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Tower Group International, Ltd. Message Board

toobig2failagain 117 posts  |  Last Activity: Jul 18, 2014 2:13 PM Member since: Jan 29, 2013
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  • 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

  • According to Seeking Alpha...
    Assuming that the deal goes through as announced, ACP Re will be acquiring Tower Group for $3 per share or $172 million in total deal value. That's only a part of the deal, though. Assuming that the deal with ACP Re goes through, AmTrust Financial Services will buy the renewal rights and commercial line assets of Tower (from ACP Re) for $125 million.

    This price would be 78 percent higher than the current trading price. Maybe they will get a competing bid in the $7 - $10 range, after all.

    Sentiment: Hold

  • And merger at $3.00 / share? Yea, right. Something is wrong in Denmark.

    Who would sell at the very lowest end of the Target Price for this stock? Who would vote "Yes" when this company did an accounting write off of $500 million+ for reserves? How stupid would a CEO be to sell a company worth 3-4 times the current value?

    Look at the fines levied today against Morgan Stanley, the investment banker, who is handling the transaction. MS has been found guilty of multiple crimes and fined by the Justice Dept and the US Treasury. The criminals are usually the investment banks, not the management. Another small American company taken out by the "big boys" who rob the retail investor.

    Will have to wait for the better offer.

    Sentiment: Hold

  • For the last few months or so, I have been hacked heavily by MarkIT On Demand using whenever getting quotes on Yahoo Quotes and especially immediately after logging into my TD Ameritrade account. Reported the issue to TD Ameritrade after filing an SEC complaint. I provided substantial proof that a hedge fund controlled by JP Morgan, another by BOA, and several other IP addresses of FSB funds were remotely logging into my PC from the hedge fund FSB IP addresses controlled by the two large investment banks. I believe the intention of the constant connections were to obtain illegal information regarding my holdings, margin investments, etc.

    I have reported and hold that these investment banks obtained illegal information from these constant connections to my PC and used the information to short all my stocks held in all my trading accounts at the same time to force margin calls. TD Ameritrade was working with these investment banks as well by constantly increasing the margin requirements on all my holdings at the same time to force liquidation of equity holdings at a loss.

    This merger announcement after a sudden drop in the last 3 days prior to the announcement confirms my evidence that the banks -- JP Morgan and BOA -- are involved in theft of equity from retail investors using technology similar to what Snowden describes that the NSA uses. MarkIT on Demand sells illegally obtained retail investor info to these hedge funds owned by the investment banks.

    Sad, but true.

    Sentiment: Hold

  • Reply to

    AmTrust walks away from deal

    by stackshot Jan 6, 2014 10:56 AM
    toobig2failagain toobig2failagain Jan 7, 2014 4:59 AM Flag

    Manipulated down by the investment banks, including JP Morgan and BOA so that crooks can steal the company from shareholders. Could not believe Zacks and Moody's went along with the banks in this obvious price manipulation to steal the common shares from investors.

    Company being bought for just $0.88 above cash value when such as massive adjustment to the books for reserves were made in the last month? Smells of corruption that is so prevalent with the too-big-to-fail banks. The US government is robbing middle class America by allowing their corrupt too-big-to-fail banks to rob investors. What happened to the federal laws that the SEC is supposed to enforce against predatory banks. So sad to see America succumbing to corruption.... Will wait for the $7.5 competing bid.

    Sentiment: Hold

  • toobig2failagain by toobig2failagain Dec 19, 2013 3:11 PM Flag

    Rumours suggest around $750 - $800 million. KKR Group bought its subsidiary to help finance the deal of a lifetime for TWGP.

    Sentiment: Strong Buy

  • Seems like the IPs of the hackers who perform these crimes are not totally hidden from the SEC and the investigators of the crimes being committed on HSOL and other similar stocks held by retail investors.

    Prison terms are coming for them.

1.80-0.03(-1.64%)Jul 22 4:00 PMEDT

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