I have moved over to investor village. The boards are simple and fast. There is little news or data though but I found other sources for that. Sign up is free unless you want a premium subscription that has extra bells and whistles. Come on over and leave this insanity.
Not only is the design of the boards terrible, they are so bogged down that they are just about unusable for me. I am going to start posting on some of the investor village boards. Sign up is free with a pay option for extra bells and whistles. Maybe see you there.
I agree with you about a correction in the fall. I have bought a bit during the brexit but now have been mostly selling.
Thanks for the tech leads. I will check them out.
I agree with your assessment. Even with my negative attitude, I am somewhat optimistic with the call. Once again, we have to wait another Q or two for the plant closure numbers to line out and new programs to continue to ramp. Once again, somewhat of a waiting game but we do seem to be heading in the right direction.
Sales are not the same as profits. Also, shareholders are last on the list to collect any value with the company's debt.
Too bad you are not pushing SIMO as I mentioned on the board before. It has made me a bundle and a half. I lightened up at the last run up and am adding back. It should hit $60 a share well before the end of the year. They raised client SSD growth from 100% to 150%. Hitting on all cylinders is an understatement.
I hope this is the one. Well, 0.19 is pretty much in the middle of their guidance. It would be VERY REMARKABLE if things actually worked out as they said for once and they hit their own guidance. I have gotten a very cynical attitude towards this company by now since the company has painted a promising picture for years and things have gone nowhere. The fact is that I and probably most of us would be glad if they hit their guidance for once which is a pathetic state of mediocrity since plenty of companies that I follow meet or exceed expectations quarter in and quarter out.
Sorry for the rant!
Me too. Looking back here makes it even more apparent.
Looks like we hit the $40s for a very short time. Just long enough to make a liar out of me.
It sucks. No topics. Hard to read. It is giving people different names so you don't know who is posting. Very few are posting anymore.
We cracked $55 and are still going up fairly steadily. Who knows what market reaction earnings might bring.
Hopefully the sales and earnings are not so small that it takes less time to add them up??? Just kidding. As you noted on the new board, something must be up. Isn't the CFO relatively new? Maybe he gets them done quicker.
Especially those folks that bought the brexit dip in the low 40s. I missed it but good job to those that did.
Not having competition, I think the picks might be a little different. They might be more long term oriented rather than something that might pop in n the next month or so.
I know what you mean by a long time frame but I would think some of us are long term holders on some things. In my contest, I try to straddle an earnings report season with a 3 month period. That way there is a better possibility of seeing if your investment thesis is correct without dragging it out too long. Even 3 months can seem very long.
In any case, I think it would be an educational and interesting exercise especially if pullinup does the record keeping and reporting. I kind of see it as more of a group exercise to see how the fund does.
Favorable very much so in my opinion. I have been piling in. I have been a shareholder in the past and once again find lots of value here. Things should be turning around a bit. Also throw in the fact that they retired and refinanced some expensive debt which will positively impact the bottom line. Also, they will have some mandatory convertible debt that will convert in September. Also, more 8% debt will be callable in less than 9 months. Taking advantage of these opportunities are a no risk savings for the company and the money will improve earnings.
I can't comment on DLB. It is much, much more expensive than MHLD in terms of PE and price to book value but it is in a totally different sector. It is kind of comparing apples to oranges.
Good luck to you!!!