Good sense of humor....
NYMT is a solid dividend payer. ~7.86 today, pays 1.08/share annual dividend. Earnings growing (blowout last quarter due to some 1 timers). CAD more than covers the dividend. Nice to have some set and forget stocks.
Ummmm.... Such an easy # to check... 5.70 .... While .13 doesn't seem like much.... It depends on your share count... A dime at 10k shares is $1K
"Fact is, no one is truly certain what they are worth. And IMO, we are just too early in the product cycle to understand how much they will be applied and monetized so while yes, technology looks promising (and I agree because I own shares as well), a little difficult to be assigning a value to IP here"
Well said... HiIMX is still transitioning from a run of the mill semi company to a "specialized semi" and going one step further to "pre-package" their complimentary products into drop in modules for the end (mfg) users.
Actually pagdyl, He provides the guidance so late in a quarter he is deadly accurate with the quarters guidance. That works against him as analysts "up" the #'s for him. Wu does not play the "game".
Would be great if they would provide a "range" forecast for a fiscal year as well. This 1Q at a time helps fuel the volatility.
No, they have been selling additional shares North of book value when you remove (net) the loss carry forwards... Share offerings are far less than most similar companies. Far too few realize how reits (or hybrid reits) work. How do you think they grow the earnings base?
If anything AI is far more conservative with their offerings and have the returns to show they put the money to work quickly.
It trades like clockwork as well. Although I do believe this latest earnings will ratchet up the trading range. It has shrunk considerable over the last 18 months. No I don't trade it, just for adding to the core there... Drip drip drip... and 20% cap app over ~24 months.
One way to do it. This trades on a whim so the closer the time comes to expected realization of new product revenues, the less I want to trade and will simply hold through my expected time frame.
LOL, Losing big is never good.... I was fortunate to have done well in Himax for the 3 years prior to that.... Trading shares have purchased the majority of my core position.... This is house money..
I agree with your timing for actual results.... The turn should begin to come with the guidance for q3.... The results will simply add validation to the guidance and guidance for future quarters.
Remains unloved so far. NYMT and NRZ show ~ same quarterly report progress (NRZ was due to acquisition, I expect the qrtrly to be good) and find support or an increase in share Price.
To me good add or entry here. Drip away.