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Stock Thread (22 Viewers)
- Thread starter St. Louis Bob
- Start date
St. Louis Bob
Footballguy
I noticed both of these things.Invisibility finally receives permitting, stock screaming. Now all they need is 100MM financing to begin operations.
Nice to see DDD have a good day too.
jamny
Footballguy
In @ 6.28. Looks like a nice day today.
The Ref
Footballguy
We will see. I feel better when Gold goes up as part of a market wide rally and not a "fear trade". But yeah, so far so good.jamny said:In @ 6.28. Looks like a nice day today.
The Ref
Footballguy
Lets see if I can keep my strreak of buying at the daly high and getting bailed out by the longer term trend can continue.jamny said:In @ 6.28. Looks like a nice day today.
2K more at $7.03
Now 8K at $5.99
The Ref
Footballguy
Al Czervik
Not wearing pants
Don't like the day DDD is having today for those of us who stopped out of it a couple days ago. Was hoping for another fall back to $46-$47 to load up again.
Bob Sacamano
Footballguy
Crushing the top line. Would be nice to see them actually make some money, though.52-week and all time high reached on AMY....
jamny
Footballguy
Sold today @3.60
I'll definitely be looking to get back in. A little nervous with the whole Syria thing. A judge just accepted their bankruptcy plan, which included the US Airways merger. Now it's just down to the DOJ trial. State wants to do it in March, the airline pushing for November. Rumors of settlement around.
tommyGunZ
Footballguy
jamny
Footballguy
thx!well done sir.
I've been out of it for a few years and trying to ease back in.
jamny
Footballguy
Should have hung in a little longer today. Judge just announced a Nov. 25th trial date.thx!well done sir.
I've been out of it for a few years and trying to ease back in.
Worth keeping an eye on. I think AA wins this.
St. Louis Bob
Footballguy
You guys but stocks that go up? 
cstu
Footballguy
Any thoughts on Plug Power (PLUG)? The stock is up 200% in the past 6 months but
They received a DOE grant to demonstrate a market for hydrogen fuel cells to replace diesel generators on refrigerated trucks. There are 300,000 reefer trucks on the road and the HFC's can save 10 gallons of diesel per day.
They received a DOE grant to demonstrate a market for hydrogen fuel cells to replace diesel generators on refrigerated trucks. There are 300,000 reefer trucks on the road and the HFC's can save 10 gallons of diesel per day.
St. Louis Bob
Footballguy
I will say that I'm doing my part for peace in the middle east by buying some UCO today.
Black Box
Footballguy
Acme CEO
Footballguy
Yeah. I decided not to buy options since, at the time, I didn't want to put a time limit on this bet. My original thesis was that, in the long view, NOK is dramatically undervalued and is sitting on 3 distinct businesses with very good revenue growth potential. It was just a matter of time before consumers and the market comes around.Hopefully you bought more
But I did accumulate shares every chance I had since that post and am sitting at an 'unhealthy' percentage of my entire portfolio.
Acme CEO
Footballguy
And I'm definitely voting NO on this lowball offer from MSFT.
This is some of the most ridiculous 'insider' shenanigans I've ever seen. Elop is taking over MSFT after Ballmer. There's no doubt about it now. For him to engineer selling his baby to his new company for a ridiculously cheap price is pure BS.
Shareholders will not let this go through, IMO.
But it may all be moot anyways once the Chinese come in and throw their hat in. Lenovo and Huwawei have deep pockets and have been in active discussions trying to buy their way into the smartphone market. 15BB for dying BBRY makes Nokia's price of 7.2BB look like a steal.
A merger with Nokia will also give instant mobile market share to struggling companies like HP and Dell. Besides, MSFT has enough enemies... I doubt the giants of Aapl and Goog will let their main competitor buy out such a critical part of their business for dirt cheap.
They'll make Ballmer pay.... the current share price is only the beginning of the runup.
There's much more soap opera to come, filled with rumors and bs.... should be fun times ahead.
This is some of the most ridiculous 'insider' shenanigans I've ever seen. Elop is taking over MSFT after Ballmer. There's no doubt about it now. For him to engineer selling his baby to his new company for a ridiculously cheap price is pure BS.
Shareholders will not let this go through, IMO.
