Recent

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

Himax Technologies, Inc. Message Board

  • thinkb4upost43 thinkb4upost43 Aug 10, 2013 8:39 AM Flag

    Don't Bet Against Himax

    IMO there are too many pros vs cons to bet against Himax.

    If you believe Wearable Technology will become ingrained in society, stay with Himax. They will ride Google's coattails to much higher levels.
    Pros:
    Double digit growth without Google business
    Strong financial condition. increased profitability and dividend.
    Google investment
    Strong, well educated management. Check out Wu's background.
    Google Due Diligence confirms legitimacy of Himax's accounting.
    Stock now over $5. Will peak interest of more institutional buyers and money managers.
    Continued growth in Smartphone business in developing countries.

    Cons:
    None

    IMO, The 8/15 quarterly earnings will be in line. Himax has always been conservative in their estimates. More importantly will be their forward guidance which will include some Google Glass projections.

    IMO will reach 9 by end of this year and get to 12 by the middle of next year. Google Glass and other wearable technology applications using Himax products will dictate speed at which these levels are reached. Would love to see all the short term holders move on to something else. This is the best buy and long term hold I have seen since Google.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
 
HIMX
8.43+0.13(+1.57%)Sep 29 4:00 PMEDT