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Broadcom Corp. Message Board

topinvestgun1 99 posts  |  Last Activity: 13 hours ago Member since: Oct 12, 2010
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  • topinvestgun1 topinvestgun1 13 hours ago Flag

    I agree, the central banks seem to be manipulating the inflation. They are the biggest buyer of gold but they sell so much that they could not deliver. The inflation can be seen everywhere., I don't believe in the public number. The last six week,, money is buying gold. With wars in middle east and Ukrine, gold will shot up. Yamana will benefit from the lift.

    Sentiment: Strong Buy

  • The march is starting. Once it is over 8.4, I will be all over it.

    Sentiment: Strong Buy

  • Money is flowing in to BX for the excellent growth and benefits from IPO and M&A.
    It is still cheap with its growth and reaping the rewards of investment from 2009. 9 Times forward earning is easy and may boost dividend or payout special dividend at year end.

    Sentiment: Strong Buy

  • Reply to

    Beat on both ends should be a good tomorrow...

    by johnlaw0077 Jul 22, 2014 4:29 PM
    topinvestgun1 topinvestgun1 14 hours ago Flag

    The stock is very very impressive in their consistent grow. High quality credit card debt - in the same league as American Express. I guess paypal payment network was a brilliant move. It has lots of room to grow internationally. It is P/E is way cheaper than VISA and Mastercard and American express. I like it's banking activities expansion as well. I have added it to my poisition 3 times already since 2009. It is definitely a top grower and great execution.

  • topinvestgun1 topinvestgun1 Jul 25, 2014 7:21 AM Flag

    The growth of 78% was amazing. Although the ROE is still low, the return will eventually turn up with bookinging of Australia IPO and optimzation of portfolio, and price increases on policy. If I assume 0 % growth , it is 17, if I assume 20% growth which is conservative, it is a 33 dollar stock. With patient, this baby will reward us handsomely. 0.55 book value, if we liquidate it, we get 30 dollars back. Ridiculously cheap. I like it in a slow interest rising environment and the business is balanced.

    Sentiment: Strong Buy

  • topinvestgun1 topinvestgun1 Jul 25, 2014 7:06 AM Flag

    My calculation shows 42 with current cash flow. If they securitize the residentail units, then the cost of capital will come down, free cash flow will further increase. It seems to be just the second inning of the hugh growth in profits. Revenue on merger and acquisition side should have a bumper crop year. Year to date return on investment should be handsome. Forward P/e of 9 is still cheap. Technically, the break out is a strong signal and money is coming in. Happy with the dividend too.

    Sentiment: Strong Buy

  • I know Blackstone Group is advising on many deals. Merger Acquisition is hot. Look at the auto repair shop they buy and compare to BYD.UN from Canada. 400 to 500% return can be expected.

  • topinvestgun1 by topinvestgun1 Jul 20, 2014 11:25 PM Flag

    Why VOD is so cheap from the book value stand point, is Yahoo statistic correct?

  • Reply to

    AUY could be a take out target itself

    by topinvestgun1 Jul 19, 2014 8:21 PM
    topinvestgun1 topinvestgun1 Jul 20, 2014 10:55 AM Flag

    GG will achieve the take out of Osisko mine in a cheap way. With the increase in production by GG, it can fund it easily with cash and stock, or partner with others.

  • With its below book value and health balance sheet. It could be a take out target itself. If I had the money , I would buy it out now.

    Sentiment: Strong Sell

  • topinvestgun1 topinvestgun1 Jul 19, 2014 8:13 PM Flag

    Auto intelligent is getting hot. I think VOD has just bought one auto intelligent co. I am hoping that Google or IBM will approach them to get the knowledge. It fits right into IBM alley to look for growth. Iteris should also approach IBM, Accenture, etc. to have an alliance if not a out right sales.

    Sentiment: Strong Buy

  • Reply to

    Incredible, IBM borrowing money

    by againscammed Jul 17, 2014 6:09 PM
    topinvestgun1 topinvestgun1 Jul 17, 2014 10:03 PM Flag

    The execs are selling hope on thin air when they have lousy result with continuous decrease in cash flow and sales. .Another year of 2014 with dead money. From the tone, it appears 2015 will be another year. They only write off 1 billion layoff charge this quarter, I think they have another 2 billions to write off for last year laid off. From the conf. call, you can see they throw in numbers left right center to confuse the average. The core message " we are strinking in sales long term, be patience, it will be alright, we did not enough cash, we borrow. Our cash is down, our debt is up, we are in tranistio, believe me" - another 1.5 year of dead money with decreasing growth rate. DCF assumption is negative growth again, so valuation should be adjusted down 10% tomorrow with downgrade. .

