protrader101

Level 3: Will Acquisition Rumors Come True?

Jeremy Richards also wrote on May 21 LVLT article seekingalpha.com/artic... I bought that day at $1.15 on his article.

LVLT is a good stock to trade if you buy big blocks. Who knows maybe Google will buy them.


On Dec 03 07:48 PM User 54735 wrote:

> You wrote on July 02 this year
> Why Level 3 is a must own...it was aroundd 1.50 then jumped to 1.70
>
> and from there the free falling till $1.10
>
> seekingalpha.com/artic...
>
>
> I believe that you are talking as a holder..I hold it too from 1.05,
> and make a mistake not selling it at 1.7 or 1.6 or even 1.5....<br/>This
> days as we can see on the charts there is an accumulation.. all over
> Nov. there was a low volume..the price didn't fall, and what they
> can get in the market, they bought it...then see the volume, when
> it's jump from 1.20 to 1.25 and two days after to 1.36...
>
> Hope it the point that we can see LVLT going back to more than $2...
>
> See the support of the MA 200...

OceanFreight: Why It's Now a Must Buy

OCNF cost per day to run a ship is under $10,000 and the profit is $20,000 or more. I believe the ships are less than 7 years old.

$1.50 soon

OceanFreight: Why It's Now a Must Buy

Linkster did you READ the article above ? or are you just holding short and bashing?

OCNF is positioned to take advantage of opportunities in the seaborne transportation markets for both drybulk and energy commodities.

The Dry bulk business has clearly bottomed and now starting to pick up again. The chairman and managing director of Shipping Corp. of India S. Hajara said in an interview with The Economic Times that the worst for drybulk shipping industry is over.

OceanFreight: Why It's Now a Must Buy

WAKE UP! Cover your short positions OCNF Book value has been fully adjusted and now its is very undervalued.

OCNF will grow earnings at fast pace. No more dilution they have the ships they wanted.

Do you research 1.2 tons to 1.6 tons = 30% more earnings for OCNF.


Mad Money Cramer said Drybulk index has bottomed time 2 buy shipping stocks.
On Nov 30 06:19 AM bartenis wrote:

> SELL this stock:
>
> Book value is way overinflated because vessel prices have plunged.
>
>
> Earnings may drop because charters are frequently broken and re-negotiated
> on the 70% "sure" revenues.
>
> On the 30% spot revenues for 2010 they will lose money.
>
> Baltic dry index is plunging!!
>
> BEWARE.

TD Ameritrade And E*Trade: Wedding Bells?

The guy with the E*Trade name should be banned from chain posting with 81 post all copy & pasted This person has been short selling & bashing E*Trade for a long time.

Shorting ETFC now is madness! Never go against Goldman Sachs

TD Ameritrade And E*Trade: Wedding Bells?

TD Ameritrade Preparing Maiden High-Grade Bond OfferingLast update: 11/20/2009 8:43:31 AM

