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RPX Corporation (RPXC) Message Board

shrewd_curmudgeon 59 posts  |  Last Activity: 5 hours ago Member since: Oct 30, 2000
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  • shrewd_curmudgeon by shrewd_curmudgeon 5 hours ago Flag

    Speculative buy here. The market is not believing management's guidance on PERI right now and is assuming a huge discount.
    The market is pricing the stock intrinsically as if it is going to post $9-10 million in net income for the coming year (or about $2.5 million per quarter).
    I think the market is going to find they are wrong. I think PERI is likely to post nearly double these numbers. And the stock could easily double or more.
    We shall see when the Q4 and year-end report comes out (last year results came out on March 3rd).

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon 5 hours ago Flag

    Great to see the 20% higher dividend. For this quarter in the prior year, they we paying $0.40 per share. Now, for the February payment IPHS is paying $0.48 per share.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jan 26, 2015 1:47 PM Flag

    I am projecting $18 million in revenue and $2.8 million in net income for FONR for Q2 quarter. We will see in a couple weeks. Business is strong and margins are also. The numbers above would indicate consistent growth. Balance sheet is very strong. If FONR can hit the above results, I would conservatively estimate their intrinsic value to be $135 million (based on assets, liabilities, revenue, cash flow, etc). That comes to about $23 per share.

    Sentiment: Strong Buy

  • shrewd_curmudgeon shrewd_curmudgeon Jan 26, 2015 1:19 PM Flag

    Thanks for the heads up. Excellent story. This reminds me why I love NPR (you would never hear this kind of story on FOX or any other media sources).

    Sentiment: Strong Buy

  • Excellent. I was hoping for $2.2 million in revenue and $220K in net income for the quarter.
    SODI just posted $2.4 million in revenue. Orders are strong. Net income came in at a strong $258K.
    Balance sheet is healthy. I think this is a great opportunity that we are able to get in at less than $4.20 per share. With this balance sheet and updated income numbers, through cash flow valuation, I see SODI being worth over $18.7 million intrinsic value. That puts the company over $8.50 per share.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jan 20, 2015 5:59 PM Flag

    Thank you. I didn't think I was going to get a chance to buy AGX below $31 a again. Thanks.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jan 20, 2015 12:41 PM Flag

    Excellent results. I was expecting $4 million in net income. Actual net income was $4.8 million, or $0.24 per share, for the quarter ended December 31, 2014. This is better than expectations and better than the prior year's number. Revenue was also strong and Cash Flow from Operation *very* strong. I love it. We are probably headed to $18 per share.

    Sentiment: Strong Buy

  • Reply to

    Nice to see WRES down from $6

    by shrewd_curmudgeon Jan 6, 2015 5:16 PM
    shrewd_curmudgeon shrewd_curmudgeon Jan 14, 2015 1:04 AM Flag

    Yes, rdmikes, you and I both wish we could get this company at $1 per share or lower. Thanks.

    Sentiment: Strong Buy

  • Reply to

    Quarterly report out]

    by pa1702 Jan 13, 2015 10:35 AM
    shrewd_curmudgeon shrewd_curmudgeon Jan 14, 2015 12:58 AM Flag

    I figured they would grow very fast, about 25% year over year. Since they had $4.6 in the prior year's Q2, I expected about $5.8 million for Q2 of this year (That is 26% year-over-year growth). The $7 million that you say you were expecting would be 52%, and that is really crazy, so I am not sure why you were expecting 52% year over year growth rate. There is a lot more being spent on infrastructure out here in CA than I have seen in previous years. I agree there are a lot of opportunities for a TAYD with the capabilities and connections they have.

    Sentiment: Strong Buy

  • Reply to

    Quarterly report out]

    by pa1702 Jan 13, 2015 10:35 AM
    shrewd_curmudgeon shrewd_curmudgeon Jan 13, 2015 3:33 PM Flag

    I was expecting $5.8M in revenue and net income of $350K
    TAYD just posted a whopping $6.7M in revenue and net income of $500K.
    Balance sheet is excellent. There are only 3.3 million shares outstanding.
    In my opinion, based on the recent financials and revenue and margins, Taylor Devices is worth over $50 million. This indicates that TAYD is a bargain under $15 per share. Excellent. Congrats!

