Sun, Sep 21, 2014, 5:53 AM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Alaska Air Group, Inc. Message Board

o08o.ugh64w 83 posts  |  Last Activity: 12 hours ago Member since: May 13, 2011
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    PDEX

    by who_gnu_1235 Sep 19, 2014 9:41 AM
    o08o.ugh64w o08o.ugh64w 12 hours ago Flag

    and starting to nibble back the LTRX that I took quick profits for last Friday...back down to original price already.

  • Reply to

    PDEX

    by who_gnu_1235 Sep 19, 2014 9:41 AM
    o08o.ugh64w o08o.ugh64w 12 hours ago Flag

    clearly something with my other id...I must have posted something bad and maybe they blocked it...so I should watch my language.

    Anyhow, great job on PDEX - I'm out as well.

    BVA and BYBK - I think MM is playing games with both. Something definitely happened across the market at the close yesterday similar to 3 months ago on Russell rebalancing day - huge volume at the close and prices jumped all over the place in most of my holdings. With BYBK one of the directors bought shares a couple weeks ago between $4.66 and $4.79, so if it goes sub-$4.50 I'll force myself to buy more...even if it's to flip for quick/small profits.

    I'm not adding to BVA.

    I'll buy ULBI if they knock it lower...it is at 52 week low right now. I've been patiently scaling in - it's getting silly already how low they are taking it.

    I am scaling in to UWN at current price and lower - they just turned in a really good quarter for one of their usually weakest seasonally. They now have the two strong quarters coming and in conference call CEO said things will be "back to the norm" with profits. Shares should easily go to $1.75 to $2.00 - yesterday the bid was beginning to creep up.

    I also bought some LFVN. I don't really like the business (mini-HLF), but they also just turned in a good quarter, company has buyback in place, insider just bought, and company gave good outlook/guidance for next 12 months. Will likely go back to $1.75 to $2.00. I'll buy more if it goes lower first, but I'm just looking for $1.75 to $2.00 on it then I'm out.

  • Shawn Talbott, Chief Science Officer bought 8000 shares on 9/15 @ $1.25/share.

  • Reply to

    MARK ANDERSON insider sale. 90K

    by richardred1 Sep 17, 2014 9:48 AM
    o08o.ugh64w o08o.ugh64w Sep 19, 2014 5:08 AM Flag

    yes - I answered in reply to it last night on the other thread with subject INSIDER SELLING.

  • Reply to

    Insider selling:

    by valuebambino Sep 13, 2014 10:25 AM
    o08o.ugh64w o08o.ugh64w Sep 18, 2014 9:56 PM Flag

    bambino - sorry for the delay getting back to you on this.

    yes, the cash conversion cycle is obviously directly related to the inventory. Phil explained this on the conference call and indicated they are going to be on top of it to get it down...

    Philip A. Fain

    No, it’s certainly can’t be Gary. The situation that we are currently in is the – the timing between receiving an order and shifting an order based on some of the items that are backlogged in contracting for comms systems has caused our inventory to creep up a just a little bit over the end of last year, but our target is going forward is not to carry $27 million of inventory – is to bring that down rather significantly.

  • Reply to

    MARK ANDERSON insider sale. 90K

    by richardred1 Sep 17, 2014 9:48 AM
    o08o.ugh64w o08o.ugh64w Sep 17, 2014 11:23 AM Flag

    again - unaffiliated outside director, could have many reasons for selling ... the window for insider transactions was open and maybe he needed the money.

    We both know the shares are quite undervalued at this time and in the current market, it's rare that you find a company with a solid balance sheet like we have here and is a good turnaround play. Investors today simply have no patience.

    I'm going to just keep picking up small batches for as long as they want to take the shares lower. Lower basis is fine by me - I have plenty of time.

    I'm sure that there are a few good announcements in the coming months/quarters.

  • Reply to

    Insider selling:

    by valuebambino Sep 13, 2014 10:25 AM
    o08o.ugh64w o08o.ugh64w Sep 13, 2014 4:33 PM Flag

    He's an outside independent director...who knows why he may have needed the money?

    Steven M. Anderson Biography

    Brigadier General, US Army (Retired)

    Retired Brigadier General Steve Anderson is the Chief Marketing Officer and one of the principal owners of RELYANT LLC, a Service Disabled Veteran Owned Small Business based in Knoxville, Tennessee, that provides key construction, munitions response, energy technology and logistics services to US and NATO forces in the combat zone. His present focus is spearheading business development efforts in Libya, where RELYANT became the first US company with an office in Benghazi in March 2013, and he is directing complementary efforts in other locations on the African continent such as Gabon, Somalia, Rwanda and Kenya.

    ...

    Additionally, Anderson serves as a director for Ultralife Corporation...

  • Reply to

    Insider selling:

    by valuebambino Sep 13, 2014 10:25 AM
    o08o.ugh64w o08o.ugh64w Sep 13, 2014 3:29 PM Flag

    Director who only held a small number of shares to begin with.

