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Assured Guaranty Ltd. Message Board

margretbar2 658 posts  |  Last Activity: May 28, 2014 11:53 AM Member since: Jul 1, 2008
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  • GOOG doesn't want GOGO.....are they on Drugs??? Also the analyst felt that NXP Semiconductors (NXPI) might be an excellent target to consider, but at $15 billion, it's a stretch

    Ruckus, Nuance, others could be takeover targets for Google, Barron's says

    Ruckus (RKUS), iPass (IPAS), Boingo Wireless (WIFI), Gogo (GOGO), STMicroelectronics (STM), QuickLogic (QUIK), NXP Semiconductors (NXPI), Splunk (SPLK), Nuance (NUAN) could be acquisition targets for Google (GOOG), Barron's contends in its "Technology Trader" column.

    RKUS "As I was writing this column, media reports claimed Google is working with Ruckus Wireless (RKUS), which has spent years putting Wi-Fi hotspots in metro areas to extend wireless Web access for phones and tablets. With a market value of $804 million, it could be snapped up by Google in the blink of an eye."

    Sentiment: Strong Buy

  • margretbar2 margretbar2 May 26, 2014 3:11 PM Flag

    Link http://seekingalpha.com/article/2236323-cramers-mad-money-7-things-to-watch-in-the-week-ahead-5-23-14

    Sentiment: Strong Buy

  • Cramer's Mad Money - 7 Things To Watch In The Week Ahead (5/23/14)
    May. 25, 2014 6:18 AM ET | SA Editor Miriam Metzinger

    CEO Interview: Dr. Stanley Crooke, Isis Pharmaceuticals (ISIS)

    Isis Pharmaceuticals (ISIS) has been cut in half from its highs, but it rose recently on positive data. Unlike many other biotechs, Isis "trades on its pipeline, not pipe dreams," said Cramer. The technology uses RNA-based technology to treat rare conditions, and the company has 32 drugs. The stock is up 200% since Cramer spoke to the CEO Dr. Stanley Crooke in 2012, but it is now low enough to consider buying. The company received positive data on its anti-coagulant drug, and it has shown to be safe and effective. There are 6 drugs that Isis expects to get to the market by 2018. "We have a tremendously exciting pipeline," said Dr. Crooke. Cramer suggests taking a long-term position in Isis; "this is my kind of stock."

    Sentiment: Strong Buy

  • Reply to

    FTK tonight is the night ;)

    by margretbar2 May 15, 2014 3:16 PM
    margretbar2 margretbar2 May 15, 2014 3:28 PM Flag

    I mean Cramer likes to talk about stocks he's watching on a pull back

    Sentiment: Strong Buy

  • margretbar2 by margretbar2 May 15, 2014 3:16 PM Flag

    You know who...I think so because he said to watch for it

    Sentiment: Strong Buy

  • It sounds like POWR could be a turn around story from here. POWR has a new big client...they have to move, hire new staff (big expense but possibly big opportunity) On re read this doesn't sound as negative as I thought. Any honest opinions welcome...no position. I have owned POWR in the past and was a big believer. I am shocked and saddened today.

    My heart felt sympathy to those that held through earnings. I was thinking to do so.

    Maxim report:

    POWR PowerSecure downgraded to Hold at Maxim Group
    Maxim Group downgrades POWR to Hold from Buy recommending investors move to the sidelines following 1Q14 results. Firm was blindsided by 1Q14's results, particularly given the cadence, backlog, and outlook provided following 4Q13 results back in March of this year. On the conference call, mgmt voiced that 1Q14's results were heavily impacted by a recent award from a utility services client, which brought with it a change in service territory. The new territory is 2x necessitating a large and expensive build-out in which POWR will likely lose existing well trained staff and be forced to hire and train new talent.

  • margretbar2 by margretbar2 Apr 10, 2014 3:45 PM Flag

    Strong holders will step in now

    Sentiment: Strong Buy

  • Just too many flippers getting scared out

    Sentiment: Strong Buy

  • margretbar2 margretbar2 Apr 3, 2014 4:22 PM Flag

    Thank you

    Sentiment: Strong Buy

  • margretbar2 margretbar2 Mar 21, 2014 1:00 PM Flag

    http://seekingalpha.com/article/2101543-cramers-lightning-round-high-multiple-stocks-are-coming-down-3-20-14

    Sentiment: Strong Buy

  • FireEye (FEYE): "This is a high multiple tech stock, and the market is working these off. They have rallied big, are coming down, they are going to recharge and FireEye is going higher. I like FEYE right here."

    Sentiment: Strong Buy

  • :))) Buy FEYE

    Sentiment: Strong Buy

  • margretbar2 margretbar2 Mar 21, 2014 9:11 AM Flag

    He said to buy it right here at $68

    Sentiment: Strong Buy

  • Cramer and Brian Kelley said to buy :))

    Sentiment: Strong Buy

  • margretbar2 margretbar2 Mar 17, 2014 6:55 PM Flag

    So, you can go with what's steaming, knowing that you've missed big moves, or you can go with value, and wait it out until the big drilling programs kick in, knowing you have those very large dividends in your favor. I know what Wall Street wants. They want to get rich quickly. Me? I am happy to get rich slowly, because there's much less of a chance of catching a bottom than being eviscerated by a top.