By Kellie Geressy-Nilsen
Of DOW JONES NEWSWIRES
NEW YORK (Dow Jones)--TD Ameritrade Holding Corp. (AMTD) is planning to sell its first-ever U.S. high-grade debt offering Friday. TD Ameritrade is in the market with five- and 10-year securities, which will be guaranteed by TD Ameritrade Online Holdings Corp. The senior unsecured notes are rated Baa1 by Moody's Investors Service and BBB+ by Standard & Poor's. Citigroup Inc. (C) and Bank of America Merrill Lynch will serve as joint bookrunners for the offering, which is scheduled to be priced later Friday. The offering is already popular with investors as orders have surpassed $3 billion for the paper, according to a syndicate person working on the deal. Final size hasn't yet been determined but will reflect high demand, the person said. Preliminary price guidance is about 225 basis points over Treasurys for the five-year piece and 250 basis points over Treasurys for the 10-year bond. Kim Hillyer, a TD Ameritrade spokeswoman, said that net proceeds from the offering would be used to repay its existing senior secured term loan facilities. According to the deal's prospectus, as of this past Wednesday, $140.6 million was outstanding under its Term A Facility, and $1.2659 billion was outstanding under its Term B Facility. Hillyer also confirmed that this will be the company's inaugural U.S. dollar high-grade bond issue. Earlier this week, Fitch Ratings upgraded TD Ameritrade's long-term Issue Default Rating one notch to BBB+ from BBB as well as bumping up the company's long-term senior debt rating to BBB+ from BBB. Fitch also revised their rating outlook to positive from stable. "Revenue and earnings performance have been relatively stable throughout a period of pronounced stress in the financial markets," Fitch said and added that lower interest rates and declining equity markets helped to reduce the amount of TD Ameritrade's spread income throughout the last 12 months. Moody's upgraded TD Ameritrade's issuer and senior secured ratings to Baa1 from Baa2 on Monday and said its rating outlook is stable. While TD Ameritrade has performed well, some of its competition hasn't been as successful in a sector that most agree would benefit from some consolidation. Market speculation is that proceeds from TD Ameritrade's benchmark-sized deal could be used to fund an acquisition of another company, possibly troubled E*Trade Financial Corp. (ETFC), which posted losses during each quarter so far this year. Currently, TD Ameritrade has about $1.4 billion of available cash. A potential sale of E*Trade's brokerage business to TD Ameritrade would "unlock significant value," but such a deal is unlikely until E*Trade's credit issues are clearly behind it, Fox-Pitt said, projecting a mid-2010 possible deal. At a Reuters conference this week, TD Ameritrade's chief executive acknowledged interest in an E*Trade deal if it had the right structure and made sense for shareholders. Fox-Pitt estimates the E*Trade brokerage is valued at roughly $5.6 billion. -By Kellie Geressy-Nilsen, Dow Jones Newswires; 212-416-2225; kellie.geressy@dowjone...


WHO IS THIS SMALL TIME ANALYST FIRM FOX PITT? GIVE ME A BREAK

DIDN'T FOX PITT COVER A STOCK WITH A SELL RATING IN 2002(SBAC) THAT WENT FROM $0.60 TO $38

TD Ameritrade And E*Trade: Wedding Bells?

FROM Jeremy Richards last Article: > $500M savings per year

a merger would "dramatically increase" shareholder value as a combination of two online brokerages would reap economies of scale. The funds estimated an AMTD-ETFC merger would create annual cost savings of $450 million to $500 million.

Now, it makes perfect sense for AMTD to buy ETFC as now all the analysts believe ETFC has turned the corner. It would take AMTD about 15 years to add 2.7 million brokerage accounts, or it could gain that amount in a flash by buying ETFC.

I believe AMTD will offer part cash and stock i.e. $1 share in cash and 10 shares of ETFC for every 1 share of AMTD stock, which is about a $3 a share value for ETFC.


On Nov 20 04:49 AM lucky lenny wrote:

> Jeremy, good article. Also, E-trade's marketing costs alone are over
> $100 million annually - which if u think about it - would be $0 after
> the takeover &amp; make the combo that much more profitable.

TD Ameritrade And E*Trade: Wedding Bells?

11/20/09
News just out:E*Trade Gets Yahoo Employee Equity Compensation Svcs PactLast update: 11/20/2009 8:05:56 AM

Yahoo has 13,600 total employees ETFC just got a nice chunk of NEW brokerage accounts.

TD Ameritrade And E*Trade: Wedding Bells?

However, he believes a deal is unlikely "until the bank-subsidiary's credit woes are clearly behind it," possibly in mid-2010. The recent comments of ETFC brass that the firm is ""about 80% out of the problem' would seem to support our view of a mid-year 2010 sale," Trone adds.

AMTD knows that by mid 2010 ETFC stock will be around $2.50 then AMTD wiil need to offer $3.50 to $4 .It makes much more sense to get ETFC now for $2.to $3 a share!

E*Trade Takeover Chatter: How Should an Investor Respond?

Post from ETFC Yahoo Board>

ETFC is going much higher. Brokerage biz is worth 5.5B to 7B alone. Bank is now stable ! 8.2B in total loans with 540M unstable.

AMTD has market cap of 12B+ and has 7M total accounts with 5.5M broker accounts. ETFC has marketcap of 3B. ETFC has 4.5M accounts with 2.7M brokerage accounts< compare valuations.

