I have been around for some years now here and walking my dog in the early evening hours in Europe it suddenly came up: The Caff Indicator (TCI).It goes like this: When Caff is/becomes quiet/silent (just like the past 2 month's) a development regarding Chipmos is in the making!! Pos/Neg. He is just being informed timely so he "knows" what is going to happen. But in the run up he has to be quiet not to attract undesirable attention to his pre-knowledge. Not to say he is special, just he is being informed timely! So for me this means : sit tight and wait! And the day the stock touches 20 I'm out for 80% never to look back and let the 20 % run (or not).Cherio
I'll probably take 50% off the table at $20 and another 25% at $25 and let the rest run. If it ever gets to $20, all of my accounts will be at all time highs. I only have two big positions, GE and IMOS--one is like a mutual fund with a 3.6% divvy and the other is speculative.
The biggest threat to IMOS is that they will have to increase CAPEX to stay competatively. This will eat earnings and the growth prospects are highly dependent on the market developments '(highly cyclical and under no controll of the company). Therefor I do not expect the 30 to 60 pps as some of the members here mention.. But who knows what the future brings.