But it may all be moot anyways once the Chinese come in and throw their hat in. Lenovo and Huwawei have deep pockets and have been in active discussions trying to buy their way into the smartphone market. 15BB for dying BBRY makes Nokia's price of 7.2BB look like a steal.
A merger with Nokia will also give instant mobile market share to struggling companies like HP and Dell. Besides, MSFT has enough enemies... I doubt the giants of Aapl and Goog will let their main competitor buy out such a critical part of their business for dirt cheap.
They'll make Ballmer pay.... the current share price is only the beginning of the runup.
There's much more soap opera to come, filled with rumors and bs.... should be fun times ahead.
Acme CEO
Footballguy
Several factors may push NOK price higher from here:
1) NSN valuation no longer needs to be guesswork. NSN will be sitting on around 9BB cash after the deal, 17B/yr rev on 7-11% margin. Compared to Ericsson's and Alcatel Lucent's market caps, NSN alone should be valued closer at 13B or so.
2) Devices and services is being sold at a steal here. Nokia owns 85% of windows phone market share. Should Nokia decide to not sell and switch to Android, that will kill Microsoft's Windows 8 dead. Instantly. That's leverage that is being unused.
3) BBRY with BB10 gaining no traction and 5MM per quarter subscriber loss is worth 15B in market cap. Nokia's handset division + patents is severely under priced here.
4) We haven't got into the bidding yet... It's just a matter of time before an activist investor or another buyer like Lenovo/Huawei jumps in.
1) NSN valuation no longer needs to be guesswork. NSN will be sitting on around 9BB cash after the deal, 17B/yr rev on 7-11% margin. Compared to Ericsson's and Alcatel Lucent's market caps, NSN alone should be valued closer at 13B or so.
2) Devices and services is being sold at a steal here. Nokia owns 85% of windows phone market share. Should Nokia decide to not sell and switch to Android, that will kill Microsoft's Windows 8 dead. Instantly. That's leverage that is being unused.
3) BBRY with BB10 gaining no traction and 5MM per quarter subscriber loss is worth 15B in market cap. Nokia's handset division + patents is severely under priced here.
4) We haven't got into the bidding yet... It's just a matter of time before an activist investor or another buyer like Lenovo/Huawei jumps in.
jamny
Footballguy
Hanging in there with it. Trying to ignore the intra-day lows and will stick around as long as it holds $6 at the closings.Lets see if I can keep my strreak of buying at the daly high and getting bailed out by the longer term trend can continue.In @ 6.28. Looks like a nice day today.
2K more at $7.03
Now 8K at $5.99
jamny
Footballguy
jamny
Footballguy
St. Louis Bob
Footballguy
Bought 130 at $37.87 sold today at $39.64 for a profit of $216.10 after commissions. :confetti:
playin4beer
Footballguy
I know practically nothing about the stock market.. I have a Scottrade account mainly because I picked up some CBI stock back when everything was so cheap. My stepdad works for the company and said it was crazy
cheap and was a bargain.. I bought it around $5 and sold at $18.. it's currently $60. That being said, I also bought a little PRGN just because it was being pimped on one of these stock threads.. I'm talking just a few
hundred dollars, nothing major.. I had it before the reverse split...
Long story short, it's really moving lately.. anybody have any good reasoning why?? It's currently at $8.44
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sbonomo
Footballguy
cstu
Footballguy
Dentist
***Official FBG Dentist***
Merill Edge just bumped me from 30 trades/month free with my platinum privileges account to a whopping 100 trades per month with my Plantinum HONORS account (for anyone with 100k between their investment/checking/savings accounts).
If I was Dodds and made multiple trades per day, this would be sweet.
But I haven't made but about 5 transactions the entire year... the 30/month was was more than i needed.
Maybe i'll **** around and buy/sell like 1 share per day of something... just for giggles
If I was Dodds and made multiple trades per day, this would be sweet.
But I haven't made but about 5 transactions the entire year... the 30/month was was more than i needed.
Maybe i'll **** around and buy/sell like 1 share per day of something... just for giggles
Acme CEO
Footballguy
Still holding NOK shares. Haven't taken any profit yet.
Sitting on a large paper gain without taking out profits make me nervous, but I'm holding for 2 reasons still.
One, is that I'm holding to reach long term to reduce taxes, and second, I believe NOK still has room to run. My exit strategy isn't based on a price point, but on Nok's Q3 earnings numbers & call on Oct 17th.
