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ITT Educational Services Inc. Message Board

ziggy030859 599 posts  |  Last Activity: Oct 29, 2015 4:16 PM Member since: Jun 13, 2011
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  • ziggy030859 by ziggy030859 Oct 29, 2015 4:16 PM Flag

    Was a big supporter of the stock, held for a while sold at a big loss at $43, Guidance is terrible and they missed. This could go to high $20's.

  • We lower our 12-month target price by $5 to $140 applying a forward P/E of 19.8X our FY 16 (Sep.) earnings estimate, near the 5-year historic average of 18.4X and a premium to the peer group that we support on FFIV's attractive product mix in growth markets. We reduced our EPS estimates in FY 16 by $0.25 to $7.05 and initiate FY 17's at $7.85. FFIV posts Sep-Q EPS of $1.84, vs. $1.57, $0.10 above the consensus from Capital IQ. With weaker demand into the seasonally slower Dec-Q, we see sales growth of 7% in FY 16 and then move higher to 9% in FY 17 with wider margins.

  • Reply to

    Way Oversold @ 9:30 AM

    by ziggy030859 Oct 29, 2015 9:43 AM
    ziggy030859 ziggy030859 Oct 29, 2015 3:12 PM Flag

    The PE used to always be in the 40's with this stock, business is not maturing that much. Stock will be in $125 ish again soon.

  • ziggy030859 by ziggy030859 Oct 29, 2015 9:43 AM Flag

    Guidance was sandbagged , beat by 5 cents missed on rev. 52 week low at open ,picked some up below $109, PE is very low historically for this stock. Look for CSCO or someone to pounce.

  • Reply to

    Not so shabby:

    by limpingbull Feb 25, 2015 3:50 AM
    ziggy030859 ziggy030859 Feb 25, 2015 8:40 AM Flag

    0 volume pre market,earnings seemed good to me, sandbagging guidance. No telling how this will react I have seen no upgrades or downgrades on the stock as of now.

  • Reply to

    Barrons Comes thru BIG TIMe Monday rally

    by ericshinisbig Jan 24, 2015 7:42 AM
    ziggy030859 ziggy030859 Jan 24, 2015 3:35 PM Flag

    This is the beginning of the article the 2nd part is the message below,Rally come Monday Hopefully---Jan. 24, 2015 12:31 a.m. ET

    China has a pollution problem. Beijing, eager to diversify from coal, has issued one policy after another to develop clean energy. But Chinese solar stocks have disappointed investors, losing anywhere from 25% to 50% in the past three months. ( read the next message for end )

  • Reply to

    Barrons Comes thru BIG TIMe Monday rally

    by ericshinisbig Jan 24, 2015 7:42 AM
    ziggy030859 ziggy030859 Jan 24, 2015 3:31 PM Flag

    Two factors are at play. First, solar names, along with other renewable-energy firms, were sold off with oil. Second, as 2014 drew to a close, investors realized Chinese solar companies wouldn’t meet the ambitious installation targets set by Beijing.

    However, Beijing has mostly fixed its policies, and Chinese solar companies can be big winners this year, especially if oil prices are near their bottom.

    The selloff may be overdone because oil and solar are not substitutes. One (oil) mostly fuels transportation, while the other (solar) generates electricity. In China, solar production is dictated by tariffs paid by state-owned power grids. So long as Beijing subsidizes solar, oil can dip to $20 per barrel and solar can boom. Over the past four years, solar shares have never rallied against falling oil prices, but they have against flat oil prices, notes CLSA’s Charles Yonts.

    LAST YEAR, CHINESE SOLAR COMPANIES generated 11 gigawatts of electricity, down from 13 gigawatts in 2013, and short of Beijing’s 14-gigawatt target. Beijing mostly stuck to its guns in pushing solar firms to switch from installing utility-scale projects, such as solar-panel farms in the desert, to rooftop systems. The 14-gigawatt target consisted of eight gigawatts of rooftop systems and six gigawatts of utility-scale projects. Additional utility-scale ventures wouldn’t have gotten subsidies.

    Solar companies indeed are edging into rooftop systems. But during the average 20-year project period, end users—often smaller enterprises—often go out of business or move, leaving electricity bills unpaid. Beijing fixed that problem in September by offering to buy rooftop-generated electricity at utility-scale-project prices if end users leave.

    Financing was another bottleneck. China’s banks are still apprehensive after some large solar defaults a few years ago. But new money is coming in. Evergrande Real Estate (ticker: 3333.Hong Kong) recently said it planned to invest 90 billion yuan ($14.5 billio

  • JNPR Juniper outlook still positive, says Bernstein
    After Juniper reported in-line Q3 results but its Q4 guidance missed expectations, Bernstein thinks the company's market share has remained stable, and the firm still expects the company to benefit from a recovery in IP routing spending next year. Bernstein keeps a $30 price target and Outperform rating on the shares.

