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Niceephore

Niceephore
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  • IBM fuses e-mail with analytics, social tools [View news story]
    momintn

    Very good argument , I am in agreeance !!
    Nov 18, 2014. 06:07 PM | 1 Like Like |Link to Comment
  • Zacks' Bear Of The Day: Axiall [View article]
    Now I get you !!

    Axiall ..... the bear of the day ??? Hahaha !!

    It maid the marks & surpassed it in a difficult industry . What the BOD & Paul Carrico' s team told about the operations look to be thruth & operate properly
    in all theirs divisions.

    1 - Chlorovynil maintains their business & margin et i will be surprised to see an increase of sales & a net margin % from 9.2 to 12 ish % for next quater

    2- Builing matérial mais a robust performance

    3.- Aromatics maintain business & is back in profitabilité

    Now , we can compare trading with last year & see the tendance going to $ 47-49 by mid november

    AXLL .... the bear of the day ..... ??? hahaha........ wrong bet

    also tcheck Financial results of India based DCM Shriram and see
    what division maid bnig time on their turnaround operation ??

    Also Zack are gonna make FOOL of themself in proclaiming F ( FORD ) as
    the bear of the day ................. BEEEEP ..... !!
    Are you crazy ??

    Who' s fr""")(*&? g bozos working in investmnt research at Zack's ??

    Downgrading a stock kike ford that have a P/E of 9 & a D/Y of over 3.4% , what are you sniffing ???. Even if they have $ 1.63 eps for 2014 , that it is excellent , the stock can push to $ 16-19 Azov next month !!

    I am very suspicious of a research group like ZACK , they sending you 15 emails per day & you have telemarketing calls from the states ( i am living in
    Mtl Canada ( near north pole .... hahaha ) .... they AGRESSIVELY want to sell me
    something.

    If it is good , they will not have problems attract/keep custumers !!

    I personally do business with a Wisconsin trader who have his own research site
    it is very convénient , easy to use & fun to operate . No calls , no emails , the site is el gratos , somebody generous that is proud to share his knowhow to the
    investors community

    We should have MORE CW ( his initials ) and very very very less of the Zack' s

    which I proclaming is :

    THE BEAR OF reseach house !!
    ( unreliable , parasital & wrong !! )

    Nicéphore de Montréal
    Nov 11, 2014. 06:29 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: It's Just A Question Of Quarters Before Cash Flow Improves [View article]
    But Serge ,

    There is always a fricken surprises of those quaterly '' Réorg charges '' , Last
    Quarter is $ 275 M

    When this process of réorganising will end & we will see some PROFITS ??

    Nicéephore
    Montréal, North América
    Aug 18, 2014. 07:05 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: It's Just A Question Of Quarters Before Cash Flow Improves [View article]

    Sometimes I makes Great Trades like this month with Target & Conagra

    But on ALU , i am a complete idiot !!

    Niceephore
    Aug 11, 2014. 11:42 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: It's Just A Question Of Quarters Before Cash Flow Improves [View article]

    I feel very deceived about ALU .

    I was hoping they can AT LEAST meet the Sales Concensus ( 4.0-4.2 euros ). With all that LTE development & other good technos news going on , I though
    the company was on the mend.

    We have to see Q3 to look for improvment , otherwise , it is no Hope for this
    stock.

    I am very disappointed . I see this thing falling in the $ 2.85-3.05 by mid august
    then to improve to levels we saw recently ( $ 3.65-3.85 ) by end sept/oct

    Then with my "stratégie de trades en dent de scie '' , I will be able to exit out
    that bad trades as I did with Alcoa last year .

    For the community , maybe I am wrong , but I Nomore see some upside (
    like $ 4.75-$ 5.50 ) within end of 2014

    Niceephore de Montréal
    Jul 31, 2014. 08:07 PM | 1 Like Like |Link to Comment
  • Target: A Strong Buy [View article]
    And that' s why the central bankers will never ever set $$$ Policy
    to have the inerest rate to go up , because it will deflate the whole
    Investments world valuation , that is too much.

    Tcheck this , when that 10 years US bond will be passing the 3 1/8 -
    3 3/8 % mark , then the real estates values will start to plummet
    & so the REITs , the utilities , etc , etc . Theck the price of ETR for
    example , never been that high . I had traded this play last fall praying
    to see it north of $ 63 1/2 & now it is $ 81+ ; Same company , same
    fundammental , just to realise that the market is Sniffing ( by the nose )
    too much ...... it is kind of non senses !!

