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Digirad Corporation Message Board

hweb2 80 posts  |  Last Activity: 10 hours ago Member since: Jan 28, 1999
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  • Reply to

    Bought a few more

    by hweb2 Aug 19, 2015 12:58 PM

    Bought more today around $5.50. So much for the theory that dividend stocks hold up better in a market selloff. EVOL got hit this afternoon. Down to a new 52-week low. Dividend yield up to 8%! Wish I was starting to buy now instead of the low $6's. Oh well. EVOL becoming one of my favorite stocks. Strong recovery potential looking out a couple quarters, and a huge dividend while you wait.

  • Reply to

    Sub 10 P/E

    by smatter1111 Aug 24, 2015 9:28 PM
    hweb2 hweb2 Aug 26, 2015 9:56 AM Flag

    Heck excluding the $2.40/share in cash, we're at a forward P/E below 6! This big market selloff is a great opportunity to add to solid, undervalued companies like BSQR.

  • Reply to

    Starting to look very good

    by shrewd_curmudgeon Aug 20, 2015 7:58 PM
    hweb2 hweb2 Aug 21, 2015 10:50 AM Flag

    I'm gladly reloading this morning around $6. Didn't think it would drop this low! Market stinks for sure, but BSQR is stupid cheap here. Sitting on $2.40/share in cash and cranking out .15/share in quarterly earnings. A bunch of new job postings at Google this week. Still say GOOG acquires them for $10-$15/share within a year.

  • Reply to

    Insider buying!

    by hweb2 Aug 19, 2015 6:09 PM
    hweb2 hweb2 Aug 20, 2015 12:04 PM Flag

    Um are you watching the broader markets today? Pretty ugly out there. Markets have opened down every day this week. Lots of stocks are struggling in this poor market environment.

  • A WLDN director bought a total of 3,500 shares yesterday between $9.74-$9.80. Will be interesting to check the filings and see if someone was buying today as well.

  • Liked the sound of yesterday's contract win from one of the largest wireless operators in India. Shows that bookings may be picking up in the second half like the CEO predicted. Stock should be back over $8 by yearend if that's the case. Dividend yield of 7% while you wait. Plus if the broader markets see a correction in Sept-Oct, stocks with big dividends like EVOL should hold up better than most.

  • Reply to

    Bad advice on WLDN

    by trying2profit Aug 19, 2015 9:06 AM
    hweb2 hweb2 Aug 19, 2015 11:45 AM Flag

    I'm with ya on the analyst estimates being too aggressive. Looking for earnings of .26/share in Q3 and .28/share in Q4. Don't get me wrong, I'd love to see it as the stock would rebound significantly. But I'd be happy with earnings of .20-.25/share in both quarters.

    You won't see $7.25. WLDN just reported fully taxed Q2 earnings of .20/share, with revenues up 36% and income from operations up 44%. They've got a healthy cash position and management sounded very upbeat on the CC. Probably why insiders were buying in June around $14. Find me ONE other stock on the Nasdaq with this kind of top line growth and earnings power trading below $10.

  • Reply to

    Bad advice on WLDN

    by trying2profit Aug 19, 2015 9:06 AM
    hweb2 hweb2 Aug 19, 2015 10:39 AM Flag

    Why would they lose them?? Listen to the conference call. Sounds like Con Ed loves what WLDN is doing. Lots of microcaps have large customers like this. If it's too risky for you, stick to large caps.

  • Reply to

    WE'VE ONLY JUST BEGUN!!!

    by mclain.gerard Aug 19, 2015 10:21 AM
    hweb2 hweb2 Aug 19, 2015 10:37 AM Flag

    Wow why the strength this morning? How will the bashers be able to paint today's action with a negative brush? ha

  • Reply to

    Bad advice on WLDN

    by trying2profit Aug 19, 2015 9:06 AM
    hweb2 hweb2 Aug 19, 2015 10:13 AM Flag

    This is the time to be buying WLDN. Unfortunately traders love to buy at the top and sell at the bottom. When they should be doing the opposite. Which is why so few traders are successful. WLDN is a strong growth story. Been growing nicely for years...and expected to continue growing for years to come...both organically and through acquisition. They're getting hit this year because they had to start paying taxes. So earnings comps look poor. And we've got 2 more quarters of difficult comps. So maybe the stock doesn't do much for the rest of the year. But next year WLDN will start reporting good comps again as it will be taxed vs. taxed. Hopefully we'll see their first fully taxed .30 EPS quarter by next summer. Stock will likely be back up in the $12-$15 range at that time. I'll be accumulating as people give away their shares below $10.

  • Reply to

    Bad advice on WLDN

    by trying2profit Aug 19, 2015 9:06 AM
    hweb2 hweb2 Aug 19, 2015 10:05 AM Flag

    One big client?? You mean Consolidated Edison? Yes that was 25% of their revenues last year according to the 10K. But the percentage has dropped with the recent acquisitions this year.

