Ledge talk.... My largest position by far is P&G. Money I do not manage..... I manage ~40% of our portfolio positions. That's enough risk for me. Apple is similar to P&G in that it is a fairly safe haven.
No it is real poster, just not a clue what the topic is. Posts quite a bit on ZNGA
Assuming it refers to shorts playing a dividend stock and the cash they have to pay if they are short when it goes ex. With HIMX once a year dividend, this is a non-factor... One day a year they might be concerned.
If you had all day to watch it the past few days, could have made a few trades. Getting slammed today.
The one surprising me is DGLY..... No way I'm entering that feeding frenzy...
" I find it hard not to get emotional after watching the share price go from low 16's to high 5's."
No one knows that better than me.... woulda coulda, shoulda.... But the long term play remains intact. So While there is emotion, do you believe in your investment thesis. If so... Oh well. 5 year average annual return for me is currently ~36%. Despite 2014 YTD is at -34% (thank you HIMX). I have no reason to change the way I am investing, even though I should have sold off HIMX AND bought in again.
The day to day movement is simply noise here unless you are a trader or short.
Bigger key Norm, only one. Does that signal the fun (or pain) has not started to present itself? Any stock making a significant new run (yes, 5.8-8.35 is significant) gets flooded with #$%$ on the message board.
One day does not make a trend... But worth watching. With the home run hit by shorting the stock in the last 5 months, why would it not happen again. With the product line closer to hitting mainstream in new devices, it will be far more risky than last years short. But there will always be FUD
Norm, I believe it has been speculated in the press that is is the HIMX timing controller that makes occulus rift so good. It is that precise.. Eliminates the delay between what the eye sees and response. Hopefully reducing motion sickness. For an enclosed device, OLED makes perfect sense.
Short analytics has yesterday's short related trades at 56% of the total. Up from mid 30's average the last week or so. It is not uncommon for a spike into the 50's or high 40's at least once a week. What will be interesting is if the higher percentage seem yesterday stays high in subsequent sessions.
They are being considered a mfg company right now with a "show me" attitude. Hence the low multiple. Once the tech side of the company begins to play into the valuations, the multiple will rise.
Agree it will have that effect. But that will also invite larger price fluctuations on a daily basis. If you simply hold for ~18 months no big deal. HIMX is ready to start rolling the growth out the door.
Thanks for the tech indicators indiana.
Biggest item in this is the 2016 EBITADA estimate at $469M. At the 137.5M shares, that's an EBITDA of $3.41/share. With a 10x multiple??? Then discounted. A bit on the cheap side. Key, this is the 1st estimate on the street in excess of $3.00/share eps.
Congrats on your profit... Be wary of a reversal....