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Assured Guaranty Ltd. Message Board

bottomsupinvestor 207 posts  |  Last Activity: Apr 18, 2014 4:04 PM Member since: Nov 19, 2007
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  • Reply to

    More cash rolls in for SPRS

    by shrewd_curmudgeon Apr 15, 2014 1:18 PM
    bottomsupinvestor bottomsupinvestor Apr 18, 2014 4:04 PM Flag

    Yes, nice increase in revenues YOY. The tax rate was abnormally low a year ago giving the lower comparison on earnings.

  • Reply to

    What is the Deal?

    by bottomsupinvestor Mar 31, 2014 1:30 PM
    bottomsupinvestor bottomsupinvestor Apr 17, 2014 9:48 PM Flag

    I trust this management too. Thanks for the reply.

  • Reply to

    GG ISSUE

    by agrunyan1 Apr 17, 2014 10:32 AM
    bottomsupinvestor bottomsupinvestor Apr 17, 2014 9:35 PM Flag

    I would also be interested in hearing why you feel that way. It has a HIMX controller but doesn't use the LCOS displays.

  • Reply to

    OT - Stock Contest - Final

    by bottomsupinvestor Apr 17, 2014 9:21 PM
    bottomsupinvestor bottomsupinvestor Apr 17, 2014 9:26 PM Flag

    Individual stock picks:

    uptabdowntab SSY 67.05
    hieronymous_blat ROX 37.42
    hieronymous_blat FTR 24.02
    bottomsupinvestor SIMO 19.14
    uptabdowntab ACI 16.20
    bottomsupinvestor TAYD 11.75
    bodybag2006 HMY 8.48
    hieronymous_blat MCZ 8.43
    microcaptrader MCZ 8.43
    shiftsuper175607 JE 5.55
    bsbilleter GNW 4.91
    microcaptrader COBR 4.84
    bottomsupinvestor INBK 4.80
    S&P500 GSPC 1.42
    shiftsuper175607 BLX 1.23
    b_fr_nk AAPL -2.35
    bodybag2006 OPK -6.65
    pullinup SEED -7.08
    b_fr_nk KTCC -9.02
    bsbilleter KTCC -9.02
    wwrp ACRX -14.63
    shiftsuper175607 SPU -14.79
    pullinup CTIC -15.66
    bodybag2006 OREX -22.17
    pullinup BSPM -27.02
    microcaptrader STLY -27.42
    uptabdowntab HTCH -32.76
    b_fr_nk NLNK -34.68
    wwrp IDRA -36.32
    wwrp VTUS -71.50
    bsbilleter GALE -74.29

  • bottomsupinvestor by bottomsupinvestor Apr 17, 2014 9:21 PM Flag

    The last lap was uneventful with no crashes or other excitement to the checkered flag. In fact, the standings are identical with the exception of shiftsuper175607 edging out microcaptrader for the fourth spot. I took the bronze metal. Uptabdowntab is a solid silver medal. The grand race winner is hieronymous_blat with a commanding double digit lead over the nearest competitor. He might be the guy to consult for positive returns in a down market.

    Thanks all for participating. As usual, I enjoyed tracking the picks and got some great leads. Let do it again in a few week since earnings season is already upon us and that will make the Q2 results come in near the end of the next period which should make things a little more interesting. I can certainly use the ideas since I am not finding much on my own lately.

    hieronymous_blat 23.29
    uptabdowntab 16.83
    bottomsupinvestor 11.90
    S&P500 1.42
    shiftsuper175607 -2.67
    microcaptrader -4.71
    Group Average -6.10
    bodybag2006 -6.78
    b_fr_nk -15.35
    pullinup -16.59
    bsbilleter -26.13
    wwrp -40.82

  • Reply to

    OT: Stock Contest - Week 11

    by bottomsupinvestor Apr 13, 2014 8:24 AM
    bottomsupinvestor bottomsupinvestor Apr 16, 2014 8:45 AM Flag

    Oops, That is a typo in the title. It should be week 12.

