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Dole Food Company, Inc Common S Message Board

bot_feeder 103 posts  |  Last Activity: Apr 29, 2016 11:17 AM Member since: Sep 13, 1999
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  • bot_feeder by bot_feeder Feb 5, 2016 1:47 AM Flag

    From last 10k form

    The Company’s measurement systems compete in the broad and highly competitive market for measurement devices for manufacturing and industrial applications, which, in addition to portable articulated arms, laser tracker, 3-D imaging and laser scanner products, consist of fixed-base CMMs, templates and go/no-go gages, check fixtures, handheld measurement tools, and various categories of surveying equipment. In the FARO Gage product line, the Company competes with a number of manufacturers of handheld measurement tools and fixed-base CMMs, including some large, well-established companies. In the FaroArm, FARO Laser ScanArm, FARO Laser Tracker, FARO Focus 3D and FARO 3D Imager AMP product lines, the Company competes primarily with Hexagon Metrology, a division of Hexagon AB, and with Steinbichler Optotechink GmbH and GOM Gmbh in the 3D Imager product lines. The Company also competes in these product lines with a number of other smaller competitors. The Company competes on the basis of technical innovation, product performance, quality and price with respect to all of its products.

    Sounds like the company they refer to in their conference presentation as their major competitor is probably Hexagon AB.

  • Listening to FARO's Needham presentation. They say they have one big competitor and other small ones. Yahoo shows their competitors as Hexagon AB, MKSI, and IPGP. Anyone know which is their big competitor (assuming it's one of those 3)? I guess they probably talk about that in their 10k or 10q forms so I'll try finding it there.

  • bot_feeder by bot_feeder Feb 4, 2016 10:08 AM Flag

    Noticed at least one law firm seeking to take legal action at GPRO. Do they have any legitimate complaint or are they simply trying to exploit sour grapes? GPRO does have cash, so they are certainly a tempting target for looters.

  • bot_feeder by bot_feeder Feb 4, 2016 10:00 AM Flag

    They have about 30 mil shares. Legal settlement would appear to put about 50 cents per share more cash on their balance sheet. But stock didn't go up. Maybe already baked in the cake? People already figured they were going to win the appeal?

  • Reply to

    as a bottom feeder

    by bot_feeder Feb 4, 2016 9:18 AM
    bot_feeder bot_feeder Feb 4, 2016 9:55 AM Flag

    Listening to the conference call. Sounds like they do have a good argument that the challenge is to make it more convenient to share and edit content. It seems to me how good and on time the new software is may be what makes or breaks this company.

  • bot_feeder by bot_feeder Feb 4, 2016 9:18 AM Flag

    GPRO may finally be a good buy.

  • Reply to

    This is just great......

    by ugottalovit2day Feb 4, 2016 7:05 AM
    bot_feeder bot_feeder Feb 4, 2016 9:16 AM Flag

    Hard to attract as desirable wife if you have syphilis or gopro.

  • bot_feeder by bot_feeder Feb 3, 2016 9:12 PM Flag

    Cisco buying out Jasper. I gather Jasper is a big fish in the IoT biz while Digi is a small niche player. Wonder if there are companies they could merge with to gain greater critical mass. When you're in the business of connecting things it's a natural question to ask whether your business might benefit by being connected to some others.

    I know very little about this biz, all I know is Digi's numbers look like a great tech value and thus I own some.

  • Reply to

    they're not likin the quarterly

    by bot_feeder Feb 2, 2016 10:23 AM
    bot_feeder bot_feeder Feb 3, 2016 7:55 PM Flag

    The one thing I tend to forget is sometimes companies with net cash take on debt because the cash is offshore and would be hit with a big tax bill if repatriated. Not sure whether that's the situation with RTEC. Hopefully they can retire the notes without a tax hit.

  • bot_feeder by bot_feeder Feb 3, 2016 5:49 PM Flag

    I see that this stock was indeed a high flyer at one time. Their drop from 80 or so puts the oil companies to shame.

    But now it is cheap.

  • bot_feeder by bot_feeder Feb 3, 2016 5:47 PM Flag

    I thought, well here we go, one of those tech high fliers that is finally coming back down to earth. But I look at their numbers and no, by golly, they are very cheap based on my value criteria even before today's drop.

    At least based on the quick 5 second bot feeder yahoo analysis: Enterprise value to gross annual profits ratio around 1.5 or so, I consider anything under 2 to be very cheap.

