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taexpert928 299 posts  |  Last Activity: 10 hours ago Member since: Aug 22, 2011
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  • Aviation Maintenance Technician Shortage Predicted
    Posted by AIM on Aug 16, 2014

    Aviation International News reported in May that aircraft manufacturers such as Boeing and Airbus say that about 500,000 extra pilots are needed during the next 20 years. Boeing has also predicted that aviation maintenance technicians will be in even greater demand—to the tune of 600,000 by 2031.

    J Sfirm agrees technicians will be in more demand than pilots—to the tune of 30 percent of planned aviation hiring for technicians versus 7.5 percent for pilots. This shortage could create a great opportunity for you.
    Plenty of other people and groups agree. Eighty-six percent of Aeronautical Repair Station Association members reported having difficulty searching for qualified workers, and 26 percent said the search was “very difficult.” Mike Lee directs maintenance training business development for Flight Safety international and concurs that there are just not enough personnel skilled for aviation maintenance.

  • Boeing forecasts rising demand for pilots, technicians
    August 26, 2014Linda Blachly

    Boeing has projected a global demand for 1.1 million new airline pilots and technicians over the next 20 years, according to its 2014 Pilot and Technician Outlook. The report projects that between 2014 and 2033 there will be a need for 533,000 new commercial airline pilots, up 7% compared to last year’s outlook, and 584,000 new commercial airline maintenance technicians, up just over 5% compared to 2013.

    The report also noted the Asia-Pacific and the Middle East are showing the strongest demand and most rapid growth. “Pilot demand in the Asia-Pacific region now comprises 41% of the world’s need, and the Middle East region saw significant growth since last year’s outlook due to increased airline capacity and orders for widebody models, which require more crew members,” the outlook stated.

    Projected demand for new pilots and technicians, broken down by global region, comprises: Asia Pacific (216,000 pilots and 224,000 technicians); Europe (94,000 pilots and 102,000 technicians); North America (88,000 pilots and 109,000 technicians); Latin America (45,000 pilots and 44,000 technicians); Middle East (55,000 pilots and 62,000 technicians); Africa (17,000 pilots and 19,000 technicians); and Russia and CIS (18,000 pilots and 24,000 technicians).

  • Partnering up to tackle the technician shortage
    Aug 20, 2014 by Sean Kilcarr in Trucks at Work

    While there’s been a lot of recent attention focused on the truck driver shortage – especially in the mainstream media, as this New York Times story can attest – there’s another crippling personnel shortage affecting trucking, too: that would be for diesel technicians.

    The technician shortage is an issue never far from trucking’s thoughts, but it’s an issue that’s even more resistant to short-term solutions than the truck driver shortage – largely because of the highly complex nature of today’s commercial trucks.

    Indeed, the U.S. Department of Labor reports there will be approximately 1.4 million jobs in the diesel, automotive, motorcycle and marine industries in the U.S. by 2020 – just a scant six years from now – and more than a few folks are wondering where the skilled professionals needed to fill those jobs will come from.

  • taexpert928 taexpert928 Aug 28, 2014 5:05 PM Flag

    Almost all the report metrics beside Q2 loss were bad. But at $2 the bad report was already priced in . There were strong signs of accumulation in the last 3 weeks and maybe this is a new era for HSOL stock.
    The fact that HSOL had 3 analysts in the CC is really encouraging

  • She said the report will be announced most likely beginning of next week. She said ESI made good progress and they almost finished. They need to receive audit approval for restated financial reports. This could be the reason ESI crashed 5% today because people expected them on 8/29/14.

    She also said "ESI has enough cash to recover from any adverse action from DOE and its lendeners"

  • I know what I am saying because I have info. Q2 results will be a total disaster.

  • During Q2 polysilicon prices were higher and panel selling prices were lower . This could result for not a strong Q2. But crash of the pps from 3.5 to 1.7 already discounted all Q2 bad earning . P/S of 0.25 is unjustified when there is solar shortage and new CEO from Samsung.

    I am sure Q2 results will be disaster. I think guidance for Q3 will be much better than Q2 results.

  • taexpert928 taexpert928 Aug 27, 2014 1:34 PM Flag

    " the army of investment industry insiders who work very hard at keeping the playing field tilted in their favor".

    What if "the army of investment industry insiders " will change direction and push it back to $5 because they have finished accumulating and covered their shorts?