  • Reply to

    price drop reason

    by andrsncw Apr 15, 2014 9:17 AM
    bottomsupinvestor bottomsupinvestor Apr 16, 2014 8:34 AM Flag

    You really don't think that buying a stock at an over inflated price gives you the right to be rich? If you bought in the double digits, you were taking a risk at those valuations and need to be responsible for your own investment decisions.

  • Reply to

    OT: Stock Contest - Week 11

    by bottomsupinvestor Apr 13, 2014 8:24 AM
    bottomsupinvestor bottomsupinvestor Apr 13, 2014 8:58 AM Flag

    I have updated the dividends below. Please let me know if I missed something or if your pick is going x-divi next week.
    AAPL 3.05
    ACI 0.01
    JE 0.1894*
    FTR 0.1
    SIMO 0.1475
    INBK 0.06

    Here are the individual stocks. Hieronymous has all three in the black.

    uptabdowntab SSY 67.05
    hieronymous_blat ROX 44.79
    bottomsupinvestor SIMO 21.81
    hieronymous_blat MCZ 20.48
    microcaptrader MCZ 20.48
    hieronymous_blat FTR 14.49
    uptabdowntab ACI 13.19
    bodybag2006 HMY 13.07
    bottomsupinvestor INBK 7.59
    shiftsuper175607 JE 7.28
    microcaptrader COBR 6.45
    bottomsupinvestor TAYD 4.73
    bodybag2006 OPK 1.72
    shiftsuper175607 BLX 0.42
    bsbilleter GNW -0.56
    S&P500 GSPC -1.25
    b_fr_nk AAPL -3.33
    b_fr_nk KTCC -8.21
    bsbilleter KTCC -8.21
    pullinup SEED -12.08
    pullinup CTIC -12.91
    shiftsuper175607 SPU -15.14
    wwrp ACRX -17.51
    wwrp IDRA -24.60
    bodybag2006 OREX -24.67
    pullinup BSPM -25.81
    microcaptrader STLY -30.29
    uptabdowntab HTCH -31.28
    b_fr_nk NLNK -37.44
    wwrp VTUS -69.39
    bsbilleter GALE -69.71

  • bottomsupinvestor by bottomsupinvestor Apr 13, 2014 8:24 AM Flag

    I am not a racing fan but we are getting the white flag which I think means the last lap and only one more week to go. All those with predictions of a falling market are being proved correct as things start to look ugly. That is not the case for hieronymous_blat who has a 10 percentage point lead with uptabdowntab being the only one next in line to give chase.

    hieronymous_blat 26.59
    uptabdowntab 16.32
    bottomsupinvestor 11.38
    microcaptrader -1.12
    S&P500 -1.25
    shiftsuper175607 -2.48
    bodybag2006 -3.29
    Group Average -4.92
    b_fr_nk -16.33
    pullinup -16.93
    bsbilleter -26.16
    wwrp -37.17

  • bottomsupinvestor bottomsupinvestor Apr 13, 2014 7:53 AM Flag

    Wow, that was them. You have a better memory than I. That takes me back in the time machine.

    Let me know what you think as you dig further into HTM.

  • bottomsupinvestor bottomsupinvestor Apr 12, 2014 12:24 PM Flag

    If there is a significant and lingering market down turn, there may be second thoughts about it.

  • bottomsupinvestor bottomsupinvestor Apr 11, 2014 5:19 PM Flag

    No, but many, many moons ago I was in a geothermal company which I think was magma power and maybe something with California in the name. In any case, the estimates for 2015 don't seem like big growth over 2014 but who knows what is not factored into the estimates. It sounds like there is a lot going on and have turned the corner. Do you have any feel for some upside potential??

  • bottomsupinvestor bottomsupinvestor Apr 11, 2014 10:43 AM Flag

    Howdy BA. Long time no see. I hope all is well.

