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Rovi Corporation Message Board

jumbo53226 52 posts  |  Last Activity: Aug 27, 2015 9:39 AM Member since: Nov 12, 1999
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  • Reply to

    How do you digest those #'s??

    by jecarey77 Aug 27, 2015 7:28 AM
    jumbo53226 jumbo53226 Aug 27, 2015 9:39 AM Flag

    Company topped estimates on top and bottomlines......they raised guidance "expectations" by pointing to a significant rise in margins........and they are fulfilling all debt obligations in accordance with their agreements to lenders by timely payments (I hate the interest payments however).

    Analysts will see by these numbers that our HSQL is killing other solars. They will soon be undisputed "king" of solar companies!

    Sentiment: Strong Buy

  • jumbo53226 jumbo53226 Aug 25, 2015 6:21 PM Flag

    The competition for solar projects globally will get even hotter over the next few years. I believe HQCL's ability to compete across the globe in every country on the basis of price coupled with superior quality products and well-formed partnerships will leave them one of the last companies standing in the solar space.

    Sentiment: Buy

  • jumbo53226 jumbo53226 Aug 25, 2015 6:09 PM Flag

    I think any investment has to be judged on its CURRENT situation. Yes, CSIQ did get its share price to where it is by ENJOYING high margin business without competitive influence in Canada for years. If you followed that company at all, you will know that their high margin Canadian business has almost completelydried up. CSIQ has a poor to fair cash position, and there is tremendous uncertainty regarding their ability to compete for low margin business abroad....and thereby survive the upcoming very lean years for that company.

    Because HQCL has made the necessary changes to their operations business model including WHERE they manufacture and the various partnerships they have created across the globe ,they are in a much better position to survive and even thrive in the lower margin solar space. HQCL operational costs are so much lower, we will thrive while many (most) will not ...cannot survive. Judge your investment in a company based on how it looks TODAY !

    Yes, we shareholders in HSOL and now HQCL who held and bought the stock over the years helped fuel the company's transformation .....and stockholder felt the pain of lower PPS as this expansion took place. But IMHO, we are now getting very close to seeing the fruits of these investments at HQCL. GL to you as well.

    Sentiment: Buy

  • jumbo53226 jumbo53226 Aug 25, 2015 3:14 PM Flag

    Hunsaker,
    In an earlier post, you had indicated that SUNE and CSIQ were better investments than HQCL. I disagree in that CSIQ has little to no visability for continuing high to medium margin business in Canada or the United States over the next year. They never planned beyond the higher margin business they enjoyed in Canada over the last few years, and now huge questions have arisen concerning their financial viability in the future.
    SUNE has purchased so many companies globally over a short time period that they are now completely cash strapped and need heavy investment to stay alive. I would stay away from both of these firms.
    As far as Chinese owned companies are concerned in this market, JKS, YGE, and TSL ...the lifeline provided by the Chinese government is drying up and these companies have projected lowered visability.
    Personally, I absolutely think HQCL is a better investment. I think we will see huge business for the second Q and a vibrant and optimistic outlook for the rest of 2015 and 2016. The headwinds for HQCL surround the question of how they are going to pay down debt. It is definitely not in the best interest of Hanwha who owns the majority of outstanding shares in HQCL to see that stock languish or drop. I believe Hanwha itself will find ways to restructure and fund HQCL debt to attract more investment in HQCL stock. Yes part of this may be a limited offering of some new stock in 2016, but Hanwha can also sell stock they already own in HQCL and still maintain over 50% ownership of outstanding shares. I believe we will see something closer to this scenario.
    Now, I have sold shares of stock in companies only to see those shares rise within days or weeks of my sale. Nothing irks me more. I hope you don't become one of those ghouls who haunt this board in a negative fashion now that you have sold most of your stock. Again, I have enjoyed your past contributions to this message board and wish you nothing but the best.

    Sentiment: Buy

  • jumbo53226 jumbo53226 Aug 25, 2015 1:25 PM Flag

    Between you and I we most likely own the majority of retail shares! LOL

    Sentiment: Buy

  • Reply to

    SUNE's burden is Vivint at the moment...

    by j.vasq75035 Aug 24, 2015 4:31 PM
    jumbo53226 jumbo53226 Aug 24, 2015 4:49 PM Flag

    Solars with burgeoning debt are being sold heavily right now.

  • Reply to

    Short covering or just selling?

    by zangnut Aug 24, 2015 2:26 PM
    jumbo53226 jumbo53226 Aug 24, 2015 3:42 PM Flag

    Everything Chinese is getting SOLD and shorted. It will be a long road back for holders of Chinese company stocks. There is little to no trust in these firms.

  • Reply to

    Adding to my position

    by josephmcdonald222 Aug 24, 2015 9:24 AM
    jumbo53226 jumbo53226 Aug 24, 2015 1:53 PM Flag

    DITTO !

