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Tower Group International, Ltd. Message Board

toobig2failagain 123 posts  |  Last Activity: Aug 18, 2014 3:40 PM Member since: Jan 29, 2013
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  • toobig2failagain by toobig2failagain Aug 18, 2014 3:40 PM Flag

    This stock is seriously undervalued for the fact that PIP won a large settlement award whose dollar amount is to be submitted to Parsons later by late this week or next Monday.

    Cash value of the settlement amount will easily be double its current price, possibly triple PIP's current valuation. And then if you consider the fact that PIP has 3 Anthrax type drugs in its pipeline, the company is easily worth between $5.50 and $8.50 per share.

    Should see higher prices from here. Today's sale price is a good entry point.

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Aug 6, 2014 1:39 PM Flag

    JKS will approach the valuation of FSLR and exceed CSIQ significantly because its earnings are as good as FSLR, especially after this quarter's earnings to be release in 1 1/2 weeks.

    I expect to see the upper $40s to low $50s soon. Difficult to keep a company with improving earnings down.

    Sentiment: Strong Buy

  • Not bad. Only lost a penny versus the analyst expectation of a 6 cent loss. Revenue limited. Outlook unchanged to good. Still waiting on Judge Parsons' final judgement....

    Seems odd that PIP announces the SAME day and time as SIGA without any prior notice or conference call.

    Is the judgment imminent? Or is something else in the works? SIGA did not even talk about the case in its conference call. Another 130,000 doses of ST-246 delivered to BARDA for a total revenue of about $200 million thus far. Another 600k doses still to be delivered, and SIGA hints that it is trying to obtain FDA approval and other nations' equivalent approval -- in which case they could potentially earn another $89 million from the regulatory approval.

    So, $200 million in cash in the bank being held in escrow for revenue recognition upon final outcome of the case....

    Sentiment: Buy

  • Hard to believe a company that should make $0.98 / share this quarter would be trading in the single digits.

    Three months from now this will be a double or more.

    Sentiment: Strong Buy

  • toobig2failagain toobig2failagain Jul 28, 2014 3:56 PM Flag

    Incredibly cheap at these levels!!! Great value play.

    Sentiment: Strong Buy

  • Am I missing something? This stock's future PE is 9-10, and will make $0.79 / share estimated this quarter and $3.21 / share this year?

    Talk about a Strong Buy!!! Funny how weak hands sell when the fundamentals of a company are so strong.

    I am scooping up the shares at this price.

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Jul 18, 2014 2:13 PM Flag

    With AMD becoming profitable again, and with its current struggles to get its price above $5 / share, it would be beneficial to sell the company to the likes of CRUS or NVDA.

    AMD has a strong presence in Austin, TX and California, and both companies could benefit from a stronger diversity in their product offerings.

    CRUS would be the best candidate for a buyout but would have to involve a purchase using stock, while NVDA would be able to buy the company rather easily with its current revenue stream using cash, stock, or a combination of the two.

    Today's action is way oversold, and I am sure the current price is very attractive to potential buyers.

    Sentiment: Buy

  • toobig2failagain by toobig2failagain Jul 18, 2014 10:05 AM Flag

    Market manipulation, pure and simple. AMD should have dropped a dime or so, not 19 - 20 percent this morning. Citigroup, the primary MM in this stock, is a corrupt investment bank and should have been left to die a few years ago by the US government like GS and MS.

    Over-reactions to a mere penny miss. The MM in this stock have turned earnings time into a gambling casino not a real investment like it should be. Corrupt US trading practices never prevented by the SEC.

  • Missed earnings estimates revised upwards by the analysts in the last seven days by $0.01. Revenue was in-line. If not for analyst earnings estimates changes in the last week, AMD would have had in-line earnings.

    Over-reaction considering AMD is truly becoming profitable now, with the game console sales and restructuring. AMD will be very profitable next quarter, so sell-off is unwarranted.

    Sentiment: Strong Buy

  • Reply to

    stock will quadruple and here is why

    by kirilandrei Jul 15, 2014 2:00 PM
    toobig2failagain toobig2failagain Jul 17, 2014 11:34 AM Flag

    With a current PE of 6 and an anticipated PE of 5, this company is set to easily quadruple in the next 6 months.

    I am surprised that various mutual funds are not just grabbing every share available for such a massive gain in a 6 to 12 month period.... This company can easily bid pennies on the dollar for the Corinthian College campuses and gain impressive assets for very little cash and grow substantially in the next year or two.

    ESI is the leader in the for-profit educational services and will come back easily to the $40 - $60 range like it previously traded in past years.

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Jul 16, 2014 4:43 PM Flag

    I have watched very low volume companies prior to a FDA announcement about the approval / disapproval of a drug, and it always occurs a few days to a week before a major announcement by a company. It appears the market makers are accumulating shares for the big announcement.

