% | $
Quotes you view appear here for quick access.

HomeAway, Inc. (AWAY) Message Board

helloasiafromusa 10 posts  |  Last Activity: Nov 12, 2015 9:17 AM Member since: Mar 3, 2007
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • I wonder how much Wall Street likes a person who actually takes a major company off their street.
    This is going through and shareholders will get $27 per share and they know it.

  • helloasiafromusa helloasiafromusa Nov 9, 2015 5:03 PM Flag

    Gilead is a stock to own in this environment of rising rates.
    Due to its astonishingly strong balance sheet and clinical trials pipeline (see fda clinical trials for details), Gilead is BOTH a potential takeover target and a takeover shark if the market is willing.

  • Reply to

    Chicken and egg report

    by netlosstoo Oct 24, 2015 12:11 PM
    helloasiafromusa helloasiafromusa Oct 27, 2015 2:50 PM Flag

    Maybe the data coming out of their previous quarterly report is an indication?

    Most recent quarter:

    Receivables up 37.59% to $355,853,000 from the prior quarter $258,628,000 delta: $97,225,000

    ActsPayable up 56.10% to $134,548,000 from the prior quarter $86,193,000, delta: $48,355,000

    Receivable vs payable deltas result is a positive 101%.

    Cash is up to $355,853,000 from prior quarter $258,628,000 and debt is down a little over $6 million. Thus cash & debt are likely to have no negative impact.

    Above indicates next quarter will reveal strong earnings.
    The subsequent quarter after that cannot be indicated until the next report.
    CALM PEG ratio is an astonishingly strong indicator at .23.

  • Reply to

    Price drop explanation :

    by tlyeiter Oct 27, 2015 1:39 PM
    helloasiafromusa helloasiafromusa Oct 27, 2015 2:29 PM Flag

    Retail prices for large size eggs in the Mid-Atlantic Region are down 3 cents this week or about 1% at the lowest price retailer I could find (Aldi Stores) where they are down from $2.38 to $2.35 / dozen. Aldi is nearly always significantly lower than the competition and tends not to adjust prices up when they skyrocket elsewhere. Aldi sold eggs for a 1 cent / dozen profit over the past several months. When egg prices drop, Aldi will drop to just above the competition during normal cycles, thus will likely remain $2.35 for quite some time.

  • helloasiafromusa helloasiafromusa Oct 8, 2015 4:44 PM Flag

    If Thomas Jefferson did not spend taxpayer money to fund the Lewis & Clark Expedition, California (and most of the west coast of USA would now be part of Mexico.

  • Reply to

    Mallinckroft To Hold CC Tues Morning

    by beeglebatty Oct 5, 2015 5:16 PM
    helloasiafromusa helloasiafromusa Oct 5, 2015 7:29 PM Flag

    The absolute last thing this company needs is more debt for a buyback.

    If they announce taking on even more debt for a buyback, this stock will nosedive another 50%.

    What they need to announce is a realistic earnings forecast and how they plan to reduce some of that debt.

    The PEG ratio showing now is .49. Normally you can divide the current stock price by its current PEG ratio to come up with a valuation. To that result you would normally add back cash /share and subtract debt /share.

    In this case 61.41 / .49 = 125.32
    Adjust 125.32 for cash and debt and the result is $80.71.

    Bottom line is the stock should trade at $80.71 if they confirm guidance tomorrow. Adjust that by whatever guidance deviation up or down they provide tomorrow morning.

  • Reply to

    Earnings Estimates- Make you call

    by rahul.deshmukh Sep 21, 2015 12:34 PM
    helloasiafromusa helloasiafromusa Sep 25, 2015 12:40 PM Flag

    Egg prices rose 16% in my local area this month Vs previous month.
    Not sure why unless McDonald's made a major purchase in the Mid-Atlantic.
    There hasn't been any significant national change in the supply.
    If the current price holds and spread nationally, CALM will become a storm.

  • Reply to

    Capitalism: The freedom to choose

    by econprof_hked Sep 24, 2015 3:22 PM
    helloasiafromusa helloasiafromusa Sep 24, 2015 3:48 PM Flag

    Boeing had the freedom to choose to build their aircraft factory in China or India.
    Boeing chose the world's largest dictatorship over the world's largest democracy.

    Boeing snubbed its nose at the world's largest democracy, India, a country that has more pure capitalism from the sidewalk peanut seller to Tata Motors.

    Of course that seems to be the USA choice since Nixon who opened imports from China in 1974 and refused to meet with Indira Gandhi, Prime Minister of India at that time.

    Then we started sending $10 billion per year to despotic Pakistan, haven of the Taliban and have been supporting that country with bribes since Kissinger decided for Nixon that relations with Pakistan were more important than India.

    Strange foreign policy of the Republican Party for over 40 years. Sad. Sad. Sad.

  • helloasiafromusa by helloasiafromusa Sep 4, 2015 11:55 AM Flag

    Why is Bayer spinning off all business except agriculture?
    I suspect it could be to raise cash for an offer for competitors but I do not know yet.
    I upgraded SYT for myself only and bought a ton more.
    We shall see. Food. Seeds. Agriculture. Necessities.

    Sentiment: Strong Buy

  • helloasiafromusa helloasiafromusa Aug 26, 2015 1:23 PM Flag

    They will either own FSP or FSP will be acquired.
    Rarely do these REITs trade at less than 1.5x book value without takeover.

35.49+0.56(+1.60%)Nov 25 4:00 PMEST