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Organovo Holdings, Inc. Message Board

sage533 10 posts  |  Last Activity: Mar 4, 2015 11:19 AM Member since: Dec 4, 2001
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  • Reply to

    correction time for BRKA

    by sage533 Mar 3, 2015 10:24 AM
    sage533 sage533 Mar 4, 2015 11:19 AM Flag

    EPS down 8.6% in Q3 and down 16.7% in Q4. Consensus does not matter as they have no clue. More telling is BV only up 1% Q/Q in 4Q.

  • Weak earnings two quarters in a row and high valuation in P/B and PE suggest a pullback. With the price up so much more than BV in 2014, BV needs to catch up and that takes a long time. If there is a market correction, the process takes even longer. BV was only up 1% in Q4. 36% of the price of BRK is marketable securities and they get marked to market each quarter. Warren says insurance may only be up single digits this year and rails are capacity constrained. Those are the two big drivers.

  • Reply to


    by pennysavedpennygained Mar 2, 2015 1:29 PM
    sage533 sage533 Mar 2, 2015 2:25 PM Flag

    terrible bank with 9% ROE already selling at 1.5x book value. Kerrys will dump on you.

  • Reply to

    Price drop overdone

    by analyst112 Feb 26, 2015 11:57 AM
    sage533 sage533 Feb 26, 2015 12:09 PM Flag

    Stock is illiquid as big family holding. These drops can be overdone. The stock is down 63% so pretty much sold out. Oil will recover this year if economy keeps going around the world.

  • Reply to

    Will go bankrupt

    by analyst112 Feb 19, 2015 10:42 AM
    sage533 sage533 Feb 19, 2015 1:02 PM Flag

    I agree. Sold all my stock on the opening and consider myself lucky. The CC was worse than worse. They have no plan to get to $100MM and said no buyers as business was too early in cycle. Get that? It has been around 5 years and nobody wanted it at any price and the search was exhaustive. The BOD should be fired for not winding this down and giving back $.35/shr.

  • Reply to

    All I know is....

    by ampstock88 Jan 13, 2015 11:32 AM
    sage533 sage533 Feb 5, 2015 12:59 PM Flag

    Analyst at Stearne noted that BOD wanted to drive more traffic to stores. That usually means to forgo profits to advertise, coupon, promote. If it were $30 you could live with that but it is not cheap enough for the earnings risk.

    Sentiment: Sell

  • Reply to


    by kehrmin Jan 29, 2015 9:00 PM
    sage533 sage533 Jan 30, 2015 9:50 AM Flag

    I have been in this for a year or so and have visited management. Two quarters of non-gaap profit at a $.20 rate gives confidence in the outlook. I believe revenues will tick up as renewals accelerate and hopefully they will raise prices, Fiserve gets $.40-50 per check and pays Mitek $.08-10. There is plenty of room for price increases. Mobile Deposit is saving the banks a lot of money. It is also now imbedded in their software and changing venders is out of the question. CEO also mentioned that deposit ceilings are being lifted so they expect more volume. Account opening is icing on the cake. Feel pretty good about call.

  • Reply to

    ex dividend

    by analyst112 Jan 20, 2015 1:50 PM
    sage533 sage533 Jan 27, 2015 2:53 PM Flag

    appears we are headed to $30 which is fair value.

    Sentiment: Sell

  • They got aggressive in O/G. Levering the BS at the wrong time and in a major way could be fatal. Debt $425MM and climbing. $100MM of annual capex and with probable neg cash flow in Q1, a disaster scenerio. Combine that with slowing housing and a share buyback they cannot afford and you have a bad situation. Activists not big enough to influence outcome. Selling O/G now could impair BS and coverages. BTW They sold oil at $86 in Q3. North Dakota oil now at $39 with differential. I see no hedges in place. O/G assets $355MM at cost. O/G Pres left company--rudderless. Ouch!!

  • sage533 by sage533 Dec 8, 2014 9:35 AM Flag

    Year end tax loss selling provides great opportunity---

    Sentiment: Strong Buy

5.72-0.1500(-2.56%)Mar 5 4:00 PMEST

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