    Doesn't mean they're a good buy if their business prospects are too dismal, but they are definitely the type of stock that should be of interest to bottom feeders. I will be studying them a bit more.

  • bot_feeder by bot_feeder Feb 3, 2016 5:36 PM Flag

    One would figure there might not be much drama in ACLS for the next 6 months or so. Stock price is depressed, the implanter business is weak at the moment.

    But there are some things that could add some drama. A buyout offer for example. I really don't see why someone like Lam doesn't try to snap this company up for 5 bucks a share or so. Perhaps they feel implanters are a slower growth segment of semi eqt than the areas they are already in. But besides the business aspects which seem to me to make it a good idea, having an implanter product line in their offerings makes them a more full service vendor like AMAT.

    Another potential positive- if they can sell a machine to Intel. One thing I'm not clear on, when ACLS refers to "leading edge logic" as an area they want to start geting some business in, is that just Intel or is that also TSMC (and whoever the other big foundry is, Samsung or something?)

    On the other hand, I guess the nice thing is that leading edge logic is actually not as heavy a user of implanters as ACLS indicated that it is only 15% of the implanter market, so ACLS is already heavily immersed in the markets where they use a lot of implanters.

  • bot_feeder bot_feeder Feb 3, 2016 5:28 PM Flag

    My OLB shows bid 2.29 and ask 2.41, seems like a pretty typical wide off hours spread that just indicates there's not enough trading to set much of a price on it off hours.

    Sure, easy to understand .13 drop on 205 shares, somebody had 205 shares to sell to clean up their portfolio and who cares about losing $25 unless you are one heck of a penny ante investor.

  • bot_feeder by bot_feeder Feb 3, 2016 2:54 PM Flag

    Who Needs Em and Company upgraded ESIO from sell low to buy high.

  • Reply to

    sheesh

    by bot_feeder Feb 3, 2016 1:46 PM
    bot_feeder bot_feeder Feb 3, 2016 1:48 PM Flag

    As to reverse split. I know those sometimes have adverse consequences, but from a rational standpoint it makes no sense that it would affect them one way or another.

    Anyway, I think the reason companies undergoing reverse splits often fare poorly subsequently is that the reason they are doing reverse splits is that the company is dying, and hence the stock price is plummeting.

    ACLS is not dying.

  • bot_feeder by bot_feeder Feb 3, 2016 1:46 PM Flag

    Thinned down on some at 2.48-2.50. Decided it may not be the dynamite performer I thought it might be. Yes they are gaining market share but they said ion implanter market will only be 875 mil in 2016 versus 950-975 in 2015. So they may hold their own but there's not going to exactly be a boom in ACLS business this year.

    But then I saw the stock dropped all the way to 2.31-2.32. Now that is just too damn low. So most of the shares I sold earlier this morning I bought back at 2.32.

  • Reply to

    Big moment after hours w earnings release...

    by platguru Feb 2, 2016 1:40 PM
    bot_feeder bot_feeder Feb 2, 2016 4:09 PM Flag

    Quarterly out. Business slow as they have already forecast. I would think the stock stays flat. The proof of the pudding is when semi eqt spending picks up and we see whether Purion is gobbling up market share.

  • Reply to

    expectations game

    by bot_feeder Feb 2, 2016 11:22 AM
    bot_feeder bot_feeder Feb 2, 2016 3:12 PM Flag

    whoops. I checked my notes, Feb 11 not Feb 2. That is great, I thought I had a schedule conflict and had to decide whether to listen to ACLS or INFN today.

  • Reply to

    expectations game

    by bot_feeder Feb 2, 2016 11:22 AM
    bot_feeder bot_feeder Feb 2, 2016 3:10 PM Flag

    Did I get the date wrong? I thought they were due to report Feb 2.

  • bot_feeder by bot_feeder Feb 2, 2016 11:22 AM Flag

    We all know INFN is a strong technology company, but I would think that in general most all stocks have about a 50/50 chance of going up or down. INFN has great business prospects, but expectations for the company reflect that. A good quarterly performance is a disappointment leading the stock to go down while an excellent quarterly performance will push the stock higher.

    That being said, the stock isn't exactly toppy right now as it has had its fair share of decline in the recent market slump.

    So I think the upside potential is better than the downside for today's quarterly report.