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IPG Photonics Corporation (IPGP) Message Board

bill.hansen2727 6 posts  |  Last Activity: Jan 7, 2015 1:23 PM Member since: Aug 9, 2012
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  • bill.hansen2727 by bill.hansen2727 Jan 7, 2015 1:23 PM Flag

    This may be the best lagging stock in the market. Great management, always meet or beat expectations. I think it is a great play if your time horizon is at least three years out.

  • bill.hansen2727 by bill.hansen2727 Dec 17, 2014 8:54 PM Flag

    I still think this has a lot of similarities to Green Mountain Coffee Roasters. GMCR was experiencing hyper growth and one quarter missed estimates with very good growth, just not what they were accustomed to. Everyone kicked them to the curb and the stock plummeted. It has come back very nicely since. KORS had good numbers but people were taken aback by them having ONLY 10% comps in the U.S. Only 10% comps. In any other universe, 10% comps is great. And this is not a highly valued company. Trailing PE is a very reasonable 19. The drop in stock price was an overreaction and I do think it will rebound over the next year or so.

  • Reply to

    What am I missing here on GBX?

    by pencilpup2 Dec 10, 2014 5:57 PM
    bill.hansen2727 bill.hansen2727 Dec 17, 2014 1:19 PM Flag

    I agree with most things but the oil thing does matter. Cheap oil and high production from OPEC does matter. Cheaper foreign oil means less production in the U.S., all other things equal.

    That being said, the drop for GBX is an overreaction in my opinion and this will be a growing company in the next few years.

  • bill.hansen2727 bill.hansen2727 Dec 8, 2014 1:46 PM Flag

    Huge concern about oil. I was somewhat comforted when management mentioned two-thirds of the orders are not oil related. I bought in today and am going down with most people on the board for the day. We won't know for a year or so how much the lower oil prices will affect these companies but the market isn't very confident right now.

  • Reply to

    Democrats are out ,market soars!!

    by pennyone122000 Nov 5, 2014 7:31 AM
    bill.hansen2727 bill.hansen2727 Nov 6, 2014 10:11 AM Flag

    Your comment resonates with everything except the actual numbers. In the last six years,(with Obama as president) the Dow has more than doubled. In the year and a half before that, it tanked tremendously.

    The widely watched Dow Jones Industrial Average hit its all-time high on October 9, 2007, closing at 14,164.43. Less than 18 months later, it had fallen more than 50% to 6,594.44 on March 5, 2009.

    If you really feel strongly about Obama, you could you to your broker and tell him you want your securities to be valued as they were at the end of the Bush Administration.

    Better yet, keep this board a PSEC board and if you have intelligent insight with regard to the stock and it's likely direction, please share.

  • bill.hansen2727 by bill.hansen2727 Nov 4, 2014 10:00 AM Flag

    This feels a lot like Green Mountain Coffee Roaster a year or so ago. When GMCR went from hypergrowth to simply "very good" growth, the stock got slammed and the shorts came out in full force. In the end, very good growth was still very good and the stock has done very very well after the initial fall-out. I wouldn't be surprised to see a similar story unfold here. I don't think the stock will quadruple like GMCR but I'd be surprised if it did not rise in the next year.

    I own KORS and don't love the fact that I do bc super expensive accessories go against everything I do in my everyday life. I just cannot sell at this price when you have a company with no debt, over a billion in cash, a valuation on par with the SP 500 and strong growth prospects for the forseeable future.

IPGP
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