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Chemed Corp. Message Board

shrewd_curmudgeon 87 posts  |  Last Activity: Jun 20, 2016 12:13 PM Member since: Oct 30, 2000
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  • Reply to

    Beat and Raise. Yes!

    by shrewd_curmudgeon Apr 26, 2016 4:51 PM
    shrewd_curmudgeon shrewd_curmudgeon Jun 20, 2016 12:13 PM Flag

    Shoulders and ankles and now spine! Acapella One Cervical Spacer System. This company is growing, has great balance sheet and is strongly profitable. I am raising my target from $30 per share to $35 per share.

    Sentiment: Strong Buy

  • Reply to

    HPT will not allow the company to be sold

    by kaptain_lou Jun 16, 2016 10:43 AM
    shrewd_curmudgeon shrewd_curmudgeon Jun 17, 2016 7:12 PM Flag

    HPT has only 8.8% of the total shares. Other shareholders have the power.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 16, 2016 12:59 PM Flag

    The 10-K is released. Balance sheet and cash flow are better than I had expected. $11.5 million in net assets. This company is at a bargain price. Net cash provided by operating activities was $612,000 for the yr. Look at enterprise value... very nice and low.

    Sentiment: Strong Buy

  • Reply to

    Improving

    by shrewd_curmudgeon Jun 13, 2016 9:13 PM
    shrewd_curmudgeon shrewd_curmudgeon Jun 15, 2016 8:24 PM Flag

    I guess I should have said, "We could easily see a 50% rise in TravelCenters of America this WEEK"
    That is a hugely confident management to turndown an offer at $14 per share.

    Sentiment: Strong Buy

  • We already had a bear market for the majority of companies. The Russell 2000 dropped 27% from June 2015 to Feb 2016. The Russell 2000 represents companies with market value below $5 billion which is MOST companies. (Russell MicroCap dropped even further, -30%). Now, things are starting to stabilize and we are seeing the start of a fresh bull market. I would not be surprised to see the small cap market have a 50% rise over the next 2 years. Many companies are earning strong profits and are at very low valuation.

    Sentiment: Strong Buy

  • Reply to

    10 K not filed

    by yugofil May 31, 2016 5:40 PM
    shrewd_curmudgeon shrewd_curmudgeon Jun 14, 2016 9:00 PM Flag

    I think your second brain is kickin' in. I am hoping to see the 10-K tomorrow. I like the valuation here. Looks like a great bargain. Balance sheet is extremely strong. Share price is beaten down. When business firms up, we could easily see a very large 2 to 3X rise in market cap.

    Sentiment: Strong Buy

  • Reply to

    Scanner sales

    by maturadoratum May 12, 2016 11:57 AM
    shrewd_curmudgeon shrewd_curmudgeon Jun 14, 2016 4:19 PM Flag

    You are correct on the new, installed imaging systems:
    www (dot) universityimagingalaska (dot) com
    Thanks.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 13, 2016 9:13 PM Flag

    Cash flow is turning nicely positive again. TA is coming back up fundamentally, company is gaining market share, and market value is only $270 million. We could easily see a 50% rise this year in TravelCenters of America this year.

    Sentiment: Strong Buy

  • The misleading, blood-sucking management are preparing their resumes now. LOL!

    Sentiment: Strong Sell

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 13, 2016 4:35 PM Flag

    With the Cash flow they have from operations. UVE may buy up the whole company within 5 years.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 13, 2016 12:26 PM Flag

    Steel market is firming up again. Steel coil prices are recovering (rising) and tubing as well. Balance sheet is strong. WEBC is intrinsically worth over $100 million. That would put WEBC stock over $120 per share. This month's great bargain will become obvious in hindsight.

    Sentiment: Strong Buy

  • Reply to

    Earnings out

    by ff8407 Jun 7, 2016 6:00 PM
    shrewd_curmudgeon shrewd_curmudgeon Jun 7, 2016 8:03 PM Flag

    Very interesting earnings! Revenues are stronger than prior year. I believe this was a record-revenue quarter. Net income is stronger than prior year. EPS estimate was for $0.64 per share. The company posted $0.81 per share, blowing out expectations. Cash on balance sheet is higher. Backlog is stronger. The only thing that isn't significantly higher is stock price. This company is doing excellent. It would not be surprising to see stock price climb by 40% from here based on financials.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 7, 2016 7:20 PM Flag

    “We achieved by reducing our retention for catastrophe losses involving states other than Florida to $5 million and securing over $100 million of additional multiple-year catastrophe capacity. Utilizing a similar reinsurance budget to last year, we were able to expand the top of our reinsurance tower for a single Florida event to $2.4 billion, and also maintain the same $35 million catastrophe retention for a Florida loss. By way of illustration, a $35 million loss would represent less than 13% of UPCIC statutory surplus as of March 31, 2016 and a $5 million loss would be less than 2%. The growth in business and capital since last year, coupled with expanding our reinsurance coverage, maintaining the same Florida retention and significantly reducing our retention in other states, puts us in the strongest position we’ve ever been in as we enter the 2016 hurricane season.”
    Larger more diverse insurer allows more efficiency. UVE is way undervalued compared to where it was last year at this time. Stock price likely to be over $30 per share later this year.