    Clients

    Our clients primarily consist of public and governmental agencies including cities, counties, redevelopment agencies, water districts, school districts and universities, state agencies, federal agencies, a variety of other special districts and agencies, tribal governments and public utilities. We also provide services to private utilities and private industry. Our primary clients are public agencies serving communities of 10,000 to 300,000 people and public and private utilities. In fiscal year 2014, we served over 763 distinct clients. For fiscal year 2014, we had two clients, the Consolidated Edison Company of New York and the City of Elk Grove that accounted for 25% and 11%, respectively, of our consolidated contract revenue. None of our other clients accounted for over 10% of our consolidated contract revenue. Our clients are primarily based in California and New York, as well as Arizona, Florida, Texas, Washington and Washington, DC. In fiscal year 2014, services provided to clients in California accounted for approximately 57% of our contract revenue and services provided to clients in New York accounted for approximately 32% of our contract revenue.

  • I was slightly disappointed that earnings last quarter weren't a few pennies higher, and that they didn't raise their annual revenue guidance a bit. But jeez the $9's?? WLDN still reported fully taxed earnings of .20/share, with revenues up 36% and income from operations up 44%. Find me another Nasdaq stock below $10 with those kind earnings & growth numbers!

    WLDN also has a healthy cash position and management sounded very upbeat on the CC. A couple of insiders were buying in June around $14. I think a large contract announcement or other good news will spark a rebound back up to the $11's or $12's.

  • hweb2 hweb2 Aug 18, 2015 10:25 AM Flag

    Nice news today! I don't remember them doing a lot of work in India before? Seems like many of their prior deals were in Africa.

  • Reply to

    just added more at 9.85

    by hopeful200 Aug 14, 2015 12:18 PM
    hweb2 hweb2 Aug 17, 2015 1:34 PM Flag

    Nice job adding! Stock zooming to the $11's today. Wonder what's up? I bought a few more last week in the low $9's after the strong earnings report. Now wishing I had bought a lot more!

  • hweb2 hweb2 Aug 17, 2015 10:34 AM Flag

    Did you see the guidance in the earnings PR?? They earned .05/share in Q2 which is good. But they've already earned that same amount only 1 month into Q3. Wow! Sounds like Q3 is going to be a monster with earnings of .10-.15/share.

  • Stock is doing better than I thought today. Q2 was awesome, but figured the guidance would keep a lid on it. Happy to be wrong!

  • Reply to

    BSQR looking strong today!

    by hweb2 Aug 14, 2015 10:57 AM
    hweb2 hweb2 Aug 14, 2015 3:14 PM Flag

    I would guess 70-80% for proprietary software margins. More concerned about the revenues haha. Hoping they rebound to $500K+. A little bummed...I thought Q1 might be a breakout quarter in terms of proprietary software revenue. Thought they'd drop back. But was hoping to drop back to $1M or more. So disappointed to see them drop all they way to $360K.

    As for operating expenses. Not sure. They asked management on the CC and didn't really get a response. I don't think it will be anything dramatic. But they are headed higher.

  • Reply to

    Holy hell this is frustrating

    by buckeye8810 Aug 5, 2015 7:53 PM
    hweb2 hweb2 Aug 14, 2015 12:06 PM Flag

    Yowsa! Now THAT is what I call a 10Q! Q2 revenues up 27%. Q2 pretax income up 147%! Cash position up to .58/share. So the stock is trading at what a forward P/E of 3 minus the cash? Seems pretty cheap!

  • Reply to

    BSQR looking strong today!

    by hweb2 Aug 14, 2015 10:57 AM
    hweb2 hweb2 Aug 14, 2015 11:54 AM Flag

    Sure thing! This was my final tidbit from last nite. Last post I promise. ha!

    Stock should be up a little tomorrow. Could even go over $7 if the market finally has a good day. Maybe there's no rush to buy at the open, but I think this is one to accumulate. You don't have to watch this one tick-by-tick. Just sit back & relax. Only a matter of time before this stock is over $10, perhaps by early 2016. We have a Nasdaq software company sitting on nearly $2.40/share in cash, that's generating strong earnings quarter after quarter. The $6's are too cheap. If there's another Nasdaq company with better earnings and a bigger cash position that's trading lower than BSQR, please post it!

  • The rest of my posts got cut off last nite (thanks yahoo!). Here's some more of my thoughts on the quarter:

    Yes third-party revenues will be down sequentially in Q3. But with 15% gross margins, that's fine. Because proprietary software revenue was unusually low in Q2, and I'd expect that to rebound to a more normal level of $500K-$750K in Q3. So say we lose $1M in revenue at 15% margin, it will be more than compensated for by an increase in high margin proprietary software revenue imo. They gave guidance for engineering service gross margins in the mid 20% range. On the Q1 CC, they gave guidance for engineering service gross margins in the low-mid 20% range. And they delivered 29% gross margins in Q2. I have a feeling they will continue to exceed their guidance. Speaking of engineering services, don't forget about those projects in Japan last year that goosed margins in Q2 & Q4 last year. Wonder how long til we see more high margin work like that? Very possible in the coming quarters.

    Operating expenses will be going up slightly. We knew that with all the hiring going on. One of the last comments on the CC was the CFO saying that they would be making prudent investments. And only when they see opportunities to realize sales of higher margin DataV products.

    They did make an interesting comment in the PR and on the CC about using some of their cash horde to extend payment terms to a large credit-worthy customer. It was stated that "management believes this new arrangement will leverage our strong cash position to improve our third-party gross margins and profitability." Improve third-party gross margins? Wish someone has asked about this on the CC. Sounds like there could be a further uptick in third-party margins for the next couple of quarters!

DRAD
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