Sat, Jul 12, 2014, 1:36 PM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Nam Tai Electronics, Inc. Message Board

  • hageneriksson hageneriksson Jan 30, 2013 9:56 AM Flag

    while I mostly agree with today's Valuable Insights article on seekingalpha

    I finally decided to use the gap-up for a short sale here - as the short term outlook for NTE looks weak with Q1 to be dismal and Q2 possibly still below Q4 revenues. Add some additional uncertainties about corporate gross margins and I don't think there will be much new money put to work within the next three to six months.

    Tight stop here at $14.25

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • investors seem to focus on the longer term here and meanwhile taking the nice dividend - short case doesn't seem to work out - covered.

      • 1 Reply to hageneriksson
      • You are lucky you didn't wake up one morning to a nasty surprise.

        My guess is that they will have to issue a statment about the land value at some point. Managment waived their bonus so that they can buy stock. My guess is that as soon as their is clarity on the land value, they will have to put out a statment. Thus far all they said "signifficant value". But at some point they will have to put a number to that.

    • I just went back to the 2011 annual report. Here,in part, is what the report said going forward :

      "Quarterly and Annual operating results are subject to significant fluctuations".

      "We face increasing competition which may continue to have an adverse effect on our gross margins".

      Sound familiar ?

      Here's hoping that in 2013 NTE suffers the same significant fluctuations and adverse effects as last year.

      • 1 Reply to koyak23
      • I am not willing to overlook short term issues here which will most likely weigh on the stock. With a tempered first half outlook I would expect investors to wait at least another quarterly report to get a sense of actual order and gross margin trends. In the meantime I expect the stock to tread water at best so this looks like a great short here.

        As the stock has already given back the whole VI induced early morning gain the short position already amounts to a sizeable gain.

 
NTE
7.020.00(0.00%)Apr 21 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.