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HomeAway, Inc. (AWAY) Message Board

viva_hdd 361 posts  |  Last Activity: May 14, 2014 3:23 PM Member since: Oct 19, 2005
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  • Reply to

    $90 by Friday afternoon

    by viva_hdd May 14, 2014 1:53 PM
    viva_hdd viva_hdd May 14, 2014 3:23 PM Flag

    If it's determined that there was never "advanced talks", which can be confirm with subpenas to AT&T and DirectTV after the fact, then we can conclude that it was blatant market manipulation. Last I checked, that is against the law. WSJ can choose to not disclose their source, but I say that they should be held accountable. They can't be complicit and be an accessory to a crime without consequences.

  • It's a forgone conclusion that some deal is in the works. I don't think people want to risk holding their short position into the weekend and wake up on Merger Monday with a huge loss. There should be a squeeze friday afternoon, if not, somebody is trading on info that they should not be privy to.

    If this deal doesn't go through, there better be an SEC investigation on the "unnamed source" of the rumor.

  • Reply to

    EOG ?

    by kenjoe34 Mar 2, 2014 12:15 PM
    viva_hdd viva_hdd Mar 2, 2014 10:24 PM Flag

    You're correct. In fact, both brent and WTI is surging now as I write this. WTI is up $2 to $104.60. If EOG pulls back tomorrow, I'll be tempted to jump in, mindful that it still has a 24 P/E, which isn't highly overvalued but is trading at a premium nonetheless. I think this Russia thing is the catalyst to the downside that the market has been waiting for to correct itself, and any overvalued stock is in extreme danger of a big correction. If however it goes up tomorrow, I will be hands off and wait for a pullback.

  • Reply to

    EOG ?

    by kenjoe34 Mar 2, 2014 12:15 PM
    viva_hdd viva_hdd Mar 2, 2014 4:04 PM Flag

    Company is solid for sure and a great long term investment. I would have said a few days ago that this stock is headed for $220 within 2 months. It may still do that, but I think there maybe a pullback in the overall market soon given the turmoil over Ukraine. I sold out of my position on Friday (trying to day trade) before news of Ukraine broke this weekend. I'm going to wait and see what the market does in the next few days in reaction to Russia issues.

  • Reply to

    Too Funny.., "Seeking Alpha" Article ???

    by puttass Feb 5, 2014 2:55 PM
    viva_hdd viva_hdd Feb 5, 2014 3:20 PM Flag

    It's not just the SA article. That was just the catalyst. Have you been keeping up with the meteoric jump in nat gas prices? Margin compression is not what you want to hear in the upcoming earnings release. If the margins aren't being compressed, ie. they pass the cost on to their customers, then higher nat gas prices at the pump will reduce the adoption rate. In either case, does not bode well for CLNE going into earnings.

    Would not be surprised if a secondary is around the corner. They are running out of cash.

    I'm neither short nor long, just have this on my watchlist.

  • Reply to

    AH

    by barash1959 Jan 28, 2014 5:45 PM
    viva_hdd viva_hdd Jan 28, 2014 6:41 PM Flag

    Turkey hiked its interest rate to help its currency. Interestingly, it's not just the financial sector that's benefiting in the AH. It seems that this development has lifted the entire market, but more so in the financial stocks.

  • Reply to

    Listening to panel discussion

    by viva_hdd Nov 19, 2013 3:02 PM
    viva_hdd viva_hdd Nov 19, 2013 3:50 PM Flag

    Does the totality of the clinical data support the effectiveness of Vimizim for treatment of MPS IVA?

    12 voted yes
    8 voted yes, but...
    1 voted no

  • Damn, these people are smart! I want to procreate with each and every one of the panel members, including the old men on the panel... and I'm a hetero male! It's so refreshing to hear very intelligent humans discuss things that affect the lives for whom they are responsible. It's refreshing after witnessing the government showdown and the non-sense squabbling from the politicians responsible for it. Pure ear candy for me.

    So far, I sense a bias towards an approval recommendation to the FDA.

  • Reply to

    Sustainable operating margin

    by soderman.magnus Nov 12, 2013 3:12 AM
    viva_hdd viva_hdd Nov 14, 2013 3:03 AM Flag

    Have you accounted for the slower adoption of LNG trucks due to the inevitable drop in crude, thus drop in diesel? EOG's CEO Pappas says that nat gat prices will continue to slump for the next 5 years. I think that due to the over abundance of crude, the break even year for CLNE will be 2017-2018. That only leaves 1-2 years for CLNE to be in the black before the adoption rate plummet, assuming oil prices continue to decline.

    The economics of owning one of these engines is currently 2-3 years to break even (versus diesel). As crude prices and nat gas prices converge, the break even period will expand further. Given the mileage that these trucks drive on a yearly basis, if the years to break-even approaches the life years of the engine, it becomes harder to make an argument to switch over to an LNG engine if the number of stations is limited, e.g. you have to drive out of your way to fill up.

  • Reply to

    BMRN ON CNBC NEWS

    by stevenjdqlindquist Oct 7, 2013 2:34 PM
    viva_hdd viva_hdd Nov 13, 2013 10:53 AM Flag

    SPAM!!!