  • During Q2 polysilicon prices were higher and panel selling prices were lower . This could result for not a strong Q2. But crash of the pps from 3.5 to 1.7 already discounted all Q2 bad earning . P/S of 0.25 is unjustified when there is solar shortage and new CEO from Samsung

  • please respond with rational detailed reasoning. I dont see what problemwill push pps to 5 after the 50% crash recently

  • Reply to

    Conversation with IR officer of ESI

    by taexpert928 Aug 27, 2014 1:58 AM
    taexpert928 taexpert928 Aug 27, 2014 12:00 PM Flag

    Freetz

    Based on what reasons you think the earning will be bad and stock will crash to 5?

  • taexpert928 taexpert928 Aug 27, 2014 9:36 AM Flag

    Most important reason:

    HSOL reported several large deals in past 3 months and these deals will be reflected in results of Q2. According to 3 recent articles , Hanwha solar group turned profitable. Combs the IR officer of HSOL stated in two emails that "Q2 results will positively surprise investors"

  • Reply to

    Conversation with IR officer of ESI

    by taexpert928 Aug 27, 2014 1:58 AM
    taexpert928 taexpert928 Aug 27, 2014 9:32 AM Flag

    I asked her alot of questions and for most of them she refereed me to the busy CFO. She is investor relation officer, she should answer questions that don't have issue with FD rules. Otherwise she does not do her job. I hope for good results tomorrow !

  • We're 5 years into a 20-year bull stock market: Pro
    Bruno J. Navarro
    Monday, 25 Aug 2014 | 1:05 PM ET
    CNBC

    As the S&P 500 topped 2,000 for the first time Monday, Chris Hyzy said that the stock market is just five years into a 20-year bull market.

    "I know it sounds easy to say," U.S. Trust's chief investment officer said on CNBC's "Halftime Report." "When you really think about this, this is an elongated business cycle. You're going to have fair value through most of it. You're not going to get a lot of overvaluation."

    Hyzy identified what he saw as key for the continued bull market.

    "You're going to have some very big opportunities inter-sector and themes. M&A is running wild. But the key to all of this is the manufacturing in the next decade," he said. "It's already happening. You've got energy independence on its way. The private sector's piercing through whatever restrictions are being put out there, and you've got technological advancement that we haven't seen since the early 1990s.

    "That sets us up for an elongated business cycle, which is about five years into a pretty long secular market."

    Hyzy, who expects GDP growth of 3 percent to 3.25 percent for the United States this year, said that he liked the financial sector best of all, with selected technology and oil-service plays.

  • I called yesterday (Phone: 317-706-9200) and spoke with Barbara the investor relation of ESI. The following are the answers to part of my questions:

    1) Is CEO still active with ESI and when Modany will leave the company?
    Can't answer this question. CFO or CEO should answer this question but they are very busy with preparing the Q2 earning report. You should read the PR regarding the CEO resignation

    2) Is there pressure on ESI from lenders?
    CFO should answer this question but he is busy with preparing the earning report.

    3) Is ESI updating the previous years reports with PEAKS program student loan ?
    Yes, the updated previous years reports will be announced with the report of Q2

    4) Why the big delay of Q2 result reporting ?
    Nobody want more than us to publish the results ASAP. CFO and his team working hard to prepare the Q2 report

    5) When Q2 results will be reported?
    Most likely on Friday 8/29/14

    6) Is there pressure on ESI from EOD to update the balance sheets?
    I dont know CFO should answer this question but he is busy with preparing the earning report.

    7) Is ESI engaged with another real-estate company tos sell its properties?
    I dont know , CFO should answer this question

    She could not answer most of my questions and had a bad attitude and was very impatient.

  • 1) Price Per Sale of 0.26 for HSOL is by far the lowest in the Chinese solar sector. JKS has P/S of 0.77, CSIQ has P/S of 1.1 and TSL has P/S of 0.6.

    2) Using P/S of 0.77 of JKS and P/S of 1.1 of CSIQ, HSOL should have market cap of $710M and $870M respectively. Yet HSOL has stronger balance sheet than JKS and CSIQ because its debt is guaranteed by the giant Hanwha group.

    3) HSOL is flagship of Hanwha the fifth largest company in Korea with $140B market cap. Hanwha and its new ex Samsung CEO will not tolerate that its flagship is valued as tiny $210M.

    4) Hanwha gave guidance that both HSOL and Q-cells will be profitable in Q2 of 2014. HSOL stock will rocket up once the 2Q14 earning confirms the 1Q14 earning guidance for continued growth in 2014.

