M (unch); Effective Tax Rate: 27.5 - 29.5%.
    Enjoy shorts in 1 week we well be back up at $70

  • getintoh20 getintoh20 20 hours ago Flag

    Let's look at a few Chinese companies now. Jinkosolar currently trades at 8x consensus estimates for 2014 and 5x 2015. It trades at 1.43x 2014 book and 1.09x 2015 book. Granted Jinko has more debt but has, for all intents and purposes, unlimited access to capital via the Chinese government and a significant cashflow to service its debt. So why the huge discount in valuations? They have a yieldco business they have slated to spin out early in 2015 (completed over 200 mw of projects and expected to complete another 400 by year end). Terraform power TERP (SUNE's recent yieldco ipo) trades with an ev of $3.8 billion on nameplate capacity of 807 megawatts. That translates into $4.7 million per watt valuation. Jinko has said they expect their downstream business to be about 600+ megawatts this yr. That equates to $2.82 billion dollar valuation for their yieldco business. That equates to more than the current ev of Jinko currently. Did I mention Jinko is the global low cost producer at $.47/watt? Yahoo finance has the ev of JKS as being $1.6 billion. That means you are getting the yieldco business at a discount and the rest of the company for free.

  • getintoh20 getintoh20 20 hours ago Flag

    Wait to see is $35 holds first.

  • Looks like $35 by the end of the week.

  • Already traded over 1.8 million shares that the daily average

  • Equities research analysts at Deutsche Bank increased their target price on shares of American Airlines Group (NASDAQ:AAL) from $45.00 to $54.00 in a research note issued to investors on Friday. The firm currently has a “buy” rating on the stock. Deutsche Bank’s price target would suggest a potential upside of 29.56% from the company’s current price.

    Other equities research analysts have also recently issued reports about the stock. Analysts at Atlantic Securities initiated coverage on shares of American Airlines Group in a research note on Wednesday, July 16th. They set an “overweight” rating and a $51.00 price target on the stock. Separately, analysts at Barclays raised their price target on shares of American Airlines Group from $41.00 to $47.00 in a research note on Friday, July 11th. They now have an “equal weight” rating on the stock. Finally, analysts at CRT Capital raised their price target on shares of American Airlines Group from $45.00 to $51.00 in a research note on Thursday, July 10th. They now have a “buy” rating on the stock. Two investment analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the stock. The stock currently has a consensus rating of “Buy” and an average target price of $48.39.

  • Reply to

    JKS have to pay 58.87% anti-dumping rate

    by getintoh20 Jul 28, 2014 7:42 AM
    getintoh20 getintoh20 Jul 28, 2014 7:48 AM Flag

    Chinese module makers can pay 2012 tariff rates instead if they use Chinese (rather than Taiwanese) cells. Those rates are generally a little milder, often ranging from 24%-31%.

  • Yingli (NYSE:YGE), Canadian Solar (CSIQ), and Hanwha (NASDAQ:HSOL) are set to pay a combined rate of 47.27%, and Suntech (NYSE:STP) a combined rate of 49.24%. ReneSola (NYSE:SOL) and JinkoSolar (NYSE:JKS) have to pay 58.87% anti-dumping rate.
    Chinese module makers can pay 2012 tariff rates instead if they use Chinese (rather than Taiwanese) cells. Those rates are generally a little milder, often ranging from 24%-31%.
    "The tariffs in this case are so high as to prohibit basically any manufacturer from selling at a competitive price in to the U.S," says GTM Research's Shayle Kann. A final DOC ruling on the tariffs is expected around Dec. 15, and an ITC ruling on Jan. 29. (the full ruling - .pdf)

  • getintoh20 getintoh20 Jul 28, 2014 6:49 AM Flag

    .Just went to their web site they have no plant in Africa, only a sales office. .

  • getintoh20 getintoh20 Jul 25, 2014 9:20 PM Flag

    I didn't know they had a production operation in South Africa , I thought they just had a sales office in South Africa. ON JKS web site they only list production operations in China. I only see they have a sales office in Africa.

  • Existing tariffs have already limited sales of Chinese solar panels to the United States, to the point that they account for a little less than a tenth of the Chinese industry’s worldwide sales.

