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United Rentals, Inc. Message Board

heb_122 37 posts  |  Last Activity: 3 hours ago Member since: Jun 28, 1999
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  • Reply to

    Credit Suisse Preannouncement Comments

    by heb_122 5 hours ago

    I wonder if there is any way to quantify the exchange rate issue with SNCR. I thot about that myself. CS also indicated they find the stock fairly cheap at these levels since their target is 60.

  • 1Q15 Preview: Expecting In -Line or Better for Both Activations and Cloud Revenue...

    CS sees activation rev up over 20%. cloud up over 40, and strong momentum across the board. Did you know nearly 700,000 vehicles were sold this qtr that have connectivity?

    Sentiment: Buy

  • Reply to

    Short Interest at 4/15/2015

    by tblant2000 Apr 24, 2015 4:22 PM
    heb_122 heb_122 Apr 24, 2015 7:36 PM Flag

    When do they cover????? Maybe Wed?

  • I have not seen any comments from anyone re next week's eps. If you have seen comments, it would be appreciated if you would post them here. There is a lot of cloud talk this week...wonder if this helps SNCR? Thanks.

    Sentiment: Buy

  • On a chart basis the stock is breaking out of its 42-48 box. Does that suggest a 54 top this time? IBD had a nice mention of SNCR last Friday. Credit Suisse will be issuing comments pre-eps announcement about how they expect the qtr to look. I have not seen those comments posted yet. I suspect other firms will do the same. Also, Verizon reported very good eps today...and their churn rate was down a good bit which is something SNCR helps with. Apple's eps should be excellent and their phone sales will perhaps give another boost to SNCR. Ideas? Anyone shorting here????

    Sentiment: Buy

  • This news is attracting a lot of attention today. Waldis is already on Billtrust's board...so that's 2 SNCR on the board. Leads to takeover speculation or joint ventures or something material happening between the two companies. Dangerous short in my opinion based on too many unknowns.
    Apr. 9, 2015-- Billtrust, the leading provider of invoice-to-cash solutions, is announcing the appointment of Larry Irving to their board of directors. Mr. Irving will take over as audit committee chair and provide guidance on growth and financial strategies.

    "We are excited to bring Larry onto our board as we look to fulfill our ambitious expansion plans,” said Flint Lane, Founder and CEO of Billtrust, “He is a highly respected professional with the right mix of experience and talent to help us realize our vision to revolutionize invoicing and payments. His experienced point of view will be an asset as we continue on our path of rapid growth."

    Sentiment: Buy

  • heb_122 by heb_122 Apr 7, 2015 10:56 AM Flag

    Stock appears to be clearing 48 today...this article was posted before the market opened and may be a reason..

    http://247wallst.com/technology-3/2015/04/07/6-credit-suisse-top-pick-technology-stocks-to-buy-now/

    Sentiment: Buy

  • Tigress Financial Partners initiates coverage on Synchronoss Technologies (NASDAQ: SNCR) with a Buy rating.
    The analysts commented, "We are initiating research coverage of SNCR with a Buy rating. SNCR provides cloud and activation platforms for tier one telecom and MSOs (multi-system operators) as well as to hardware companies like Apple and Samsung. We believe the company's services have become indispensable to telecom operators who are looking to reduce customer churn and retain customers by offering cloud services for their customer created content. We expect SNCR's strong performance trends to continue as is it adds services to existing contracts, leverages its model to enter new markets and generally benefits from growth in connected devices."

    Sentiment: Strong Buy

  • Reply to

    Cover...workingaway

    by shortandcover41 Mar 16, 2015 12:08 PM
    heb_122 heb_122 Mar 30, 2015 10:59 AM Flag

    Workingaway: what other stocks are you shorting? FYI - did you see the Investors Business Daily weekend writeup on SNCR? Very positive.

    Sentiment: Buy

  • heb_122 by heb_122 Mar 18, 2015 9:47 PM Flag

    Has anyone ever seen any Wall St speculation on SNCR being a buyout candidate? Credit Suisse rated other companies like Ultimate as more likely but what have you seen? Thanks.

    Sentiment: Strong Buy

  • Reply to

    Forbes article - just scratching the surface!!!

    by youbaldtire Mar 17, 2015 11:58 AM
    heb_122 heb_122 Mar 17, 2015 1:14 PM Flag

    Great article. How current is it? I subscribe to Forbes but I have not seen this article. Oberweis writes for Forbes and SNCR remains one of his top picks for 2015.