  • Personally I don't subscribe to everything he says, but I like what he said about the recent market sell-off.
    Sometimes stocks go up when they should have gone down, and sometimes entire sectors move for ridiculous reasons.

    "Never assume that just because something happened, it has to make sense because the market is always supposed to make sense. That's nonsense," Cramer added.
    It is important to be able to look at some of the crazy moves and understand that the stock moves are just nuts. Because once you start cooking up connections where none exist-Cramer says that is where you are really in trouble, because you can make yourself believe just about anything.
    So, what are some of the crazy catalysts that move stocks?
    They are all reasons that have nothing to do with the underlying prospects of actual companies. When that happens, Cramer recommends taking advantage of that irrationality, not to buy into it by chasing stocks or panicking out of them.
    "Remember, nobody ever made a dime panicking," the "Mad Money" host said.
    For instance, sometimes the market is hit with a huge pullback and a lot of stocks go down even though it has nothing to do with fundamentals of the company. Hedge funds that are in trouble will start selling to raise money to pay back unhappy clients who are demanding money.
    Or sometimes there is a red-hot deal, like a Facebook or Alibaba which is so massive that the mutual funds have to sell stocks in order to raise cash to get in on the deal. It's crazy, but mutual funds don't keep cash on hand to make these kinds of investments. That means they don't have enough cash to participate in these big deals unless they sell stocks they own.
    But regular investors will see the selling and start to panic, dumping stocks in turn. Ultimately, this will trigger a selloff, and the media will try to cook up reasons all over the place to explain why otherwise stable stocks went south"

    Sentiment: Buy

  • Reply to

    Roth Capital

    by bozedar1 Aug 21, 2015 12:47 PM
    jumbo53226 jumbo53226 Aug 22, 2015 12:36 AM Flag

    Hanwha Q Cells Co Ltd –ADR (NASDAQ: HQCL), formerly Hanwha SolarOne is a small-cap global solar energy company headquartered in South Korea. In a report issued Friday, Roth Capital analysts Philip Shen and Justin Clare initiated coverage on its stock with a Buy rating and $14 price target, noting this is an “underfollowed solar major.”
    Some Context
    Supported by Hanwha Corporation, Hanwha Q Cells was formed, in early 2015, by the merger of two companies Hanwha Corp. had acquired: Solarfun (2010) and Q CELLS (2012).

    “As a testament to the bankability of the combined entity, management recently inked the industry’s largest single module order with attractive terms (1.5GW, $449mn upfront payment),” the analysts add. Moreover, this underfollowed solar major is the key player in the portfolio of Hanwha-backed companies with solar exposure -- polysilicon, machinery, materials, EPC, life insurance.

    The note goes on to explain the importance of Hanwha Corporation’s backing. With roughly $125 billion in assets and more than $35 billion in yearly sales, the company has the ability to make big investments. After hefty outlays in the solar sector, the conglomerate (with Hanwha Q Cells) “is expected to have the leading cell capacity in the world by YE'15 (4.3GW). Finally, with a $100bn balance sheet, we expect Hanwha Life to serve as a meaningful future solar asset owner,” the experts append.

    Sentiment: Buy

  • Reply to

    Absolute crazy.

    by gman7027 Aug 21, 2015 9:56 AM
    jumbo53226 jumbo53226 Aug 21, 2015 3:41 PM Flag

    I am fairly confident that they will show impressive revenues and earnings for the last quarter. Visibility will be important and will their focus on debt repayment. For what it is worth, I was a buyer this morning. Added a little and think I am safe doing so....don't know what next week holds but in the longer run, this is a good spot to buy

    Sentiment: Buy

  • Reply to

    The way I see it.....

    by gman7027 Aug 20, 2015 7:55 AM
    jumbo53226 jumbo53226 Aug 20, 2015 1:30 PM Flag

    I agree that retail owners of this stock have shown little fortitude in the wake of the recent drop. All solars are getting hit and the sentiment for solar is bottoming in my opinion. So one could conclude, the only way to go is up from here. It does make some sense.

    HQCL stock has an incredibly low float which is almost entirely owned by small time retail investors like you and I. To really jump start this stock, the company will 1) have to show some great numbers in the upcoming ER 2) show some strong optimism and vision regarding their business in upcoming quarters (unlike CSIQ and TSL) 3) reveal the company plan to control operational costs and pay down debt.

    If they have positives in each of the above three categories, the stock will definitely accelerate. We need more buying institutions coming into HQCL stock, but IMHO they have been reluctant to do so without knowing the company plan for managing their debt going forward.

    Personally, I think they will try to restructure much of the debt, and they have lenders (backed by Hanwha) who will step forward. I think they may announce a "limited stock offering" as well. I believe that Hanwha will sell some of the shares they are holding (right now close to 85% of outstanding shares) and couple this with some newly issued shares. This would not be the worst news because the float is so low right now anyway. Institutions typically like a larger float. The total number of outstanding shares does not have to increased to any great extent which again will ultimately lure more institutional investors.