    Steven Han, a solar industry analyst at SWS Research, an investment analyst based in Shanghai, said that without adding more tariffs, Chinese manufacturers would account for two to three gigawatts out of an American market of about five gigawatts this year. By contrast, Chinese manufacturers supply virtually all of China’s market, the world’s largest, which could reach 14 gigawatts this year. They also ship about five gigawatts each to the European Union and Japan each year, with smaller shipments to markets like Thailand.

  • getintoh20 getintoh20 Jul 25, 2014 8:29 PM Flag

    SolarWorld said the new duties would average 47 percent for most companies, compared with 31 percent in the 2012 case.

    The company, which makes crystalline silicon solar panels in Oregon, complained that Chinese manufacturers dodged those duties by shifting production of the cells used to make their panels to Taiwan.

    So much for FREE TRADE. What ever happen to capitalism? Oh that's right you left wing progress liberals elected communist, a isolationism who is hell bent on destroying this country. You get what you vote for, Short all u can on Monday. Happy trading....

  • getintoh20 getintoh20 Jul 25, 2014 8:11 PM Flag

    No it makes for a great short. JKS will tank to $20 or less on Monday, $15 or less by Friday. JKS along with other Chinese solar companies just lost the entire US market, that is huge! They also will lose the German market.Short all u can on Monday

  • Washington: The United States on Friday set new import duties on solar products from China and Taiwan after the Commerce Department found that the solar panels and cells are being sold too cheaply on the U.S. market.

    Preliminary anti-dumping duties as high as 165.04 percent for Chinese goods would come on top of anti-subsidy levies imposed last month, as the U.S. arm of German solar manufacturer SolarWorld AG seeks to close a loophole allowing Chinese producers to sidestep duties imposed in 2012.

    China's Trina Solar faces total import duties of nearly 30 percent and Suntech Power nearly 50 percent as a result of Friday's decision.

    Taiwanese producers face anti-dumping duties of up to 44.18 percent, with the highest rate applying to Motech Industries, Commerce said. There will be no doubling-up of duties with those from the 2012 case.

    The new duties, which must still be confirmed, are likely to inflame U.S.-China tensions already exacerbated by recent accusations that Chinese military officers were cyber-spying on U.S. companies involved in trade disputes, including SolarWorld.

    SolarWorld said the new duties would average 47 percent for most companies, compared with 31 percent in the 2012 case.

    The company, which makes crystalline silicon solar panels in Oregon, complained that Chinese manufacturers dodged those duties by shifting production of the cells used to make their panels to Taiwan.

    "Today's actions should help the U.S. solar manufacturing industry to expand and innovate," said SolarWorld Industries America President Mukesh Dulani. "We should not have to compete with dumped imports or the Chinese government."

    The solar industry has been battered over the last four years by a glut of products from China, falling prices and a withdrawal of consumer subsidies in Europe, which has pressured solar companies' margins and sparked a rash of trade cases.

    India has slapped levies on panels from the United States and China. The European Union also has targeted Chinese panels and China has moved against imports of U.S. polysilicon, solar's key raw material.

    Meanwhile, the United States is challenging India's solar program at the World Trade Organization. The WTO found irregularities in the previous U.S.-China anti-subsidy case.

    SolarWorld has said it has the support of other U.S. solar manufacturers in pushing for a broadening of the duties. But the Coalition for Affordable Solar Energy, which represents about 50 companies that mainly focus on installation, has criticized the case and said installers would suffer if there was another jump in the cost of modules.

    U.S. imports of solar products from China were worth $1.5 billion in 2013, half the level of 2011, while imports from Taiwan more than doubled to $657 million over the period, according to Commerce data.

    Commerce will make its final decision by Dec. 15. The U.S. International Trade Commission is due to make a decision on whether the imports pose or threaten injury to U.S. producers by Jan. 29.

    © Thomson Reuters 2014

  • getintoh20 getintoh20 Jul 25, 2014 6:46 PM Flag

    I would wait to see if $21 holds before buying. Glta....

  • getintoh20 getintoh20 Jul 25, 2014 6:12 PM Flag

    Dang JKS is trading down to $24.50 5.25% lower after hrs.

  • getintoh20 getintoh20 Jul 25, 2014 6:04 PM Flag

    After hours trading has all the Chinese solar trading down 3% or more , not good if you are long. Looks like a major sell off on Monday.

RYL
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