Time to buy!
This has to do with China Market... Lot of people lost it all with all the buying in Margin. So, naturally, man of the Alibaba employees are cashing out to make up for the loss and hide the money in their mattress away from the market.
Impact on Amazon business or numbers? None what so ever. BABA has been successfully penetrating the interior market with their own smartphone that could only be used for buying stuff from Alibaba chain of web sites.
I expect the numbers to be good and may even blow thru the expectation. The stock will gain momentum once this employee selling ceases. None of the hedge fund or professional money management have exited the stock as this is MONEY MAKING MACHINE in ever expanding market of China followed by India, South East asian countries, Brazil, Russia, Europe etc,.
Sentiment: Strong Buy
May be, for once, I have to admit that I was way too positive - and I don't live in Israel!!!
Verdict - next week. I still feel that all is OK and this will attract professional money managers of US with a stellar results. The stock is still paying for the past sins of raising money when the stock was cheap and it had to do it to survive and now thrive!
Patience will pay off well... The low volume means that the shares are changing hands between retailers. Big boys are staying put on the stock!
So, one has a choice of bailing out on low volume noise or hang in there and reap the benefit of big move! As you said, the company is moving in the direction with respect to running and growing the business and debt management.
Sentiment: Strong Buy
The stylus technology was recently acquired by Microsoft for use with its Surface line of mobile products. According to market estimates, Tower is expected to reach revenue of $10 million annually, starting in 2015 a figure which should continue to increase as the tablet market expands.
The touch screen controller, which allows for sensing multiple fingers and digital pens, is produced using Tower's advanced power management technology. The chips were designed by N-Trig's team with the assistance of Tower's Netanya Design Center and will be manufactured at its Migdal HaEmek fabrication facility.
earnings don't seem to matter as much as growth in this market!! Alibaba is growing like weed in many international markets. The street is watching international growth and if it offsets chinese slowdown if any. I strongly believe that the consumption by middle class chinese continues to go up and if that is the case, we will see a big jump after the quarterly results. Also, for the first time, we will see the impact of mobile penetration to the Chinese villages and customer growth in these areas.
For the future, Investment in other countries like India, Russia, Brazil etc will start dropping $$ to the bottom line and this is the key - growth combined with profitability means that this stock should be around $200 this time next year!
Wondering where the support is...
So far, I see TSEM beating 0.70 or this quarter. This leads me to over 2.70 for the year, and with 40 % margin and over40% growth, this stock is worth lot more than $14.... This should be trading above $30. Expect hedge funds jumping in to carry tis or $35 n he next 6 to 12 months!! They can smell money in Specialty Semi!
In the end, these are all good noise! Gave us an opportunity to buy TSEM stocks and options at nice bargain price - especially if you consider low debt and eps of $2.50 or more! and improving margin to 40%! Nice deal for people willingto hold for the long haul!
Nope - got a response and explanation for my questions - within the bounds of what is allowed by SEC (obviously!). Kenon will be in rear view mirror 2 weeks from now as soon as earning is announced. I am sure that more hedge funds and mutual funds will jump in to this stock - iven the growth and profit potential.
Emailed and got response. Business continues to grow. Kenon disrupting the stock price and has nothing to do with real business top and bottom line. This is a great investment opportunity for small investors!
Sentiment: Strong Buy
The thumbs down must be from rakeson who is short on TSEM. He is probably squirming and hoping for deep dive! But, the stock is going up and this is just the start of upward move as the Kenon stuff moves to hindsight and the earnings become the most important next step.
Total B.S. Apple said that they did not experience any China Slow down. Please read the Earning news release and earning discussions if you want more info.
If you had doubled don yesterday, here is a 10% return in 1 day....
There is much more gain to be had with TSEM- like 150 to 200%return in 12 to 18 months!!!!
Not at all! In the end, the fundamentals and bottom line is all that matter. Manipulation is an issue for those who wants to be in and out of stock and yo-yo around the market.
For me, if I sell TSEM, I need to find an equivalent good buy that is good value, good technology, low debt, more than 20% growth etc along with good Management. So, there is no reason to sell at all. If the growth continues at decent pace, I don't see why this stock should not beat $60 by 2017/2018.
One should double down! This too shall pass! This is how Buffett made money!
Kenon spin off is a non business related issue and will be a non-event few months from now. But, business is growing, eps is growing debt is down... These are the reasons to own the stock!
Buy if you have the guts and want to make money!
This management is good. They cannot comment as their lips are tied by SEC as they are close to earnings announcement. Whatever that is, expect this stock getting closer to $20 as soon as earnings are announced. I don't see any negative at all like a customer backing out or plant closure or slowdown etc,.