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Nam Tai Electronics, Inc. Message Board

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  • hageneriksson hageneriksson Jan 25, 2013 4:52 PM Flag

    who else is short here

    and therefore expecting Q1 revenues to drop significantly and Q2 revenues to be lower than Q4 revenues, investors these days are inclined to forgive tough short term conditions and focus on a longer time frame instead. That said the picture for NTE still looks decent here.

    Any management comments about weakening orders harming the business would cause the stock to sell off but on the other hand the absence of any negative commentary would be enough to propel the stock even higher as everybody now knows about the problems at Apple.

    so I wouldn't advice to take the stock either short or long going into earnings but would instead watch this event very closely and listen carefully to management's comments on the call.

    would prepare for major volatility here

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