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Electro Scientific Industries Inc. Message Board

Ca_Fatboy 6 posts  |  Last Activity: Apr 11, 2016 5:59 PM Member since: Feb 24, 1998
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  • Reply to

    Who are you SHORTS trying to convince?

    by rfredrickson40 Apr 11, 2016 5:23 PM
    ca_fatboy ca_fatboy Apr 11, 2016 5:59 PM Flag

    Agreed. When someone starts taking something said about a stock personally, then they are to emotionally invested to be objective about the stock, and unable to make reasonable decisions.

  • Reply to

    Who are you SHORTS trying to convince?

    by rfredrickson40 Apr 11, 2016 5:23 PM
    ca_fatboy ca_fatboy Apr 11, 2016 5:43 PM Flag

    Well said. I'm not short AA, but I am short the broader market and I short specific stock all the time. I'm always amazing at the hate and vitriol I receive when I try to engage in reasonable discussion with people about the merits of a stock when I reveal that I'm short.

    Do these people not understand that Shorts (especially at this level) don't really impact the stock price? Are they so insecure that they must attack anyone that has a different opinion?

    It's stupid. I'm always happy to have a reasonable discussion with someone with a different opinion.

    I think the unfortunate truth is just that most people posting on yahoo message boards have the emotional maturity of a 9 year old.

  • Reply to

    Who are you SHORTS trying to convince?

    by rfredrickson40 Apr 11, 2016 5:23 PM
    ca_fatboy ca_fatboy Apr 11, 2016 5:28 PM Flag

    Hello, Pot... it's me, Kettle.

  • Reply to

    EPS beats

    by garp_seeker Apr 11, 2016 4:27 PM
    ca_fatboy ca_fatboy Apr 11, 2016 4:48 PM Flag

    I don't have a position in AA, just watching closely to see how the market treats AA as the first company to report - and what they focus on. I am short the broader market, via ETF.

    So this is a perfect test case for me to watch. I think a lot of companies are going to be in this exact position - beating EPS via buybacks or adjusted numbers, but then missing on the top line. So I want to see how the market reacts to AA tomorrow.

    I just think that Revenue is a better long term view. Companies can't cut their way to success, eventually they have to grow. But EPS is important to see how companies can weather short-term market downturns.

    So we'll just have to see what the market does with AA. But like I said, it's turned out to be the perfect test case.

    Lower now in AH trade. But until the market opens tomorrow, it's all speculation. I've seen too many stocks completely reverse the AH trend once the market opened the next day.

  • ca_fatboy ca_fatboy Apr 11, 2016 4:43 PM Flag

    That's exactly why I think most people will start focusing on Revenue. EPS is almost always somewhat manipulated, and now with the broader trend of companies buying back stock to bolster EPS numbers, Revenue seems to be a truer view of company success (or lack thereof).

  • Reply to

    EPS beats

    by garp_seeker Apr 11, 2016 4:27 PM
    ca_fatboy ca_fatboy Apr 11, 2016 4:32 PM Flag

    So, which will the market care about - beating EPS, or missing revenue? AH is only down about 7 cents right now - so too early to tell.

    I would guess Rev, since EPS is a 'manipulated' number and Revenue tells real sales story. But we'll have to wait an see.

    This will be the theme of this quarters earnings season - will the Revenue recession kill the market, or will traders only care about how well companies can manage the bottom line?

    I wish I knew.

ESIO
5.84-0.12(-2.01%)Jun 30 4:00 PMEDT