    If Popielec, Fain, or Whitmore/Sunray sell shares I might be more interested.

  • google for the title and choose the Barron's link that begins with "online"

    "Provident has a solid balance sheet, with plenty of excess capital. In addition to dividends, the bank could use its cash for buybacks or another deal.

    The company could become an attractive takeover target. Kelley notes that in northern and central New Jersey, the number of "commercially oriented franchises" with more than $5 billion in assets is limited. In a deal, he puts the value at $21 to $22 a share."

  • o08o.ugh64w by o08o.ugh64w Sep 5, 2014 5:31 AM Flag

    Another 14,000+ shares purchased last week at prices between $4.66 and $4.79. Apparently someone made a mistake entering the transaction dates, but clearly they were last Thursday/Friday.

    He now owns over 105,000 shares.

  • After this recent share price drop, they are now undervalued. CEO has purchased shares, and other insiders are purchasing as well.

    Setting aside money for loan loss provision is standard practice for banks/financials and needs to be done every now and then. It comes out of EPS, however, should it later be determined that more than enough was set aside, when re-analyzed they will come back into EPS in a later quarter.

    At this time, shares are trading below book value - and there is no reason for that. Aside from the loan loss reserves, earnings were fine. Asset quality is strong. Earnings will be increasing going forward.

    Use this opportunity to acquire (more) shares and even more if they continue lower.

    As the Fed allows interest rates to rise, the entire banking sector is going to be getting a boost in profits. And TSC, as indicated, has much of its portfolio in variable rate loans with deposits at fixed rates. What could be better in a rising interest rate environment?

    There's very little to think about on this - shares are a buy at the current price, and a strong buy if they go lower.

  • Reply to

    Community banks being purchased for 140% TBV

    by o08o.ugh64w Aug 25, 2014 8:42 AM
    o08o.ugh64w o08o.ugh64w Aug 26, 2014 8:38 AM Flag

    I went by the tangible book value figure of $5.46 given in the July 31 presentation.

    In it, it says straight BV is $5.86, so TBV is slightly lower.

  • BYBK trading well under TBV at this time.

    140% would be up around $7.50/share.

  • Reply to

    Mortgage business expansion...

    by citnitout Aug 19, 2014 1:03 PM
    o08o.ugh64w o08o.ugh64w Aug 19, 2014 4:02 PM Flag

    Thanks - good info.

  • o08o.ugh64w by o08o.ugh64w Aug 19, 2014 3:39 PM Flag

    PNC

    It's a good fit.

  • Earnings this past quarter were exceptionally strong.

    CEO bought shares two weeks ago.

    Interest rates will be going up next year, and banking profits are likewise going to go up as spreads will (finally) be increasing.

    Any price below $24 is a bargain.

    Look for $30/share again within the next 9 months.

    You'll sleep comfortably with HTLF while the market continues to be jittery.

  • Reply to

    Hovde strategy...

    by citnitout Aug 12, 2014 11:11 AM
    o08o.ugh64w o08o.ugh64w Aug 18, 2014 1:14 PM Flag

    Interesting.

    I guess I need to acquire a significant ownership position so that if/when there is a 1 for 10,000 reverse split, I still own 1.0 or more shares.

  • o08o.ugh64w by o08o.ugh64w Aug 15, 2014 8:48 PM Flag

    I saw the 100,000 share block yesterday...knew it had to be them. I guess shares will stay at current level until they're done.

    $4.52 ... 100,000 ... NDD ... 14:33:27

  • Reply to

    Out of here and never coming back

    by o08o.ugh64w Aug 12, 2014 9:46 AM
    o08o.ugh64w o08o.ugh64w Aug 13, 2014 1:38 AM Flag

    Ted bought the 500,000 shares - you cannot rely on the Y! Insider Transactions - use the SEC website directly.

  • Reply to

    Hovde strategy...

    by citnitout Aug 12, 2014 11:11 AM
    o08o.ugh64w o08o.ugh64w Aug 12, 2014 2:34 PM Flag

    I don't follow. Of course distributing shares to the fund shareholders was to give them (the shareholders) greater flexibility with their shares and the ability to sell if they wanted. Hovde still holds the bulk of the shares. Whether he has total control or not isn't an issue - we have a public corporation and as time goes on, it's going to grow, and there are going to be new/more shareholders. In my mind, that's what growing is all about. There are going to be more capital raises and shares issued along the way - because we are going to continue acquiring more banks and you need currency of one form or another to purchase things.

    Their interests are still aligned with shareholders - that's why Joe is Chairman. The objective is to make it successful - certainly not to keep share price low to acquire more shares. You think Caplan and Cashen have invested a good chunk of their own money to see the share price kept low? Preposterous.

ALK
46.22-0.62(-1.32%)Sep 19 4:07 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.