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Calfrac Well Services Ltd. Message Board

tommccauley31 30 posts  |  Last Activity: Feb 24, 2015 7:59 AM Member since: Dec 3, 2009
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  • tommccauley31 by tommccauley31 Feb 24, 2015 7:59 AM Flag

    If Carlson rubbed two nickels. He might be
    able to tally 8 cents? Startek is an employment
    agency employing nearly 12,000 people worldwide.
    Its business is labor intensive with low margin
    returns. Its paper thin operating margins are continuously
    under pressure by increasing costs. Carlson has had
    4 years to improve operations, in an environment where
    all of his peers are doing better than he is. What is this?
    A perennial Soviet 5 year plan?
    So far. Startek is trading dollars and cannot put 2 positive
    quarters together ,back to back. He promises double digit
    returns in 2015?
    Its show me time Mr Double nickels.

  • Reply to

    Big swing and a miss in Q4

    by jreb17 Feb 20, 2015 11:33 AM
    tommccauley31 tommccauley31 Feb 23, 2015 2:22 AM Flag

    Jreb, Did you notice Engine also has an interest
    in PFSW? Privet's Rosenzweig who sits on Startek's
    board also is a board member of PFSweb.
    Coincidence? Perhaps Privet and Engine share more
    than the affinity to the same investments.

  • Reply to

    Big swing and a miss in Q4

    by jreb17 Feb 20, 2015 11:33 AM
    tommccauley31 tommccauley31 Feb 22, 2015 7:08 AM Flag

    Thanks, I found it very interesting. The date of the filing
    was in April of 2014, showing a holding of 575,000 shares.
    At over 3% , Engine Capital is one of SRT's largest institutional
    shareholders. It seems like this activist has been very successful
    in pushing for change in undervalued companies.
    The latest Carbonite deal is an example.
    Startek already has several activist groups who have a stake.
    I too expect the company to be acquired at some point in the
    future. If management continue to stumble. It could be sooner,
    rather than later?

  • Reply to

    Big swing and a miss in Q4

    by jreb17 Feb 20, 2015 11:33 AM
    tommccauley31 tommccauley31 Feb 21, 2015 10:39 AM Flag

    Jreb, I have to agree. Time for Carlson & Co to start eating
    their own dog food. No inside purchases for over two years
    is a tell. I'm getting tired of the fits and starts. Maybe he should
    concentrate on making the existing business profitable, before
    making new acquisitions? Where did you see the information
    on Engine Capital?

    Sentiment: Hold

  • Reply to

    Now would be a good time for a secondary

    by mlrb90210 Feb 4, 2015 2:29 PM
    tommccauley31 tommccauley31 Feb 11, 2015 5:37 AM Flag

    Mlrb, Revenues are up, and more important,
    operating margins are increasing. The companie's
    NOL's will shelter profits for many years increasing
    cash. Why not let Heska imaging pay for itself, rather
    than dilute with a secondary?
    Your grandfather was right. But that is another subject.

  • Reply to

    Now would be a good time for a secondary

    by mlrb90210 Feb 4, 2015 2:29 PM
    tommccauley31 tommccauley31 Feb 8, 2015 11:11 AM Flag

    Wilson has plenty enough incentive through generous
    stock options, without diluting shareholders to pay himself
    more. There is only 4-5M float and you want to dilute
    by 25-50%?
    Do that ......and watch the share price tank.
    If Wilson continues momentum I expect. The company
    will have plenty of cash to pay off the remaining balance
    on Cuattro.

  • Reply to

    Stock down 8%

    by miller_usa Feb 2, 2015 9:26 PM
    tommccauley31 tommccauley31 Feb 3, 2015 8:40 AM Flag

    Could be? Its also possible a bear trap manipulator looking
    to trip stops. Anyone who uses stop limit orders with this thinly
    traded company is going to lose his position.

