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Assured Guaranty Ltd. Message Board

bottomsupinvestor 123 posts  |  Last Activity: 34 minutes ago Member since: Nov 19, 2007
  • Reply to

    OT: Stock Contest - Week 2

    by bottomsupinvestor Jun 21, 2014 7:48 AM
    bottomsupinvestor bottomsupinvestor Jun 23, 2014 3:11 PM Flag

    I thought I was doing well with all my picks over 5% but I am below the group average.

  • bottomsupinvestor bottomsupinvestor Jun 23, 2014 12:52 PM Flag

    Here is a copy of the article:

    "Micron, SK Hynix interested in investing in Taiwan SSD controller IC designers, say Taiwan makers
    Josephine Lien, Taipei; Steve Shen, DIGITIMES [Tuesday 17 June 2014]
    In view of continued growth in global demand for SSDs, Micron Technology and SK Hynix are interested in investing in Taiwan-based SSD controller IC design houses including Silicon Motion Technology, Phison Electronics and JMicron Technology to strengthen their competitiveness, according to industry sources.

    Seagate Technology's decision to acquire LSI's accelerated solutions division (ASD) and flash components division (FCD) from Avago has made some clients worry that LSI will ship its SSD controllers mainly to Seagate, pushing them to seek alternative suppliers, said the sources.

    Silicon Motion has been cooperating with SK Hynix for years, and Phison has been tied up with Micron and Kingston Technology, the sources indicated.

    Currently, Phison plans to bring in strategic partners by selling new shares through a private placement with Micron tagged as the potential investor, said the sources."

  • Reply to

    OT: Stock Contest - Week 2

    by bottomsupinvestor Jun 21, 2014 7:48 AM
    bottomsupinvestor bottomsupinvestor Jun 22, 2014 9:16 AM Flag

    There are a bunch of stocks +20%

    b_fr_nk NLNK 28.17
    bsbilleter GALE 24.48
    shiftsuper1756107 EXK 23.15
    pullinup UBNT 20.32
    bodybag2006 NVAX 20.05
    uptabdowntab ANR 10.62
    shiftsuper1756107 HMY 9.81
    valuebimbo CVO 8.95
    fruitsalad14 BYD 8.70
    bodybag2006 GLUU 7.40
    bottomsupinvestor SIMO 6.14
    bottomsupinvestor TGA 5.57
    bottomsupinvestor HIMX 5.05
    uptabdowntab MEA 5.04
    bodybag2006 MSTX 4.84
    microcaptrader STLY 3.85
    microcaptrader HTM 2.79
    shiftsuper1756107 HTM 2.79
    uptabdowntab MCZ 2.19
    b_fr_nk KTCC 2.08
    microcaptrader KTCC 2.08
    baaadapple KTCC 2.08
    baaadapple SMTX 1.67
    valuebimbo DVCR 1.62
    pullinup IDCC 1.21
    pullinup CMTL 1.14
    fruitsalad14 CQB 1.05
    S&P500 GSPC 0.69
    baaadapple STRL 0.42
    b_fr_nk OPK 0.00
    bsbilleter GNW -1.67
    bsbilleter QLGC -1.87
    fruitsalad14 BSX -3.20
    valuebimbo OSBC -4.23

  • bottomsupinvestor by bottomsupinvestor Jun 21, 2014 7:48 AM Flag

    Three leaders are just into the double digits.

    The entire group is ahead of the market. I don't ever remember that happening before.

    shiftsuper1756107 11.92
    bodybag2006 10.76
    b_fr_nk 10.08
    pullinup 7.56
    bsbilleter 6.98
    Group Average 6.13
    uptabdowntab 5.95
    bottomsupinvestor 5.59
    microcaptrader 2.91
    fruitsalad14 2.18
    valuebimbo 2.11
    baaadapple 1.39
    S&P500 0.69

  • Reply to

    nap time.. wake me up at 3.

    by sbacchus2003 Jun 19, 2014 2:12 PM
    bottomsupinvestor bottomsupinvestor Jun 19, 2014 2:39 PM Flag

    I hope you mean 3 o'clock and not $3.

  • Reply to

    OT: Stock Contest - Week 1

    by bottomsupinvestor Jun 14, 2014 7:55 AM
    bottomsupinvestor bottomsupinvestor Jun 19, 2014 2:37 PM Flag

    Thanks for the update.

  • Reply to

    My Best Idea Right Here Right Now

    by bodybag2006 May 7, 2014 11:42 AM
    bottomsupinvestor bottomsupinvestor Jun 19, 2014 2:35 PM Flag

    Thanks for sharing your catalyst (insider buying). That strategy makes sense since there is no way I could really evaluate a new drug.

  • Reply to

    Amazon phone expected this week

    by sbacchus2003 Jun 16, 2014 12:14 AM
    bottomsupinvestor bottomsupinvestor Jun 17, 2014 9:08 AM Flag

    I didn't think you need to educate anyone but you don't need to blast the guy for asking either. Believe me, I understand things get frustrating and tense when you have to deal with the constant short lies, rumors and idiocy so I understand from where you are coming.

    Nope, never been short. In any case, this has been a great time to load up on shares. I am not looking for pumping either. The company will do fine on its own merits.

  • Reply to

    Amazon phone expected this week

    by sbacchus2003 Jun 16, 2014 12:14 AM
    bottomsupinvestor bottomsupinvestor Jun 17, 2014 8:16 AM Flag

    I didn't think you need to educate anyone but you don't need to blast the guy for asking either. Believe me, I understand things get frustrating and tense when you have to deal with the constant short lies, rumors and idiocy so I understand from where you are coming.

    Nope, never been short. In any case, this has been a great time to load up on shares. I am not looking for pumping either. The company will do fine on its own merits.

