Stocks Ahnuld likes part II - Page 13 - Business, Finances and Investing Forum

Ahnuld, awesome thread buddy. Thank you I really enjoy you sharing your thought process on some of these plays. I would love to be able to analyze companies the way you do and understand financial statements better. In the mean time, I just bought all these stocks you recommended in part two on friday.

good. the bonds have been doing great but the stocks I recommended not so much. Glad you bought them cheaper than I did.

06-24-2016 , 01:38 PM

#302

Malachii

Pooh-Bah

Join Date: Feb 2005 Posts: 4,072

Ahnuld, how much stock are you putting in the reports that STRZA and Lionsgate are talking about a potential merger again?

06-24-2016 , 09:30 PM

#303

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

Quote:

Originally Posted by Malachii

Ahnuld, how much stock are you putting in the reports that STRZA and Lionsgate are talking about a potential merger again?

im sure its true, but I think LGF is a pos. Still, id happily take a nice stock bid in the high 30s and move on. I still think STRZA is worth 45$ in a year on a stand alone basis. equates to about 15x 2017 eps

06-28-2016 , 05:09 PM

#304

BooLoo

adept

Join Date: Oct 2013 Posts: 944

ahnuld (or anybody else), do you, by any chance, have more information about what the nanotech ceo said about their revenue target at the conference today? i know that in the presentation segment he was telling that reaching their revenue target would take more time. but there was a question about this in the q&a section, where you couldn't hear the question because the person had no mic. In his answer the ceo was telling something about 2017 but i found it hard to understand without the context of the question.

06-28-2016 , 08:22 PM

#305

d10

Carpal \'Tunnel

Join Date: Jan 2005 Posts: 7,513

I didn't see the presentation but what did they say to lose 7% off their stock price immediately following?

06-28-2016 , 08:37 PM

#306

BooLoo

adept

Join Date: Oct 2013 Posts: 944

well he said they might have some trouble reaching their forecast due to supplier issues. but as I said there was a question in the q&a where someone from the audience (whom you can't hear in the webcast) asks about this and talks a bit. the ceo just kind of confirms what the guy in the audience says, which, as I said, you can't hear. so it's not really clear what the ceo's talking about. hence my question.

06-28-2016 , 08:57 PM

#307

rafiki

Carpal \'Tunnel

Join Date: Jan 2006 Posts: 40,126

Damn I missed that that was today. Wonder if there's a transcript. Must have been something decently ugly because the chart drops off a cliff right during the conference time slot.

06-28-2016 , 09:24 PM

#308

BooLoo

adept

Join Date: Oct 2013 Posts: 944

well on the conference website they want 125$ for a transcript so, no thank you. hopefully nts will release something.

06-29-2016 , 07:10 AM

#309

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

you guys are really putting too much stock into what 3000 share trade of a 1.15 stock means

06-29-2016 , 08:21 PM

#310

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

id be really pissed if it was 31$

http://www.bloomberg.com/news/articl...-acquire-starz

06-29-2016 , 11:13 PM

#311

Malachii

Pooh-Bah

Join Date: Feb 2005 Posts: 4,072

Either way, good call on this.

BTW - I noticed that Starz filed an 8-K with the SEC this week in which they announced they had extended their CEO's contract until 2020. Is that fairly common before an acquisition in your experience? Seems like it could be a good indicator that something's up.

06-30-2016 , 07:41 AM

#312

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

Quote:

Originally Posted by Malachii

depends on how they talked about becoming joint ceo. I can see them having both guys. Chris Albrecht pretty successful.

If this gets done low 30s just seems like john malone pushing them together because it makes sense globally but may not yet for starz. LGF really is a pos. There are definite synergies but I dont want to own LGF long term.

06-30-2016 , 09:14 AM

#313

tastychicken2

journeyman

Join Date: May 2012 Posts: 339

I imagine any STRZA holder is probably pissed this morning. I haven't looked at the name but when a strategic is buying at what seems one of the lower prices of the last 2 yrs there r probably some questions being asked on how much this is actually worth.

06-30-2016 , 06:29 PM

#314

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

Quote:

Originally Posted by tastychicken2

I think there is some risks from the ATT/Directv renewal and remaining as a stand alone entity that encouraged mgmt and Malone to get something done. Otherwise, yeah it sucks.

Malone has way more cash in starz than lgf so im assuming out of self interest hes doing this because he doesnt like what he sees. Ill vote yes and sell my lgf shares on consummation

07-07-2016 , 03:58 PM

#315

WorldBoFree

old hand

Join Date: Dec 2009 Posts: 1,599

I added a little to my HOS position today. Dumb?

07-07-2016 , 04:08 PM

#316

rafiki

Carpal \'Tunnel

Join Date: Jan 2006 Posts: 40,126

Quote:

Originally Posted by WorldBoFree

I added a little to my HOS position today. Dumb?

I actually closed my oil position today. Thanks to Ahnuld, NAL was my second best trade of the year so far. Closed it +70%.

I'm looking to get back into HOS soon (just not today).

07-07-2016 , 06:12 PM

#317

WorldBoFree

old hand

Join Date: Dec 2009 Posts: 1,599

Quote:

Originally Posted by rafiki

I actually closed my oil position today. Thanks to Ahnuld, NAL was my second best trade of the year so far. Closed it +70%.

I'm looking to get back into HOS soon (just not today).

what was your reasoning?

07-07-2016 , 06:45 PM

#318

CharlieDontSurf

Blessed by Pope

Join Date: Apr 2006 Posts: 14,811

HOS jumped nearly 10% in AH...anyone know why?

07-07-2016 , 06:58 PM

#319

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

Quote:

Originally Posted by rafiki

I actually closed my oil position today. Thanks to Ahnuld, NAL was my second best trade of the year so far. Closed it +70%.

I'm looking to get back into HOS soon (just not today).

I think it has more room to run, glad you bought it well. If oil can stay around 50 their Q4 and 2017 should be decent. This is still very high risk/reward stock.

07-07-2016 , 07:00 PM

#320

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

HOS, they should be ok but its almost more of a 2018 story for results at least (street may front run activity picking back up). I take solace in TDW about to trip up their covenants and glf looking bankrupt while HOS is undrawn on their bank line.

remaining on oil theme, ceqp has pulled back and prob not too late. With Nat gas's recent resurgence they should be fine on a few of their stressed assets and new dividend looks extremely safe. Currently at 12.4% yield, probably gets to 30 by year end

07-08-2016 , 06:21 PM

#321

Malachii

Pooh-Bah

Join Date: Feb 2005 Posts: 4,072

It's been a while since you started this thread. Any new stuff that you're looking at?

07-08-2016 , 08:07 PM

#322

WorldBoFree

old hand

Join Date: Dec 2009 Posts: 1,599

Quote:

Originally Posted by ahnuld

Thanks for the info as usual ahnuld.

What is your process for getting information on HOS for example and how you interpret that information?

I'm always trying to learn more, so I don't have to constantly ask other people!

07-12-2016 , 01:22 PM

#323

ahnuld

Carpal \'Tunnel

Join Date: May 2005 Posts: 17,592

Quote:

Originally Posted by WorldBoFree

just reading industry stuff in general, obviously the HOS filings and occasionally Jim Harp the HOS cfo

07-14-2016 , 02:57 PM

#324

ata

old hand

Join Date: Jan 2006 Posts: 1,292

Quote:

Originally Posted by ahnuld

Are you concerned at all with green activist governments like Ontario or BC who are trying to ram through bs legislation to stop the use of natural gas in the future? Maybe there's no issue in the US so it's not a big deal but curious on your thoughts on the issue in general.