IMO, NOK is dramatically undervalued if all the pending financial transactions closed today. One of the larger obstacles NOK was facing coming into this quarter was their balance sheet. They needed to somehow massage ~2 Billion out of their finances to close their purchase of NSN. Had the deal closed without additional or creative financing, NOK would have been looking at less than a Billion in cash on the Q3 report, not much breathing room for a company that was burning cash on top of huge operating costs. This is why moody's downgraded NOK to junk status after NOK announced the NSN purchase.
This has now been completely flipped upside-down with the cash infusion from the Microsoft deal. On top of the 7.2 Billion MSFT is paying for the devices unit, NOK also immediately took advantage of a 2 Billion dollar financing deal, in the form of bonds issued to MSFT. With the money burning Devices unit gone, Nokia's books take a 180 and all of a sudden, not only look healthy, but flush with cash. So flush, they may even consider issuing a special dividend.
So while there's value left to be unlocked via their books, there's also a good deal of growth potential in the 3 remaining NOK business units.
And there are other small factors... most analysts still have not re-evaluated NOK after the MSFT deal and still have a sell rating on NOK. Goldman is a big one, still sitting on a sell recommendation with a $2 price target. We know they just upgraded Seimens to "conviction buy" and the GS note is specifically bullish on the LTE upgrade cycle... hopefully, we'll get a bullish note and upgrade on NSN as well.
Sitting on a large paper gain without taking out profits make me nervous, but I'm holding for 2 reasons still.
One, is that I'm holding to reach long term to reduce taxes, and second, I believe NOK still has room to run. My exit strategy isn't based on a price point, but on Nok's Q3 earnings numbers & call on Oct 17th.
IMO, NOK is dramatically undervalued if all the pending financial transactions closed today. One of the larger obstacles NOK was facing coming into this quarter was their balance sheet. They needed to somehow massage ~2 Billion out of their finances to close their purchase of NSN. Had the deal closed without additional or creative financing, NOK would have been looking at less than a Billion in cash on the Q3 report, not much breathing room for a company that was burning cash on top of huge operating costs. This is why moody's downgraded NOK to junk status after NOK announced the NSN purchase.
This has now been completely flipped upside-down with the cash infusion from the Microsoft deal. On top of the 7.2 Billion MSFT is paying for the devices unit, NOK also immediately took advantage of a 2 Billion dollar financing deal, in the form of bonds issued to MSFT. With the money burning Devices unit gone, Nokia's books take a 180 and all of a sudden, not only look healthy, but flush with cash. So flush, they may even consider issuing a special dividend.
So while there's value left to be unlocked via their books, there's also a good deal of growth potential in the 3 remaining NOK business units.
- NSN is the biggest piece, generating the most revenue while also eating the majority of the operating costs (80% NOK headcount ex. Devices). Dramatic restructuring for the past 2 years has already paid off in healthy margins and profit for the past few quarters straight and Elop just promised another 17% reduction in headcount to ensure they can maintain those margins. NSN leads the industry in LTE patents and we are just at the start of the global LTE upgrade cycle. In short, NSN should be a stable, growing cash cow for the life of the LTE cycle, as NSN makes much higher margins servicing and upgrading their base stations then actually selling them.
- HERE, on it's own, can be compared to a tech company sitting on something very valuable, but just beginning to figure out ways to monetize it. Nokia's HERE mapping/location is integrated into Win8/Microsoft products and used in 75% of the auto industry GPS'. The business is also starting to integrate location based advertising and services along with their mapping. IMO location based advertising is where the money is, but, in all honesty, this is looking like a few years before HERE realizes its earning potential.
- Advanced Technologies - This is essentially all the patents Nokia owns and their plans for an R&D for licensing business model. AT in its current form already generates around $650 million in annual royalties from big phone makers like Apple, Samsung, HTC, etc. This business unit is a wild card. Depending on which analyst you read, Nokia's essential wireless and LTE patents in the growing mobile industry can be worth anywhere from 15B to as wild as 45B. It all depends on how aggressively Nokia wants to monetize their current patents. Selling the devices unit allows Nokia to freely go after and collect royalties without fear of retaliation from the other manufacturers and Korean, Chinese governments (as demonstrated in the costly Apple vs. Samsung cross product lawsuits bannings.)
