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OmniVision Technologies, Inc. Message Board

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  • skiidady skiidady Nov 10, 2010 2:19 PM Flag

    I'm Worried About MARGINS Going Too High

    Hey Eric, you caught me in a little mindless pumping in response to the poster that preceded. I imagine margins could be hard to improve drastically without a miracle product. As far as stinky goes he's a great post marker, rarely takes a day off and usually one stars all my posts in less than 15 minutes. I'd start posting with another ID but realize how important a part of stinky's life this is. Can you imagine such a creature? Internet troll extraordinaire.

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    • Thanks for the SIMG tip, I should have bought the day you posted it.

      • 1 Reply to skiidady
      • erickarr@ameritech.net erickarr Nov 10, 2010 3:12 PM Flag

        believe it or not ski, i first posted it when it was trading at its net cash per share, around $2.12. so it's up over 200% since then. use to pair a ovt short w/ an simg long. now simg is a bit pricey for my blood.

        i've been on TC, a play on the commodity molybdenum. i first rec'd it here in the $8's a couple months ago. now it's in the 13's.

        and i'm big on canada still. when you look at nat gas denominated in grams of gold, it's as low as it's ever been. so it's a nice, low risk, slowly wade in trade. i like PWE, ERF and PDS. the last being a infrastructure play--like buying the store that sells the picks and axes to the gold miners back in the california gold rush days. i also still like ccj, now in the mid 30's, first rec'd by me this year in low 20's. it's a canadian play on uranium.

    • erickarr@ameritech.net erickarr Nov 10, 2010 3:02 PM Flag

      no kidding. i enjoy your input even thugh you are on the other side of the trade since it tells me why you like the stock (basically TA driven) so i can consider your opinion in formulating my own. the other day when you said it's good to hear from the shorts, i thought it's been a long time since i've heard that. and when i heard you use the word commodity (which is really the issue here), i knew you had it going on. thanks for keeping it real. i hope you last to the next downturn bra. good luck to you.

 
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