    Nicéephore de Montréal
    Jun 30, 2014. 12:25 AM | Likes Like |Link to Comment
  • Target: A Strong Buy [View article]
    Also.

    I am a short term trader . The graphics ( Mountain , RSI,CCI & DMI ) look fine to me . When I predict certain levels of the price of the shares
    it is my convictions what thoses graphics tell me.

    So far , I have around +/- 65 % reliabilities on those graphics.

    But I agree : This TGT can be '' une boite de Pandore '' to you american to know what I mean ............ re : Pandora box.

    Anyway , I dont agree of the évaluation of the stock :

    Payinne 19.50 x P/E for a retail stores , c' est prétentieux !!

    For me , it should Worth 12 1/2 to 14 X P/E

    But as Lyod Blankfein said the other day :

    THE WHOLE WORLD IS OVERVALUED !!


    A good day , The big ballon gonna blow KABBBOOMM !!
    Jun 29, 2014. 10:26 PM | Likes Like |Link to Comment
  • Finisar - Dramatic Margin Pressure Triggers A Sell-Off [View article]
    VI

    I dont know into lookiinne at tiny détails & stuffs , but what I heard from Conférence call & Financial documentation .... it look to me like

    A VERY WELL MANAGED COMPANY

    I Think their guidances are conservatives , to show a Q12015 Gross sales
    of $ 327.5M and a net profit of $ 33.6M seem to me OK.

    It will post total 2015 EPS around $ 1.32-1.48/share ...... @ $19.50 & change
    FNSR look to me as a BARGAIN

    I will not be surprised to see the company in the $22/23 in coming weeks & around $ 24 1/2 to 26 by fall

    Nicéephore de Montréal


    Agree with Mr Marlowe
    Jun 24, 2014. 07:20 PM | 1 Like Like |Link to Comment
  • Target: A Strong Buy [View article]

    Well Portage Michigan ,

    I was not against or For/Pro versus Target

    I was just stating that their op/rations in CANADA is a disaster


    But , dont get me wrong , I have calls interest into that play.
    Even knowing what< s going on in Canada , I am confident that TGT
    will reach $ 60+ by a week or two.

    As I said even considering those disastrous op/rating r/sults in Canada
    TGT manage to show a good profit . If they just manage to stop the
    emmoragie in Canada , the consolidated results would show $ 3.75+
    EPS / share , so the price can go up

    Niceephore de Montreal


    By the way , what you are observing , it is a short tendance , Hopefully
    for U & Me , TGT to reach $ 61-62 by mid july
    Jun 24, 2014. 06:56 PM | Likes Like |Link to Comment
  • Target: A Strong Buy [View article]
    Micium & Dunkaster ( pro & Con ),

    I dont know how VERY WELL they compete in the US , but in regards of being able to maintain a div yield of 3.5% & EPS of mostly $3 /sh , I am presuming that US opérations are very good.

    But I ( myself ) be a witness of what the heck is going on in CANADA where I
    presently live.

    My last visit to a TGT store ( & few others ) is not impressive. Actually you feel
    that there is more employyes than clients . It is empty . Marchandises look OK
    but the concept seem to be wrong . In that same day I visit WMT & Sears ( In Canada , it is full , could you believe it ??!! ). At WMT , as usual , packed full , so much , there is huge line up to the Cashiers ...... !!

    Then go visit a Target store ........ It look like the good old Soviet Union !!

    They grilled off the Cdn président , hopefully they will change the concept , try to loose less money or maybe Breakeven ( this it will take at least 3 years )

    Imagine , they took over the old ZELLERS leases ( those Zellers stores were not
    performed in the past , but you saw few peoples , but now I think the clients are
    invisibles !! )

    Or maybe they should take a huge write off & get out of Canada.

    It is what Canadian Tire did 14 years ago when they tried American expansion
    They didnt understand the market , bleed a lot & then Go. Maybe it is what they should do


    Niceephore de Montréal
    Jun 24, 2014. 03:45 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent: The Way Back To $4.50 Is Wide Open [View article]


    It look , on this one , I am '' le dindon de la farce ''.

    So , my hope is to wait to see the stock having somme momentum up ( Spike up to $ 4.50-62 ) & gettout Whammo !!

