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Radware Ltd. (RDWR) Message Board

john2webster 66 posts  |  Last Activity: 1 hour 38 minutes ago Member since: May 26, 2013
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  • Reply to

    Market Snooze

    by rrb1981 Sep 19, 2014 12:47 PM
    john2webster john2webster 1 hour 38 minutes ago Flag

    You are right. Those deals don't make sense in today's environment.Hindsight is 20/20. LINE was not alone in missing the downturn in NG. CHK lost about 75% of its value and XOM took a bath with the XTO deal in 2009. Other NG companies were having the same problem. This is what made them decide to get an oilier mixture when they bought Berry.
    Lo and Behold, now NG is beginning to look better than oil. But LINE management saw it coming this time and traded for gas. I guess they are getting smarter. Also, in this environment, the oil for oil swap with Exxon makes perfect sense.

    Sentiment: Buy

  • Reply to

    Market Snooze

    by rrb1981 Sep 19, 2014 12:47 PM
    john2webster john2webster 22 hours ago Flag

    A "wildcatter culture" might present a better picture of what you mean than "cowboy culture".
    Personally, I like both cowboys and wildcatters. Admittedly, I like cowgirls even better. :)

    I realize there are many super conservative investors in this stock, but I am not one of them. I agree with you in that I like the steps management is currently taking. Right now, management has to take less risk and make more conservative investments because of the Hedgeye fiascal. We differ in that I favored the aggressive drilling program. If the Hegeye fiascal hadn't happened, managemenrt would be taking a different tack and drilling some of these places they are swapping and selling out of. With all of the additional shares they had to spend on the Berry deal, they no longer had the cash flow for all the additional expenses along with higher decline rates, albeit higher profits.

    Sentiment: Buy

  • Reply to

    This stock will drive me to drink!

    by rjmcbear Sep 19, 2014 3:31 PM
    john2webster john2webster 23 hours ago Flag

    Rbear said "Son, you're gonna drive me to drinking if you don't stop buying that hot stock LNCO!"

    Sentiment: Buy

  • Reply to

    Another Exxon Deal

    by m20m75ph Sep 18, 2014 5:30 PM
    john2webster john2webster Sep 19, 2014 1:54 AM Flag

    They didn't cheat me out of anything. I guess I cheated the crooks because I bought my shares long before they bought theirs!

    Sentiment: Buy

  • Reply to

    winter will be here soon

    by thegreatone561 Sep 15, 2014 10:21 AM
    john2webster john2webster Sep 15, 2014 9:56 PM Flag

    You could be correct, but I remember in one of the Q & A sessions after the quarterly, they said they had no plans to keep hedging oil for the time being. i took that to mean they thought futures were too low to make it worth while. That was my take which could be right or wrong.

    Sentiment: Buy

  • Reply to

    Hate-charged Politics

    by ronharv Sep 15, 2014 2:40 PM
    john2webster john2webster Sep 15, 2014 8:49 PM Flag

    Agreed. I forget about the radio because I never listen to it except the cable music only stations.

  • Reply to

    Hate-charged Politics

    by ronharv Sep 15, 2014 2:40 PM
    john2webster john2webster Sep 15, 2014 4:15 PM Flag

    It probably doesn't help that the financial and other media is spewing constant hatred toward conservatives and printing misleading articles. I think the biggest joke of all (and disgrace) was the article CNBC posted about how some PR firm tried to get them to mention their firm but their ethics were too strong to let that happen.

    CNBC, like the rest of the media (except Fox which is just trash) posts articles that bash conservatives and perpetuates lies without caring how much damage they are inflicting on poor people and the country as a whole.

    Sentiment: Buy

  • Reply to

    line bbep

    by colonelflashmanvc Sep 11, 2014 9:47 AM
    john2webster john2webster Sep 15, 2014 4:05 PM Flag

    Democrats cannot accept Obama has been a horrible president. That's why they have to keep making up lies to protect his image. Also, he has been at least as bad as Carter if not worse for the economy. The media is so embarrassed by his economic record, they can only point fingers at the rich and perpetuate lies to take the focus off the tragic record of the Dems and the increasing poverty they have forced onto the poor people in this country.

    Sentiment: Buy

  • Reply to

    winter will be here soon

    by thegreatone561 Sep 15, 2014 10:21 AM
    john2webster john2webster Sep 15, 2014 3:57 PM Flag

    There is a lot of oil that is not hedged.