  • Reply to

    What's the delay?

    by qaplax3 Jun 9, 2014 4:23 PM
    bottomsupinvestor bottomsupinvestor Jun 16, 2014 8:45 PM Flag

    Then again, if it lasts until sometime in July, I will have long term capital gains then.

  • Reply to

    What's the delay?

    by qaplax3 Jun 9, 2014 4:23 PM
    bottomsupinvestor bottomsupinvestor Jun 16, 2014 8:42 PM Flag

    I don't know what is taking so long either. It would be nice to get the cash and the deal done even though I have no plans for the funds.

  • Reply to

    Amazon phone expected this week

    by sbacchus2003 Jun 16, 2014 12:14 AM
    bottomsupinvestor bottomsupinvestor Jun 16, 2014 8:01 PM Flag

    Thanks for the reply. I just thought the poster that was obviously new to the company got lambasted for asking an innocent question. There is stuff like references to Oculus Rift that makes it sound like they have the HIMX display so I don't blame anyone that is uncertain about something to ask.

    I am not bearish at all and have a very large position. I never doubted any of kneshevich posts and frankly don't recall reading them.

  • Reply to

    Amazon phone expected this week

    by sbacchus2003 Jun 16, 2014 12:14 AM
    bottomsupinvestor bottomsupinvestor Jun 16, 2014 7:53 PM Flag

    Thanks for the reply. I understand that but the poster that asked got his head bashed in for asking which was my only point.

  • Reply to

    Amazon phone expected this week

    by sbacchus2003 Jun 16, 2014 12:14 AM
    bottomsupinvestor bottomsupinvestor Jun 16, 2014 7:51 PM Flag

    Thanks all for the replies but I am not personally looking for information. I have followed the company for awhile (including purchases as low as $1.03 which are no longer in my basis due to lightening up on the way up) and I have done plenty of DD however there are some of those that may be new to the company or even investing in general. We should encourage these potential shareholders rather than having them get caught up in the long vs short warfare.

  • Reply to

    Amazon phone expected this week

    by sbacchus2003 Jun 16, 2014 12:14 AM
    bottomsupinvestor bottomsupinvestor Jun 16, 2014 2:15 PM Flag

    This board has sunk to new lows.

    Longs like to put out tidbits of information and in doing so imply subtle suggestions on things that may or may not be true. Heaven forbid someone as for clarification.

  • Reply to

    How much risk?

    by bottomsupinvestor Jun 11, 2014 10:40 AM
    bottomsupinvestor bottomsupinvestor Jun 16, 2014 9:37 AM Flag

    It looks like things are getting dicey in Iraq.

  • Reply to

    OT: Stock Contest - Week 1

    by bottomsupinvestor Jun 14, 2014 7:55 AM
    bottomsupinvestor bottomsupinvestor Jun 14, 2014 8:05 AM Flag

    Here are the individual stock picks. bsbilleter has picked GALE a number of times and it had a nice 20% jump in the last week. I am not sure why buy maybe something positive on their breast cancer drug.

    bsbilleter GALE 19.92
    shiftsuper1756107 EXK 15.51
    pullinup UBNT 13.81
    b_fr_nk NLNK 11.63
    fruitsalad14 BYD 9.34
    uptabdowntab ANR 9.14
    shiftsuper1756107 HMY 8.68
    bodybag2006 NVAX 7.56
    bottomsupinvestor SIMO 5.57
    microcaptrader STLY 3.46
    bodybag2006 GLUU 2.74
    microcaptrader HTM 1.85
    shiftsuper1756107 HTM 1.85
    baaadapple SMTX 1.67
    b_fr_nk KTCC 1.51
    microcaptrader KTCC 1.51
    baaadapple KTCC 1.51
    valuebimbo DVCR 0.29
    bottomsupinvestor TGA 0.14
    pullinup CMTL 0.03
    bodybag2006 MSTX 0.00
    S&P500 GSPC -0.68
    bsbilleter QLGC -0.98
    valuebimbo OSBC -1.21
    b_fr_nk OPK -2.17
    fruitsalad14 BSX -2.51
    uptabdowntab MCZ -2.60
    bottomsupinvestor HIMX -2.60
    bsbilleter GNW -2.90
    uptabdowntab MEA -3.36
    valuebimbo CVO -3.40
    fruitsalad14 CQB -3.81
    pullinup IDCC -4.05
    baaadapple STRL -4.24

  • bottomsupinvestor by bottomsupinvestor Jun 14, 2014 7:55 AM Flag

    And we are off ... the first week is done with many more to go. The fat lady won't sing until sometime into September so there is a long time for these to simmer.

    Our usual dividend player has turned metal man with a gold and silver pick that has given him a healthy early lead of +8%. Everyone in our group is beating the S&P except for one which is outstanding.

    shiftsuper1756107 8.68
    bsbilleter 5.35
    b_fr_nk 3.66
    bodybag2006 3.43
    pullinup 3.26
    Group Average 2.54
    microcaptrader 2.27
    uptabdowntab 1.06
    bottomsupinvestor 1.03
    fruitsalad14 1.01
    baaadapple -0.35
    S&P500 -0.68
    valuebimbo -1.44

  • Reply to

    Lifeless and boring stock

    by pschnei7 Jun 11, 2014 3:53 PM
    bottomsupinvestor bottomsupinvestor Jun 13, 2014 11:24 AM Flag

    Making money is not boring to me. Bought in the lower single digits sometime back and even bought a bunch less than six months ago in the 14's. I am not sure what your expectations are but this stock continues to do well by me.

  • bottomsupinvestor bottomsupinvestor Jun 12, 2014 2:59 PM Flag

    So does natural gas and oil and burning anything else for that matter. So what is your point??

AGO
23.19-0.370(-1.57%)3:20 PMEDT

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