  • Reply to

    I'm back and am short again

    by runforthehills971 Jun 17, 2014 8:04 PM
    ziggy030859 ziggy030859 Jun 17, 2014 8:31 PM Flag

    3
    StockScouter
    YELP Inc, a mid-cap growth company in the technology sector, is expected to underperform the market over the next six months with very high risk.

    10 is the best possible rating.

    QUICK SUMMARY
    Pro
    Earnings growth in the past year has accelerated moderately compared to earnings growth in the past three years. Positive

    Con
    Two or more executives, board directors or major shareholders - including one high-level executive - sold a large number of shares recently. Extremely negative

    Shares are neither being accumulated heavily nor sold heavily by financial institutions. Neutral for a large company like YELP

    FUNDAMENTAL
    Grade: B
    The most recent quarterly earnings report was significantly higher than analysts’ consensus forecast. Positive

    Earnings growth in the past year has accelerated moderately compared to earnings growth in the past three years. Positive

    One or more analysts has significantly increased quarterly earnings estimates for YELP. Positive

    OWNERSHIP
    Grade: F
    Two or more executives, board directors or major shareholders - including one high-level executive - sold a large number of shares recently. Extremely negative

    Shares are neither being accumulated heavily nor sold heavily by financial institutions. Neutral for a large company like YELP

    VALUATION

  • Reply to

    I'm back and am short again

    by runforthehills971 Jun 17, 2014 8:04 PM
    ziggy030859 ziggy030859 Jun 17, 2014 8:07 PM Flag

    I agree I think some selling is due, I think WDAY is a little ahead of itself for a quick short trade.

  • Reply to

    PCLN buying OpenTable for 103

    by seriouslynot Jun 13, 2014 7:53 AM
    ziggy030859 ziggy030859 Jun 13, 2014 8:09 AM Flag

    If not for all the lawsuits YELP could be gobbled up also,but not at these levels with a premium.

  • Reply to

    PCLN buying OpenTable for 103

    by seriouslynot Jun 13, 2014 7:53 AM
    ziggy030859 ziggy030859 Jun 13, 2014 8:05 AM Flag

    Gonna be huge short squeeze today,going to make it to $74's -75's then shorts will fly around again.

  • Reply to

    Google Trefis with YELP

    by ziggy030859 Mar 7, 2014 6:40 PM
    ziggy030859 ziggy030859 Mar 7, 2014 6:44 PM Flag

    Better yet go to the article under news for Yelp from the site the Street( 4 hot tech stocks )(which Cramer owns ) and click on link where it says Analysts at Trefis it is a good article,they say the stock is worth $50 and change. Check it out.

  • ziggy030859 by ziggy030859 Mar 7, 2014 6:40 PM Flag

    $50.22 Target Price nice article

  • ziggy030859 ziggy030859 Feb 12, 2014 9:31 PM Flag

    Tomorrow might be tough bad numbers from Whole Foods, Angi,CSCO, NTAP, SPWR and Z all down AH,Nasdaq is due for some shrinking.

  • ziggy030859 by ziggy030859 Feb 9, 2014 5:18 PM Flag

    When Mayer was at Google they tried to buy YELP for 500 mill,if they wanted to buy YELP now at a premium it would be 20 times their original offer which is 10 bill, which will NEVER happen, Mayer is trying to save her job trying to get some search back from GOOG ,if you look at MSFT when it partnered with YELP it (around June 2012)went up less then 2 % and if i remember the stock was like $21 and went to $21 and change. This stock is way way over valued now,If you short it here(2,000 shares ) and don't pay any attention for 3-6 months-- In my opinion you will make up to 60 Grand.

  • Reply to

    Did they give guidance for next quarter

    by ziggy030859 Jan 23, 2014 5:47 PM
    ziggy030859 ziggy030859 Jan 23, 2014 5:55 PM Flag

    Microsoft sees FY14 operating expenses $31.2B-$31.5B
    Sees Q3 operating expenses up 5%-6% to $7.7B-$7.8B. Sees FY14 capex $6B, or $500M below prior outlook.

  • Reply to

    Did they give guidance for next quarter

    by ziggy030859 Jan 23, 2014 5:47 PM
    ziggy030859 ziggy030859 Jan 23, 2014 5:50 PM Flag

    It is starting to drop did they give guidance,I am not listening to the call.

  • I did not hear anything

  • Reply to

    If this gets below $80

    by ziggy030859 Jan 23, 2014 8:56 AM
    ziggy030859 ziggy030859 Jan 23, 2014 8:58 AM Flag

    it not for Ichann ebay would be taken to the woodshed,no telling where it goes today many downgrades but ichann could over ride that

ESI
1.89+0.04(+2.16%)Jun 28 4:02 PMEDT