  • Reply to

    Lot's caught short here.....

    by magnum_opus_1985 Mar 16, 2015 10:45 AM
    heb_122 heb_122 Mar 16, 2015 11:11 AM Flag

    I agree. I think big mo is now on our side...that 3/11 meeting was a very good meeting. The street's comments about the meeting were very positive. Management gave the idea they could easily exceed the current yr's eps estimates. Now that it's going up, it will attract some hot money.

  • Reply to

    Nice run up...

    by shortandcover41 Mar 16, 2015 9:40 AM
    heb_122 heb_122 Mar 16, 2015 9:54 AM Flag

    Broke its downtrend...I see momentum players running it to 50 before month's end...then comes the eps season and I think higher expectations are being built into the stock...mid 50's in April???? I will be out before then.

  • Reply to

    Upgrades - Downgrades 1 up; 2 down

    by workingaway2006v2 Feb 23, 2015 1:13 PM
    heb_122 heb_122 Mar 13, 2015 8:49 AM Flag

    You've got more guts than me! I'm nearing retirement and just playing the long side on this stock is too much for me. I have all of my position selling out between 47 and 50 and probably won't return until one of those periodic selloffs occur. I think the stochastics indicator may work well on this momentum stock.

  • Reply to

    Upgrades - Downgrades 1 up; 2 down

    by workingaway2006v2 Feb 23, 2015 1:13 PM
    heb_122 heb_122 Mar 12, 2015 9:44 PM Flag

    Personally, I would not short this rally and let the opportunity slide. I never short a stock moving up on high volume. Also, the stock broke a downtrend today...check the charts. Also, at least 3 brokerages are pounding the table urging people to buy in today's news and Investors Business Daily is doing the same. I may be wrong but either this rally or the next one will break to new high ground...and turn a short trade into a losing trade. My success at shorting has always been one of not staying around too long...and I think that trade is long in the tooth now. I listened to the analyst meeting and was impressed to hear of their longer term strategy...they actually have one they can talk about...plus margins are expected to exceed their earlier forecast. Too much good news here. I'd short at 50 but not here.

  • heb_122 by heb_122 Mar 12, 2015 10:38 AM Flag

    Wedbush Securities noted, "We walked away incrementally more comfortable with our positive thesis on Synchronoss. We believe the company has several growth drivers ahead, particularly cloud (specifically at Verizon and AT&T) and international in the nearterm and cloud 2.0/engagement and Integrated Life in the intermediate- to long-term. We provide the incremental data points from the event below. We are reiterating our OUTPERFORM and $60 price target. As a reminder, we added Synchronoss to our Best Ideas List (BIL) in December 2014."

  • Raising revenueests on positive takeaways. At SNCR's annual analyst meeting ,management delivered a
    very positive presentation andreiterated their 2015 guidancebutraisedlong-term(35 years) profitability targets.

    CS also raised revenue estimates, said cloud was as strong as ever, and strongly urged buying with a target of sixty. Hope you can get the full report.

    Sentiment: Strong Buy

  • Reply to

    Free fall ??

    by workingaway2006v2 Mar 11, 2015 11:10 AM
    heb_122 heb_122 Mar 11, 2015 2:57 PM Flag

    I just bought more at 41.70. 41 is the 50% retracement from the high...and a chart uptrend line is in the 40-41 area dating back over a year...and I suspect every brokerage will issue an update this afternoon/overnight/tomorrow regarding what they heard at today's analyst meeting. Apparently, the main positive that was new was the AT&T relationship and how strong that might be...very strong was the impression given.

  • Reply to

    Free fall ??

    by workingaway2006v2 Mar 11, 2015 11:10 AM
    heb_122 heb_122 Mar 11, 2015 11:21 AM Flag

    The annual analyst meeting is underway. I missed the first hour due to an appointment. Perhaps there were no good surprises announced.

  • heb_122 by heb_122 Mar 4, 2015 11:41 PM Flag

    Shortandcover posted the memo from the street quoting CS's analyst. Sncr is his #1 pick at the present time. Also, everyone needs to watch for the annual analyst day later this month. The date has not yet been announced but SNCR mentioned it would be this month. Shorts will cover prior to the analyst day....I look for an update on the cloud and perhaps a raise in annual est for eps in the meeting.

    Sentiment: Strong Buy

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