  • Reply to

    Sidoti Presentation

    by occdocc Jan 2, 2015 3:24 PM
    tommccauley31 tommccauley31 Feb 1, 2015 7:15 AM Flag

    Better late than never.
    Abaxis reported last week and beat expectation.
    Idexx disappointed.
    Clearly ABAX and HSKA are taking market share
    from IDXX.
    The relationship with Henry Schein is growing
    and Heska's new announcement of distribution
    in Canada confirms. Schein recently acquired
    the Canadian distributor.
    We will see double digit growth for Heska in 2015.
    With the limited float, and multiple expansion HSKA
    could see $30.
    A couple years ago Heska employees were glum
    and downbeat. Wilson has changed the culture and
    created a positive attitude.
    I expect to see good news of the relationship with
    Eli Lilly/Elanco. Elanco will like expand operations
    at Diamond, and could very well purchase the Iowa
    facilities. Eli Lilly has become one of the largest
    pharmas in Animal Health as a result of the deal
    with Novartis. Heska and Elanco's relationship
    will grow similarly, as Abaxis has with Abbott.

  • Reply to

    What is propelling HTCH?

    by jfrancisofsi Jan 12, 2015 11:52 AM
    tommccauley31 tommccauley31 Jan 12, 2015 11:57 AM Flag

    J, In short. HTCH is a turnaround story in the making.
    Follow the history threads of uptab for more detail.

  • Reply to

    touching 11.27 -- tax-sellers done

    by platguru Dec 31, 2014 11:01 AM
    tommccauley31 tommccauley31 Jan 10, 2015 11:16 AM Flag

    Plat, You might take time to keep an eye from your
    Wayzata perch, on Hutch.
    I know you are familiar with the company, and have
    mixed feelings? IMO it will be one of the best performers
    of 2015. Friday it started to breakout of a 3 month channel.
    Last year HSKA, SRT, and HTCH were my three favorites.
    Hutch was the laggard. I expect the company to make up
    for it this year.

  • Reply to

    Sidoti Presentation

    by occdocc Jan 2, 2015 3:24 PM
    tommccauley31 tommccauley31 Jan 5, 2015 11:34 AM Flag

    Hi ulrik,

    Happy New year to you!

    Jesse Livermore once said, Stock investing
    is more about sitting, than thinking." In other words.
    If Heska had reached $20, I would not sell.
    I have owned HSKA since Mar 2009 and its been a
    rocky road..But I have never been more convinced
    Heska is on the right track.
    This quarters results will be challenging for
    HSKA because of a stellar 4th quarter in 2013.
    If they miss. Its a buying opportunity.
    I expect HSKA to give guidance for 2015 that will show
    record revenue, and EPS.
    HSKA is no longer a value company with unrealized
    potential. Heska is a growth company with many
    positive catalysts.
    I do expect Heska to be acquired. But not too soon.
    Share holders will be better served to realize the
    benefits of the foundation Wilson has put into place.

  • Reply to

    Sidoti Presentation

    by occdocc Jan 2, 2015 3:24 PM
    tommccauley31 tommccauley31 Jan 4, 2015 1:22 PM Flag

    Doc, This Buffalo Bob's annual trip to New York.
    He combines it with an open expense acct., a couple
    of Broadway shows, great dining, and a chance to
    take the bows for turning Heska around...LOL.
    You wouldn't want to deprive him....would you?

  • tommccauley31 by tommccauley31 Jan 2, 2015 1:29 PM Flag

    Hutch made a breakout run in mid 2014 and pulled
    back to trade in a nice base pattern, in and around its
    50 day MA. This is the kind of chart pattern I like.
    Consolidation to a tight trading range.
    Especially with so many positive catalysts looming large.
    Any news of progress with the Image stabilization initiative,
    or early press release on earning expectations could launch
    this puppy. Keep powder dry.

  • Reply to

    Lets continue bashing this 29cent stock.....

    by eye4neye374 Dec 30, 2014 6:39 PM
    tommccauley31 tommccauley31 Jan 2, 2015 1:14 PM Flag

    I'll repeat what I've said before.
    Most bashers commenting on Vista do not understand
    their model, or business plan.
    VGZ is an aggregator of assets much like a streaming
    company Like Sandstorm, or Royal gold.
    SAND has 14 employees, RGLD has 20 employees.
    Our little VGZ has 14 employees and very little overhead
    and Zero debt.
    By contrast Allied Nevada ANV , which Vista spun off for a
    huge gain has, 400 hardhat pick & shovel employees, and
    a ton of over leveraged debt.
    You cannot compare VGZ to the miners that have a tough
    environment and limited resources. Vista can wait out the
    turnaround in gold. It has done so in the past, and is prepared
    to do it today.

