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Vail Resorts Inc. Message Board

myownstimulusplan 51 posts  |  Last Activity: Aug 27, 2015 10:00 AM Member since: Oct 15, 2009
  • Reply to

    Reiterated

    by hooutoo Jul 30, 2015 7:32 AM
    myownstimulusplan myownstimulusplan Jul 30, 2015 8:35 AM Flag

    Merrill Lynch target 80 /buy

    Sentiment: Strong Buy

  • Reply to

    CC Highlights :)

    by mushgush23 Jul 29, 2015 8:46 PM
    myownstimulusplan myownstimulusplan Jul 29, 2015 10:14 PM Flag

    I did not yet listen to the CC but was very anxious to hear about 150 million dollars of cost savings anticipated by the merger., was there any update ???????

  • Reply to

    New PR, Partnership with BASF

    by otmy0023 Jul 28, 2015 9:07 AM
    myownstimulusplan myownstimulusplan Jul 28, 2015 9:28 AM Flag

    released by both companies on BASF website

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 28, 2015 8:24 AM Flag

    on the F35 bullish for Qorvo

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 27, 2015 5:28 PM Flag

    good press only counts if it raises demand.. This is not a school project , HLIT is a public company shareholder value is JOB ONE

    Sentiment: Hold

  • myownstimulusplan by myownstimulusplan Jul 24, 2015 7:07 AM Flag

    This speaks very well for confidence in increased demand for the majors in the industry. Unless I missed it I did not see one reference in Skyworks earnings or any questions about Skyworks participation in the very important growing profitable defense industry.

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 23, 2015 5:23 PM Flag

    IMHO will be a beat and good guidance, I am interested in hearing about cost savings from consolidation as they seem very confident and that could really expand margins.

    Sentiment: Strong Buy

  • Reply to

    be patient and positive

    by myownstimulusplan Jul 22, 2015 8:51 AM
    myownstimulusplan myownstimulusplan Jul 22, 2015 10:07 AM Flag

    Buhaley very bullish /Tim Cook even more bullish/ the rest is trader noise

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 22, 2015 8:51 AM Flag

    * Apple : Canaccord Genuity cuts price target to $155 from $160; rating buy

    * Apple : Cowen and Company cuts to market perform from outperform

    * Apple : Cowen and Company cuts price target to $130 from $140

    * Apple : FBR cuts target price to $175 from $185; rating outperform

    * Apple : Piper Jaffray raises target price to $172 from $162; rating overweight

    * Qorvo Inc : Brean Capital cuts price target to $92 from $95; rating buy

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 21, 2015 4:35 PM Flag

    Buhaley"s reason for the optimistic interview on 7/1

    Sentiment: Strong Buy

  • The global military satellite market will reach $9.7 billion by 2025, according to a forecast by market research firm Strategic Defense Intelligence. That represents a more than 70 percent increase over today's $5.7 billion market.

    ISR satellites will account for 36 percent of the market, followed by communications and then navigational satellites. "Many existing ISR satellites are about to reach the end of their operational life cycle, meaning that leading defense spenders need to replace these satellites in the next five to ten years," said analyst Bharathi Bajaj. "Moreover, satellites are an alternative to expensive UAVs or reconnaissance aircraft, which is also driving growth,"

    The U.S. will account for 41 percent of global market share.

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 16, 2015 10:13 AM Flag

    In a report issued Tuesday, Mizuho analyst Vijay Rakesh initiated coverage on Qorvo Inc with a Buy rating and a $92 price target. He points out a few tailwinds that position the company for growth: expanding RF content, “incremental BAW filter capacity, a combined PA+Filter product roadmap, and cost synergies.”

    Below are the key points to the firm’s investment thesis:

    Robust 4G growth in China positions Qorvo well for a strong ramp into the second half of the year, especially as the country moves to 5-mode LTE and marquee handset OEM launches provide seasonality.
    New Integrated front ends with in-house filter supply (SAW, TC-SAW and BAW) also bode well for the company, which gained access to these technologies after the merger -- Qorvo is the result of a merger between RF Micro Devices, Inc. NASDAQRFMD and TriQuint Semiconductor NASDAQTQNT.
    The other big benefit derived from the merger is the creation of manufacturing cost synergies, which Qorvo can drive “by consolidating front end Gallium Arsenide fabs” and relocating TriQuint’s assembly and test facilities to China, which will also aid margins.
    China (which represents roughly ¼ of the company’s mobile revenues) and customer exposure (especially Foxconn and Samsung, which represent almost 50 percent of sales) should be key growth drivers.
    Potential for M&A and consolidation within the industry should not be discarded.

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 15, 2015 8:19 AM Flag

    Qorvo Added to PHLX Semiconductor Index (SOX)

    July 14, 2015 – Qorvo has been added to the PHLX Semiconductor Sector Index℠ (“SOX”), effective Tuesday, July 14. The SOX is a modified market capitalization-weighted index composed of publicly-traded companies primarily involved in the design, distribution, manufacture and sale of semiconductors. It includes such leading semiconductor companies as Intel, Marvell, Qualcomm, TSMC and Texas Instruments.

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 15, 2015 7:13 AM Flag

    Qorvo Inc : Mizuho starts with target price $92

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 14, 2015 5:57 PM Flag

    Background: A special selection committee, of eminent scientists and leaders in the field, chose Jonathan Wolfson for his vision to take one of the smallest organisms in the world – microalgae – and use it to revolutionize some of the biggest industries in the world. Solazyme’s revolutionary biotechnology platform enhances the oil-producing nature of microalgae at the cellular level to tailor-make amazing oil profiles that the world has never seen before. Jonathan has positioned Solazyme to succeed across a variety of vertical industries – from skincare to food, from industrials to liquid fuels – with many of the world’s leading brands lining up to co-develop and purchase Solazyme oils, making the company first to market with algae-based ingredients for chemicals and biofuel.

    The Iowa Biotechnology Association is the sponsor of this year’s award.

    All programs at the World Congress on Industrial Biotechnology are open to attendance by members of the media. Complimentary media registration is available to editors and reporters working full time for print, broadcast or web publications with valid press credentials.

    Sentiment: Buy

  • myownstimulusplan by myownstimulusplan Jul 14, 2015 8:10 AM Flag

    Just read the PR sounds great just like many of the other reports of awards and developments. Very important stuff but some of this brain power must be used to show the investment community how and when all these developments will lead to leading edge profits.

    Sentiment: Buy

  • myownstimulusplan by myownstimulusplan Jul 13, 2015 2:29 PM Flag

    now insert this in google

    Apple: ‘Stay the Course,’ Says Cantor; iPhone Momentum in China

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 13, 2015 1:51 PM Flag

    I am wondering if the demo"s at IFT are on the web or on u tube as I have not been able to view them ?????

    Sentiment: Strong Buy

  • myownstimulusplan by myownstimulusplan Jul 7, 2015 2:30 PM Flag

    That on July 1 when Buhaly said business is booming and they are looking to hire many good people he did not know things are slowing down in China. Qorvo TQNT /RFMD never make any wild statements when their executives are interviewed . Go back reread the interview and take advantage of the sell off.

    Sentiment: Strong Buy

  • myownstimulusplan myownstimulusplan Jul 4, 2015 6:52 PM Flag

    You invest in reinventing the wheel knowing that it is filled with land mines ,delays and failures. I invest in some of these ideas , but only in a small way . If one foolishly bets the farm in something this new in a real big way they might as well go to Vegas. There is a huge difference in investing and gambling. I am able to stay the course and hope to buy more when they actually have real sales and production. Maybe in another 5 to ten years.

    Sentiment: Buy

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