    On stock like that ( ALU et RAD ) some can make you big , Others make you
    take the ground. Fingercrossing to exitout & cost recovery

    Nicéphore de Montréal
    May 14, 2014. 10:39 AM | Likes Like |Link to Comment
  • Alcatel-Lucent: The Way Back To $4.50 Is Wide Open [View article]
    Nettligent & André AS ,

    Good for you you maid 2.13% + on the stock , I maid last year , ( several option trades ) a whopping return on the stock. I remember to had produced somewhere like $ 1500 CAD on around +/- $ 900 original investment.

    Same Story with Rite Aid (RAD).

    I saw the same HATE on comments over RAD BEFORE they finally produced
    returns. My positive comment on it maid me the fool of the blog ...... & then
    voila ........... an Other $ 1,200 profit on $ 795 investment ( 3-4 consequential options trades ) . After that , devine qui est le crétin du site ??!!

    In résumé ALU ( like RAD ) have some positive feelings for me . Maybe a contrarian instinct , who know ??!!

    We will see tomorrow if I am ...... Le Dindon de la Farce , or simply see it
    right and maybe recuperate( my cost ) to sell a 1/2, 5/8 or 3/4 of LC holding and have the balance
    of long calls FREE so I can sell them in fall when AÙLU will reach 5.90-6.50

    If they dont deliver , then I hope a spike up/Rumor or else and gettout Whammo !!

    We will see tomorrow

    Nicéephore de Montréal
    May 8, 2014. 07:40 PM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent: The Way Back To $4.50 Is Wide Open [View article]
    I am reading throught Andreas & TSB

    You look to see ALU ...... DEAD by 1-2 years from now.

    It is not that a company with accounting Négative net Worth on the balance sheet is necessarally bankrupt or going to Be.

    Best examples are F ( Ford ) , GM , RAD ( Rite Aid ) , AXL , NAV et even LO

    They had/still in the négative shareholders equity ( Deficiency ) in that matter
    but still in business & keeping their NYSE listing.

    If the service/product sold to peoples/client is lousy , then they will go
    Kaputsky !!

    Those companies have excellent rapport to their clientele ( Maybe GM ( not ??!! ) , but all the others seem to deliver OK or be the best.

    What I am reading about ALU ( products/services they sell ) is positive.

    A company that produce such achievement , will ultimetaly be profitable &
    the stock will go up.

    AND IF THEY DONT reach DECENT profitability , well it is just gonna be
    Snap up by competitors !!

    Niceephore de Montréal
    May 7, 2014. 06:31 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent: The Way Back To $4.50 Is Wide Open [View article]
    I am aware of this ( Missing estimâtes )

    But it is a french compagnie ( with a very hostile unionized environment )
    That ' s why they are slow to show some profits

    But if the compagnie want to survive , it have to thrive up ( Product & Financials ) " The french peoples are intelligents , they will not let ALU to die , same story for ALstom energy division.

    Those industries have to be viable to world compete , it will

    Look at Spain , Greece , Italy. Those country were ( 2 yrs ago ) set for dying ( Even Ireland ) and now , today , it is a different story.

    OK maybe I Can be wrong , but story about their technological achiements , it look they are thriving throught. Ia m sure the Financial will make the rest of it ....... we can see a new Stock Marvell here .... !!

    Nicéphore de Montréal
    May 7, 2014. 09:56 AM | Likes Like |Link to Comment
  • Alcatel-Lucent: The Way Back To $4.50 Is Wide Open [View article]
    If this company produced anything at Revenues + And somekind of Operating profit , it will go like the charts of RAD.

    That company had ( & still ) an awful balance sheet , I bought some long calls on RAD last year when the stock was in the $ 1.00 + & dump it when it was at $3
    An other foolish recommendation of J Cramer ( who' d says , the stock cannot go
    any further up ) ' i dumped my trades at that time on J Cramer' rec' s.

    Now RAD is playing at $ 7.75-$ 8 , I will not be surprised to see it by $ 10 end fall / december 2014.

    Same turnaround story here. I am holders of LEAPS ( expiry on 0115 ) stk $3.83 , I am confident by end summer, Fall this ALU can reach $ 4.95 to $ 5.75
    by that time.

    Nicéphore de Montréal
    May 6, 2014. 06:21 PM | 1 Like Like |Link to Comment
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