    5) The new CEO was a respected VP of Samsung Group which is a giant $140B company. He increased market share of Electronics Division by 310% in 3 years. New CEO promised in Q1 earning transcript to improve significantly financial of HSOL.

    6) HSOL reported several large deals in past 3 months and these deals will be reflected in results of Q2. According to 3 recent articles , Hanwha solar group turned profitable. Combs the IR officer of HSOL stated in two emails that "Q2 results will positively surprise investors"

    7) Gross margin of 14.1% in 1Q14 is one of highest in the Chinese solar sector. CEO promised in last Q1 transcript that the goal for FY 2014 is 20% gross margin

    8) The new CEO has more authority to finalize the 700 MW deal. In the transcript of Q1 Results , CEO said that 330MW of that 700MW MOU is already was finalized. CEO also said the rest of promised 700MW are in process of negotiation with other partners.

  • 7) Why the new CEO is not improving the financial of Solarone as he promised after the earning results of Q1/2014

    Combs response:
    There is no way to judge this public financial reports have not been made other than our 1Q report just a few weeks after he joined. Our 2Q report later in August will positively surprise investors. Give him some time. I think you will see conditions improve beginning in the Q2.

  • Mexico PV panels will have larger profit margin for HSOL because Mexico does not have tariff on imported solar panels as US and EU. The new shortage of solar panels also should lift the gross margin above 30%

    _______________________________________________________________________

    SunRise Power, Cosma and Hanwha SolarOne to Deliver Bankable PV Solutions to Mexico

    Published on May 27, 2014 at 3:37 AM

    SunRise Power, a leading Canadian provider of photovoltaic (PV) systems and engineering, procurement, construction, and maintenance services (EPCM) is pleased to announce a cooperation with Cosma International, a leading global metal forming supplier and Hanwha SolarOne, a top 10 global photovoltaic module manufacturer, to deliver bankable PV system solutions to the Mexican PV market.
    "We are excited to announce this cooperation with Cosma and Hanwha SolarOne which will help bring bankable Canadian EPCM experience to the deployment of over 1GigaWatt of utility scale PV and multi-MegaWatts of rooftop PV projects in the rapidly growing Mexican PV market," said Paul Pauze, President of SunRise Power.

    "This cooperation is a key element of our long term growth strategy, which intends to extend the benefits of the Canadian business model and its associated engineering expertise to provide clean, secure energy to Mexican businesses and properties."

    "Mexico is rapidly emerging as a leading market for solar PV installations, so we're excited to partner with leading solutions providers like SunRise Power to bring a world-class customer experience," said Doug Urban, Managing Director Hanwha SolarOne

  • Today article about profitability of Hanwha Solar Group , is from Korea JoonGang Today 8/14/14 :

    Hanwha Group expanding its solar power businesses. “We want to solidify our status in the solar power business, which is now delivering profits.”

    Google it and start to believe that 8/28/14 will be great for HSOL shareholders and hell for shorts!

  • Mexico PV panels will have larger profit margin for HSOL because Mexico does not have tariff on imported solar panels. HSOL will be $10 in 2015 due to new ex-Samsung CEO and new cost saving automation.
    _______________________________________________________________________

    SunRise Power, Cosma and Hanwha SolarOne to Deliver Bankable PV Solutions to Mexico

    Published on May 27, 2014 at 3:37 AM

    SunRise Power, a leading Canadian provider of photovoltaic (PV) systems and engineering, procurement, construction, and maintenance services (EPCM) is pleased to announce a cooperation with Cosma International, a leading global metal forming supplier and Hanwha SolarOne, a top 10 global photovoltaic module manufacturer, to deliver bankable PV system solutions to the Mexican PV market.
    "We are excited to announce this cooperation with Cosma and Hanwha SolarOne which will help bring bankable Canadian EPCM experience to the deployment of over 1GigaWatt of utility scale PV and multi-MegaWatts of rooftop PV projects in the rapidly growing Mexican PV market," said Paul Pauze, President of SunRise Power.

    "This cooperation is a key element of our long term growth strategy, which intends to extend the benefits of the Canadian business model and its associated engineering expertise to provide clean, secure energy to Mexican businesses and properties."

    "Mexico is rapidly emerging as a leading market for solar PV installations, so we're excited to partner with leading solutions providers like SunRise Power to bring a world-class customer experience," said Doug Urban, Managing Director Hanwha SolarOne

JNJ
103.73+0.78(+0.76%)Aug 29 4:00 PMEDT

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