either is a perfect fit. I think this is why the traders are betting for mtg and gnw.
100 we will go. it really is an amazing company. our company will keep passengers connected--a captive audience willing to pay, pay pay for anything to pass the time--think shopping and you get an idea of just how big this is.
cost of connection will be a small piece by the time this matures. Looks like a bonanza with near monopoly gate keeper status. look for tie-ins with netflix, and a significant advertising platform. I think this could be more than $100 a share very soon.
is breathless. Disregard the downgrades and buy it. The investment bankers got caught flat footed on this one and want in big time. Its just massive
Buy it. Buy alot of It
The companies that can supply sand to each the shale basis will win the national contracts . The first national silicate company will trade at a 50 multiple. I would not be surprised if we see an announcement before Xmas.
is that home prices are increasing across the country but particularly in the disaster areas of Arizona and Nevada and west coat florida. This is very good news as the claims rate is going down but so is the severity of claims. look for release of reserves. What I am interested in from the call is what management thinks about Essent and Kyle bass' entry and how much market share they will eventually get. Remember, 2 went belly up and 2 are coming on line.
sand fracking market and a centerpiece to the inevitable consolidation of players in the market based on geography and scale. Those who can service all basins will do best as national contracts begin to dominate. I think the stock moves to 33-34 quickly and is at 50 by dec 2014
will result in huge and quick move. Its all clear from here. not many sellers until 34-35
the competitive edge of essent---stronger balance sheet without legacy costs is vanishing as it becomes clearer that mtg and rdn will prosper. The Achilles heel on essent is over concentration of 12% market share on 1 customer. In any case, with 6 solvent insurers, the feds will be more likely to exit leaving huge market to be split up. Competition is always bad for margins but here the market benefits from an additional entrant
shorts must be apoplectic. one more really good earnings report and the squeeze will be profound.
more likely the company's sales price will be higher with the australian business. Sure looks like a deal in the works. Cramer usually says stuff based on rumors from Goldman.. Wondering if someone knows somethingi