ETFC brokerage biz should support a marketcap of 6B = $3.10 a share.(with 2.7M accounts)

AMTD marketcap = 12B with 5.5M accounts.

Bank can be sold off at a later date.

Already predicted by analysts TD Ameritrade would save $500M range a year hooking up with ETRADE as per Jeremy Richards seekingalpha article on ETFC last week NOV12th (props to Jeremy then streetcom had an article next day on ETFC AMTD makes a good fit. Now this week we get real proof TD Ameritrade wants ETFC and has $6.6B cash on hand.

Analysts rate ETFC a Buy. Goldman Sachs rates ETFC BUY and put a 6 month target in september 18th of $2.30 now 4 months away. $0.60 upside. ETFC should see $2 very soon.

Ameritrade will make an offer before the year is over that is now clear as ETFC CEO will be out by then & AMTD sees it as a easy deal and fit. The clock has started.


By Tiernan Ray

Broker TD Ameritrade’s (AMTD) CEO Fred Tomczyk, speaking at a Reuters Global Finance Summit in New York today, reiterated the company’s intention to spend its $6.6 billion in cash on acquisitions of other brokers, according to Briefing.com. Tomczyk said in September, after the company spent half a billion on its own stock, that it had not decided whether to issue a dividend. Sounds like the answer may be no, at least for the moment. According to Briefing, Tomczyk said he would be interested in a deal involving E*Trade Financial (ETFC), which has spiked E*Trade shares 12 cents, or 7.7%, to $1.67; Ameritrade shares are down 10 cents, or .5%, at $21.17.
----------------------...
Kim Hillyer, a spokesperson for TD Ameritrade, confirmed that Tomczyk said he would entertain a deal with E-Trade when asked about that company specifically during a conference, but that his response reflected the company's general view toward M&A.

"If there is an opportunity in the marketplace, whether it would be with that firm or another firm, we would consider it if it made sense strategically," Hillyer said.

----------------------...
Bloomberg news ETFC:


By Lynn Thomasson

Nov. 18 (Bloomberg) -- E*Trade Financial Corp. shares surged the most since August after TD Ameritrade Holding Corp.’s chief executive officer told Reuters he would consider buying the rival online brokerage at the right price.

E*Trade rose 9 percent to $1.69 at 4 p.m. in New York. “We’d be interested but it has to be on the right terms with the right structure,” Fred Tomczyk said, according to Reuters. “We have a very clean balance sheet, so we don’t want to buy a bunch of problems,” he added, the news service reported.

TD Ameritrade boosted net income five straight years before 2009. Earnings dropped in the fiscal year that ended in September at the Omaha, Nebraska-based company following the worst financial crisis since the 1930s. E*Trade, the fourth- largest online brokerage, has lost money for two years because of losses from bad home loans. The company has almost resolved that crisis, Chief Executive Officer Donald Layton told Bloomberg News yesterday.

E*Trade: Potential Ameritrade Merger Makes Sense for Both Companies

Congrats JEREMY you called it! rumors are flying now along with ETFC on the move. Please write another article on what you believe ETFC is worth in detail?

Thanks.

E*Trade: Potential Ameritrade Merger Makes Sense for Both Companies

I hardly believe your not short & you just got squeezed by barrons. No person would waste time writing about a stock unless invested SHORT(like you) or LONG like me. I shorted FRE at $2 covered yesterday at $1.10


On Nov 18 12:46 PM Buford T. Justice wrote:

> PRO (haha) TRADER101:
>
> I am neither a basher of ETFC, nor a short seller of same. To being
> a basher of stock hypers, I plead guilty though.
>
> Okay, so you bought into the stock multiple times, and sold the stock
> multiple times, in some cadence with Jeremy Richards' (aka the stock
> pusher) articles.
>
> You say you made money - good for you.
>
> The REAL story of your trades, however, is not one of an individual
> trading on the "content" of Mr. Richards' articles - its trading
> on the hype effect of same. NONE of the expected/promised things
> have happened when looked at over the long term - and your short
> term trades evidence it.
>
> Bottom line, your trades (combined with the hype of the aforementioned
> articles) conclusively demonstrate that the expected takeover, promised
> CEO departure (now he's waffling, btw), price rise, etc. are short
> term (if ever) moves - partly based on hype like that of the author.
>
>
> On Nov 14 01:39 PM protrader101 wrote:

E*Trade: Potential Ameritrade Merger Makes Sense for Both Companies

This member from thestreetcom has a comment that might be true! >


By member
on 11/14/09 10:45 AM


There is news floating around that TD Ameritrade (AMTD Quote) had signed an acquisition agreement with E*Trade (ETFC Quote). This would be best deal to TD Ameritrade wher E*Trade is having good Brand and key clients in the market. the acquisition will contribute positively to both AMTD and E*Trade in both the ways of company's strategy of growing revenue. I think its of time to buy E*Trade shares.

Regards
Market Analyser

www.thestreet.com/stor...

E*Trade: Potential Ameritrade Merger Makes Sense for Both Companies

Its very funny to watch CNBC lunch time fast money the pro traders call the close to buy or sell. 90% of the time they are wrong!

My chart technicals show ETFC is staring a new uptrend. Volume is low but that isn't a bad thing. Rumor from a stock chat forum is a potential ETFC buyer maybe shorting ETFC to keep it low making a buyout offer more attractive.

Next week will Goldman give its clients a 60 Day follow up opinion on its 6 month ETFC rating? NOV 18th could be a good day.

E*Trade: Potential Ameritrade Merger Makes Sense for Both Companies

buford the basher/short seller of ETFC .

I have done very well trading ETFC with Jeremy Richards views. I bought at $1.41 on his first ETFC article on 03-June-09 I sold at $1.91 on 12-June-09 ETFC had a high of $1.98 on 12th of June.
Just 8 trading days & I made 35%

Jeremy Richards ETFC article on June 24th 09 stock had dropped because of the offering. I bought after reading his article I paid $1.20 and sold at $1.50 30 days later for a 25% gain. Jeremy said it would see $1.55. He also wrote "Given the recent remarks from the analysts, I believe new investors buying now are getting ETFC at a substantial discount to its fair value of around $2 a share (estimated by analysts at current)." ETFC traded at $2.08 on Sept 22nd 09. I should of held could of made 65% but 25% is could & I'm up 60% so far at this time.

I did buy ETFC at $1.85 on his Article dated September 21st ETFC was at $1.84 written in his article next day was $2.08 & would of stayed above $2 if not for CITADEL selling. I sold at $2 made 9%.

His 4th article on Sept 25th 09 ETFC opened at $1.74 I bought it at $1.75 ETFC had a high that day of $1.88 I held it and placed a 10% trailing stop. I was stopped out at $1.69 . It was clear CITADEL was selling ETFC traded in the $1.80's for 4 days I could of sold for a profit. I lost 3%.

I bought at $1.71 on his OCT 16 09 Article I placed a 10% trailing stop was stopped out $1.60 8 trading days later. I could of sold at $1.78 next trading day OCT 19th.

Investors that bought on his first or second ETFC article are up. Jeremy said ANALYSTS would all upgrade ETFC he was correct.

ETFC is lower now than when most of the analysts upgraded it.

I have been buying in ETFC since it bottomed at $1.33 I have an average cost of $1.45 now and a 57% gain.

Thanks Jeremy for your informative articles. Good luck to all ETFC long investors. Short sellers should be shorting other stocks with downside. ETFC will soon see $2 again. Bank is now stable. CEO leaving. Top brokerage platform. Takeover is a given.

On Nov 13 10:37 PM Buford T. Justice wrote:

> Lest anyone actually believe Mr. Richards breathless "news" about
> E-Trade being undervalued, or a soon to be merger/acquisition target,
> or that they have found King Solomon's mine...
>
> I suggest you do some due diligence and read the MANY similar ETFC
> articles by this **stock-pusher**, as can be found here:
>
> seekingalpha.com/autho...
>
> When you do so, take another minute to correlate the predictions
> offered with the stock price at the time - which has gone basically
> nowhere but DOWN.
>
> There is a possibility this "fund manager" will eventually be right
> about ETFC - SOMETIME this century - but I sure wouldn't put a whole
> lot of faith in it.