    Just my thoughts....

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Apr 1, 2014 2:21 PM Flag

    SOL is trading at 1/5 its annual sales in terms of market capitalization. Turning profitable. Manipulation last week was to set the company up for a buyout.

    Should be bought out in the $5 - $8 range very soon by the likes of Trina Solar, JKS, or CSIQ. Each of these companies can double to triple their revenue and introduce efficiencies that would catapult their stocks up with the increased sales and profits.

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Mar 27, 2014 3:22 PM Flag

    Collusion with MarkIT On Demand out of Boulder, CO. Margin Fraud Scheme.

    The thieves just keep stealing....

    Sentiment: Strong Sell

  • toobig2failagain by toobig2failagain Mar 27, 2014 9:48 AM Flag

    SOL is about to get an offer from another solar company because it is returning to profitability.

    Buying company accumulating shares before the official offer. Rumor has it.

    Sentiment: Strong Buy

  • Earning substantially more than First Solar and best of the top tier solar companies.

    Crooks in the banking industry with hedge funds artifically holder her down to steal shares from retail investors. SEC is investigating the hedge funds buying illegal info from MarkIT on Demand.

    Crooks need to be punished and they will be soon.

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Mar 13, 2014 3:06 PM Flag

    Chines solar company JinkoSolar (JKS) delivered stronger-than-expected fourth-quarter results.

    JinkoSolar’s revenue came in at $361 million, higher than the street consensus of $347 million. Gross margin was 24.7%, over 4 percentage points higher than the consensus 20.4%. As a result, non-GAAP EPS ended up $1.28 versus $0.71 expected by the street.

    JinkoSolar had a bright outlook for 2014, according to Roth Capital Partners analysts Philip Shen, Matt Koranda, and Matthew Riley:

    Management expects Q1’14 module shipments of 440-470MW (vs. prior ROTHe of 425MW) and full year shipments of 2.3-2.5GW (vs. prior ROTHe of 2.1GW). Additionally, management sees 400MW of project development activity in 2014, with 300MW expected to be completed by YE’14 and another 100MW expected to reach the construction phase.

    The 2014 outlook means JinkoSolar will have to ramp up capacity to meet its own guidance. Well, the company plans to add capacity by buying from bankrupt competitors. Phew, that is better than adding new capacity.

    Sentiment: Strong Buy

  • All solars are substantially oversold. JKS with about $5 in forward earnings will rebound nicely tomorrow -- $3 - $7 up tomorrow.

    Hedge funds accumulating and manipulating for the next run up. May close green today, and head up substantially tomorrow.

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Mar 10, 2014 8:17 PM Flag

    Obviously, SIGA chose to defer recognition of the revenue until next fiscal quarter, which is the 1st quarter of the new fiscal year.

    SIGA now has reported $140.225 million ($30.5 million of which is invoiced to BARDA but as yet not received) in deferred revenue (and currently counted as cash in bank and offset by a deferred revenue account). While this new quarter, most likely delivered in May 2014, will result in another 250,000 courses of Arestvyr delivered to the U.S. Strategic National Stockpile. This additional revenue of $29.8 million revenue at $119.24 per avg unit revenue (cost per unit includes the free doses averaged) will be accounted for in Q3.

    Even if the margin costs per unit are amortized to be 35 percent of the cost per unit, that would mean that as of today, that mean SIGA has thus far earned $91 million in net income yet to be reported in future quarters.

    Assuming SIGA remains at 53 million shares outstanding, that means earnings of $1.72 per share will be reported next quarter, and about $19.37 million per quarter (or $0.365 / share per quarter) thereafter, assuming no new contracts are signed.

    Carrying this calculation forward for the following two quarters, that means in the coming fiscal year (of which we are already 1/5 through), SIGA will make $1.72 Q1 + $0.365 Q2 + $0.365 Q3 + $0.365 Q4 = $2.82 / share FY 2015 Ending 3/2015.

    PIP's most likely outcome will be to get 50 percent of all revenue streams in the future, but possibly not current or past earnings steams. Even if PIP were to get 50 percent of the deferred revenue and earnings, SIGA would retain rights to license Arestvyr (while PIP may also retain equal rights to license), SIGA will make at a minimum $1.41 / share in FY2015. The best case scenario will be for SIGA to get to keep most of its pre-earned revenue, and therefore will make $2.82 / share in FY 2015.

    So, right now, SIGA sits at a future PE of 2.41 in the worst case scenario, and a PE of 1.2 in the best case.

    Sentiment: Strong Buy

  • toobig2failagain toobig2failagain Mar 4, 2014 1:00 AM Flag

    Theft from retail investors using technology similar to that used by the NSA. Illegal if everyone knew how they do it. Jail time should be imminent for these folks.

    Sentiment: Strong Buy

  • Crooks!

    Sentiment: Strong Buy

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