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Life Technologies Corporation Message Board

o08o.ugh64w 67 posts  |  Last Activity: 4 hours ago Member since: May 13, 2011
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  • Most folks who lack investment skills have not faced the fact that interest rates will be trending higher going forward. They don't understand that in general it's going to put pressure on the stock market and their dividend paying stocks. What they also lack a total understanding of is that banks and financials are going to be the beneficiaries of higher interest rates as the spreads between their borrowing and lending rates widen and translate into higher profitability. For the past few years banks have been squeezed and every CEO discusses the challenges of the low interest rate environment. Now, the reigns are going to be loosened and with higher interest rates will come higher profitability.

    PFS is going to do extremely well having just completed another merger, and will be ready for taking advantage of the higher interest rates.

    Pick up or add to your PFS holdings while you still have the opportunity to do so at the current bargain price. Also, diversify across other banks and financials as well - there are many good ones paying solid/secure/growing dividends with strong balance sheets and asset quality.

    When the banks and financials move up over the next couple years, they are not going to be coming back to these levels unless we have another financial crisis/meltdown and I don't think that's going to happen.

  • o08o.ugh64w by o08o.ugh64w Jul 15, 2014 9:41 AM Flag

    Now is the time to be buying these small banks during the summer doldrums (for banking stocks). This happens most every year. However, this year it is even more a time to be buying them in a big way. Interest rates will trend higher next year, and when that (finally) happens bank earnings increase! Most people are looking the other way and do not understand these basic concepts.

    In the mean time, slowly acquire shares if the trend lower. Diversify across multiple names. Look more towars book value and those trading near or below compared to those wildly above book value. Make exceptions for those carrying low debt loads, growing top/bottom line, and paying good/stable/increasing dividends. Lastly, those that are potential acquisition targets (like AROW) should be on the top of the list for accumulation.

  • Reply to

    Now 5% below BV

    by o08o.ugh64w Jul 9, 2014 5:40 PM
    o08o.ugh64w o08o.ugh64w Jul 9, 2014 6:35 PM Flag

    "At least Abbas bought some shares (but not many) earlier this year, so he's got a little skin in the game here as well"

    Abbas currently owns almost 900,000 shares - I'd say that's having a bit of skin in the game.

  • Reply to

    Now 5% below BV

    by o08o.ugh64w Jul 9, 2014 5:40 PM
    o08o.ugh64w o08o.ugh64w Jul 9, 2014 6:18 PM Flag

    They won't give a new release date until the audit is completed.

    As much as the delay is disturbing, I have complete trust in Abbas and company.

    "The company is working diligently to complete the audit, and once the audit is completed, Iteris will announce a new scheduled date for its conference call to discuss its fourth quarter and full year 2014 results."

  • o08o.ugh64w by o08o.ugh64w Jul 9, 2014 5:40 PM Flag

    as we see, the market can become extremely irrational. I'm continuing to buy more shares slowly.

    company cannot buy back shares at this time because it is after end of quarter and earnings have (still) not been released.

    at this rate, they may as well release the year end results along with Q1 together.

  • o08o.ugh64w by o08o.ugh64w Jul 9, 2014 4:36 PM Flag

    Patient long time ULBI investors know how to play this.

    Earnings coming in 4 weeks (wink, wink)

    Company buyback is out there, however, since we are in the period between end of quarter and the earnings announcement, they won't be buying shares at this time. So, if there's rampant irrationality, the shares could fall a bit from here.

  • o08o.ugh64w by o08o.ugh64w Jul 2, 2014 4:58 PM Flag

    You are being given a rare opportunity to acquire shares of RIVR that will pay you 4.25% on your purchase today, and additionally see an appreciation of 20% to 40% in the next 6 to 12 months.

    I've seen similar happen with a below market priced share offering like this. It really stinks if you were holding prior to it, but BDGE did the same thing a short while ago. Insiders took the shares, and they quickly rebounded afterwards. You can see the Form 4 filings by insiders this afternoon taking shares.

    The dividend is very secure - it was just raised.

    Buy some shares now, if they happen to go lower then buy more. Again - it is a rare opportunity and the shares will likely rebound back to 52-week highs by year end.

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