Wow, you really need to go back and listen to some of the old calls. They have been overpromising and underdelivering for years.
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.
Why do these folks only sell low end merchandise? At least for the camping stuff for which I am familiar, I don't see any middle of the line brands like Kelty or Eureka. I would think they would at least try to be a fairly serious sporting goods supplier rather than just compete against merchandise you would find at a Walmart. Maybe that is a niche but I would think it would be hard to compete against big retailers.
I never been to a store nor do have I followed the company much so any feed back is appreciated. It looks like the share price is very reasonable. Also, they may benefit from some recent bankruptcies resulting in less competition.
I do screens too. It is interesting when you see a bunch of companies in the same industry pop up indicating the sector is out of favor. I am somewhat of a contrarian so I find those as sometime nice opportunities to hand pick some the better companies.
No problem posting but I see some old time posters vanishing and the level of and quality of participation decreasing. Maybe it is just the stuff I follow.
I will give it a try. I wasn't going to start another contest here until later in the summer. Just moved into our new house and am getting settled and trying to relax a bit.
I have a hard enough time with 3 stocks though.
I know you mentioned it on the board and I took a look. I liked what I saw but have been too busy to act upon it. We have been in the process of sub contracting a small house and will be moving in May so I have been preoccupied for way too long. Need to get back to the investment mode.
I have been preoccupied with other priorities and have not had a chance to listen to the conference call. Not a great report but not a bad one either which may be good enough for a turn around story to stay on track. New programs coming on line. Sounds like another electronics manufacturing services company that I know :) I have a small position and will hold and maybe add at some point.
Seems similar business to KTCC. I classify this as a turnaround story. The numbers are somewhat ugly but are moving in the right direction. I have been buying and will see if this trend continues. They are similar to KTCC so I was wondering if anyone follows it in this space.
The really good thing is that it sounds like they already have the additional capacity in place.
I guess I ended up buying a little more. I had a limit order at 8.50 that I forgot about.
We finished building our house and moved in a little more than a month ago. I hope you are still enjoying your new place.
I was just going to ask or comment on inventories. Are they not out of line being over 50% of annual sales? I don't follow this company closely so I don't know if this is indicative to the industry or to them historically. Any comments appreciated.
That is a crazy range. I know that is what the company put out. I am wondering how they can make such a predition. Maybe based on increases in distributors?