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Radian Group Inc. Message Board

normboyz 15 posts  |  Last Activity: Feb 6, 2015 4:24 PM Member since: Jul 28, 2003
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  • Reply to

    Derek Elder buys shares, Time to buy?

    by soccerboy496 Feb 2, 2015 3:30 PM
    normboyz normboyz Feb 6, 2015 4:24 PM Flag

    Differing opinions: that is what makes a market.

    When I was long, there were some hedge funds that took sizable positions and pressured management into establishing the dividend at .06 and later increasing it to .12. They have since left the name, as I have.

    Interestingly, what gave me the opportunity to sell in the $8's was a stock promoter, Jonathon Ledbed, who latched onto CCUR for a while. Between the dividend raises and Ledbed, that got CCUR to $9. Been a slow bleed ever since. Dividend yield increase has not helped put in a floor.

    Sounds like Elder may be a good guy with good intentions, but that does not necessarily equate with success or results.

    I won't hang around and keep posting, because if I did, CCUR owners would be wondering why. I have made my point. Good luck and I hope I am wrong and you can profit from it.

    Sentiment: Sell

  • Reply to

    Derek Elder buys shares, Time to buy?

    by soccerboy496 Feb 2, 2015 3:30 PM
    normboyz normboyz Feb 6, 2015 2:51 PM Flag

    Soccerboy,

    I fortunately got out of CCUR when it had an $8 handle. Was in the stock for 2-3 years before that.

    No position in CCUR, even with the attractive 8+% dividend. This company pretty has pretty much treaded water for years. With the consolidation of cable MSO's, CCUR unfortunately does not have much in the way of bargaining power. Company periodically gets small lifts when there is an occasional large order from Time Warner or JCOM. This happens too infrequently to get excited, as the downdrafts are just as periodic.

    Cash seems to fluctuate between $25 million to $30 million. Being at the lower end of the range, if it dips below $25 million, I would be very concerned with the future sustainability of the .12 dividend. It could be cut.

    I would be concerned about CCUR's future sales, given the pending merger of Comcast and Time Warner (a big client). If and when this merger occurs, CCUR will probably get squeezed as Comcast can go back and forth and negotiate between CCUR and CSCO.

    As far as your concerns with transparency and Q & A's, this company is always tight lipped. Has always been that way. CCUR's board of directors have a core group of senior guys who always get reappointed. The company never gives any future guidance.

    The business is maturing. No growth prospects. Those deals you mention in your posts are most likely small potatoes. CCUR is in a slow growth niche market.

    In these times, there definitely are other public companies out there with huge opportunity for hyper-growth (social media and biotech come to mind). This stock is a lost opportunity cost. The dividend looks comforting, but is probably a mirage.

    Best of luck to you. (NO, I am not short!)

    Sentiment: Sell

  • Reply to

    disturbing

    by wisco.topcat Dec 18, 2014 7:38 PM
    normboyz normboyz Dec 19, 2014 11:36 AM Flag

    If you were in MONIF this time last year, you would have thought you were the smartest investor in the room. A lot can still change within a year's time. Still in the 1st or 2nd inning of the ballgame.

    Sentiment: Buy

  • Reply to

    Cooperman on Fast Money halftime tomorrow

    by noochie44 Dec 16, 2014 1:47 PM
    normboyz normboyz Dec 17, 2014 1:50 PM Flag

    You have to take that in context. Perhaps CNBC decided which holdings to list on the TV screen, based upon Cooperman's hedge funds holdings. The reporter on the show conducting the interview framed Groupon as a Cooperman favorite for 2015. Cooperman said he wasn't even prepared to talk about Groupon. Looks like CNBC controlled the content and Cooperman was not given enough time to freelance on his favorite pics.

  • Reply to

    Cooperman on Fast Money halftime tomorrow

    by noochie44 Dec 16, 2014 1:47 PM
    normboyz normboyz Dec 17, 2014 1:25 PM Flag

    Multiple soundbites on the Cuba news coverage ate into half of the show. Cooperman had a minute to talk a few stocks when he normally gets 4 or 5. No time.

