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NXP Semiconductors NV Message Board

rpschom 74 posts  |  Last Activity: Jun 27, 2016 11:13 PM Member since: Feb 5, 2009
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  • rpschom rpschom Jun 27, 2016 11:13 PM Flag

    JMHO but management lets Sp fall or sell off to a low level and then does their share buy allotment at the cheaper level---allowing them to buy more shares.
    IMO good buying opportunity.
    Cheers

    Sentiment: Strong Buy

  • Reply to

    Credit Suisse

    by rpschom Jun 13, 2016 10:05 AM
    rpschom rpschom Jun 27, 2016 1:17 PM Flag

    You got it Grey.
    They are spending the money in share repurchase to help meet earnings expectations. Without the decrease in their float, would be worse.
    I would be really surprised if we get a dividend increase, especially after the recent share price carnage.
    We deserve one, compared with some of HIG's peers but that will get us no where.

  • rpschom rpschom Jun 27, 2016 12:27 PM Flag

    Today is Margin Call Monday--- from Friday's hammering and they will force all who are on the wrong side of the trade to pay up the hard way. That being said, I am sure there are some trading desks that are liquidating GNW to pay for another loss.
    I would not take it individually or personally between Brexit and GNW.

    Fundamentally, since we are still joined at the hip to LTC there is little respect and greater trepidation---we are a higher risk play for some institutions. Regardless of McInerney's positive talk, days like today are ----risk off.
    We also pay no common dividend, are buying no common shares back at these cheap prices nor is management presently buying common at these levels. No price support or stability help and as such, we become more of a pure trade vehicle, IMO.
    This decline hopefully should stop when the overall market stops the carnage.
    Nearing the bottom of the BB on $NYMO, while VIX is inside the top----for now.
    Cheers.

  • rpschom rpschom Jun 24, 2016 7:54 PM Flag

    Large blocks of shares held by one institution (bank, etc) are loaned to another institution (another bank or division of same)---- for short of long trade intent and then returned or rebalanced after that period of time.
    It facilitates forceful "naked shorting" by institutions, gains some income for the shares loaned out by that institution and also facilitates options written by said institution, to expire worthless. Thy will also work in synchrony on the trade, with quiet whispers.
    While the small investor waits and waits, the institution makes profitable good use of the time for multiple types of trading with very little risk, in a equity like GNW.
    Cheers

  • Reply to

    Credit Suisse

    by rpschom Jun 13, 2016 10:05 AM
    rpschom rpschom Jun 18, 2016 12:13 PM Flag

    JMHO Grey, it is nice to see analyst's ratings improve with higher price targets but in this low interest rate environment I do not see HIG attaining these Sp levels. No complaints if they did of course but I am not holding my breath.

    I would be happy for a small dividend increase the next time around.

  • Reply to

    Genworth struck oil in the parking lot

    by joeschmo_4 Jun 17, 2016 10:06 AM
    rpschom rpschom Jun 17, 2016 10:22 AM Flag

    That would be there luck.
    Strike oil, right after they sold the real estate to a competitor. :-)

  • Reply to

    SP Raises PT

    by cavalier2015 May 13, 2016 9:52 AM
    rpschom rpschom Jun 16, 2016 11:35 AM Flag

    Getting close enough to fulfill that gap.
    Now for buyers hopefully.

    Sentiment: Strong Buy

  • Reply to

    Down 4-8% on a consistent daily basis.....

    by chosimi2000 Jun 16, 2016 10:57 AM
    rpschom rpschom Jun 16, 2016 11:30 AM Flag

    Everyone has their own "model" as to how GNW trades and IMO all are to be respected.
    In my own, when after earnings I saw the gap up and go from good results, it raised a red flag for nearer term closure of that gap at about 2.88. Overall, there is a tendency to push it down to near that level anyway and there is easy profit for the MM, to see who sells quickly from a retrace from the post earning buying. I know gaps are laughed and scoffed by many, yet they frequently get filled, as we are a mean reverting market and it benefits the MM who has great sway in Sp, especially on low volume. Let alone options written to expire worthless by institutions.
    Does not mean it cannot go lower, IMO and you could be 100% correct that it goes to the low 2 zone Few buyers and some shorts, usually leads to lower. As we know, this stock became gutted with the billion dollar reserve charge and future confidence in management will take many good quarter results----and fundamental good news with LTC division. It is a trading vehicle in the foreseeable future yet longer term I believe a great investment. There are no share buybacks, even at these cheap prices to support share price---as is the case of many other more stable insurance equities. The volatility can make anyone sick and if it does and one does not like to hedge/trade, sometimes it is better to cut ties/sell and forget it completely.
    Best of luck!

    Sentiment: Strong Buy

  • Reply to

    what is the plan for untangling this mess?

    by kenberthiaume123 Jun 14, 2016 11:53 AM
    rpschom rpschom Jun 14, 2016 10:36 PM Flag

    Joe, we had hoped for that outcome for a long time ----to no avail.
    IMO it would take a activist Icahn type investor with a big capital commitment to "sway" management possibly through a vote to sell. Forget all the responsibility talk to the share holders for equity valuation, these guys like their jobs, salaries and perks and want to do things---their way.
    Management has taken a slow timeline for the company with paying debt, sales, regrouping LTC and working PMI to hopefully rebuild shareholder value. How LTC eventually ends up remains to be seen.
    As of late the institutions are still giving a vote of minimal confidence. Yes, it could change but I am not counting on a sale to a stronger insurance equity. There are no alarms going off as Sp wallows in the mud.
    Cheers

  • rpschom rpschom Jun 14, 2016 4:07 PM Flag

    97,300 share imbalance to there sell side so far-- really is not big time and most likely the MM working this down to close or near close the gap from earning results where it surged. Overall, expected.

