IMO (and it hurts because I am long) there is no support until the 6 1/2 to 7 price level. The earnings were fine. Their guidance was fine. Fundamentals are being ignored as the chart tells us. Hope I'm completely wrong
Yeah, right beofre you lubed them up and stuck you tiny package in them
Dude, if you think there's even a 1% chance that the Fed will tighten even within the next 2 years you need to go back to investing 101. As literally any media will tell you (if you have the capacity to understand) tapering is not tightening. Repeat after me; "THE FED CAN'T AND WON'T TIGHTEN FOR YEARS"
So as I just looked, NYMT's last reported book value is 6.24 as of 9/30. Here's a great pairs trade. Sell NYMT and buy almost any other REIT. It is insane that any REIT in this environment is trading above BV. Buy TWO. But EFC. But EARN. Buy CYS. Anyone long ANY REIT above BV isn't paying attention.
One of these days there will be a great trade out of KOG into TPLM. Don't know when and the TPLM chart looks awful. I am long both, and TPLM is very oversold. But the chaart has me convinced its headed lower.
Taperhas nothing to do with why TPLM is getting crushed. Look at the chart. I am long, but the charts say support isn't until mid 6s. A huge gap to fill down to about high 6s from here. Very depressing
That's a silly question. Most analysts aren't worth what burger flippers get paid. How many times have you seen a company miss earnings projections by these dopes, the stock falls 40% and the analyst then takes the stock from a buy to a sell. Down 40%. Dopes, almost every one of them.
He's not selling. He's buying. Icahn doesn't take a position this large unless he knows what he's doing. ANd he isn't a panic seller like the lemmings who are selling today
Bull Market report very similar.
Taken at face value, Nuance's FY2014 and FY Q1 guidance looks horrible, but the shift to a recurring-revenue model and increased R&D spending skews the outlook. Meanwhile, companies like Adobe (ADBE, $56.85, -0.10) and Autodesk (ADSK, $45.29, -0.10) that have been going through similar business model transitions have been rewarded by investors. In general, companies with recurring revenue business models command higher multiples and are considered more desirable by investors. Similar to the two aforementioned companies, Nuance is also the leader in its field, which in its case is speech interface technology.
We think that as investors catch on to the business-model transition that the stock should see a rebound in 2014. And if it doesn‚t, we think Icahn can push for a number of alternatives to unlock value at the company, including splitting it up or putting it up for sale. Thus, this gives investors in this beaten-down stock multiple ways to win.
We're going to start Nuance with a "Buy" rating and $22 price target, with a "high" risk rating. As always, we recommend investors look to use a multi-buy, dollar-cost average strategy when establishing positions if possible.
Last reported book value was 10.10 as of 9/30. Their duration Gap has to be very short. There is no way this company should be trading at a 20% discount to book value. Management will be buying up shares just as they did last quarter. And that will be accretive to book value.
You are welcome to hate or love a stock. But your answer shows what a repugnant and horrible human you are. Karma gonna get you. I pray you've been short since the bottom
Yes of course. Probably filing BK today. You should short all you can today. Or just get off mommy's computer and play x-box
BMR Take: This was just an excellent quarter and guidance from F5, and we're surprised the initial investor reaction hasn't been more positive. Similar to comments from IBM (IBM, $175.77, Spy) and others, China was a weak spot, but the company was easily able to overcome that with strong results elsewhere as its refreshed product line-up has been well received. Notably, product sales, which had been a drag, returned to growth and easily beat analyst expectations.
Guidance was also very strong, especially considering how the shutdown of the federal government to start the quarter is likely to negatively impact sales to that vertical. However, the company is doing very well in both security and Traffix Diameter solutions for LTE rollouts, as telecom spending ramps up.
While margin guidance was questioned, the margins in Q4 were very strong and the small drop as it adds consulting work is not an issue to be concerned about in our book. Meanwhile, the consulting could help drive growth in other areas down the road, so we view this as a positive.
Given the strong results and guidance, we will boost our target from $100 to $110, which is a 16x multiple on the FY15 (ending September) consensus of $5.77, excluding its over $16 per share in cash. Our "Buy" rating remains unchanged.
Short-term View: We're looking for a positive investor reaction based on the above noted channel check data, F5's product refresh cycle, and its recent solid post-earning performance.
Long-term View: One of the main bearish tenets on F5 has largely focused on the impact Software Defined Networking (SDN) (virtual) would have on its business. But as we've said before, a virtual network layer lies on top of the physical network layer, and we'd add that F5's custom OS is built to operate on a proprietary hardware platform to create a barrier to entry to protect against SDN- only based competitors.
F5's hardware growth is indeed slowing, but that's partly because the focus is moving towards high-margin software due to virtualization in data centers and networks. Its firewalls and data security products, along with products to manage the explosive growth of data volumes, are among the growth drivers. Security is a top concern of all IT managers, and F5 appears to have a unique approach to the problem that its competitors don't offer and may not be able to easily replicate.
Excluding its more than $16 per share in net cash, the stock is inexpensive, trading at around 14x the FY14 (ending September) EPS consensus of $5.10, and overall we think the shares look attractive at current levels.
I assume you are kidding about zacks, right? I am long out the brown, wondering why the pressure. But no one, and I mean NO ONE, would pay attention to what Zacks thinks.
Ahhhh...another sheeple not burdened by the gift of critical thinking. Even Chris Matthews has turned on Barry Obummer