  • Reply to

    Lets continue bashing this 29cent stock.....

    by eye4neye374 Dec 30, 2014 6:39 PM
    tommccauley31 tommccauley31 Jan 2, 2015 12:54 PM Flag

    Eye for it, You described the whiners perfectly.
    I suspect most fall in the camp where they bought,
    lost money, and are disgruntled.
    One of the best analysts in the business.
    Adrian Day, says "You want to own Vista because of
    their asset basis. Vista has a project near Bishop, Ca
    that the market values a zero. Vistas market cap is
    less than $35M. Adding up Vistas assets on a conservative
    basis gives VGZ a multiple of $150MM."
    It doesn't make a darn bit of difference what the sp has
    done in an environment that has been ugly for the whole of
    the industry for the last 3 years. You want to own companies
    with little debt that can sustain the downturn and come out of it
    leveraged for 1000% gains. If one doesn't have the steel to
    stay with the risky gold mining sector, they have no business
    crabbing about it.

    Sentiment: Strong Buy

  • Reply to

    January bounce stocks?

    by keyes_fred Dec 30, 2014 2:09 PM
    tommccauley31 tommccauley31 Jan 2, 2015 9:49 AM Flag

    Fred, I like and own a couple of unloved Canadian
    resource companies. DNN Denison, and SVY Savanna.
    Tax loss selling has been brutal and many of the canuck
    resource stocks should do better in 2015.

  • tommccauley31 by tommccauley31 Dec 29, 2014 11:42 AM Flag

    Startek has made great strides in confirming
    the faith stake holders have shared over the past 3 years.
    Last quarters earnings reaffirmed the positive tangent
    for growth in 2015. As Omar has stated eloquently.
    "SRT can no longer be considered a just a value company,
    but rather a company poised for growth."
    SRT blew away expectations in Nov's earnings
    report. I am looking forward to an even better Feb.
    earnings call. Happy New year to all.

  • Reply to

    I will sit and watch...

    by willied1972 Dec 24, 2014 12:28 PM
    tommccauley31 tommccauley31 Dec 29, 2014 11:29 AM Flag

    Those who watched, witnessed Heska rise from $5.50 share
    two years ago to $18 today. HSKA has a PE of 35, (not 50)
    which doesn't reflect the companies growth prospects.
    I expect 2015 to have double digit growth in the range of 15-20%.
    Keep watching, witnessing, and whistling willie.

  • Reply to

    Not 1 Single Oz. Mined

    by hsoupstone Dec 13, 2014 5:06 AM
    tommccauley31 tommccauley31 Dec 26, 2014 10:13 AM Flag

    Soupbone, You need to confine your opinions to
    gold mining on fake TV reality shows.
    You obviously know nothing about Vista Gold.
    VGZ has been in business since the mid eighties.
    VGZ is not a miner, but an aggregator.
    Vista is a hybrid between a miner and a royalty streamer.
    Vista has sought to acquire and prep assets for development.
    It spun off the Hycroft mine to Allied Nevada at a big gain.
    And it will likely do the same with Mt Todd.
    In the process VGZ will take a royalty, much
    like streamers Royal Gold do, (also located in Denver)
    This is a bad environment for all of the miners.
    But Vista weathered a rotten environment through the
    80-90's when gold sold below 300oz. Vista has seen
    good times and bad. Vista is not a pick and shovel
    scratch the earth miner. If you want to live in the Parker
    Shnobble world, invest in Discover TV. Its a lot less risky
    than betting on gold prospectors.

    Sentiment: Strong Buy

  • Congratulations to all the hard working employees
    at Heska, who have confirmed this turnaround in
    the last year. May 2015 be even more rewarding.

CFWFF
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