....I thought about it, but never bought in.
I'll do that...I'm actually out of the country for a week, so dont have as much time as usual. I know I'm fabulouspoodle on stocktwits, but not sure what my name is on Twitter, I think fabulouspoodle with some number. Unbelievably, when I started my twitter account recently (which I havent used) the user id fabulouspoodle was already taken, as was fabulouspoodle1 and fabulouspoodle2. Kinda weird. Very weird.
.very good free Stock info and Message Board site, to a bad one. So bad, that imo, they must be trying to gut it on purpose...for who knows what reason. But forget about the awkwardness of the new Yahoo Finance Message boards....using the new Yahoo Finance to access stock information and news is awful, super slow...I mean it actually feels like there's a virus on my computer slowing things down when I use it. Like I'm on an old dial up internet line.
As an aside, for anyone who doesnt know, you can access old Yahoo info (not the message boards) by using Yahoo Finance Canada. Obviously anyone posting here knows how to get to the old message boards..anyone who want can send me an email to my yahoo address and 'll tell you how I get to old Yahoo finance message boards. Fact is 90%+ of former users can't access it, and eventually, we all may be blocked from the old MB's and general stock info.
Now, maybe Yahoo will get their heads straight and revert back to the unbroken boards. In any case, if Yahoo doesnt make changes, it makes sense to come up with a new place that we can all exchange ideas. Personally, I get many many of my stock ideas from seeing others recommending them....and I look at many sources...Yahoo, other Finance Message Boards, some stock Blogs, etc. Sure, I go through lots of...'nah, that one's not for me', before I find one I like from others recomendations, but one good rec can make me lots of money. Thats why I think it would be smart to come up with another site to exchange investing ideas....and the criticism that goes with it....before this community is completely gutted.
Micro mentioned stocktwits...I never understood that site..mostly people talking technicals and very short term moves, but I'm willing to check it out more. I've use Ihub since 2005, and think there are some great boards there, but to access them fully you have to pay member..some may not like that.
Anyway..down to my last few characters...so
...doesnt HTCH's debt have come due before year end...so they'll have to find new financing? If the deal doesnt go through by then, I think it will be difficult for HTCH to find a decent lender.
..a blockbustser quarter. I did sell some today on the big pre earnings move, but its still a top three position for me.
chain, I dont know where the KTCC shareprice will move short term. I do see the positive in flattish guidance next quarter, while we have the one time moving expenses hitting the books, and a drop in revenues due to pruning of low margin business and finally getting rid of the problem customer. My understanding of the conf call is that revenues from new customers should continue to ramp throughout the next twelve months, and grow for the full year along with eps. Plus, we get that added .08/year cost saving benefit for moving out of the facility...which was detailed last quarter. I think the story is intact, although again, not sure where KTCC shareprice will move.
I agree that NAII has a potential for a nice move up before earnings...But there's only about a dozen other posters that can still use these boards and see/comment on these posts...so for the most part we're just talkin to each other.
Yahoo really destroyed the boards with this upgrade or whatever it is. I thought the Yahoo Finance section was one thing they got right....not perfect, but better than any other combination finance site and message board. The new version is so bad in every way, that Yahoo must have wanted to gut their finance users for some weird reason. What a waste.
no confusing the direction the NAII share price has been heading. Still a few month before earnings should come out.
btw, I've been a buyer of the falling knife SIF in the low 8's...I think a turnaround may be brewing, if not the current quarter, then the one after that.
Also bought the speculative LMDCF (or LM.v) near current levels...the seasonally strong quarters coming up, as well as expected growth, should provide some nice reports....but its not a deep book value play.
dont know. But revenue came in just above the midpoint of their estimate. Dont think it was the taxes...so not sure. I havent checked the K to see if there was an inventory or a/r writedown.
In any case, I dumped at the open yesterday, selling at 6.50, 6.40, 6.30, 6.20....and then some at 6.13 and 6.09. I'm out. Now, I think IEHC could climb back up...and even over all my sell prices, considering the March quarter was seasonally weakest, and it has strong tangible book value . Flip side is it could float around here, or dip a bit.
In any case, I decided to sell b/c I couldnt find (at least quickly) why margins were lower than expected, and also backlog dropped year over year from $8.7 million to $7 million.
on the low volume side....I had sold my SGMA for a quik gain just over $6, and now bought it back around $5.50. Earnings should be out soon, by end of month. I expect earnings to be poor, but geeze, its trading at what, 44% of tangible assets? Seems like many bad quarters are already built into the share price.
I mean even if it has a very very bad quarter, Should it trade at 40% of tangible book. If they do have poor quarter and if it does sell off (not sure it will), its probably an even better buy....SGMA's earnings are very lumpy so pretty soon its invevitable a big quarter hits the books.
...at the lows FNHC was trading for just 1 times tangible book, I bought some although not at the exact lows...but close enuf).
I dont know what the CFO resignation will mean. I dont like it. But if there's nutting funky, FNHC is a real strong buy if it drops to the mid 18's again.
Of course all the Florida insurers have bounced up...and I was buying them for a trade. Tell you what, UIHC looks cheap right now.
neb, NAII earnings won't come out for almost two and a half months....till the second half of September. So, while it wouldnt surprise me if it heads higher, it also wouldnt surprise me if it drifts around these levels, or even falls to $10.
..as per their 13G filed with the SEC on June 30. Not sure how they grabbed such a big stake. The filing states that Lenox owns 740,645 of UUU's 2,313,000 outstanding shares.
could be ...he can sell up to one year after the filing. The NAII fiscal year ending June quarter won't be out till mid-September. Still a long wait till earnings, plenty of time for NAII to make a move.
..my old failure. If it goes up a few more pennies it'll be a double..
well, to join ln what we were buying, I was a buyer of a couple of UVE's Florida competitors yesterday, FNHC and UIHC. Also bought the home builder NWHM, a few more CUO, and some BNSO. Looking at the health care company HLTH which I had recently to buy back. Also lookin at trucker CGI which I sold month or so back as well to rebuy.
...they filed an NT-10k, and if you back out the numbers to get what IEHC earned in the March quarter, well, you get that IEHC earned .30/share for the March quarter on around $4.4 million in sales, vs .18/share on $3.83 in the March quarter one year ago.