  • Reply to

    Beats by .12, beats on revs...down 9%?

    by tpmckeeart Nov 12, 2013 11:42 AM
    viva_hdd viva_hdd Nov 13, 2013 12:12 AM Flag

    I went through the same thought process before nibbling at VSAT yesterday (yes, I'm under water after today). I wondered how much potential revenue can come from the unserved/under-served with cell towers popping up all over the place especially in 3rd world countries. One could simply buy a wireless card for their laptop or tether your laptop to your phone's hotspot. The data plans are comparable to Exede plans in price, but some wireless plans include unlimited data usage.

    Verizon is making a strong push towards providing rural areas with fast speed data services. I believe it's not too long before rural areas in America will all be well served when it comes to cellular data services.

    I'm playing VSAT for it's military exposure and inflight wi-fi. Anything that comes from Exede is just icing on the cake.

  • Reply to

    Pappas vs Core Labs

    by typea1949 Nov 8, 2013 1:59 PM
    viva_hdd viva_hdd Nov 8, 2013 3:42 PM Flag

    Yeah, good point. Maybe because it's not yet a done deal, but I believe the probability of an agreement is pretty high.

    But really it comes down to my personal risk tolerance. I've been invested in EOG for some time and have come to trust Papa. He's an true good ole boy oil-man. He has good instincts and knows the industry. I don't know Sheffield & company, yet. I haven't followed this company long enough to know what kind of oil-man Sheffield is. I don't think he's being intentionally deceptive with the big Permian claims. Hell, he sold off prime assets in Alaska to support the Permian operations. I believe that he believes that the Permian is stout. But I don't know yet if his oil-man instincts are to be trusted. Next quarterly report will tell.

  • Reply to

    Pappas vs Core Labs

    by typea1949 Nov 8, 2013 1:59 PM
    viva_hdd viva_hdd Nov 8, 2013 3:11 PM Flag

    I don't like this kind of uncertainty. I sold out my shares and will consider buying back at $175. With Kerry and Iran about to kiss and makeup, the price of oil is going to go down further with Iranian oil coming back online. Consequently, I believe PXD is going to go further down before it goes back up, unless management comes out with press releases updating shareholders of the monthly production numbers reaffirming the Permian potential.

  • Reply to

    Pappas and EOG on the Permian

    by ludenscoughdrop Nov 7, 2013 7:16 PM
    viva_hdd viva_hdd Nov 8, 2013 11:27 AM Flag

    In light of Papa's comment and the quarterly miss, I as a shareholder would appreciate more regular updates on the production in the Permian. A monthly update would be great.

  • Reply to

    PXD vs EOG

    by viva_hdd Oct 20, 2013 8:09 PM
    viva_hdd viva_hdd Oct 20, 2013 8:18 PM Flag

    Correction... with a cash on hand to long term debt ratio of 0.25, PXD is in a slightly better position than EOG with a 0.21 ratio.

  • viva_hdd by viva_hdd Oct 20, 2013 8:09 PM Flag

    EOG has a current market capitalization of $50B. PXD has a market cap of $31B.

    EOG has 600k net acres in the Eagle Ford, 100k in the Permian, 400k in the Barnett (mostly dry gas). PXD has more than 800k in the Permian, which is arguably a more rich play than the Eagle Ford.

    EOG's cash on hand to long term debt ratio is about 0.21. PXD is about 0.25. EOG is slightly in a better position than PXD in this regard.

    EOG has operating margin of 15%, while PXD is 24%.

    Assuming that the 400k acres EOG has in the Barnett gas play isn't worth $20B, PXD looks like it has more room to run.

  • viva_hdd viva_hdd Aug 20, 2013 4:47 PM Flag

    Embryos are clumps of undifferentiated cells. No heart cells. No brain cells. Thus it feels no pain and has no consciousness. It has no sense of being. And thus can not be considered a human being.

  • Reply to

    New Samsung wristwatch smartphone

    by ypanl Aug 16, 2013 8:11 AM
    viva_hdd viva_hdd Aug 16, 2013 7:53 PM Flag

    I'm not sure that it really matters that much anyways. I don't think smart watches are going to catch on. I've tried and tried to imagine how a smart watch would be useful to me. I can't type txt msg's on it -- and I don't have fat fingers either. Of course, if they improved their speech recognition software, one wouldn't have to type anything. Secondly, it's useless to surf the web with -- screen looks too small even with a wrap around. I guess you can get news feeds and tap on the links to get the story (in plain text).

    But then again, as I write this, I'm realizing that I don't surf the web on my phone everyday. For those times when I leave the house and still stay connected by voice, but don't want to lug a phone with me, i.e. jogging or surfing(has to be waterproof), this might be a good complimentary solution to a phone. It's certainly not a replacement for a smart phone.

    I still think it's a niche market that won't "move the needle" -- to use an overused phrase.

  • Reply to

    New Samsung wristwatch smartphone

    by ypanl Aug 16, 2013 8:11 AM
    viva_hdd viva_hdd Aug 16, 2013 12:02 PM Flag

    Well according to Bloomberg, Samsung didn't implement the flexible display for this release but apparently has one in the works.

  • Reply to

    New Samsung wristwatch smartphone

    by ypanl Aug 16, 2013 8:11 AM
    viva_hdd viva_hdd Aug 16, 2013 9:54 AM Flag

    Wow! I had no idea samsung even had a watch in the pipeline. You about Apple planning on having one but Samsung has been hush hush about theirs. Some googling reveals that Samsung's patent is for a flexible screen that wraps around the wrist. If they implement that design this go around, then it has to be OLED, right? No other screen technology can flex.

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