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The Royal Bank of Scotland Group plc Message Board

rexobxip 22 posts  |  Last Activity: Nov 13, 2014 10:33 AM Member since: Apr 27, 1999
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  • Message boards would be great if they were a place for insightful and honest discussion. Unfortunately, 90+ % of the people on these boards have an agenda (pump or dump) that drives their posts and "insights." I'm holding. This is an interesting sector and it is easy to buy high and sell low. If you have a reason for not believing in the prospects of XONE, then I would suggest selling, taking the write off, and reallocating the proceeds to another 3D printer company you like better... say SSYS or HPQ (although HP has a lot of other stuff that will limit its growth prospects, albeit make it less risky). Luck to all.

    Sentiment: Hold

  • Reply to

    XONE, $15 TOMORROW

    by pouceyfacejohn Nov 12, 2014 4:18 PM
    rexobxip rexobxip Nov 13, 2014 10:32 AM Flag

    "Those smarter and more informed than me may know the answer"
    And I doubt you will find them... or be able to identify them, on this thread/message board. Message boards would be great if they were a place for insightful and honest discussion. Unfortunately, 90+ % of the people on these boards have an agenda (pump or dump) that drives their posts and "insights." I'm holding. This is an interesting sector and it is easy to buy high and sell low. If you have a reason for not believing in the prospects of XONE, then I would suggest selling, taking the write off, and reallocating the proceeds to another 3D printer company you like better... say SSYS or HPQ (although HP has a lot of other stuff that will limit its growth prospects, albeit make it less risky). Luck to all.

    Sentiment: Hold

  • rexobxip rexobxip Nov 10, 2014 10:27 AM Flag

    Hard to have a short squeeze with the float tripling. I have no position in this stock, but you have to look at the valuation relative to peers...

  • Reply to

    WHY

    by jefferybennett78 Nov 10, 2014 10:11 AM
    rexobxip rexobxip Nov 10, 2014 10:18 AM Flag

    I am as perplexed as you are. This has not been a good investment.

    Sentiment: Hold

  • Reply to

    Apple suppliers are doomed

    by rexobxip Nov 9, 2014 11:02 AM
    rexobxip rexobxip Nov 10, 2014 9:46 AM Flag

    Actually, NUAN is a reason I am concerned about CRUS. NUAN had extremely proprietary, best of class technology. Unlike CRUS, NUAN has had virtually no competition. Now APPL is raiding NUAN for its engineers and creating their own speech recognition technology. APPL could easily do the same to CRUS, or partner with another chip company. That is why CRUS sells at a discount. Until it happens to you, you don't see it coming. APPL has become a fairly predatory company.

  • Reply to

    Apple suppliers are doomed

    by rexobxip Nov 9, 2014 11:02 AM
    rexobxip rexobxip Nov 10, 2014 9:26 AM Flag

    Not really, because then they are paying R&D and overhead. And then they are supplying their competitors as well. And then they are pretty much locked into a technology... even if something better comes along. CRUS is priced at a discount because it is so dependent on APPL.

  • Until the lock-up ends and then shares will flood the market. This is a good company, but too richly valued. They have to have 5+ years of 20+% growth to justify this valuation (already has a larger market cap than Nikon). I would be scared to touch this, until it pulls back a lot.

  • Reply to

    Apple suppliers are doomed

    by rexobxip Nov 9, 2014 11:02 AM
    rexobxip rexobxip Nov 9, 2014 11:03 AM Flag

    Apologies.... want to rename this ARE APPLE SUPPLIERS DOOMED? Remember I'm just in a different lifeboat than you are if you own CRUS (I own NUAN).

    Sentiment: Sell

  • Been following this stock for a couple of years (as well as a couple of other Apple suppliers) and the problem is that they don't control their own business... Apple does. Companies like CRUS and GTAT(Q) operate at Apple's whim. Someone could buy it... Apple could buy it, but why? Not owning gives Apple the flexibility to move if better technology appears elsewhere, as well as the leverage to squeeze margins for CRUS. This really sucks for CRUS and other Apple suppliers, but it seems to be reality. These companies have no protection. Apple's behavior seems pretty shameful. They seem to have become the Mafia of the tech world -- you do business their way or you get whacked. NUAN (Nuance), which I do own(sadly), is another example. Apple has the power to clone the technologies they do like, and leave the creators in the dust. Apple accuses Samsumg of this, but Samsung seems way less nefarious than Apple, especially in their dealings with suppliers. Samsung is dealing in a commodity... Apple is all about a marketing image. When they are on equal tech terms, Samsung wins. What I am starting to wonder about as an investor is how you can win in this space. Perhaps it is better to own comsumer staples stocks. Perhaps selling all my tech and buying P&G, Kellogs, and maybe a big pharma co. Any thoughts out there from embattled CRUS shareholders?

