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Tower Group International, Ltd. Message Board

toobig2failagain 17 posts  |  Last Activity: Apr 16, 2015 3:14 PM Member since: Jan 29, 2013
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  • toobig2failagain by toobig2failagain Mar 16, 2015 12:08 PM Flag

    So, with FSLR earning a bit over $3.00 in 2015 and JASO winning new contract after new contract and earning $1.50 or so in 2015, a reasonable investor would think that JASO should trade at about 1/2 the price of FSLR.

    With FSLR at about $60 / share, it would be reasonable to assume JASO should trade in the range of $25-30 per share. So, is it the American market-makers (i.e. the US banks such as Citibank, JPM, etc.) manipulating the stock prices of companies such as JASO (with such stellar earnings), or is it another such manipulation of stock prices that even the SEC cannot even tell who's doing it?

    JASO is definitely being manipulated and the SEC needs to take the necessary steps to eliminate the crooked MMs or manipulators of the stock. $1.50 earnings this year!!! Should be trading a lot higher....

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Apr 8, 2015 2:54 PM Flag

    Bargain at this price with $1.21 / share in expected earnings. Current fiscal year forward PE of 8.2. PE better than most beaten down oil stocks. Asian stocks are flying today. Somehow, some of the solars missed the massive rally thus far in these stocks. Usually, those that are missed will fly in a day or two.

    Sentiment: Strong Buy

  • And going down with a beat in earnings? Really? Are investment banks and hedge funds stupid? Why sell shares when the stock is at a forward PE of less than 13 and growing both revenues and earnings?

    And especially when this company is the leader in the industry. Makes no sense! Hopefully, the manipulators of this stock will buy this stock back up to higher levels tomorrow or before the close. I would have thought the earnings were worth at least a point or two rise.... But can never predict the randomness of this market with all the firms out there manipulating stocks since the fed does not impose any rules on such stock manipulation....

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Apr 2, 2015 3:16 PM Flag

    With earnings that beat on the top and bottom line, a PE in the upper 8s, a $1 billion stock buyback in the works, and the move into 3D NAND coming later this year, what is not to like!!!

    Some analysts are now predicting $5.00+ in earnings for 2016. Talk about a bargain and value play!!

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Apr 9, 2015 2:42 PM Flag

    ORIG should follow considering rising oil prices and almost every stock in the sector rising today. Target $11.50 in the near term.

    Sentiment: Strong Buy

  • I still do not know the terminology that Wall Street analysts and investment firms use. I notice that when they use the terms "Strong Sell" or "Sell", the stocks such as HERO go up, while when they cover a stock with strong earnings and growing earnings, but miss a million or so on revenue, they will change their ratings from "Strong Buy" to "Buy" or "Accumulate", and the stock price will crater.

    HERO has shown horrible earnings and their earnings are only going to get worse. Now I understand that they are able to lease their rigs at considerable discounts, and the "Strong Sell" ratings are changing to "Sell" instead, but much better companies out there are still dropping and/or not going up much with the positive turn toward the oil sector.

    So why is this stock rocketing with no real prospect of avoiding bankruptcy in the near future?

    Sentiment: Hold

  • toobig2failagain by toobig2failagain Apr 13, 2015 1:31 PM Flag

    With the news of a single contract at reduced prices allowing this stock to spike for a few days, the realization should set in that this company will not have a profit for a few years, although bankruptcy might have been adverted. I suspect that this stock hits $0.25 - $0.35 before the next run up.

    Sentiment: Sell

  • toobig2failagain by toobig2failagain Apr 16, 2015 3:14 PM Flag

    A forward PE of 5. Cannot find another stock either in the oil or oil services sector with better earnings.

    And options buyers are indicating that earnings this quarter are going to beat. Load up!!

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Mar 9, 2015 12:59 PM Flag

    Oil prices climbed Monday, reversing early losses, as an industry report showed that crude stockpiles in a key storage hub rose less than expected last week.

    Light, sweet crude for April delivery rose $1.15, or 2.3%, to $50.76 a barrel on the New York Mercantile Exchange. Brent, the global benchmark, traded up 20 cents, or 0.3%, to $59.93 a barrel on ICE Futures Europe.

    Once traders realize that crude has bottomed, ORIG with almost $2 / share in earnings and a PE less than 3.5, will take off back to the $15 - $20 zone. Grab some shares at this level while you may. I got 150,000 shares this morning on the dips.