    Sentiment: Strong Buy

  • margretbar2 margretbar2 Mar 17, 2014 6:54 PM Flag

    And it is true that day rates for off-shore rigs have leveled off and in some cases have grown weaker. The Ensco people may say that things are holding in and even trending up right now, but there are a large number of new rigs being built that will put pressure on day rates unless Brazil and Mexico, the two big unknowns, start aggressively drilling, something that hasn't happened yet even as many thought 2014 would be the year for their gigantic programs to kick in.

    But here's where I take issue with the newfound love for the onshore names. It comes after massive moves have been made. Now with Patterson-UTI up almost 18%, we get this powerful Goldman upgrade? Halliburton up 11% and Baker Hughes up 13% now draw the fawning attention of the Street?

    In the meantime, Ensco, off about 16%, draws the scorn. Seadrill, which has plummeted 18%, can't catch a break. Transocean, down 21%, is despised. Where were these downgrades when the stocks were so much higher? Where were the upgrades when the on-shore plays were so much lower?

    This action is precisely what I don't like about Wall Street. The analysts tend to be trend followers. And while I sense that Baker Hughes, Halliburton and Pattterson-UTI have the momentum that every hedge fund craves, and the off-shore plays are ice cold, I question the value proposition of the hot names.

    Sure, the off-shore companies may have yields that are too outsized, but given that Ensco just doubled its dividend, I am not concerned about, say, an imminent cut in the payout.

    Sentiment: Strong Buy

  • margretbar2 margretbar2 Mar 17, 2014 6:53 PM Flag

    What I Dislike About Wall Street
    By
    Jim Cramer
    | Mar 17, 2014 | 11:35 AM EDT

    This market can turn on companies in a fashion that's so brutal it can take your breath away.

    Last week the "Mad Money" crew did our show from an Ensco (ESV) rig, a shallow-water drill ship built in 1985 that's in strong demand from several of the independents plumbing the depths off the coast of Louisiana. While we were on the rig, we chatted with some executives who showed us how day rates -- the key metric -- have been holding up extremely well despite chatter on Wall Street that they were weakening fast. That was a big reason why Ensco recently doubled its dividend. The conviction and the contracts enabled the company to shell out a huge $3 a share, giving the company slightly more than a 5% yield.

    Guess what? Now it yields 6.23% and it isn't because the firm raised its dividend again. It's because the Wall Street analyst community basically has determined that Ensco, along with the other off-shore oil drillers, are foolish and absurdly optimistic. The Street and its followers have decimated the group with Transocean (RIG), with a much older and vulnerable fleet than Ensco, giving you a 5.7% yield and a similar company that's been totally left for dead, SeaDrill (SDRL), down 18% this year, now yielding 11%.

    On the other hand, the analysts have fallen head over heels for the once-scorned on-shore plays, notably Halliburton (HAL), Baker Hughes (BHI) and Patterson-UTI (PTEN). Just this morning, Goldman Sachs sings the praises of that trio, pointing out that the long-awaited turn has come.

    Yes, it is absolutely true that there is more aggressive on-shore drilling, mostly because of the phenomenal finds in the Permian, Eagle Ford, Niobrara and Bakken shales.

    Sentiment: Strong Buy

  • He'll probably read it on the air tonight. He usually does

    Sentiment: Strong Buy

  • Reply to

    FUEL on Cramer tonight...Mad Money

    by margretbar2 Jan 31, 2014 11:00 AM
    margretbar2 margretbar2 Jan 31, 2014 12:48 PM Flag

    FUEL Rocket Fuel sees Q4 revs of $84-85 mln vs $76.62 mln Capital IQ Consensus Estimate; sees FY14 Q1 revs of $73-76 mln vs $73.76 mln Capital IQ Consensus Estimate; sees FY14 revs of $420-435 mln vs $419.76 mln Capital IQ Consensus Estimate
    Fourth Quarter Preliminary Results:

    Revenue is expected to be between $84 million and $85 million (vs $76.62 mln Capital IQ Consensus Estimate). This compares to the Company's prior guidance of revenue in the range of $74 million to $77 million and represents revenue growth of between 109% and 112% over the fourth quarter of 2012.
    Gross Profit is expected to be between $40 million and $41 million, an increase of between 134% and 140% over the fourth quarter of 2012. This represents a Gross Margin of between 47% and 49%, up 400 to 600 basis points from 43% in the fourth quarter of 2012.

    Net Loss is expected to be between ($5.0) million and ($3.3) million, as compared to a net loss of ($5.9) million in the fourth quarter of 2012.

    Adjusted EBITDA is expected to be between $3.0 million and $4.5 million. This compares to the Company's prior guidance of $1.0 million to $2.0 million and represents an improvement of between $4.3 million and $5.8 million over the fourth quarter of 2012.

    2014 Guidance:

    For the first quarter of 2014: Revenue in the range of $73 million to $76 million (vs $73.76 mln Capital IQ Consensus Estimate). Adjusted EBITDA in the range of ($9.0) million to ($7.5) million.

    For fiscal 2014: Revenue in the range of $420 million to $435 million (vs $419.76 mln Capital IQ Consensus Estimate). Adjusted EBITDA in the range of $3 million to $6 million.

    Sentiment: Strong Buy

AGO
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