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Ballantyne Strong, Inc Message Board

bottomsupinvestor 101 posts  |  Last Activity: Feb 6, 2016 9:39 AM Member since: Nov 19, 2007
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  • Reply to

    OT: Stock Contest - Week 7

    by bottomsupinvestor Feb 6, 2016 9:37 AM
    bottomsupinvestor bottomsupinvestor Feb 6, 2016 9:39 AM Flag

    Kennyfrom is expanding his lead on both end of the spectrum. Our KTCC is about break even after what many feel was a good report which is good in this market.

    kennyfrom CBK 32.54
    bma1007 AOI 11.50
    gptour7 AXTI 10.76
    bodybag2006 IFON 5.84
    shiftsuper175607 PGH 2.82
    jazz9292 HTBX 1.88
    uptabdowntab BP 1.03
    b_fr_nk KTCC 0.13
    bodybag2006 BIOS 0.00
    uptabdowntab NWY -0.88
    bottomsupinvestor WSCI -5.45
    S&P500 GSPC -6.26
    bodybag2006 EVOL -8.65
    b_fr_nk NAII -9.02
    pullinup FIVN -9.14
    gptour7 AA -12.03
    shiftsuper175607 BLX -13.46
    jazz9292 ATRS -14.29
    bottomsupinvestor TNP -20.06
    bottomsupinvestor NAVI -20.22
    bma1007 SHLO -21.58
    shiftsuper175607 RKUS -22.32
    uptabdowntab BAC -22.73
    rdy2retire PEGA -23.35
    jazz9292 ONCS -24.22
    gptour7 SKUL -27.77
    pullinup QUNR -30.00
    pullinup OPHT -33.71
    rdy2retire KERX -34.01
    bma1007 CAI -37.41
    kennyfrom RTK -38.78
    rdy2retire ACAD -42.55
    b_fr_nk MIFI -43.89
    kennyfrom IMN -63.21

  • bottomsupinvestor by bottomsupinvestor Feb 6, 2016 9:37 AM Flag

    It's official!!!! We are all in negative territory!!! At least bodybag is close to break even and is heartily leading the group followed by our arch nemesis S&P.

    bodybag2006 -0.94
    S&P500 -6.26
    uptabdowntab -7.53
    gptour7 -9.68
    shiftsuper175607 -10.98
    jazz9292 -12.21
    Group Average -14.76
    bottomsupinvestor -15.24
    bma1007 -15.83
    b_fr_nk -17.59
    kennyfrom -23.15
    pullinup -24.28
    rdy2retire -33.30

  • Reply to

    First Quarter Report;

    by skiplarson98 Feb 4, 2016 11:10 PM
    bottomsupinvestor bottomsupinvestor Feb 5, 2016 8:53 PM Flag

    I just listened to the call and read the report. It was a great quarter as I expected. It sounds like business a usual going forward however with fewer shares outstanding helping earnings due to the recent buyback. Also, the opportunity for what it sounds like 3 larger orders may provide some upside and good numbers for 2016. This is a nice holding. I like the way management uses debt. They us it when needed and for a specific purpose and then promptly pay it off. They are probably one of the best management teams of my holdings.

  • Reply to

    Q4 dividend declared $0.385, no change

    by shiftsuper175607 Jan 28, 2016 5:59 PM
    bottomsupinvestor bottomsupinvestor Feb 4, 2016 6:22 PM Flag

    I thought it was only the 4th also. My brokerage software confirms that the Nov of 2015 was in fact the 4th payment at 0.385 and the next will be the 5th. Maybe the company got confused like a lot of us too :),

  • Reply to

    It's disappointing that the share price...

    by microcaptrader Jan 28, 2016 10:19 AM
    bottomsupinvestor bottomsupinvestor Jan 31, 2016 8:02 PM Flag

    Sorry but ignore my backlog comments. I have the wrong symbol/company.

  • Reply to

    It's disappointing that the share price...

    by microcaptrader Jan 28, 2016 10:19 AM
    bottomsupinvestor bottomsupinvestor Jan 31, 2016 7:56 AM Flag

    I looked at MIFI a bit ago but didn't like the drop in backlog. Has that improved yet?

  • Reply to

    OT: Stock Contest - Week 6

    by bottomsupinvestor Jan 30, 2016 6:49 AM
    bottomsupinvestor bottomsupinvestor Jan 30, 2016 6:53 AM Flag

    Here are the individual stocks. PGH must have given shiftsuper his lift this week being -17% last week and now up +15% this week.