    Sentiment: Buy

  • Reply to

    winter will be here soon

    by thegreatone561 Sep 15, 2014 10:21 AM
    john2webster john2webster Sep 15, 2014 3:56 PM Flag

    I don't agree with much of your political theory, but I agree with some of your market theory. Also, as you know, it has been in the hundreds in LA while snowing in Colorado and other parts of the country. The oil supply could drop soon. I don't wish anything bad on anyone, I am just investing in what is selling and making money.
    I am not for a big war, but if we get in one I will buy war stocks because they will make money.

    Sentiment: Buy

  • Reply to

    DRIP price for LINE?

    by rkymtgeo Sep 13, 2014 6:18 PM
    john2webster john2webster Sep 14, 2014 1:39 AM Flag

    It depends on the broker. They don't all come up with the same price because they use different methods of determining the price.

    Sentiment: Buy

  • Reply to

    Huge depth

    by innagrigorenko Sep 5, 2014 3:06 PM
    john2webster john2webster Sep 7, 2014 6:55 PM Flag

    It impacted the debt in that they had to borrow to cover the dividend because of the extra units. Also, some of the money used for dividend payments of the extra added shares could have gone to other things that would have benefited the company.

    Sentiment: Buy

  • Reply to

    Huge depth

    by innagrigorenko Sep 5, 2014 3:06 PM
    john2webster john2webster Sep 7, 2014 6:30 PM Flag

    Don't forget rrb, a really huge factor in both the debt ratio and lack luster pps was also caused by Kaiser. When they smacked down the share price, it caused LINE to have to increase the number of shares in order to close the deal.

    I'm not saying management has had flawless execution, but they have had dumb luck along with a few missteps. If they can find a buy with cash flow that will cover the interest plus help pay the dividend, it could be a good move. Let's wait and see what they have up their sleeve. They know they have been under the gun for the past year, and I like what I am seeing lately.

    Sentiment: Buy

  • Reply to

    What is a reasonable timeline?

    by dnb2020 Sep 3, 2014 12:57 PM
    john2webster john2webster Sep 7, 2014 6:12 PM Flag

    ctic, I don't think the company has settled the litigation over too many positive statements, have they? Even if they have, it would be complete stupidity to leave themselves open to more litigation for the same issue. The lawyers have caused fewer press releases.

    Disclosure--I sold my stock with the intent of buying back in maybe later this year when I expect some updates on progress. My worry now is if they don't do something to bump the stock price up, some holders will sell off to take tax losses this year. The pps was up over two dollars earlier this year. Of course a lot of shareholders bought in the 1.10-1.50 range last fall so they only lost some of their gains. I will wait a couple months to see what happens and look for a good entry point.

  • Reply to

    Huge depth

    by innagrigorenko Sep 5, 2014 3:06 PM
    john2webster john2webster Sep 6, 2014 12:30 PM Flag

    I am not worried about the debt yet. I am waiting to get the full story. They are most likely either refinancing a former debt at a lower borrowing cost or about to make an acquisition. Either way, it is a good time to do this before interest rates go up.

    Sentiment: Buy

  • Reply to

    Earnings Problem?

    by earlyoutpress Aug 31, 2014 12:43 PM
    john2webster john2webster Sep 1, 2014 8:19 PM Flag

    They are using different analyst. They also forecast different revenues which isn't possible.
    The Yahoo Line estimates use anywhere from 10-13 analyst depending on year and whether earnings or revs.
    The Yahoo LNCO estimates use only 2-3 analysts.
    It just goes to show you that all anlysts are not correct, and investors should look at what they say but do their own due diligence.

    Sentiment: Buy

  • john2webster john2webster Sep 1, 2014 7:40 PM Flag

    Yea though I walk through the valley of the shadow of death...

  • Reply to

    Earnings falling?

    by earlyoutpress Aug 31, 2014 2:01 PM
    john2webster john2webster Sep 1, 2014 7:37 PM Flag

    They are using different analyst. They also forecast different revenues which isn't possible.
    The Yahoo Line estimates use anywhere from 10-13 analyst depending on year and whether earnings or revs.
    The Yahoo LNCO estimates use only 2-3 analysts.
    It just goes to show you that all anlysts are not correct, and investors should look at what they say but do their own due diligence.

    Sentiment: Buy

  • john2webster john2webster Aug 17, 2014 5:55 PM Flag

    Nope. None. I think I will hold on to mine because I may want to buy more. I am watching and waiting to see what NAO will do.

    Sentiment: Buy

  • john2webster john2webster Aug 16, 2014 9:04 PM Flag

    I am no 1031 expert but I see no reason why the auction could not be structured as a 3 party 1031 exchange. It seems to me, it would be a good way to do it.

    This is not anything like a foreclosure. Linn could back out of the Devon deal if they had to.

    Sentiment: Buy

RDWR
17.99+0.22(+1.24%)Sep 19 4:00 PMEDT

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