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Nam Tai Electronics, Inc. Message Board

bobforaps 125 posts  |  Last Activity: Sep 1, 2014 2:17 PM Member since: Feb 8, 2007
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  • Reply to

    Price target $8.92 OVTI ??????

    by niasphilly Aug 29, 2014 4:51 PM
    bobforaps bobforaps Sep 1, 2014 2:17 PM Flag

    Well, the cash position will be above 500 million with 55 million shares out so the S & P valuation is less than the companies cash on hand. Anyone see a problem here?

  • bobforaps bobforaps Aug 30, 2014 10:50 AM Flag

    We hear this with every new IPhone release. No one knows so you have a 50/50 chance of being right. If the I 6 is coming next week as most think the assembly of components started in July or earlier so it is just as likely the bulge in sales that surprised everyone in the Q ended 7/31/14 came from Apple and the margins suggest we still have the cheap camera chip. Those sales could be continuing into Aug.

  • Reply to

    Data on what 2 GB iPhones Mean

    by quorum007 Aug 28, 2014 11:57 PM
    bobforaps bobforaps Aug 29, 2014 7:45 AM Flag

    Russ explained that in his last article which was panned on this board. Apparently Credit Swiss gets their information by copying him.

  • bobforaps by bobforaps Aug 28, 2014 6:27 PM Flag

    A buy out offer of $29 followed by a blow out CC, and the share price lurks below the buy out. No one on Wall Street trusts this company and most savvy investors have abandoned it. No frenzied trading following either of these releases and no volume what so ever. The high tute ownership lets them jerk the price around with impunity. Management gets options with built in profits regularly , tutes earn from investment bank commissions, options income and managing the share price to meet their plays and the little retail chumps get screwed, leave and a new batch replaces them. That would be you.

  • Reply to

    Some idiots actually sold today.

    by robertmonement Aug 26, 2014 5:44 PM
    bobforaps bobforaps Aug 27, 2014 7:53 AM Flag

    The upgrade and the last three "news" articles on this Yahoo site are so shallow no large investor,much less the tutes would bother to consider. True, they are positive but pretty much a review of previous data. If you are an analyst and fail to understand why the Y over Y quarterly comparison of revenues and net income reflect outsize growth numbers you can't be taken seriously. And when these end when the year ago comparisons reflect the Elpedia acquisitions contribution some will think a disaster has occurred.

  • Reply to

    Russ Fisher

    by bobforaps Aug 26, 2014 9:56 AM
    bobforaps bobforaps Aug 26, 2014 2:22 PM Flag

    This is not rocket science. These people saying he is short or recommending shorting can google his articles under Russ Fisher. I have them all including his Intel pieces and can not find a short mention or recommendation. Just sayin if it's real date the article. He has turned cautious to negative on MU in recent months but so have most who have full pockets and don't want to give it back.

  • Reply to

    Russ Fisher

    by bobforaps Aug 26, 2014 9:56 AM
    bobforaps bobforaps Aug 26, 2014 11:18 AM Flag

    If you want to be fair read the article. There was no recommendation of shorting. He laid out the potential for the end of the Dram price run up if Sammie increases production. It was a negative MU article but he also suggested a hedge if you are holding large profits while recommending selling if you bought in at the recent top.. This was July 31. Perhaps you were thinking of an earlier article.

  • bobforaps by bobforaps Aug 26, 2014 9:56 AM Flag

    Very revealing that some of the self absorbed experts here don't know who Russ is or have discounted his recent post. Even more revealing is giving credibility to posters here and not willing to subscribe to SAs free downloads to your Email. His well balanced analysis of the Apple release could be an example of sharing knowledge and thorough DD missing in some SA amature analysts. I have made a lot of money by paying some attention to his views and while I think his current position is wrong,(as he admits it could be) he also points out what could be a massive win for MU.

  • Reply to

    Double Resistance

    by m.moc63 Aug 18, 2014 10:11 AM
    bobforaps bobforaps Aug 20, 2014 9:59 AM Flag

    So does that mean you sold at 32.13? If so I'll bet you bought back lower and once again made a handsome profit today. Join the cheet, girl and moc as constant winners. I'm signing up for their book.

  • Reply to

    Realistic Projection

    by cottonwoodspring Aug 18, 2014 6:06 PM
    bobforaps bobforaps Aug 18, 2014 8:48 PM Flag

    If you had MU at 3 stop admiring the self appointed experts who claim to know T/A to Voodoo as they pile up the profits. This is not the place to get advice. You are doing better than any of these very fine talkers although there is some entertainment value here.

  • Reply to

    Needham just stepped up

    by bobforaps Aug 16, 2014 3:53 PM
    bobforaps bobforaps Aug 17, 2014 6:26 AM Flag

    It was out before Baird but got no press or mention by the talking heads. They prefer gloom.

  • More realistic, looking for $32 and gave several sound reasons.

  • Reply to

    Whats the real story w/Greenlight?

    by dopey3 Aug 15, 2014 6:35 AM
    bobforaps bobforaps Aug 15, 2014 7:00 AM Flag

    Apparently they did what many have done. Take some profits and reduce exposure since the run up in price still has this as an outsize position in his portfolio even after these sales. Good investors do that all the time. Does that mean the end for MU? I believe MUs run will end on some actual provable factual data which to date is not on the horizon.

  • Reply to

    It is now in play

    by bobforaps Aug 15, 2014 5:10 AM
    bobforaps bobforaps Aug 15, 2014 6:05 AM Flag

    Fourteen years ago it's IPO opened at $17. That is a sorry return for long term holders. If you made money you were lucky trading . That trying to pick a bottom or top in this company has wiped out many retail players . Good for you if you held from $2.81 or $10 or any of the many dips this has endured.

  • bobforaps by bobforaps Aug 15, 2014 5:10 AM Flag

    Hong is over 70 and has run this company like a banana republic dictator. Unless the current quarter is awful, management will fight this offer and they control the BOD. Other than a trading vehicle this company has always been a cash machine for management favorites and a terrible long term hold. It will not matter. Even if this strange offer is withdrawn as part of some larger strategy the company is in play and with book value nearly $18 and a library of valuable patents to back their rising penetration of multiple markets this will look more like a $36 when the dust settles. It might be a buy at 28.

  • Reply to

    Looks like the headline was wrong on Einhorn

    by xrayflourishes Aug 14, 2014 5:34 PM
    bobforaps bobforaps Aug 14, 2014 6:10 PM Flag

    His MU is now the largest position in the fund due to price increases. He made an appropriate move to take some profits but still holds 1.3 billion ( that's a B). Dollars in MU stock. That is not a lack of conviction.

  • Reply to

    Needham says $32!!

    by brobb1523 Aug 14, 2014 3:10 PM
    bobforaps bobforaps Aug 14, 2014 4:27 PM Flag

    Right, and the King of sleaze scams Cramer said sell quick. Because the deal may be rejected even as he puts in buy bids.

  • From Dram ex. Totally a bad choice to try and push the already low pps down. MU CEO said just four days ago Dram prices looked firm into 2015. We are still in buying territory below 32.

  • Just read Aug 7 and 8. How soon we forget but it is funny.

  • bobforaps by bobforaps Aug 13, 2014 6:21 AM Flag

    That the reason MU's Y/Y growth largely comes from an accounting quirk? After purchasing Elpedia they did not have to combine the pre-purchase Elpedia revenue numbers in their comparative financials? Anyone an expert on this?

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