    Sentiment: Sell

  • topinvestgun1 topinvestgun1 Jul 15, 2014 11:11 PM Flag

    Just heard the CHina GDP is at 7.4 - the gaint is chunking along.

  • Reply to

    GS tried to push gold below

    by mysaug Jul 14, 2014 6:37 PM
    topinvestgun1 topinvestgun1 Jul 15, 2014 11:05 PM Flag

    Search on BNN top pick on the technical guru for last week. Recommendation was on GDX ETF but I like Yamana better for its below book value, low cost all in cost and very bullish analyst projection EPS increase going forward. It was oversold on acquisition news. It's on 500 million cash for a 8 billion co. with top notch asset. Just the synergy will save 500 million. The EPS increase will be more than the share issued.

  • Reply to

    GS tried to push gold below

    by mysaug Jul 14, 2014 6:37 PM
    topinvestgun1 topinvestgun1 Jul 14, 2014 11:58 PM Flag

    Yes. GS will lose. Momentum is gaining. I heard from BNN on expert saying that there aren't enough gold bar to deliver for paper contract that is maturing for some central banks. At which time, gold will be shot up like crazy. I do not fully understand it but it appears some institutions was selling what they do not have and have to cover/buy it form market. Seasonal strong trade period has just started for manufacturing to buy it for manufacturing jewelry for India and coming Masochist shopping. Seasonal strength like the Sun rise in the East, easy money. .

    Sentiment: Strong Buy

  • topinvestgun1 by topinvestgun1 Jul 14, 2014 11:02 PM Flag

    It's bargain now after the sell off.

    Sentiment: Strong Buy

  • Reply to

    BLOW OUT EARNING ON THE 17 GUARANTEE

    by dexter_alfonsocapone47 Jul 8, 2014 11:20 AM
    topinvestgun1 topinvestgun1 Jul 13, 2014 11:38 PM Flag

    Instead of hope of turnaround, I base on solid figure. I bought FCX which was a 60 dollars stock at $28 last year based on its cash generation ability before acquire oil assets
    It's growing its production, blue chips with quality assets, PEG at 0.59. Although its different sector, I feel it is safer investment since copper is a must in recovery economy, More importantly, IBM insider is selling while FCX chairman, CEO, CFo are buying big time with total of 100 million dollars of their own money. A lot more margin of safety than IBM. One is growing, the other is shrinking, I don't have to be smart to know where to invest.

    Sentiment: Strong Sell

  • Reply to

    BLOW OUT EARNING ON THE 17 GUARANTEE

    by dexter_alfonsocapone47 Jul 8, 2014 11:20 AM
    topinvestgun1 topinvestgun1 Jul 13, 2014 10:40 PM Flag

    I have limited capital and want to pick the best opportunities both short term and long term. I do not see the fans joining to support a company with falling revenue, sales , market shares and margin. The lost opportunities are too great to loose if I earn handsomely on HP, Micorsoft, Google and Oracle - all increasing while IBM is stagnating for 2 years. Various reasons of missing - this is why I believe that 2015 year end will be pppbably the inflection point for IBM. For now, it is in penalty box with more down side risk than up .

  • Reply to

    Take over target buy

    by dr8kill8patient Jul 11, 2014 9:03 PM
    topinvestgun1 topinvestgun1 Jul 13, 2014 7:09 PM Flag

    May not be AIG but it is definitely a takeout target.
    Insurance cos and more likely bank such as TD and Royal Bank from Canada that has excess money that wants to expand at the time of strong Canada dollar. It is even cheaper with petro dollar and solidified the leadership position in Canada. .

    Sentiment: Strong Buy

  • Buy more on dip. The income trend shows the tremendous growth potential of GNW. My estimate of 600K is very conservative for this year. This is a 33 dollars stock if you are patient. The housing recovery is confirmed. Govt exiting the market is the opportunities for GNW. The repricing cycle and iPO of Austrialian subsidary wiill lift the profit of the insuraner a boost in earning. I cannot think of a better Insurance grow stock, other than AIG, that has such a cheap valuation.

    Sentiment: Strong Buy

BRCM
37.35-0.95(-2.48%)Jul 25 4:00 PMEDT

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