A big one for KTCC. Years of under delivering. But the last few quarters have shown promise. Now they need to prove it. $0.19 or better with guidance of $0.20-.25 will juice this stock. The early earnings announcement may be an omen.
How is this not a $10 stock? PE based on last quarter earnings is about 6. Even identical twin Radian has a much higher PE.
Not too worried about the energy loans as long as crude prices stay over $40. The underlying properties will get sold for a moderate loss. That means the loss provisions already taken should cover most of it. Buffett didn't sell at $17, so he is definitely not selling here. The amount of assets is irrelevant, it's the ratio of capital to assets that matter. BAC's leverage is similar to the average bank. My primary concern is overseas exposure, but things are not getting worse their right now.
I have RFP and am waiting for earnings to see some fundamental improvement. One you may want to trade or buy for long term investment right now is SUNW. Up about 10% today on an AMZN partnership. Instant credibility for a stock that previously had credibility issues and that will grow 100% organically this year. Still way undervalued. Disappointed that the recent market rally hasn't lifted KTCC yet.
We are still waiting for your proof the company is selling shares on the open market. Since no Form 4s were filed recently, we know insiders aren't selling. You made a wild claim now back it up.
These numbers are HUGE! $24 million in just over a month. And that's just commercial and ag. Even if new orders drop by half they should be over $125 million in revenue this year, and $150 million is reachable. These guys are killing it in a hot market. Today's news on SCTY had nothing to do with it, other solar stocks are down. Bought more this morning. Backlog is now above year end levels when the stock traded over $3. We should at least get there quickly.
Hi bsup. Yes I believe it is based on increases in distributors. I believe the quarter we are in now will still have some of the costs of the last one, but should still be a lot better. Sales and earnings should really take off next quarter.
The margins were only temporarily squeezed by costs related to the move to the new building and inefficiencies caused by massive growth. They should put both in the rear view mirror soon. Then it's just a matter of how much they can earn on $140-170 million of revenues. They have guided in the past that a 5-6% net income margin would be normal. This company has had a lot of costs to reach the scale they need, but I believe you will see most of that behind them starting this quarter.
That is way more than I thought. EDUC had a lot of non-recurring costs last quarter causing a small loss. These include moving costs and tons of overtime. But the future looks bright, and growth is well beyond what I had guessed. They will probably earn $2.00 this year.
It wasn't the dilution that did ANYTHING. The price declined due to the lower backlog. However, management has re-iterated revenue guidance.
Your not kidding, I mean like five different directors made large purchases at the market. And its still going on, we may get more.
The amount of increase in the shares was probably due to conversions to stock. The author did not insinuate that the diluted amount of the shares went up. That's what matters.
There are always going to be a few exceptions, but when your malls are full of Sears, JCPenney, Bon Ton and Macy's, you are going to lose large tenants. And I haven't even started on the smaller ones.
Added to my short position. All of the stores I mentioned above plus Gap, Nordstrom and many more mall stores are now really getting hit by the move online. Demand for mall space is going to quickly drop.
Yes, I think the lower backlog was the cause of the selling. Management reiterated its revenue guidance of $100 million so this may just be a seasonal drop. The 30% gross margin was guided for last quarter.
Not concerned with the drop in cash, growth companies consume cash. It all went to the right place, inventory, A/R and costs in excess of billings.