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Brekford Corp. Message Board

fabulouspoodle 126 posts  |  Last Activity: Jul 18, 2016 6:29 PM Member since: Apr 7, 1999
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  • Reply to

    I added some...

    by fabulouspoodle Jul 18, 2016 12:30 PM
    fabulouspoodle fabulouspoodle Jul 18, 2016 6:29 PM Flag

    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.

    best.

  • fabulouspoodle by fabulouspoodle Jul 18, 2016 12:30 PM Flag

    ....at about $10.50

    best

  • Reply to

    The chart says this things's ready to pop.

    by neb_krats Jul 6, 2016 11:09 PM
    fabulouspoodle fabulouspoodle Jul 15, 2016 3:13 PM Flag

    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.

    best

  • fabulouspoodle fabulouspoodle Jul 12, 2016 10:56 AM Flag

    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.

    best

  • fabulouspoodle fabulouspoodle Jul 11, 2016 1:13 PM Flag

    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.

    best.

  • ...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.

    best.

  • Reply to

    The chart says this things's ready to pop.

    by neb_krats Jul 6, 2016 11:09 PM
    fabulouspoodle fabulouspoodle Jul 8, 2016 1:45 PM Flag

    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.

    best

  • ..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.

  • fabulouspoodle fabulouspoodle Jun 29, 2016 2:41 PM Flag

    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.

    best.

  • fabulouspoodle by fabulouspoodle Jun 29, 2016 12:21 PM Flag

    ...hopefully, as LF discussed, the heat helps drive some additional HVAC sales in the June and Sept quarters.

    best.

  • ..my old failure. If it goes up a few more pennies it'll be a double..

  • Reply to

    OT: Some good ones to buy right now....

    by uptabdowntab Jun 27, 2016 5:42 PM
    fabulouspoodle fabulouspoodle Jun 28, 2016 2:30 PM Flag

    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.

    best.

  • ...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.

  • Reply to

    I wish NAII would just..

    by fabulouspoodle Jun 3, 2016 10:25 AM
    fabulouspoodle fabulouspoodle Jun 23, 2016 3:41 PM Flag

    ....I think we bottom here in the $10's...maybe low $10's. Thats no guarantee, but I'll wait. Earnings aint out till September.

    best

  • fabulouspoodle by fabulouspoodle Jun 22, 2016 11:53 AM Flag

    ...between $7.33 and $7.39. I think its a very good value here, trading below book with expectations of better quarters going forward...lots of optimism by management.

    Now, KTCC management has been optimistic before and followed with mixed results. So thats a risk. But I think the evolution of KTCC ovre the past few years....losing some major customers, replacing with small to mid size customers, prepping for the long ramp time of new customer products, then spending money on the ramp, expanding into more of new customer product lines.....has come to a point where KTCC should start to benefit more with revenue growth, and that revenue growth should lever eps growth.
    Now there are negatives. Its kinda weird when I see other small cap EMS'ers whose earnings benefit quickly from new custumers, while KTCC seems to need a long ramp time. And of course they're dependent on how the economy effects each individual customer, sales projections can change quickly.

    Overall, I dont think the shareprice has risen nearly enuf to reflect KTCC's progress. And if KTCC has achieved that inflection point, she could start looking like a snowball heading down a mountain.

    Ok, maybe that last sentence with the snowball image was laying it on too thick. Point is I like KTCC's risk reward here.

    best.

  • Reply to

    OT....buying NROM today...

    by fabulouspoodle Jun 17, 2016 5:13 PM
    fabulouspoodle fabulouspoodle Jun 22, 2016 10:38 AM Flag

    ..I sold 40% so far this morning at an ave of .74...may sell more.

    Original target was .9 to $1.00...but that was longer term than this. Dont know if the stock will continue up (due to the Walmart announcement) or move back down from here short term, but wasnt expecting the quick move...so bird in hand. Plus, as I detailed in my blurb on NROM, it comes with warts....really cant trust management much. When I was buying between .43 and .51, I knew the negatives, but thought down there the warts were more than priced in, and in its super oversold state, and positive news could be amplified up.

    Anyway, thank BB...best of luck.