    Sentiment: Sell

  • Here's (part of) what the Forbes article said:
    "And if you’re a big company like LinkedIn, with a big market capitalization and no debt, the convertible will cost you next to nothing—maybe nothing—in cash interest. Meanwhile, LinkedIn won’t be issuing stock, according to the preliminary terms, unless the stock gets at least 40% above its current perch. Call it 330-ish.

    And what’s more, LinkedIn is actually going to cut the kind of side deal that’s become almost customary in big convertible issues. It will use a portion of the deal to buy back stock—or, if you want to be technical, to enter an option trade that has the joint economic effects of buying back some stock now and raising the effective conversion price of the bond to something more like 400. This “anti-dilution” step comes at a cost, but trust me: it’s a very reasonable cost. This is very cheap and very smart financing by a very smart company."

    Sentiment: Buy

  • Someone please explain to me why this company has almost 2 billion in earnings for the quarter, but just over 300 million in free cash flow?

  • rexobxip rexobxip Oct 22, 2014 12:55 PM Flag

    Yeah? So explain to me why this company has almost 2 billion in earnings for the quarter, but just over 300 million in free cash flow.?

  • If extreme athletes and weekend warriors are always on camera, does this make them engage in riskier behavior in order to look good? Does it distract them when they imagine what the camera is seeing? Is there any research / or will there be that reveals that people wearing GoPros are more likely to have accidents? I will laugh when NY bans GoPros along with big gulps. Good company... overpriced stock.

    Sentiment: Hold

  • Bashing is pathetic and I don't short, and hey, it sucks to miss a train like this... but I would recommend having an exit strategy. This stock is way overvalued, based on their sales, based on their product line... pretty much by any metric. But it's got MOMO, so ride it. Just know when to get off it. For the people who got on early... congratulations! But I consider it a very scary stock at this altitude. Luck to all.

  • YHOO's Alibaba stake exceeds its market cap. With BABA at $85 - $90 range, Yahoo's proceeds from the IPO and their remaining stake values their BABA benefit (~45B) above the current market cap of YHOO(~42B) -- meaning Yahoo!Japan and the core company including TumblR have negative value... in spite of the fact that they are profitable.

    Sentiment: Strong Buy

  • rexobxip rexobxip Sep 19, 2014 10:55 AM Flag

    No, they sell @ $68. Otherwise there would be no point in setting a price. The difference between $68 and the opening price... say $90... goes to the subscribers to the underwriting. If you could get in on the IPO, you would pay $68 and could then flip for a quick 30% gain. Still, with BABA at $85 - $90 range, Yahoo's proceeds from the IPO and their remaining stake values their BABA benefit above the current market cap of YHOO -- meaning Yahoo!Japan and the core company including TumblR have negative value... in spite of the fact that they are profitable.

    Sentiment: Strong Buy

  • JP Morgan Says Jazz Pharmaceuticals Positioned For 'Organic Growth And Acquisition'

    What would compel someone to short a stock that has rapid growth, huge cash flow, takeover potential AND a LOW P/E? If this was GPRO or TWTR, I would at least understand. I would not short them, but I would understand. Shorting JAZZ is asking to get burned.

    Sentiment: Buy

  • Reply to

    JAZZ no cash left go to $0

    by alicante_2001us Sep 8, 2014 9:06 AM
    rexobxip rexobxip Sep 12, 2014 1:51 PM Flag

    Why say stupid things like this? In the past 2-3 years, their cash stockpile has quadrupled.... cash flow has doubled, and the company has anticipated earnings of over $10 a share. Whether you think it is overpriced and a good stock or not is a matter of opinion. I happen to think JAZZ has a good future. But I appreciate well thought out bearish positions... Your comments however are unjustified and untrue. I can only speculate that you went short at $135 and are bitter. I wish you better investing luck in the future.

    Sentiment: Buy

  • Reply to

    Massive Runup Coming

    by behavioraltrader Sep 2, 2014 4:08 PM
    rexobxip rexobxip Sep 4, 2014 3:11 PM Flag

    Or nosedive? I am starting to think this stock is dead money for the next couple of years. FDA approvals are far off and despite upgrades, positive ratings, this continues to go down. Thinking that the analysts are simply giving insiders and institutions what little cover they can to get out. I have been long since shortly after the IPO... even added to my position along the way... but no one is supporting this stock. Feel like this may have simply been a wealth transfer, with insiders cashing out.

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