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Mar 6, 2015 2:23 PM Flag

    Fourth Quarter 2014 Financial Highlights
    * For the fourth quarter of 2014, the Company reported a net income of $87.5 million, or $0.66 basic and diluted earnings per share.

    * The Company reported Adjusted EBITDA of $276.7 million for the fourth quarter of 2014, as compared to $163.8 million for the fourth quarter of 2013.(1)

    Year Ended December 31, 2014 Financial Highlights
    * For the year ended December 31, 2014, the Company reported a net income of $259.8 million, or $1.96 basic and diluted earnings per share.

    Excluding various charges, the Company would have reported a net income of $314.4 million, or $2.38 per share.

    So, even with the write-offs this year and miscellaneous charges against earnings, ORIG earned $1.96 per share. At today's price that puts the current PE at about 3.5. Cannot find a better buy in the oil and gas services industry.

    And they kept the dividend. It was declared to be $0.19 / share payable later this month.

    Couldn't be a better time to buy....

    Sentiment: Strong Buy

  • This stock is very cheap considering they are about to be awarded $190 million plus. With their multiple anthrax-related drugs, I suspect Emergent Biosystems will be buying the company soon. They can buy the company for 1/2 the cash value of this company (once the award is finalized) and get about $90 million in cash for free (basically buying the company for nothing), and get multiple Phase 2 and Phase 1 drugs in the pipeline.

    That is, if another company does not scoop them up first....

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Apr 15, 2015 1:17 PM Flag

    Vale is significantly lagging the rest of the sector today. Most stocks in oil services, steel, iron, and mining are up 4-25 percent today.

    What gives? Petrobras and other Brazilian miners, oil services, and oil drilling stocks have been on a tear in the last few days. What is the reason for the small movements compared to other stocks? Are the MMs manipulating this stock, or is it being acquired by some huge mining firm such as BHP or another? My bet is that the merger mania in this sector is about to begin.

    Sentiment: Buy

  • toobig2failagain by toobig2failagain Apr 16, 2015 1:17 PM Flag

    Zacks -- 4/9/2014

    Vale is considered to be the biggest player in the mining industry with a 31% market share. With a current market capitalization of $77.2 billion, the stock sports a Zacks Rank #3 (Hold). With a forward P/E of 7.5x and long-term earnings growth expectations of 164.6%, the stock is one of the top picks in the industry. The company expects to increase its iron ore output in the upcoming quarters via its Northern Systems, which registered record quarterly iron ore production in the fourth quarter of 2013.

    FMX and BHP up nicely today, and were up nicely for the last 2 days. Vale is undervalued.

    Sentiment: Buy

  • Freeport (FCX) and BHP, other leading mining stocks, continue their rally for the last few days. Freeport gained about 12 percent yesterday, a huge rise, while BPH has gained about 5 percent.

    Vale is an excellent buyout candidate with its massive assets at a significant discount to book value. I suspect that one of these two firms will be buying Vale in the next few months.

    Freeport, with only about 1/2 the assets of Vale could buy Vale at a discount and become the #2 miner in the world.

    Sentiment: Buy

  • First Solar is estimated to lose $0.19 / share this quarter, while JASO just reported earnings of $0.35 / share.

    First Solar is an American company propped up by MM in the USA. Too bad FSLR does not trade at PEs of 3-5 like the Chinese solars.

    The USA will not allow FSLR to trade so low. Otherwise the Chinese would buy out FSLR, break it into 5 companies and merge them with the Chinese solars so that all the major Chinese solars would be US based and would skyrocket in PPS like FSLR with PEs in the 20s.

  • toobig2failagain by toobig2failagain Apr 8, 2015 2:59 PM Flag

    HERO, with a massive loss is quickly moving upwards and will be at the same market cap as NADL in a few days!!

    NADL is very undervalued, and should be heading up soon.

    Sentiment: Strong Buy

  • toobig2failagain by toobig2failagain Mar 5, 2015 1:15 PM Flag

    Why is this POS going up? Earnings are negative and getting worse. At some point this company will have to declare bankruptcy.

    Funny how this stock is manipulated just upwards just like the very profitable stocks out there are manipulated downward when their earnings are rising. MMs are turning the stock market into a #$%$ shoot by manipulating stocks based upon illegal knowledge they gain from NSA spying technology and stealing money from individual investors.

    Sentiment: Sell

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