The Brink's Company Message Board

When they are selling stock at $6.25, is that in the stockholder's interest? Hard to see how.

And we are talking ab out a huge need to cover here. Tons of shorts still outstanding and it is clear that every one of them is a loss. Yes, there may be outstanding options but options are driven by the market price of the stock, not the other way around.

Exercising the call option does not create a market order while covering the short creates a market BUY. Thus, the net impact on the market for the stock is to add more BUY orders.

I am no good at calling market swings but If I thought the market were going to dip I would be in cash, not stock. I generally hold small cap stocks where expected future earnings growth has not been properly priced. To do that I use the analysts' future earnings estimates (but only if they have a fairly good recent accuracy). In this case they have been overly optimistic and still estimate only tepid growth. I look at a year timeframe, as I don't think analysts have any useful accuracy past that. Under the resulting formula TCX looks properly priced or a little high. So I don't see a market-beating price one year out.

Sentiment: Sell

It is waking up and the fundamentals look great. Run the numbers any way you like and they add to a minimum $100 value today.

Great posting. I have one pricing model at $100 and one at $150. Frankly, would take a $125 offer tomorrow. Bought more today and it will soon be my largest holding as there is nothing in my portfolio I feel so confident with.

Sentiment: Strong Buy

So on assets you would price it at $4.03 and on earnings at $3.20. I don't see support for $5 here.

GILD does look good in my model but the PE is already pretty high and payoff is down the road. I think QCOR is s shoe-in at today's low PE

Once the market understands the fundamentals price tends to go there. My models show $100 conservatively. And work has gotten out to the fundamentalists now. Keep on buying.

Sentiment: Strong Buy

Thanks for the analysis. I agree. My fundamentals model predicts $30 within a year. Stocks tend toward the fundamentals but it can take time.

Sentiment: Strong Buy

I really cannot find anything I feel safer with or better positioned to double. The fundamentals are dawning on people and will continue to. This is a $100 stock within 9 months. Hold.

Sentiment: Strong Buy

But either way they still have to buy stock to cover the calls.

Yep, and what it is saying is "Go up to $100"

Ok, you convinced me. I am back in at $43.80 I think it could go as low as $43 today but my target is $100 so why worry about a few cents short-term down. The shorts are just nuts, as the expected earnings will have to go up soon to levels that will cause the PE to rise etc.

Sentiment: Strong Buy

I still think this is a great stock. I just know there is a "usual pattern" to big jumps of new buyers bidding up then profit takers driving it down. But maybe you are right in that it is down from the peak already. I am watching close and will buy back by the end of tomorrow at the latest.

Sentiment: Strong Buy

Or maybe never. Could just be a ploy to give insiders a chance to unload stock. I have seen it happen with another company from China. The numbers and intentions are just whatever management wants to say they are. Been there, seen that.