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Xerox Corporation Message Board

hookemup07 10 posts  |  Last Activity: Apr 9, 2014 8:35 AM Member since: May 3, 2007
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  • AUDUSD is +15 pips @ ;9370 as trade climbs to fresh four and a half-month high. This increase in currency will certainly have in impact on Australian coal producers profits and will make the over-supply issue more relevant to them.

    imho

  • hookemup07 hookemup07 Mar 26, 2014 9:03 AM Flag

    This in-deed will help!

    AUDUSD is +70 pips @ .9230, its best level in four months. This follows an announcement from the Reserve Bank of Australia's Financial Stability Review which warned banks that low rates cannot last forever. This statement coincide with comments from RBA Governor Glenn Stevens, who warned about the ongoing increase in housing prices..

    The good news for US coal producers is that the Aussie dollar will likely continue to increase and this increase may well be substantial The fact that the Aussie dollar is coming closer and closer to par with the American dollar will make for a more level playing field by negating some of the price advantage that Aussie coal producers have enjoyed for some time. This should not be taken lightly!

  • hookemup07 hookemup07 Mar 24, 2014 1:24 PM Flag

    Well Someone certainly expects something to happen this week. 7500 of Fridays $8 calls being bought for $0.25. They're expecting the stock to gain at lest 5% in the next four days.

  • hookemup07 by hookemup07 Mar 5, 2014 2:54 PM Flag

    I've been looking for some high yield have considered taking a position in FSC. I would like to know what longer term holders of the stock and those with a more extensive knowledge of BDCs feel will be the impact of the S&P and Russell decision to remove BDCs from the indices.

    Thanks in advance for your imput,

  • I've been looking for a good yield and have been considering taking a position in FDC. I would like to know how long-term holders of the company feel about the Russell and S&P decision to remove BDCs from the indexes and the impact it will have on the stock price. The stock was under pressure yesterday even while the over-all market was showing a great deal of strength.
    Thanks in advance for any input/insights you can provide.

  • Reply to

    Look At The Weak Hands Sell...

    by s.eranger Feb 24, 2014 2:16 PM
    hookemup07 hookemup07 Feb 24, 2014 4:03 PM Flag

    Maybe there are some knowledgeably buying also today. It's always good to see Company Insiders step up with their own money and that's what Dax Sanders did today with his purchase of 1,000 shares at $32.35. As Vice-President of Corporate Development, I have to believe he has a better feel for the future if KMI than does some one printing a re-hash of old news that by-and-large has been discredited. It was a good day to get long and if you were already long a good day to get longer. I did!

  • and maybe thinking thinking the bottom is in. Looking at the option chain I didn't see one put trade today but calls have been very active, i.e., 418 of the March 10s have traded as well as 385 of the 7.5. Someone even bought 177 of the upcoming Feb 7.5 and paid $0.20. Maybe we're setting up for a good earnings report and a nice move up.

    Staying Long!

  • The company is debt-free, has $78 million in cash and the Adjusted Net Receivables is $94 million. That's $172 million. When you count the $122 million inventory you have $294 million of the $475 market cap. Excluding these tangible assets, you're left with $181 or around $2.62 a share. I would think the technology patents alone would be worth far more than that! It's even more puzzling when you consider the amount of cash-flow the company has been generating, around $140 over the last two years.

    You would think the product line and the technology enabling it would be right down Amazon's line. They could buy the company at a 100% premium by using their coffee change. Also Mattel, Hasbro have got to be paying attention. What am I missing here?

    Anyway, I do think this is a very risky stock to be short in and that big short position is running a great deal of risk! They could wake up some morning in some serious hurt!

    imho

  • While having been cautious given concerns about the core desktop virtualization business they now feel valuation suggests a favorable risk/reward.
    "Positives are that the stock sells for only 4.4X recurring maintenance and subscription revenues, approaching the level at which private equity could potentially get interested. We think the low valuation provides some downside protection and there are a number of things that could go right that are not likely reflected in the share price. The shares trade at 10.5x EV/uFCF on our 2014 estimate and at a P/E of 15.7x (ex-cash of $8.53 per share) and 4.4XTTM maintenance plus SaaS subscription revenues. We Like risk/reward. FY14EPS at $2.87; FY15EPS at $3.18."

    They have a price target of $70 on the stock.

  • Reply to

    Guidance short on estimates

    by spike_murphy_02 Jan 29, 2014 4:25 PM
    hookemup07 hookemup07 Jan 29, 2014 4:37 PM Flag

    There's nothing wrong with guidance. Using the mid-point, they guided up on both eps and revenue. Revenue guided up to 6.1 billion as opposed to current estimate of 5.91. EPS guided up to $0. 20 as opposed to current estimate of $0.19. A very solid earnings report!

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