  • normboyz normboyz Nov 17, 2014 1:34 PM Flag

    Potential cash incentive to customer is $240 per year.

    It is Ban Santander's "Extra 20" program. Just open savings and checking account, direct deposit $1,500 per month and pay at least two bills online monthly.

    Maybe this program will get the ball running for Monitise and will get other banks to offer the same incentive.

    Sentiment: Buy

  • Bank Santander, new megabank customer of Monitise, is offering customers $20 cash incentive to sign up for online banking services. Just heard a radio ad for it in the Philadelphia market.

    Offer is online as well.

    Sentiment: Buy

  • Reply to

    Kass

    by longdaddymarc Nov 7, 2014 1:04 PM
    normboyz normboyz Nov 7, 2014 2:22 PM Flag

    I would not rule Kass coming back either.

    He indicated he this thought that MONI is dead money for the next few months and could experience year end tax loss selling, a fact that could drive a cause a temporary buyable dip.

    And Kass previously worked for Coopeman at Omega Advisors. If a meaningful upturn should be upcoming with new contracts in the pipeline, my guess is he will hear about it before we do.

    Sentiment: Buy

  • Reply to

    One MONI short now covering with its gains intact

    by normboyz Nov 7, 2014 1:11 PM
    normboyz normboyz Nov 7, 2014 2:10 PM Flag

    That's it. Give Jericho credit. Made some nice coin in a relatively short period of time.

    Short interest remains at 7.3%, so any positive news could return the stock to the .60's.

    Sentiment: Buy

  • Jericho Capital Asset Management smartly built up a short position to 1.68% of the float in Monitise early this year.

    Looks like it is taking its victory lap covering at much lower prices. Yesterday, it reduced its short position .54%.

    Smart money just might be starting to unwind their short positions. Could explain the higher volume today.

    Sentiment: Buy

  • Reply to

    IBM-Apple banking apps out by Thanksgiving

    by normboyz Oct 30, 2014 6:38 AM
    normboyz normboyz Oct 30, 2014 11:01 AM Flag

    Of course, that is the $64,000 question. But connecting the dots, IBM- MONI tie-up suggests an involvement, perhaps a significant one.

    Sentiment: Buy

  • First products from Apple-IBM deal to come next month
    The first products from Apple's mobile enterprise partnership with IBM will roll out next month, according to Apple CEO Tim Cook, who said the partnership "could change the way people work."

    by Agam Shah , IDG News Service | 20 Oct 14


    The first products from Apple's mobile enterprise partnership with IBM will roll out next month, according to Apple CEO Tim Cook, who said the partnership "could change the way people work."

    In July, Apple announced an "exclusive" deal with IBM in which iPhones and iPads would be sold to enterprises backed by IBM's cloud and analytics services. The first products will be for the banking, government, insurance, retail, telecommunications and travel and transport sectors, Cook said on a Monday earnings call.

    Sentiment: Buy

  • Reply to

    IBM to buy Monitise???

    by kcfirehawk Oct 29, 2014 1:41 PM
    normboyz normboyz Oct 29, 2014 1:53 PM Flag

    A better scenario would be for IBM to buy out Visa's 5% stake and take an additional 10 to 15% stake in MONIF to provide an additional cash injection.

    Shorts would get absolutely crushed; Doug Kass would also kick himself for daytrading MONIF (i.e. selling the bulk of his stake close to the bottom).

    Sentiment: Buy

  • normboyz normboyz Oct 29, 2014 12:10 PM Flag

    Here is the link to the press release:

    http://finance.yahoo.com/news/twitter-ibm-form-global-partnership-155800195.html

    Sentiment: Buy

  • Here is a excerpt from

    Specialized enterprise consulting: IBM Global Business Services professionals will have access to Twitter data to enrich consulting services for clients across business. Additionally, IBM and Twitter will collaborate to develop unique solutions for specific industries such as banking, consumer products, retail, and travel and transportation. The partnership will draw upon the skills of tens of thousands of IBM Global Business Services consultants and application professionals including consultants from the industry's only integrated Strategy and Analytics practice, and IBM Interactive Experience, the world's largest digital agency.

    Sentiment: Buy

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