  • Reply to

    What incredibly foolish selling, IMO

    by hopeful200 Jun 15, 2016 11:22 AM
    fabulouspoodle fabulouspoodle Jun 20, 2016 3:46 PM Flag

    ..geeze, so tell everyone about NAII's market. You comment that other posts are worthless, yet your posts have added no info at all, and have been completely insipid.

    So tell us what you know about the beta alanine market.

    best.

  • Reply to

    OT....buying NROM today...

    by fabulouspoodle Jun 17, 2016 5:13 PM
    fabulouspoodle fabulouspoodle Jun 18, 2016 10:51 PM Flag

    pull, I'll take a shot at a few of your points,

    1. $800,000 for trade shows - I believe the trade shows were to show off their new in-store oven and stand-alone concepts....but maybe its been going on for awhile. Sure sounds like alot...I think thats good for someone investiing now. B/C it seems like an easy way to cut costs and raise eps quickly.

    2. PPS has been is stead decline, thats true. It certainly could go down more. I wish I knew which way every stock would go. Nevertheless, I think the stock is undervalued.

    3. The investment company....I said in my original post why Privet decided to leave, and the positives and negatives about it.

    4. The economy. When I invest, I dont assume the economy will tank going forward. Sometimes I take money off the table when I think things are funky, but I invest the virtually the some way with less money. If I did think the ecomomy was going to collapse I probably wouldnt invest in anything. And I' m not even sure the pizza biz does poorly in a down economy. I do understand not wanting to invest in the sector. Thats fine...there are pleny of ways to make money in the stock market. So long as you're successful, thats great.

    5. The Pizza Biz...I made money on a teeny-cap pizza company just a few years ago, PZZI, which I believe now is RAVE. Started buying at $1.60, it went down to a buch, and then two years later went to $8.00. I don't get concerned about what a company makes, widgets, rubber-bands, whatever. I think theres plenty of room for more pizza resaurants. I assume you are invested in KTCC. They just do simple third party manufacturing. They have no special tech at all. There are many far far bigger companies with exponentially more customers and resources than KTCC. KTCC needs to compete with them and find customers...just like NROM (imo). Yet both you and I think KTCC is a good value.

    I like NROM's risk reward at here, but could be wrong.

    I appreciate the feedback..best

  • Reply to

    OT....buying NROM today...

    by fabulouspoodle Jun 17, 2016 5:13 PM
    fabulouspoodle fabulouspoodle Jun 18, 2016 9:47 AM Flag

    If interested, you should certainly review the section in the last earnings pr labelled, "Development & Strategic Direction"...a lenghty section detailing their strategies. Too long to Copy and Paste here.

    Obviously, there are no guaranties that managements business strategy will be successful.

    best.

  • Reply to

    OT....buying NROM today...

    by fabulouspoodle Jun 17, 2016 5:13 PM
    fabulouspoodle fabulouspoodle Jun 18, 2016 9:36 AM Flag

    bb....no, I just think it looked like a decent risk reward.

    Positives
    Trades well under book value, without significant debt to worry about.

    I believe they should make .06/share or maybe better going forward yearly.

    Way oversold on a short and long term basis.

    Cash flow helped b/c NOL's shield taxes (although all taxes are recognized in earings)

    They have recently signed/added lots more deli locations (239 up from 106 one year ago), so there seems to be promise to increasing earnings.

    Privet fund selling has driven the price down, there was a cross of 250.000 shares Friday...probably Privet, so they had 938,000 one month back, so thats now much lower now.

    Just noticed that CEO picked up some shares Friday. Small amount of 20,000 sharses at .45, so not meaningful at all, but if he or other management continues to buy...well its something to watch.

    Negatives
    Privet Fund leaving b/c they claim NROM has big potential to increase share value,but management basically ignored the majority of their recommendations since they became the largest shareholder. There are several shareholder letters from Privet to NROM in the SEC filings. Privets selling does say something about NROM negatively...who knows, they could believet that NROM has no future.....so NROM is certainly speculative even at these levels.

    NROM's biz has been in decline, management has done poorly.

    I have not done enuf dd on NROM. Need to do more. So, I am not convinced, nor do I fully understand NROM managements turnaround strategy using growth of stores plus their growth in supermarkets. I have to do more dd to become comfortable and understand their strategy going forward. As anyone should that is interested.

    So I have picked up a position, not too big though.

    best.

BFDI
0.11+0.01(+5.77%)Jul 26 3:42 PMEDT