Where do you get limited release? Everything I read indicates that it won't be released until it is 100% ready to go full out.
The present board members are a bunch of bafoons. They should have never gotten rid of Wilmers and let him proceed with his ideas. Present management doesn't have a clue and the board is responsible.
I did a cursory search and did not find much. To what are you referring?
That doesn't make sense to me since the dividend was only 0.27. I would think the adjusted price would be $12.53. In any case, the price a year ago is irrelevant as compared to where it is and where it is going.
Here is a quote from the annual report. I don't know how this will affect things going forward
"For the most recent year-end, there was no ordinary income distribution
for the Fund. While the Fund received dividend and other income
from holdings within the portfolio during the quarter, it was not able to
distribute this income because of the Fund’s tax treatment of certain of its
holdings known as Passive Foreign Investment Companies, or “PFICs.”
During the fourth quarter, the PFICs held by the Matthews Asia Dividend
Fund fell in value to a greater extent than the dividends received by the
Fund, and consequently, eliminated the Fund’s ability to distribute
income. Generally, the Fund’s PFIC holdings are real estate investment
trusts, or REITs."
Sorry the individual stocks did not post on first try. It looks like IFON was it. KTCC would have been a decent pick but no takers. The group beat the S&P proving our superior super-human stock picking abilities :)
b_fr_nk IFON 75.97 0.00
hieronymous_blat NTWK 54.62 0.00
fruitsalad12 MNK 31.04 0.00
jazz9292 SQNS 21.27 0.00
bodybag2006 GLUU 20.10 0.00
pullinup BIIB 19.99 0.00
bottomsupinvestor HIHO 14.35 0.10
hieronymous_blat MCZ 11.36 0.00
b_fr_nk MCZ 11.36 0.00
bottomsupinvestor SIMO 8.90 0.15
fruitsalad12 BWLD 8.64 0.00
pullinup SEB 7.34 0.00
fruitsalad12 JW-A 5.56 0.29
jazz9292 CRNT 4.55 0.00
S&P500 GSPC 2.55 0.00
valuebambino GIGA 1.78 0.00
bottomsupinvestor HIMX 0.13 0.00
pullinup ATRI -1.45 0.00
bodybag2006 PDII -5.59 0.00
b_fr_nk DAEG -5.71 0.00
jazz9292 JAKK -7.53 0.00
uptabdowntab HTCH -12.97 0.00
hieronymous_blat SDRL -17.54 0.00
valuebambino DYNT -24.93 0.00
uptabdowntab INVE -25.09 0.00
valuebambino BDR -25.44 0.00
uptabdowntab ANR -40.30 0.00
bodybag2006 LF -48.04 0.00
b_fr_nk easily holds out with his recent gains to win the contest with some help from IFON. As winner, his trip will be all expenses paid, I just am not sure where yet until I receive the rest of the entry fees. hieronymous_blat edges out fruitsalad12 for second. Pullinup takes the 4th spot.
Thanks for all the participation. I hope it keeps some discussion of various stocks and ideas. At least it does for me. I bought some BDR from a contest pick but won't know how she does unit the next report.
I will try to set up another contest in a month or so.
Group Average 3.05
I did too even though it is already by far my biggest holding.
It only took the specter of letting loose 3 dollars and 68 cents in helium balloons to get the price moving.
Thanks for the report. I think a little LTE was baked into the price but If the market really thought that the SIMO LTE was in the S6, I am guessing the price would be near $40. There is plenty of upside with eMMC and SSD.
I don't know any specifics but after seeing the news story I thought it would be a great contrarian play. Of course I did not buy any.
Thanks to you and hopeful for the background on the CEO. I have not listened to enough SGMA calls to be able to read between the lines. It makes a big difference to know the style and history of the presenter. I have gotten burned (maybe that is harsh) by taking some other company presentations at face value.
I sold my RCKY recently. I think it has a ways to go still but wanted to redeploy some capital. I didn't want to post anything on the board that would give the local lunatic any fodder.