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CR Bard Inc. Message Board

o08o.ugh64w 50 posts  |  Last Activity: Aug 28, 2015 1:18 PM Member since: May 13, 2011
  • Analyst estimate for current quarter is revenues of $11.5 million with EPS of 12 cents/share.

    Company has provided guidance of :

    Third Quarter 2015 Financial Outlook
    inTEST expects that net revenues for the third quarter ended September 30, 2015 will be in the range of $9.0 million to $10.0 million and that net earnings will range from $0.03 to $0.07 per diluted share

    There seems to be a disconnect here. Should analyst not adjust estimates lower and company perform to their stated guidance, the shares are going to be unjustly hammered.

    Further, EPS of 3 to 7 cents/share is below year ago quarter.

    Comments?

  • o08o.ugh64w o08o.ugh64w Aug 15, 2015 3:47 AM Flag

    If they get an offer, and the price is right, the company will be sold. Management owns enough shares that it is obvious. Their objectives are aligned with shareholders, because they are the largest shareholders. Again it's obvious.

  • Reply to

    Mediocre quarter.

    by eskine212 Aug 13, 2015 12:39 PM
    o08o.ugh64w o08o.ugh64w Aug 14, 2015 4:33 AM Flag

    a share buyback at this time makes lots of sense. as mentioned on the call, a dividend could be another option, but the share buyback is better from a couple views.

    1. dividend is taxable to shareholder now, buyback increases the value of remaining shares and pushes the gain off into long term capital gains

    2. reducing share count while the shares are low is much better than companies looking to use the buyback specifically as a mechanism to keep their shares inflated at a high price. many big companies are using their cash piles for this or taking on debt to do this. invariably it fails because their shares were artificially inflated at the high price to begin with.

    3. reducing share count during a low profit period provides extra momentum when profits pick up again.

    4. repurchasing shares when the price is below book value is a no brainer. book value is increased. remaining shares are more valuable.

    5. as mentioned on the call, and obvious to anyone following the company over the past two years, management is fully invested owning a significant number of shares. they've done the hard work turning things around. now they just need to continue to perform and it will pay off in a big way for all shareholders. it's just a matter of time for when the sector turns higher again.

    6. a caller mentioned Ladenburg Thalmann in his question. if you compare the financials of NHLD with LTS, it is clear that NHLD is doing a better job. at some point, the market comes to its senses and realizes this. in the short term, people get distracted by Frost buying LTS shares all the time and get all excited. it happens with all of his companies - he has a halo around his head and naïve investors believe everything he touches turns to gold. LTS is overvalued and has been for the past couple years, solely because of Frost.

    7. NHLD is a buyout candidate with the shares so low. the company is strong and in a good financial position. they don't need to go looking for a savior.

  • o08o.ugh64w by o08o.ugh64w Aug 12, 2015 4:24 PM Flag

    Anything that generates new revenue streams and adds to the bottom line is good.

  • Reply to

    interesting trading, some big blocks at 1.20

    by soccertese2006 Aug 3, 2015 10:44 AM
    o08o.ugh64w o08o.ugh64w Aug 10, 2015 10:33 PM Flag

    there were more today...I tried to post the blocks with timestamps, but Y! removed the post.

  • There are many irons in the fire.

    1. Delayed closings - as mentioned by someone else here and discussed on the call, the comparison to 2013 was made - where first half was soft, then things built up in the second half, and it led to a very strong 2014. Thad indicated they are very focused on closing deals in Q3 and Q4, and are confident in their ability to get it done. However, as I mentioned in previous post, even with the softness this past quarter, company is much stronger and better positioned than 2013. Unfortunately, because company's business is concentrated in this one area, and it is subject to customer business cycles, the quarterly lumpiness will likely continue. With the jittery markets in general, it just adds to the volatility in the shares and this wild selloff.

    2. Embedded SIM - this will be an additional revenue stream in the future. Activation still needs to take place. So, if anything, the market continues to expand - more devices will need to be activated in the future.

    3. A number of partnerships in the works around mobile ad insert, mobile app download, and personal cloud backup - these are new/additional revenue streams that will be coming.

    4. There was a question/answer on the potential for a buyout. It is out there and company is open to it if it comes along for the right price...but right now the focus is growing the business.

    Bottom line for investors, there are going to be more and more mobile devices. These will be replacements as people upgrade their phones every couple years along with new customers. Additionally, there are going to be more new devices which require activation - whether they be tablets and other portable computing devices, or new technologies still to come - Internet of Things/M2M is coming and so there will be more connected devices. Nobody competes with EVOL in provisioning like this and the numbers show it. Wireless providers need EVOL as their subscriber base grows.

