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CVR Energy, Inc. Message Board

sandsbagger 4 posts  |  Last Activity: Jun 16, 2015 9:39 PM Member since: Nov 13, 2006
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  • Nobody would pay $20 billion so they can sell a $8 product which SWKS sells. QCOM for instance should just double down on R&D for say 50 million and then try to beat at SWKS on some design wins with apple and samsung ect. SWKS products are just little widgets. There is a lot of hpye right now because we are in a transition to smart phones so past growth looks high but that is close to over. No way to really figure forward growth rate or design wins. Its all a toss up. This is not an investable security its really just a gamble on major design wins and margins going forward. Cell phone market is close to mature. Nobody is going to put down $20+ billion for that IMHO. We shall see. Analysts are struggling to lift their target prices an additional $5 here and there because they would hate to have to downgrade a favorite. Its silly though to pay 20+ PE for a semi stock and 33 trailing when the industry sells for low teens . Good Luck. But just know $110 is high for this stock. Everything has to keep going perfect for it to stay up here and someday it won't. The tell is how much their products sell for. in 5-10 years who knows if their is any profit margin or not on such products.

  • After a huge run up which far exceeds the earnings beats the last few quarters. And then they do multiple takeover hypes on the stock there really is nothing left.....Inevitably eventually there will be a hiccup in the supply chain and all the analaysts will say sell for a few weeks and the stock will be down at $75. That is when you buy. Buying in at this price you are basically just going to get market sub par returns at best. Good luck.

  • Stock already went up 45% from Wed morning. Becareful buying on monday.

  • Wonder what price they bought the first 7 million. ZU might gap up in thin monday morning trading but then fall back to $12.70 later in the week. Unless Baba wants to keep buying more and more. But this stock was 13's for many weeks with no uptic before the bad guidance. $9's was just too cheap.

CVI
38.55+0.32(+0.84%)Aug 3 4:03 PMEDT