    To what are you attributing the drop??

  • bottomsupinvestor bottomsupinvestor Apr 10, 2014 9:57 PM Flag

    No I have not attended but I thought about it also. Usually, I don't have the time or it is too far to travel. I am a little closer to some companies in which I have an interest in the southeast but still have not done so. Keytronic would be difficult for me to get to.

  • Reply to

    BOFI

    by bottomsupinvestor Mar 27, 2014 1:04 PM
    bottomsupinvestor bottomsupinvestor Apr 10, 2014 11:45 AM Flag

    I can't say that I blame you. There is no telling how far irrational exuberance can go. There was an article on a hedge fund that changed its long position to a short one.

  • Reply to

    Stock Contest - Week 11

    by bottomsupinvestor Apr 5, 2014 8:24 AM
    bottomsupinvestor bottomsupinvestor Apr 8, 2014 12:47 PM Flag

    I like SIMO the best and it is my largest holding. It has appreciated a lot but I see some up side in various areas.

    - They just won some business with Samsung for their LTE phone chip for the Korean market. I think there may be further Samsung opportunity and it could be significant .

    - It sounds like a major new customer may be possible.

    - They have some SSD products which is a growing area.

    - More memory products are including controller and other integrated functions and the eMMC memory products are growing rapidly.

    It is not bargain valued but it does pay a hefty 3.5% dividend which is great and unusual for a tech stock. My latest purchases were around 16.5. I am not looking to hold forever. I hope that helps.

  • Reply to

    more PR machine please.

    by fashionablylame Apr 8, 2014 9:56 AM
    bottomsupinvestor bottomsupinvestor Apr 8, 2014 11:19 AM Flag

    I think you will be hearing much more as soon as more details on the IPO come out but they probably can't say too much until then.

  • bottomsupinvestor bottomsupinvestor Apr 7, 2014 12:01 PM Flag

    Yep, I think you are right. Those of us that held and made money now have to give it back through the company to those that were idiots and sold for a loss.

  • Reply to

    google glass..when?

    by jdunef Apr 3, 2014 10:45 AM
    bottomsupinvestor bottomsupinvestor Apr 7, 2014 9:58 AM Flag

    Why do you assume they would have LCOS displays??? Oculus Rift doesn't use LCOS so why would others.

  • Reply to

    Stock Contest - Week 11

    by bottomsupinvestor Apr 5, 2014 8:24 AM
    bottomsupinvestor bottomsupinvestor Apr 5, 2014 8:25 AM Flag

    Individual stock picks ranked below:

    uptabdowntab SSY 78.41
    hieronymous_blat ROX 57.06
    bottomsupinvestor SIMO 17.61
    uptabdowntab ACI 16.20
    hieronymous_blat FTR 14.91
    bsbilleter GNW 10.75
    bodybag2006 HMY 9.54
    bottomsupinvestor INBK 9.22
    microcaptrader COBR 9.03
    bottomsupinvestor TAYD 8.83
    shiftsuper175607 JE 7.28
    bodybag2006 OPK 5.39
    shiftsuper175607 BLX 3.11
    S&P500 GSPC 1.44
    hieronymous_blat MCZ 0.42
    microcaptrader MCZ 0.42
    b_fr_nk AAPL -1.64
    b_fr_nk KTCC -7.41
    bsbilleter KTCC -7.41
    shiftsuper175607 SPU -8.16
    pullinup SEED -8.92
    pullinup CTIC -9.07
    wwrp IDRA -14.71
    bodybag2006 OREX -14.98
    wwrp ACRX -16.87
    pullinup BSPM -21.37
    microcaptrader STLY -21.67
    b_fr_nk NLNK -25.03
    uptabdowntab HTCH -30.79
    wwrp VTUS -67.28
    bsbilleter GALE -67.43

AGO
23.89-0.02(-0.08%)Apr 17 4:00 PMEDT

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