    Sentiment: Strong Buy

  • Reply to

    Strong results

    by shrewd_curmudgeon May 18, 2016 2:15 AM
    shrewd_curmudgeon shrewd_curmudgeon Jun 7, 2016 7:07 PM Flag

    About to bust through $12.80.
    After many years with cash flow from operations of $1 billion per year, FLEX is a much more valuable company than 10 years ago, yet we haven't had a new high in 10 years. FLEX has seen resistance at $12.80 per share for a long, long time. This year, FLEX will likely bust through that ceiling. In 4 of the past 4 quarters, FLEX has met or beaten analyst expectations. Financials look strong, FLEX looks undervalued.

    Sentiment: Strong Buy

  • Reply to

    Yes

    by shrewd_curmudgeon Jun 2, 2016 2:29 AM
    shrewd_curmudgeon shrewd_curmudgeon Jun 7, 2016 6:06 PM Flag

    Mary, Mary, quite contrary. How does your garden grow?
    Wow, you are REALLY clueless! Or should I say catjomy? ISNS did go to $8 per share. Did you miss that? Let me give you a clue. That was Sept 2014 and I had not posted much since (I recommended sell after that just as I had done myself). When a stock goes beyond your target, that is key. They pretty much all get there. CZBS will be there too. I would love to see the shares of CZBS at $6 per share, but I don't think they are going there. If CZBS was pumping their stock or not earning strong profits or speculators pumped it up by 4X without any significant improvement in the business, then indeed I would sell, but none of that is happening, so this is time to accumulate CZBS. Enjoy!

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 7, 2016 4:08 PM Flag

    VERTEX is another engine driving this company higher. Cash flow from operations has already turned positive last year, and we are going to see a lot more rise to come for IVAC. Balance sheet looking very strong and now income statement getting strong too.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 3, 2016 3:23 PM Flag

    Interesting that Ciena had a significant jump in stock price because revenue went up. Revenue went up by 3.1% from prior year. That is very slow, while Infinera is growing revenue at 20%.
    If you look at the historical revenues from INFN and CIEN you see the following:
    year INFN Rev $Mil CIEN Rev $Mil
    2011 405 1742
    2012 438 1834
    2013 544 2083
    2014 668 2288
    2015 887 2446

    If you use that trend to project future revenues you see projections of:
    2016 1148 2615
    2017 1486 2795
    2018 1925 2988
    2019 2492 3195
    2020 3227 3415
    2021 4178 3651

    This indicates that within the next 5 years continuing at the historical revenue trends, INFN revenue will surpass CIEN. Before 2021, INFN is on track to exceed CIEN's revenue.

    Sentiment: Strong Buy

  • shrewd_curmudgeon shrewd_curmudgeon Jun 2, 2016 1:24 PM Flag

    Mr. lousyburnstinker:
    What is your point?
    It seems like you are supporting my point. *Infinera is much lower in valuation now than it was a year ago and revenue and earnings are stronger now than they were a year ago*. I am glad to see shares available at $13 per share once again and to see such strong financials. Adding more.

    You seem to have very selective references to my prior posts. If you had looked you would see I was a shareholder and posting when this was at $4.80 per share.

    At the beginning of 2013 I had posted:
    “Over 8 million in cash flow
    In Q4 2012, Infinera posted +$8.3 million in cash flow from operations (compared to $1 million in Q4 of 2011). This company is progressing nicely. It is a great opportunity around $7/sh. Adding more.
    Sentiment: Strong Buy”

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jun 2, 2016 2:29 AM Flag

    Yes, I too would like other shareholders to sell.
    Balance sheet is significantly better than the prior year.
    Cash flow from operations for Q1 2016 was far stronger than Q1 2015.
    Comprehensive Income was much higher at $1.58 million (compared to the $0.83 million of the corresponding quarter of the prior year). Definitely read the 10Q.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon May 31, 2016 6:16 PM Flag

    BSQR is starting get wins in their IOT products.
    Today BSQR announced that its DataV™ Internet of Things (IoT) solution has been selected by a Fortune 500 industrial company for a multi-year contract initially valued at over $4.0 million. In addition to DataV software, Bsquare will also provide comprehensive systems integration, support and maintenance services. DataV leverages advanced data analytics, predictive reasoning, data-driven diagnostics, and automated orchestration of remediation actions in order to improve asset uptime while reducing service and warranty costs.
    Key industrial IoT uses cases that will be addressed through this contract include:
    •Predictive failure. The use of data analytics and real-time device information to accurately predict problems that could impair asset uptime, as well as prescribing remediation steps.
    •Data-driven diagnostics. Further use of data analytics and historical repair information in order to speed diagnostic and repair time, getting vital assets back in operation more quickly while reducing service and warranty costs.
    Excellent, DataV is leading the IoT industry.

    Sentiment: Strong Buy

CHE
132.37-1.62(-1.21%)Jun 24 4:01 PMEDT