    Fundamentally GNW is a company in transition (hopefully positive) whose market cap has been annihilated the past two years.
    It is a trade vehicle far more than other insurance companies when institutions buy for some stability and dividend. If GNW takes a few steps forward, it is very easy to take two backwards. Here we are.
    Cheers

    Sentiment: Strong Buy

  • Reply to

    Schwab

    by rpschom Jun 13, 2016 10:29 AM
    rpschom rpschom Jun 13, 2016 2:51 PM Flag

    I knowJoe, I looked twice while rubbing my eyes.
    The analyst's must have had a fun weekend at the beach party hosted by Tom. He was also giving out "dividend tokens", as perks.
    :-)

    Sentiment: Strong Buy

  • rpschom by rpschom Jun 13, 2016 10:29 AM Flag

    Increased the overall rating of GNW to "A" rating---their highest.

    Sentiment: Strong Buy

  • rpschom by rpschom Jun 13, 2016 10:05 AM Flag

    Raises price target to 55 dollars from 52 dollars.
    Rating: Outperform

    US Research RoundUp

    Sentiment: Strong Buy

  • rpschom rpschom Jun 9, 2016 6:24 PM Flag

    Agree Von.
    From the beginning this was never going to be a quick fix, IMO.

    Sentiment: Strong Buy

  • rpschom rpschom Jun 9, 2016 4:42 PM Flag

    JMHO but this type of situation in share price can also respond well with a "news" announcement.
    In other words if management executes on a strategy that institutions believe clears a hurdle, then we could start a giddy-up as in the past. Which of course we would all welcome.
    Other wise, slow and steady with three steps forward and two back.
    GL

    Sentiment: Strong Buy

  • rpschom rpschom Jun 9, 2016 3:51 PM Flag

    Perhaps Anthony but do not hold your breath waiting for those actions.
    Write them a letter and you will also get a response---of sorts.

    My two cents is that the institutions want "finality" or near to the same with isolation of the LTC division or clear risk containment with multiple good quarter earning results. Mr McInerney's positive discourse, outlook and goals with last quarter's good results are comforting to hear but not enough to coerce continued buyers to elevate price.
    The billion dollar reserve charge was a game changer, regardless of book value. Hence the difference from the past ascents where share price surged to high levels because a partial MI division was sold.
    There are no alarms going off as we trade at these levels or lower.
    An activist investor such as Carl Icahn would help but they have stayed clear for a long time.
    We can wait, add or sell while the big players write options and trade.
    Cheers.

    Sentiment: Strong Buy

  • Reply to

    McInerney giving interviews again

    by vonerick1980 Jun 5, 2016 2:39 PM
    rpschom rpschom Jun 6, 2016 12:57 PM Flag

    Personally, I am encouraged by the latest results and McInerney's turn around plan but as far as his speaking I
    believe many institutions will view his actual actions or accomplishments (debt repayment, LTC risk containment, possible IPO, etc) much louder than his words.
    Remember, McInerney and company spoke very encouraging before the billion dollar reserve charge that surprised most on WS. The ensuing 200 million dollar lawsuit liability judgement against management brought further reason for trepidation upon his words.
    Yes, it is the past or water under the bridge and also from a situation he inherited but I believe there will be caution and still a "wait and see" attitude or "show us the money" before they really commit again at higher share prices. We wait while the big players write options and trade at these levels.
    Good progress is being accomplished and a slow rebuild in Sp isn't all bad, IMO.
    Cheers

    Sentiment: Strong Buy

  • Reply to

    Raise of hands...

    by mo_jo_man_2005 May 16, 2016 9:26 PM
    rpschom rpschom May 16, 2016 10:36 PM Flag

    Agree, normal trading for just about all equities. If it did not happen now, down the road.

  • Reply to

    SP Raises PT

    by cavalier2015 May 13, 2016 9:52 AM
    rpschom rpschom May 16, 2016 6:27 PM Flag

    Agree Slees, same old.
    When you have the money to be able to swing Sp, writing options to expire worthless, is a bonus.

  • Reply to

    SP Raises PT

    by cavalier2015 May 13, 2016 9:52 AM
    rpschom rpschom May 16, 2016 1:44 PM Flag

    Agree. Very possible Radical.
    FWIW (nothing) the 61.8% Fibonacci retracement on GNW"s move from the 2.00 or so to the recent top at about 4.20 is at the 2.80 level. There is also an old gap from after earnings, right above that level.
    Call it coincidence, call it gap fill, call it "buy the rumor/sell the news, call it support, call it traders exiting, call it MM's running stops or call it that the institutions will re buy at a 50--61.8 % level Fib retracement ---but we seem to be going there. Maybe not but with some overall market weakness, it should not be difficult, IMO.
    GL

    Sentiment: Strong Buy

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