Taiwan Semiconductor Manufacturing Co. Ltd. Message Board
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MRC seems to be the closest competitor to EDG. I use it as a leading indicator. So far, my value investing approach to EDG has produced losses.
Why has MRC performed so differently than EDG? MRC reports Q1 eps of 0.43 on 1.3 B revenue. EDG, which sells much the same product line, reported loss of 0.16. Revenue of $406m declined 20% from year ago.
Analysts are estimated positive earnings for remainder of year 0.83, and 1.24 in 2014. This seems a pretty good value proposition.
Is it the entire market (drilling rigs, etc.) that is weak? Is MRC taking market share from the weaker EDG?
Bottom line: Is EDG a Buy, Sell or Hold.Sentiment: Buy
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I think GTAT is following CREE's new business model. The model calls for not only making LED components, but making the actual lighting fixtures. Look at performance of CREE. Story was mentioned on Cramer's Mad Money.
GTAT expanded portfolio of Saphire related technologies allows an integrated approach. They can make both the raw material "boule" of saphire, and make the components - saphire screens. Moreover, as the "experts", they will expand saphire usage with new applications.
BTW - since the sun is still shining, solar is not going away. Increased solar efficiency will ultimately propel GTAT's solar division. This represents their largest potential.
LOL and see you at $10.Sentiment: Buy
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Spreads were nice at over $26, but volume and revenue missed by a mile
by buyacramer •May 15, 2013 4:39 PMANW strategy is PROFITS! Selling Dollar bills for 0.99 may increase volume, but not the bottom line.
Yes, lower sales in metric tons is puzzling.
CC did not mention global credit agreement. It did say Fujarah financing has been attained.
One subtle positive: Greek economy. Note how Bank of Greece (NBG) is doing very well. It always seemed that ANW has been tainted with Greek situation, even though its really an international bunker company.
LOL.Sentiment: Buy
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Is there a bottom line to your informative message? That is, are these well completions good, bad or neutral?
thx.Sentiment: Buy
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Mention about dilution by 10 million new shares from convertible preferred at 21.
1. What are convertible terms?
2. Is conversion forced?
3. Isn't convertible already included in diluted shares outstanding at 33 mil?
4. Will conversion help since price is above book; and eliminate interest expense?
LOLSentiment: Buy
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Who are the "Research Team". Do they have any track record?
thx.Sentiment: Buy
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CC said no change in reimbursement policy from health insurance providers.
On metrics alone, QCOR should be seling for PE of 15 and pps of 50.
The one big black swan overhang is insurance reimbursement. It is why QCOR continues to sell at low PE. As Street realizes that Achar is legitimate therapy and will continue to be paid for, QCOR will appreciate to intrinsic value - $50+++.
LOLSentiment: Strong Buy
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ANW is looking at two important events:
1. Q1 earnings on May 13.
2. Credit agreement due end of April 2013.
Apparently, credit agreement has not be signed. But, ANW might announce at earnings CC.
Earnings should benefit from 1) sale of ships; 2) less bunkering days; 3) opening Barcelona.
I think imminent credit agreement, and it pass promised date is hurting ANW pps the most.Sentiment: Buy
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According to the StreetInsider web site, Global Hunter said:
Global Hunter Securities initiates coverage on Aegean Marine Petroleum Network (NYSE: ANW) with a Buy. PT $11.00.
For an analyst ratings summary and ratings history on Aegean Marine Petroleum Network click here. For more ratings news on Aegean Marine Petroleum Network click here.
Shares of Aegean Marine Petroleum Network closed at $5.93 yesterday, with a 52 week range of $4.28-$7.93.Sentiment: Buy
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Does anyone have any details about the Buy recommendation? For example: Price target, revenue, EPS.
ANW getting some attention.
LOLSentiment: Buy
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Based on revenue and eps metrics, QCOR should be selling at minimally 15 PE. But investors should carefully consider downside risk.
What are they for QCOR?
1. Insurance providers lower/remove coverage.
2. Competition from generic or alternative therapies.
3. Pricing deterioration due to competitio
n of government mandates.
Insurer risk seems to have diminished after AETNA scare. No additional insurers have added restrictions.
Competition is big unknown. QCOR is one trick pony with Acthar Gel. However, so far there is no hint of generic or alternates. Also, QCOR continues to add indications. The result is competion in one indication (MS), would not devastate company.
Pricing risk is real. Medicare/Medicaid can always reduce payments. But, Acthar is life saving, and the present administration seems quite friendly to the "Health at any cost" philosophy.
My humble opinion is that downside risk is minimal (-5) to one year upside (+20).
That's it for my Sunday review of the big picture.
LOLSentiment: Buy
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Lufkin (LUFK) taken out by GE. Its oil field equip mfg and supplier. Implication is that this field has lots of upside.
How does major buyout affect EDG outlook? Very low trading volume. So far EDG has gone down based on 1H guidance.
LOLSentiment: Buy
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Favus Institutional Research issued sell rating. Stock drops 3 pts over 2 days.
Does anyone know what were details in their report? What exactly are the arguments to sell at this price?
LOLSentiment: Buy
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There are many eps estimates for ABX. What range of gold price is factored into these estimates?
LOLSentiment: Buy
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What is the annual dividend on new issue CLV? Yahoo lists it as $1.36/yr.
But, 7% of $25 par would be 1.75.
Thx.Sentiment: Hold
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A company Monjasa purchased a floating bunker ship from ANW. Reported price about $6.3m.
News has not hit financial new wire, but it at Bunkerworld.Sentiment: Buy
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MB wrote "they" announced dividends of .56 and .50 for the two new stocks. I've never seen any mention of future dividends. Has anyone? What is source?
What timeline for spinoff can we expect? That is , 1) spinoff announced in April; 2) spinoffs start trading wi; 3) spinoffs officially trade as two stocks NCT and ?
Thx and LOL.Sentiment: Hold
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Housing stocks are hot. Real Estate on a rebound. RDN, mort insurer is hot.
Doesn't company like STC benefit from this turnaround? Yes it has doubled off bottom. However, estimated EPS augurs for a much higher pps.Sentiment: Hold
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During last CC on Feb 27, Chairman said 73m financing for Fujirah should be completed in 2 weeks.
Well, its two weeks. Are we going to get positive news, or is this a festering disappointment causes pps drop?
LOLSentiment: Buy
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Concerning density of fuel vs. energy content (joules):
1. Is natural gas SCF compressed gas or liquid? Liquid is more dense.
2. Is space requirements critical in either trucks or trains?
The main consideration is BTU or Joules per dollar. More specifically, one should consider efficiency of conversion. If gallon of gas has 35% efficiency when converted to horsepower and SCF gas has 70% efficiency in gas turbine, then that factor must be included in the bottom line metric:
Cost of Effective horsepower / dollar.
Gas is way to go.
LOLSentiment: Buy