And there are other small factors... most analysts still have not re-evaluated NOK after the MSFT deal and still have a sell rating on NOK. Goldman is a big one, still sitting on a sell recommendation with a $2 price target. We know they just upgraded Seimens to "conviction buy" and the GS note is specifically bullish on the LTE upgrade cycle... hopefully, we'll get a bullish note and upgrade on NSN as well.
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Acme CEO
Footballguy
Credit Suisse just upgraded to outperform with an $8 target. Their valuation of NOK's patents are a little low, but that's ex MSFT's portion of patents that they paid to control. 3 shops with buy or better recs now, still 17 firms have hold, sell, or strong sell ratings. Most of these sell side notes still have the same analysis and price targets as before the buyout and have not updated.
Mystery Achiever
Footballguy
The Ref
Footballguy
Al Czervik
Not wearing pants
Been wanting to buy some ONVO since reading this article a few weeks ago; http://mashable.com/2013/09/05/3d-printing-healthcare/ ... of course I didn't
I really think 3D printing in the medical field could be big. Also put ADSK on my watch list based on the article.
Found this tid bit in the article interesting... wonder what it might do to the stocks of these companies earlier next year...
I really think 3D printing in the medical field could be big. Also put ADSK on my watch list based on the article.
Found this tid bit in the article interesting... wonder what it might do to the stocks of these companies earlier next year...
Any thoughts on DDD, the 3D Printing Company? It's gone up nearly $25 from when I first started watching it and I think it has potential to continue rising purely off the hype of 3D Printing itself.
Really wish I would have bought some 6 months ago.
EDIT: I feel like it's a shoo-in to go over $60. Maybe even hitting the low $70's.
Really wish I would have bought some 6 months ago.
EDIT: I feel like it's a shoo-in to go over $60. Maybe even hitting the low $70's.
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Mystery Achiever
Footballguy
Ranger bear fund loves as short on poor earnings quality and visibility.
Credit Suisse, just started covering 3D printing and gave gave DDD highest rating of the group at outperform.
http://news.investors.com/technology/091713-671373-3d-systems-stratasys-get-buy-ratings-from-s-and-p-capital.htm
Pick your side.
...and be prepared for volatility.
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Peyton Marino
Footballguy
Any advice regarding entry point for DDD? How does a cheaper 3D stock like ONVO compare fundamentally?
General Malaise
Footballguy
[SIZE=12pt]Amaya Gaming | BUY | Target $8.50 | AYA-TSX $6.48 | Market Cap $605[/SIZE]
[SIZE=11pt]Amaya signs landmark online gaming agreement in New Jersey market with CaesarsCasino.com[/SIZE][SIZE=11pt]EVENT[/SIZE][SIZE=11pt]: Management announced that they have signed an agreement with subsidiary of Caesars Interactive Entertainment to provide both its Amaya Game Office online gaming platform and extensive suite of online casino gaming content for both web and mobile applications in New Jersey.[/SIZE]
[SIZE=11pt]BOTTOM Line[/SIZE][SIZE=11pt]: Impact is positive. This is the announcement that investors were hoping for and what we were expecting. Amaya will be providing the online gaming platform and content to CaesarsCasino.com. Amaya is one of the best positioned online gaming providers, partnering with five of the 12 land-based casinos in the New Jersey market. We maintain our BUY recommendation and $8.50 target price.[/SIZE]
· [SIZE=11pt]The New Jersey online gaming market[/SIZE][SIZE=11pt]: There are 12 land-based casinos that will have online gaming licenses. These are the current partnerships: (source: Cantor Fitzgerald Canada, PokerFuse.com)[/SIZE]
