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tery30938 9 posts  |  Last Activity: Sep 3, 2014 2:48 AM Member since: Mar 8, 2007
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  • tery30938 tery30938 Sep 3, 2014 2:48 AM Flag

    Synchronoss sells at about 40 times GAAP earnings (on a current earnings basis). EVOL at 40 times GAAP earnings (i.e. a deal that would be non-dilutive and after merger of ops and sales would be immediately accretive) would be around $16. While they might be willing to dilute, I doubt it, so I would say $16 is the reasonable upside for a Synchronoss takeout. However, if they offered $14, my guess is that Karen Singer & Co. would grab it and run.

  • tery30938 tery30938 Aug 30, 2014 4:26 AM Flag

    Yes, I have heard whispers of the name Synchronoss!!

  • Reply to

    TPH Earning Out !! Blow-Out Numbers.

    by buy_sell_sell_buy Aug 7, 2014 6:59 AM
    tery30938 tery30938 Aug 14, 2014 3:35 AM Flag

    Company seems to have a bright future, but they will be taking huge $$ charges in Q3 and no matter how that is spun, it will cause some "headline risk" when it is reported. Also, if rates start to move up ALL of the homebuilders will be high on the sell lists due to fears that mortgages will follow suit (which they will) and chill any expansion in the housing market. Days of no-doc, interest-only, BS loans are over.

  • Absolutely every metric was strong...all quarterly financials, new orders, backlogs etc. What is really nice is that their financial statements are as clean as can be; no b.s. with tons of peculiar categories....very simple, straight-forward and easy to understand. Nothing "hidden." Now at a $.44/year dividend rate and certainly they didn't raise it with the expectation that they would have to lower it any time soon, so it sends a very optimistic message. I doubt if they can repeat $.14/share going forward, (and that, by the way, is FULLY taxed), but even if they could, then that would be $.56/share annual rate. Along with a rock-solid balance sheet that is worth almost $2, that leaves an $8 current "enterprise value" which is about a 15 multiple, so very, very conservatively valued and lots of headroom to grow into a stock price that is a few $$ higher over the next quarter.

    What a nice microcap with no BS around it.

  • Since Mr. Market was saying the company was worth $5.75 before the cash dividend and the company is now $1.75 poorer, the logic would dictate that the price should seek back to $4 as the "base price".

  • tery30938 tery30938 Jul 25, 2014 3:07 AM Flag

    As usual, you don't have a clue; ignorant cheerleader. The stock, by regulations, opens at the prior closing price less the dividend on the ex-dividend day PERIOD...end of story. If it then climbs $.75 after that, then it might only be down $1 later on...but at the open BY REGULATION the dividend is subtracted. Why do you embarrass yourself with your ignorance??

  • Reply to

    I ain't no Immelt fan

    by cold.morning Jul 11, 2014 10:35 PM
    tery30938 tery30938 Jul 11, 2014 11:13 PM Flag

    Shame you have no clue as to what is happening and how GE is becoming embedded into the 5 highest growth industries around the World with tremendous diversification by product line and geography. The Alstom deal was a huge win for Immelt and my hunch is that he "gave" less than he originally expect to get the deal done. The IPO of Synchrony will put several billion $$ in GE's coffers and the swap in 2015 of Synchrony shares for GE will, effectively, be a large buyback of 6-9% of GE's stock in exchange for a piece that the World will be happy to see gone from GE's portfolio. The dividend will be raised in November to $.96-$1 and the stock is going to get upgraded appraisals by analysts and institutions which will propel it well over $30 in the next 4-6 months. Being the sole supplier to Boeing for the engines on the Emirates' $56 BILLION order and the huge Brazilian order are just the beginning. There will be no other company in the World with GE's diversification (protection against any given area of the World sneezing), as well as being a major force in power, aviation, oil & gas etc.

    Immelt has done a great job bringing GE back from Welch's mess and his legacy will be the next ten years of GE's ability to reward its shareholders more than those of most of the other major U.S. industrials.

  • Reply to

    Zack's Just Out with BUY one hour ago!!

    by audphil78 Jul 2, 2014 10:14 AM
    tery30938 tery30938 Jul 8, 2014 5:59 AM Flag

    Yes, stocks DO go up and down. Today was brutal for the Russell 2000 and EVOL got whacked pretty good. It went up on fundamental good news and perhaps ran past what the news merited. Next information point will be Q2 earnings and YOY and Q to Q comparisons. If they are good the stock should move higher. If they are weak then the stock will move lower back to where the dividend supports the price. No great mystery here as there aren't enough shares in the float to attract shorts or algos here.

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