It's available, just have to check the SA site. I for one found the call to be uninspiring. Don't recall reading anything that indicated a big catalyst to be right around the corner.
Well, it wasn't often very accurate. I believe it was Philippino's translating English for the transcript and often key words seemed inaccurate. A lot of the meaning for me couldn't be trusted. I used to call IR occasionally to get clarity.
So since that is unavailable (I'll go looking for it when I have time) anyone have comments about the call? Especially Q&A?
That's why I usually do .85's - if it makes it under an even dollar amount often it will run that far but not the whole was to .75.
I had some bids for OCT options with no execution.
Both thu and fri part of AMTD's options on KLIC were broken. Everything listed at 0 bid/ask and value in my accounts on calls as well. Thinkorswim had acurate quotes (atleast they had data). I've had a lot of "provider data" issues with AMTD over the years so what new money I've been adding has been going to Fidelity(partly based on comments here when I asked - IB will be my next choice) I just haven't had time to trade over there.
I still have not listened to the call yet. And I don't believe I saw a link to a SA transcript here at Yahoo.
If you follow this MB you'd know that I started lightening up heavily at 13 and had really sold all the long shares I wanted to after 15 and wrote some covered calls along the way.
Overall I am long KLIC. Some cycles I'm totally out of KLIC.
I post most trades here actually.
KLIC had jsut gotten ahead of itself IMO.
My guess is that it's slightly undervalued now.
If you buy 10% undervalued and sell 10% overvalued and scale in and scale out returns are decent. On any stock. It just seems ot be easier done with KLIC.
Good luck. I'll likely be on the other side with common(or calls I can exercise) to help you cover your short later - at a higher price. Shorting for jsut a buck isn't worth the effort.
Intelligent shorts are rare and appreciated. So far you're not in that category.
If it gets under 10 I'll be buying like crazy.
Just nibbling around the edges buying back trading shares now.
May try to do a call buy yet today.
Sold some RIG today that was very profitable so extra play money today.
Taiwan semi is incorporating 3D advanced packaging technology into their foundry process. Unless KLIC rapidly moving into 3D and other advanced packaging space, its revenue is going to dwindle. its core ball bonder will get into "replacement" business cycle for existing installment base sooner than later.
Options don't react as quickly.
Some decent activity with JUL 13's today.
I fI buy it'll likely be OCT's.
Buy MM lookin got get under 13.00
I MUST make time to listen or read the call!
During the three and six months ended March 28, 2015 , the Company repurchased a total of 0.2 million and 0.8 million shares of common stock at a cost of $2.6 million and $10.2 million, respectively.
Market maker is to take out 13 stops. KLIC has not unleashed it's repurchase salvo, it might suggest wire bonding in particular and semi in general may become worse.
Looks like a purchase was made of Oct 16's for .25 today qty 100 (43 had been open).
Perhaps not a bad GAMBLE for 2,500.00?
This would give me options that I expect to be ITM(in the money) today's 12's, and a real potentially rewarding gamble on seriously OTM calls. If I do buy the Oct 16's at this time I seriously doubt I'll hold until expiration.
Perhaps this post will give him all the attention that he/she craves!
Why exchange idea's when you can anonymously thumbs down any poster with a different thought?
Seems you've been carrying whatever grudge you have with the regulars here for a while. Just put us all on ignore - it's SIMPLE!!
Kept bumping my bid for a small lot from 1.70, then 1.75, to 1.80 before it executed - all in maybe 5 minutes? Fun to watch the bot's follow along.
So as long as KLIC is lets say above 14 on or before the 3rd friday in October I've likely done well.
I will be watching the next week or so and may do any of the 3 main choices - take a pass, buy common, buy calls. I NEVER short, rarely buy puts, more likely I'd write covered calls but at this time I can't imagine a whole lot more of downside.
And for those who strickly buy and hold all in one lot, what happened here is to me EXACTLY why you don't do that, especially with a cyclical or tech and KLIC is both! I don't know many folks who claim to know exactly when to get in and out of a stock to maximize profits. And frankly I don't believe anyone who makes that claim!
Summer usually isn't kind.
But often a fall runup.
And there will be another ER before then.
And of course I can sell or convert them at any time.
I may add common as well. Tomorrow I may have more time to monitor and that will be 3 days, then again the next day is a friday and can be wild.
Overall market downdraft this week and KLIC has a higher Beta along with that CC that I still haven't listened to.
Added a little this morning. Going out of town so put in orders for 12.75 and 13 just in case market rolls over in the next week. 13% yesterday was a bit overdone
RE "next q sales forecast disappointing"
Perception is everything apparently.
Personally I would NOT consider $20 million sequential INCREASE (or 14%) "disappointing".
That's before we even consider the reality that KLIC has CASH on hand of about ~$7 PER SHARE!
Which means that at today's close it's the equivalent of paying about $6.50 per share for the actual operations of this company, and those operations will create - what - 80 cents to a dollar in EPS which is a P/E of ~7.