1. Caesars (four casinos) – Amaya for game office, casino and content and 888 for poker
2. Golden Nugget - Amaya via Bally Tech.
3. Tropicana - Gamesys
4. Borgata - bwin.party
5. Taj Mahal - Ultimate Poker
6. Resorts - PokerStars
7. Trump Plaza – Betfair (rumour)
8. Atlantic Club – UNKNOWN
9. Revel – UNKNOWN
· [SIZE=11pt]Impact for Amaya[/SIZE][SIZE=11pt]: We believe that Amaya is well positioned in the New Jersey market with partnerships with five of the 12 land-based casinos: Caesars (platform, casino and content) and Golden Nugget (platform, poker, casino and content). We expect that Amaya will also sign additional content deals. The ultimate size of the New Jersey online gaming market is difficult to determine, and we estimate conservatively to be $100M+ in the near-term. We expect Amaya to capture a material percentage of this market.[/SIZE]
· [SIZE=11pt]Scope of agreement[/SIZE][SIZE=11pt]: This agreement is for the Amaya game Office platform, online casino and content. The game office platform will process all gaming including online poker. We understand that this agreement is not exclusive and we expect that Amaya is well positioned to sign additional partners for the game office, casino, poker and content.[/SIZE]
· [SIZE=11pt]Timing[/SIZE][SIZE=11pt]: Timelines are driven by the regulators and we expect online gaming to go live late Q4 or early Q1.[/SIZE]
[SIZE=11pt]Amaya signs landmark online gaming agreement in New Jersey market with CaesarsCasino.com[/SIZE][SIZE=11pt]EVENT[/SIZE][SIZE=11pt]: Management announced that they have signed an agreement with subsidiary of Caesars Interactive Entertainment to provide both its Amaya Game Office online gaming platform and extensive suite of online casino gaming content for both web and mobile applications in New Jersey.[/SIZE]
[SIZE=11pt]BOTTOM Line[/SIZE][SIZE=11pt]: Impact is positive. This is the announcement that investors were hoping for and what we were expecting. Amaya will be providing the online gaming platform and content to CaesarsCasino.com. Amaya is one of the best positioned online gaming providers, partnering with five of the 12 land-based casinos in the New Jersey market. We maintain our BUY recommendation and $8.50 target price.[/SIZE]
· [SIZE=11pt]The New Jersey online gaming market[/SIZE][SIZE=11pt]: There are 12 land-based casinos that will have online gaming licenses. These are the current partnerships: (source: Cantor Fitzgerald Canada, PokerFuse.com)[/SIZE]
1. Caesars (four casinos) – Amaya for game office, casino and content and 888 for poker
2. Golden Nugget - Amaya via Bally Tech.
3. Tropicana - Gamesys
4. Borgata - bwin.party
5. Taj Mahal - Ultimate Poker
6. Resorts - PokerStars
7. Trump Plaza – Betfair (rumour)
8. Atlantic Club – UNKNOWN
9. Revel – UNKNOWN
· [SIZE=11pt]Impact for Amaya[/SIZE][SIZE=11pt]: We believe that Amaya is well positioned in the New Jersey market with partnerships with five of the 12 land-based casinos: Caesars (platform, casino and content) and Golden Nugget (platform, poker, casino and content). We expect that Amaya will also sign additional content deals. The ultimate size of the New Jersey online gaming market is difficult to determine, and we estimate conservatively to be $100M+ in the near-term. We expect Amaya to capture a material percentage of this market.[/SIZE]
· [SIZE=11pt]Scope of agreement[/SIZE][SIZE=11pt]: This agreement is for the Amaya game Office platform, online casino and content. The game office platform will process all gaming including online poker. We understand that this agreement is not exclusive and we expect that Amaya is well positioned to sign additional partners for the game office, casino, poker and content.[/SIZE]
· [SIZE=11pt]Timing[/SIZE][SIZE=11pt]: Timelines are driven by the regulators and we expect online gaming to go live late Q4 or early Q1.[/SIZE]
General Malaise
Footballguy
Bob Sacamano
Footballguy
My original position is up well over 100% at this point. I quadrupled it back in August and tried adding again after the quarterly results, but there is literally 0 volume for AMYGF, and the disconnect between it and AYA is like 10% at this point. I refuse to submit a market bid, 'cause god only knows what that's going to come back as.
jamny
Footballguy
tommyGunZ
Footballguy
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Bob Sacamano
Footballguy
I'm pretty sure GM bought those 2200 shares just to spite me.My original position is up well over 100% at this point. I quadrupled it back in August and tried adding again after the quarterly results, but there is literally 0 volume for AMYGF, and the disconnect between it and AYA is like 10% at this point. I refuse to submit a market bid, 'cause god only knows what that's going to come back as.
Bob Sacamano
Footballguy
I would love to get in on the Potbelly IPO. I love that place, they seem to be run intelligently, they're both growing and profitable, and they seem to have so much room to grow.