    Sentiment: Strong Buy

  • Reply to

    Nice to see WRES down from $6

    by shrewd_curmudgeon Jan 6, 2015 5:16 PM
    shrewd_curmudgeon shrewd_curmudgeon Jan 9, 2015 12:07 PM Flag

    Additionally most of those "alternate" or "renewable" resources require huge amounts of energy to make them. For example, ethanol requires at least as much fuel energy for its growth and production as the gasoline it is intended to replace. Hydrogen is usually generated from fossil fuels. (Nuclear is losing market share due to the expense). The upfront energy needed to make a photovoltaic panel (the semiconductor mining, processing, production, packaging) is equivalent to 5 years of operation and many photovoltaic panels are falling to less than half their original efficiency in less than 10 years, so these are going to take a huge amount of fossil fuel if photovoltaic cells ever become a significant source of energy. Just about all alternative energy sources are requiring most of the fossil fuels that they are intended to replace.

    Sentiment: Strong Buy

  • Reply to

    Nice to see WRES down from $6

    by shrewd_curmudgeon Jan 6, 2015 5:16 PM
    shrewd_curmudgeon shrewd_curmudgeon Jan 7, 2015 12:22 PM Flag

    Oil and gas are not a renewable resources. There is no question, eventually the huge demand will outweigh the supply. And for making plastics and other material, there is no substitute for oil. This is just a brief opportunity to buy oil and gas companies for a bargain.

    Sentiment: Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jan 6, 2015 5:16 PM Flag

    It is nice to see Warren Resources down from $6 per share. Analysis should be based on long term trends, meaning 10 year performance and more. There will always be flash crashes and events that scare folks out or overhype folks to get in. In a year or two, people will probably be kicking themselves for not having bought more during the opportunity below $1.50 per share.

    Sentiment: Strong Buy

  • Reply to

    Impressive

    by debra4653816 Jan 5, 2015 11:46 AM
    shrewd_curmudgeon shrewd_curmudgeon Jan 5, 2015 5:29 PM Flag

    UVE is doing very well. Just a few years ago net income was under $30 million per yr. Now net income is over $60 million per year and growing. They have more than doubled their net income of just a few years ago. Good times are coming. Balance sheet is great. This company is still mostly undiscovered. I agree that UVE will be undervalued at $26 per share.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Jan 2, 2015 6:59 PM Flag

    Good to see them finally write Epstein off. Let's hope they will not give so much of shareholders' money to the next CEO. The $1.15 million lump, while high, is less than I was expecting. They were already paying him too much any way. In the prior year (2013) the company had given Epstein $1,985,936.00 in total compensation, so the $1,150,000 is less than what we were giving him per yr.

  • Reply to

    Preventive medicine growing

    by shrewd_curmudgeon Dec 11, 2014 12:39 PM
    shrewd_curmudgeon shrewd_curmudgeon Dec 17, 2014 1:20 PM Flag

    LOL. Yes, the market does not have a clue of how to value FONR. Mr. Market often makes bargain opportunities available. Also, tax selling this month is helping make FONR available at a bargain. Enjoy!

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Dec 11, 2014 12:39 PM Flag

    There is a huge trend just starting in preventive medicine. Give the people the capability to choose and receive data directly on their own health, data, tests, etc. Companies like Theranos are leading the progress. Theranos can do over 200 tests from a drop of blood. Theranos is valued at $9 billion (still private), yet they have less revenue than FONR (FONR market cap is only around $70 million). There is huge opportunity in lower-cost, wider availability of heath monitoring equipment and services. The information and services provided by these two companies are complementary. FONR is way undervalued. It is only a matter of time before FONR rises.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Dec 9, 2014 12:25 PM Flag

    TravelCenters of America Opens Black Bear Diner Restaurant at TA Wheeler Ridge, California
    -Black Bear Diner is an awesome eating establishment. I believe and Everyone I talk to has had great experiences and Black Bear. Glad to see TA associated with them.

    Sentiment: Strong Buy

  • Reply to

    blow out earnings out today Dec. 8

    by evidenceprofessor Dec 8, 2014 4:26 PM
    shrewd_curmudgeon shrewd_curmudgeon Dec 8, 2014 7:29 PM Flag

    Backlog was unusually high last year. It is not good to have to delay so many hundreds of millions of dollars of business. $200 million in backlog is a good level that I think they can maintain/sustain.

    Sentiment: Strong Buy

  • Reply to

    blow out earnings out today Dec. 8

    by evidenceprofessor Dec 8, 2014 4:26 PM
    shrewd_curmudgeon shrewd_curmudgeon Dec 8, 2014 4:33 PM Flag

    Indeed.
    Analysts were expecting $106 million in revenue and $0.59 in EPS
    AGX posted $127 million in revenue and $0.84 in EPS.
    This company could be over $40 per share soon.

    Sentiment: Strong Buy

RPXC
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