    The future continues to be bright.

  • Reply to

    Wild mispricing overreaction

    by o08o.ugh64w Aug 5, 2015 10:13 AM
    o08o.ugh64w o08o.ugh64w Aug 6, 2015 8:49 AM Flag

    Why yes, I am a shareholder - as of yesterday - because I do understand this company, and that these unwarranted selloffs do occur periodically. In fact, when this happened last time was when I last bought shares - at $6.00, to watch them go to $10 just a few months later.

    Again, you do not know this company, and that is what allows you to make flippant off-the-cuff comments that have little basis in reality.

  • Company is doing fine...much stronger than last time shares were whacked like this about 2.5 years ago.

  • Reply to

    Wild mispricing overreaction

    by o08o.ugh64w Aug 5, 2015 10:13 AM
    o08o.ugh64w o08o.ugh64w Aug 5, 2015 11:00 AM Flag

    you don't know this company

    the last time company went through this, the dividend was raised from .10 to .11

    this is very normal for company - earnings are lumpy quarter to quarter. anyone who has been involved with this stock/company is well aware of all of this.

    thanks for your view from 30,000 feet - you've identified yourself as knowing nothing about this company.

  • Use the opportunity to pick up cheap shares.

    Collect 6.5% dividend (at this moment) to sit back and be patient.

  • Reply to

    Could it be Mario who is doing the selling?

    by apollo567 Jul 24, 2015 10:47 AM
    o08o.ugh64w o08o.ugh64w Jul 24, 2015 1:31 PM Flag

    as davebugs has mentioned in prior posts - it's what happens with a small cap/small float stock - it can be pushed all over the place quite easily even with small volume.

    though it will play games with your mind, and make you question your investment thesis, it also provides extraordinary opportunity.

  • Reply to

    Could it be Mario who is doing the selling?

    by apollo567 Jul 24, 2015 10:47 AM
    o08o.ugh64w o08o.ugh64w Jul 24, 2015 12:08 PM Flag

    seriously doubt it is Mario. AP is exactly the type of company/stock he likes. if possible, I would suspect he's looking to buy more at these silly prices.

  • Reply to

    $140M Market Cap of which $95M is Pure Cash

    by apollo567 Jul 23, 2015 11:00 AM
    o08o.ugh64w o08o.ugh64w Jul 23, 2015 6:30 PM Flag

    agree with all your points.

    company needs to show a return to profitability - even a miniscule profit.

  • o08o.ugh64w o08o.ugh64w Jul 22, 2015 1:38 PM Flag

    algo games - going down on no volume

    watching Level 2 you see it. no volume, the systems play with each other moving bid/ask around. then 1 share will trade and they will all move around again, settling with bid/ask 5 cents lower.

  • o08o.ugh64w o08o.ugh64w Jul 20, 2015 5:06 PM Flag

    Market is completely irrational - nothing "applies".

    Cash rich, low debt, cyclical stocks are good whenever they are cheap .. during the bottom of a cycle.

  • Reply to

    Show me an insider buying some shares

    by o08o.ugh64w Jul 19, 2015 4:25 AM
    o08o.ugh64w o08o.ugh64w Jul 19, 2015 11:47 AM Flag

    Well, then I'll never be interested.

    There are other/similar/better out there at this time with insiders putting their money where their mouth is.

  • and I 'd be interested.

  • Reply to

    nibble, nibble, nibble

    by o08o.ugh64w Jul 15, 2015 12:20 PM
    o08o.ugh64w o08o.ugh64w Jul 16, 2015 8:31 AM Flag

    I can see how your strategy would work out nicely with AP...especially as the shares go lower if you accumulate more...so long as the company does not ultimately blow up. So long as your margin interest rate does not go (much) higher, the differential between margin rate and dividend rate, which would be deductible, means that so long as the shares eventually go higher, you should do well.

  • Reply to

    Ridiculous Price-to-Book ratio

    by apollo567 Jul 15, 2015 12:18 PM
    o08o.ugh64w o08o.ugh64w Jul 15, 2015 12:50 PM Flag

    looks like BlackRock unloaded 300,000 shares since February - but that was prior to 7/10 when the 13G filing was made. Maybe they are continuing to unload all their remaining shares? let them - at breakeven, the cash will support the dividend for over 10 years.

    also looks like Gabelli has been picking up a few shares.

  • o08o.ugh64w by o08o.ugh64w Jul 15, 2015 12:20 PM Flag

    $13.75 - thank you.

    this is why you should not buy on margin.

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