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Avid Technology, Inc. Message Board

rexobXIP 12 posts  |  Last Activity: Jul 17, 2014 3:57 PM Member since: Apr 27, 1999
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  • Reply to

    MMs holding this down

    by rexobxip Jul 17, 2014 3:45 PM
    rexobxip rexobxip Jul 17, 2014 3:57 PM Flag

    Who would be selling on upticks at this level? I can see getting stopped out, or forced out by margin calls... but the pressure against upticks has got to be shorts.

    Sentiment: Buy

  • Watching the tape and this thing wants to go up. More upticks than down. 5 upticks, a penny each... and then a .$07 downtick. Strange action.

    Sentiment: Buy

  • Reply to


    by drmlk3 Jul 17, 2014 2:32 PM
    rexobxip rexobxip Jul 17, 2014 2:55 PM Flag

    CNBC is talking about the downed Malaysian flight... NOW. I am long and believe in the SNDK story. B.S. is the same as bashing. It is all misinformation designed to cheat people. Grow up and get a life.

    Sentiment: Buy

  • Reply to


    by drmlk3 Jul 17, 2014 2:42 PM
    rexobxip rexobxip Jul 17, 2014 2:49 PM Flag

    SNDK would not take a $127. offer... and what you are doing is as bad as the shorts / bashers

    Sentiment: Buy

  • what do you want... outlook is cautious. But SNDK outlook is frequently cautious. This same thing happened last year... about 50 points ago. But all the "institutions" that sold then are happy. And all the shorts naturally did great on that trade. Look at the companies performance, and don't be bullied by the fear-mongers. If this company is not performing as you envisioned, or you see a fundamental change in the story... then Sell. Just don't let other people scare you into it. That is what they are trying to do. They offer no data or rationale to back up their positions.

    Sentiment: Buy

  • Reply to

    Price targets raised... Upgrades

    by rexobxip Jul 17, 2014 1:06 PM
    rexobxip rexobxip Jul 17, 2014 1:26 PM Flag

    No... retail and SHORTS. Hedge funds may be playing this trade. Appears to be churn, not unwinding. Have checked with 2 big private money managers and they are holding their positions. Institutional money does not generally "trade" and tends not to panic... Retail investors do... and shorts pile on. Which are you?

    Sentiment: Buy

  • Major analysts are upgrading and raising price targets. Meanwhile money managers are holding their positions. Who is selling? Panicked retailers and shorts is my guess. The real money seems to be staying on the table for now.

    Credit Suisse - Outperform, $125 PT
    Based on the company's results, the team at Credit Suisse has raised their calendar year 2014 EPS estimate from $5.75 to $5.83, but left their calendar year 2015 estimate unchanged at $6.60. However, the team noted that a lack of upside due to a 15 percent upward revision to EPS over the last three quarters will "clearly be viewed as DISAPPOINTING."

    Additionally, the analysts noted that the lack of upside is being driven by the company's product mix and should be viewed as transitory, not a cyclical or structural change.

    Macquarie - Outperform, $110
    The analysts at Macquarie stated, "While we view the news of limited revenue growth and cost reductions in second half 2014 as incrementally negative, we believe that healthy supply/demand balance will remain in the industry in second half 2014, which can provide upside to pricing."

    Sterne Agee - Buy, $125
    The analysts believe there will be little incremental NAND supply in the second half of 2014. However, they are expecting a strong demand in the same period. They pointed out that the company's second quarter inventory was down six percent quarter-over-quarter. When compared to the typical figure of up 10-40 percent, they suggest this points to tightness.

    Raymond James - Strong Buy, $128
    The analysts at Raymond James wrote,"We found it interesting that SanDisk customers are demanding more 'older' 19nm NAND solutions rather than the newer 1Y node, and this has led the company to keep the mix of 19nm at ~60% through 2H14. Longer node product cycles are good for the industry, in our view, and points to a more stable and predictable pricing environment."

    Morgan Stanley - Equal-weight, $100

    Sentiment: Buy

  • Reply to

    Softbank down sharply in Japan

    by May 16, 2014 8:06 AM
    rexobxip rexobxip May 16, 2014 3:13 PM Flag

    Why are you talking about buying a stock you have rated as a sell? Just trying to drive it down so you can get a better price?

    Sentiment: Buy

  • Obviously, this stock has potential, but there is a disconnect with the earnings and revenue estimates. While the 5 analysts following GWPH on Yahoo finance rat it a buy or strong buy, they project less than 4% revenue growth from 2014 to 2015... and see losses per share going from around $1.70 to $2.50 over the same period. So how are they coming up with price targets? This kind of guidance turns GWPH into a yoyo stock... and it's impossible to predict when it's going up or going down

    Sentiment: Hold

  • Reply to

    Very Strange!!!

    by ggray1956 May 7, 2014 10:05 AM
    rexobxip rexobxip May 7, 2014 10:19 AM Flag

    Are you kidding? Sales per square foot are best in their industry. They have plans to triple their # of stores. And margins are still better than any other grocery store. They check out their vendors and suppliers. Are socially conscious. The shopping/customer experience blows the Publix and Kroger's of the world away. There has always been value in their 365 products and sale items. Their fish and meat products taste a lot better... because they carry better product.

    And now have a forward P/E in the low 20s. At 65 dollars, this was a pricey stock. In the high 30s, it is cheap.

    Sentiment: Strong Buy

  • Is this a classic case of Buy on the rumor, sell on the news? What are the support levels for this stock? Low 40s is obviously strong support, but hoping we don't go that low again. Chartists out there who can offer insight? DO we have to fill the gap back to $46?

    Sentiment: Hold

  • Reply to

    biotech crash not finished at all

    by lekinsh01 Apr 24, 2014 12:48 PM
    rexobxip rexobxip Apr 24, 2014 1:54 PM Flag

    this is where the market gets stupid. Celgene has a forward P/E of less than 15 and 20%+ growth. This is not some biotech start-up burning cash waiting on years of testing and FDA approval. This and other big biotechs are cash flow beasts with strong pipelines. I bought more today. Where's the risk? That said, I hope it goes lower... 90? 70?... as I have cash on the sidelines and will load up.

    Sentiment: Buy

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