    It makes sense when you really think about it.

    Like you, I hope we do get a pop in this thing soon! Good luck to all longs!

    Sentiment: Buy

  • Reply to

    TSL report out

    by docscience130 Aug 18, 2015 7:25 AM
    jumbo53226 jumbo53226 Aug 19, 2015 2:34 PM Flag

    Thanks for taking a few minutes to reply. Your posts were always well thought out, and I miss you on the HQCL board.
    Speaking of HQCL, I think that the company will need to address the subject of their overall debt before we see institutions buying into the stock with any enthusiasm. The sad part is that HQCL has positioned itself so well to do business in the United States, the UK, India, and Japan by way of the partnerships they have developed. Of all the solars, I still think they have planned very well for the future. I just hope the company is prepared to announce some steps to deal with their debt issue in that regard during the next ER CC. I think a "limited" new stock offering coupled with some debt restructuring will actually benefit the stock price over the next year or two. This appears to be the road they are on given the reverse split.
    Anyway, I wish there was a way to stay in touch with you. Good Luck!

  • Reply to

    TSL report out

    by docscience130 Aug 18, 2015 7:25 AM
    jumbo53226 jumbo53226 Aug 18, 2015 6:13 PM Flag

    Doc,
    Just out of curiosity, are you out of HQCL at present?

  • Reply to

    Q2 er date - and my signoff from this board

    by hhunsaker Aug 12, 2015 10:27 AM
    jumbo53226 jumbo53226 Aug 18, 2015 11:13 AM Flag

    Good luck to you Hunsaker and to Doc and to all the others who were here and now gone. I am one of the last of the old longs left here. I never posted as much as you, and did respect all your thoughts and leveled thinking. You kept the exuberant in check and admonished the super-negative when necessary. Good luck to you in the future.
    As to the debt Hanwha has, there is still the reall possibility of another stock offering to eliminate all debt,..................... but at the current price given the split and low float, it would dramatically lower the stock price which is not in the interest of Hanwha ownership. If they decide to do another offering, I am sure it would be very limited. Just the prosepect of this however is keeping buying institutions away right now.
    It is in Hanwha's best interest that they work to restructure and then repay as much of this debt as possible immediately. They then have the means to financially support the rest of the debt utilizing various financial vehicles and lenders. Ultimately, I remain convinced longs will come out of this OK, but to your point it will take some time to see the light at the end of the tunnel.
    I am in a good spot in that my cost basis is very low so I do have the luxury of being able to hold long.
    Again, thanks for all your good work sheriff, and hope you strike it rich sometime somewhere!

    Sentiment: Buy

  • jumbo53226 jumbo53226 Aug 14, 2015 9:51 AM Flag

    According the release today, $6.5 million in revenue reflects break-even on cash flow. So to show themselves as a profitable self sustaining company, they will have to continuously meet or beat $6.5 million in revenue annually. It appears they are on their way to that number or beyond for 2015. If we truly are at a inflection point, this should not be a difficult number to beat every year going forward. Good luck longs

    Sentiment: Strong Buy

  • jumbo53226 jumbo53226 Aug 14, 2015 9:31 AM Flag

    The company may need at least one more good quarter to improve its overall credibility. One more good quarter with a continuing positive outlook should be able to push this stock over $.50/share. I agree that we may have hit the inflection point. But they have to keep it going to establish necessary credibility. Inflection points are typically best viewed in the rear view mirror.

    Sentiment: Strong Buy

  • Reply to

    Delay in earnings report

    by dsac0430 Aug 5, 2015 1:35 PM
    jumbo53226 jumbo53226 Aug 5, 2015 3:17 PM Flag

    Thanks for all your thoughtful posts NMB. This stock message board, like so many others, seems to be rife with negativity and short sellers all of a sudden. Good luck with ACAS.

    I still hold a sizable number of shares in this security, and have recently dipped my toe back into the stock sub $13.

    Sentiment: Buy

  • Beating all analyst highest estimates. Nice! PPS may stay in flux due to the timing of the Fed's move, but generally should start moving up IMO. This is a great time to buy this security given its EPS, its consistent dividend payout, and the price of the stock relative to its NAV. One cannot go wrong with ACSF at its current PPS.

    Sentiment: Strong Buy

  • Reply to

    OMG the CC was both conservative an optimistic

    by jumbo53226 Jul 30, 2015 8:32 PM
    jumbo53226 jumbo53226 Jul 31, 2015 10:14 AM Flag

    Disappointed in the stock...bought more this AM and going to hold...but very disappointed.

ROVI
10.98+0.24(+2.23%)Aug 28 3:59 PMEDT