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  • Best Long Idea For 2015: McDermott International At $2.50 (Part I) [View article]
    Aslana- The author's profitability thesis was not just based on margins of as much as 12%, it was mostly based on historical analysis. Furthermore, as the article points out it would need to get 12% margins based on the currently lower level of revenues of roughly $2 billion, and revenues are expected to jump to $2.7 billion in 2015. I think you made too much of the 12% figure which was merely a loose data point.

    You are also wrong about suggesting that contractors like MDR only make 2 to 3% margins, look at the link in the article and you can see multiple years where MDR pulled in operating earnings of about 10-13%:

    Finally, the main takeaway I see is that the article points out there are only 237 million shares outstanding and that the company has historically earn even more than the $237 million that would be required to report $1 per share in earnings. Clearly, with $2.7 billion in expected revenues for 2015, this company could post a $237 million (if there were no legacy contracts) based on its historical profitability.

    Look at MDR historical earnings and you will see that in the past they were much higher than the 2-3% you posted here Aslana:

    http://on-msn.com/1t3zYYY
    Dec 25, 2014. 07:32 PM | Likes Like |Link to Comment
  • Orbital Sciences Could Explode... Again [View article]
    Thanks for another fascinating article Chris and Happy New Year!

    As a defense contractor, I think Kratos (KTOS) is also very attractive at just $5 and it could be a takeover target as well, especially since the company has a strategic review going on now. Insiders have been loading up on KTOS recently also.
    Dec 24, 2014. 02:54 PM | Likes Like |Link to Comment
  • Look For Value In The Energy Sector [View article]
    MDR was just named as a top pick for 2015, crazy cheap with a strong balance sheet.
    Dec 23, 2014. 12:58 PM | 1 Like Like |Link to Comment
  • Best Long Idea For 2015: McDermott International At $2.50 (Part I) [View article]
    MDR looks extremely cheap! I like the AMSC pick at 80 cents too, especially with yesterdays analyst upgrade to outperform and a price target showing stock is worth double.
    Dec 23, 2014. 12:00 PM | 1 Like Like |Link to Comment
  • American Superconductor: Too Cheap To Ignore With Emerging Energy Grid Security Catalysts [View article]
    Analyst upgrade on AMSC out today (12-22) suggests that stock is worth DOUBLE:


    Analysts at Cowen & Company initiated coverage on shares of American Superconductor AMSC with a Outperform rating.

    The target price for American Superconductor is set to $1.50.

    http://bit.ly/1zPnxoB
    Dec 22, 2014. 08:17 PM | Likes Like |Link to Comment
  • American Superconductor: Too Cheap To Ignore With Emerging Energy Grid Security Catalysts [View article]
    TAS, people could have said the same thing about Facebook and many other stocks. So many got burned by the FB IPO and walked away, and it has more than doubled. I think that is like the point the author made which is that timing is everything.
    Dec 22, 2014. 08:14 PM | 2 Likes Like |Link to Comment
  • American Superconductor: Too Cheap To Ignore With Emerging Energy Grid Security Catalysts [View article]
    Does anyone have a report from Charles Brandes?

    I see that analysts at Cowen upgraded AMSC shares today to "outperform".

    It looks like this stock is trading at rock bottom levels now. Only question is how high will it go short term and long term? This stock looks very oversold and the chart does seem to show it could rebound back over $1 soon.

    I really like the REG potential, as it is huge and clearly not priced into the stock. North Korea just lost Internet service today, there is surely going to be more cyber hacking attacks soon and maybe even on the energy grid in retaliation.
    Dec 22, 2014. 08:12 PM | Likes Like |Link to Comment
  • Has America Lost Its First Cyberwar? Sony Corporation Waves The White Flag [View article]
    America has been losing the cyber war for years as China and other nations hack into the US post office, military, government and other sites, while the President does NOTHING.

    Sony is a Japanese company and so I don't see this as an example for America. It is cowardly that Sony decided not to release the movie and the cyber terrorists have scored an enormous victory. Sony's cowardice will only embolden more cyber attacks.
    Dec 19, 2014. 10:38 PM | 4 Likes Like |Link to Comment
  • Kratos: At Just $5, This Drone And Defense Stock Is Giving Investors A Half-Off Sale [View article]
    I don't think it can be called highly speculative, especially when you consider it has a $1 billion backlog. This company has a lot more growth potential than Lockheed Martin, and for that reason it deserves a P/E ratio that is much higher. Also, LMT is not a likely buyout target due to its size, but this company clearly is.
    Dec 19, 2014. 10:18 PM | 1 Like Like |Link to Comment
  • Kratos: At Just $5, This Drone And Defense Stock Is Giving Investors A Half-Off Sale [View article]
    Insiders only buy for one reason! I like it!
    Dec 19, 2014. 10:15 PM | 1 Like Like |Link to Comment
  • Angie's List At $5: Poised For A Buyout, A Short-Squeeze And A January Effect Rally [View article]
    bearcharts, you might have stayed too long at the party. Stock is up 20% in about 3 days and it is probably going much higher once tax loss selling pressure ends.
    Dec 17, 2014. 07:58 PM | Likes Like |Link to Comment
  • Angie's List At $5: Poised For A Buyout, A Short-Squeeze And A January Effect Rally [View article]
    ANGI up 20% since this article came out, and just today it was up 12%. Someone is seeing value here, naysayers have been wrong here.
    Dec 17, 2014. 07:55 PM | Likes Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    Kyle your point is true but by the same token, those in charge of "bad" budget decisions are not forced to do nothing about the drop in oil prices. The point is that it would not take much in production cuts to get oil way up from current levels. If you are in charge of the budget and you have a choice between maintaining current production and settling for $60ish, or do you cut your production by 3% and sell oil at $85+, I think these guys will go for the cut sooner or later.

    That is the point behind bringing up budget numbers.
    Dec 17, 2014. 07:40 PM | 1 Like Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    Excellent article Keith! I don't think the average investor realizes how little "oversupply" there is now based on the huge price plunge. Your article should help explain it to many.
    Dec 17, 2014. 07:34 PM | 11 Likes Like |Link to Comment
  • Oil Doomsayers Were Wrong In 2009: 4 Reasons Why They Are Wrong Now [View article]
    Viper, You said:

    "By the way, crude oil's historical averages from 1880 to 1970 have been about $10-$20 per barrel....I predict a return to that level:"

    Umm I don't even know where to begin here. Are you seriously including data from 1880???? or even from 1970 which was nearly 50 years ago???

    I wonder if there are more people and car and planes in use today than back in let's say 1880? Perhaps there is more demand for oil today and perhaps a dollar is not worth today what it was in 1880???? I wonder if I can go back to 1970 in your time machine and buy a house for $50k that is now worth $2+ million in California?

    Can I get a Ferrari Dino at the MSRP price it has in 1970 for just $14,500?

    http://bit.ly/13zShiI

    That car is worth $500k + today.

    Perhaps you are willing to tell your boss that you are willing to work for the average wage in 1970 as well?

    Thanks for the laughs.
    Dec 17, 2014. 07:29 PM | 5 Likes Like |Link to Comment
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