    kennyfrom CBK 37.30
    jazz9292 HTBX 15.57
    shiftsuper175607 PGH 15.33
    bodybag2006 BIOS 14.74
    uptabdowntab BP 7.36
    pullinup FIVN 7.21
    b_fr_nk KTCC 0.80
    gptour7 AXTI 0.00
    bodybag2006 IFON -1.46
    jazz9292 ATRS -2.38
    uptabdowntab NWY -3.08
    S&P500 GSPC -3.26
    bottomsupinvestor WSCI -4.27
    bodybag2006 EVOL -4.32
    bma1007 AOI -5.89
    b_fr_nk NAII -8.09
    shiftsuper175607 BLX -9.05
    pullinup QUNR -14.34
    rdy2retire PEGA -14.67
    uptabdowntab BAC -15.63
    bottomsupinvestor TNP -17.21
    shiftsuper175607 RKUS -18.03
    bma1007 SHLO -18.46
    bottomsupinvestor NAVI -19.80
    gptour7 AA -21.02
    gptour7 SKUL -28.22
    jazz9292 ONCS -28.70
    pullinup OPHT -29.38
    rdy2retire KERX -34.39
    bma1007 CAI -34.69
    kennyfrom RTK -37.50
    rdy2retire ACAD -38.61
    b_fr_nk MIFI -40.00
    kennyfrom IMN -51.74

  • bottomsupinvestor by bottomsupinvestor Jan 30, 2016 6:49 AM Flag

    After yesterday's big gain, I expected some more folks in the black. So far it is still only bodybag2006 followed by the S&P. Uptabdowntab and shiftsuper175607 are next in line.

    bodybag2006 2.99
    S&P500 -3.26
    uptabdowntab -3.78
    shiftsuper175607 -3.92
    jazz9292 -5.17
    Group Average -11.69
    pullinup -12.17
    bottomsupinvestor -13.76
    b_fr_nk -15.76
    gptour7 -16.41
    kennyfrom -17.31
    bma1007 -19.68
    rdy2retire -29.22

  • Reply to

    Q4 dividend declared $0.385, no change

    by shiftsuper175607 Jan 28, 2016 5:59 PM
    bottomsupinvestor bottomsupinvestor Jan 28, 2016 8:28 PM Flag

    With the uncertainty out there, the company probably wanted to be somewhat conservative. It might be different if the world's economy was cooking. I was thinking it an increase might not take place until next Q.

  • bottomsupinvestor by bottomsupinvestor Jan 27, 2016 4:33 PM Flag

    It was an OK quarter but I am not so sure about the excitement. Year over year is no great shakes especially when you consider the 0.06 per share R&D credit gain this quarter and the acquisition costs the year ago quarter. Guidance for next Q is OK but probably down YOY. There have been problems for years now with large customers decreasing production or larger than expected production startup costs on new business resulting in low margins. In the end, who can see ahead for holes in a bucket that are not yet there? With the low valuation, the share price seems like a reasonable one but apparently the company doesn't think shares are cheap enough to buy any back at least with the debt load that they took on.

  • Reply to

    buying back TNP-D (and B / C)

    by joeri_sman Jan 20, 2016 1:51 PM
    bottomsupinvestor bottomsupinvestor Jan 27, 2016 10:54 AM Flag

    You are correct in the fact that all three are perpetuals however I am thinking that B and C shares have a specific redemption date (not the call date) by which they need to be paid or the rates increase. This obviously is a big incentive to redeem. D shared don't have a redemption date. If you have the time, please look at the actual prospectus' of these and let me know what you think. Maybe I am not reading and understanding it correctly. I can show you how to find the prospectus links on quantumonline if needed.

  • Reply to

    Contest, KTCC and the Economy

    by baaadapple Jan 25, 2016 10:43 AM
    bottomsupinvestor bottomsupinvestor Jan 25, 2016 2:15 PM Flag

    NIce job. You sound spot on. I raised some cash too at the end of the year but not nearly that much. I also traded a small position in SDS (2X short) multiple times. I missed most of the big drop but got a lot of smaller back and forths. I have bought a little but might be way too soon.

  • Reply to

    OT: Stock Contest - Week 5

    by bottomsupinvestor Jan 23, 2016 10:03 AM
    bottomsupinvestor bottomsupinvestor Jan 25, 2016 7:45 AM Flag

    My wife says I have plenty already.

  • Reply to

    brutal markets

    by shiftsuper175607 Jan 20, 2016 5:46 PM
    bottomsupinvestor bottomsupinvestor Jan 23, 2016 11:35 AM Flag

    Yes, it has been a rough year. I hope you have the liquidity and perseverance to make it through but I am guessing you do. BLX has a few things going for it. There has been some positive political changes in the region. There have been a number of business deals announced recently. Maybe some of the countries in recession are ahead of us in the business cycle and will pull out soon. The price and dividend are good. My latest purchase was at 22.55.

  • Reply to

    OT: Stock Contest - Week 5

    by bottomsupinvestor Jan 23, 2016 10:03 AM
    bottomsupinvestor bottomsupinvestor Jan 23, 2016 10:06 AM Flag

    Kennyfrom is exhibiting some bipolar behavior having both the best and worst performing stock on the individual stock list. In baseball terms, maybe swinging for the fence.

    kennyfrom CBK 42.86
    jazz9292 HTBX 21.23
    bma1007 AOI 17.68
    bodybag2006 BIOS 8.33
    bodybag2006 IFON 4.89
    gptour7 AXTI 2.39
    uptabdowntab BP 0.66
    pullinup FIVN -2.70
    uptabdowntab NWY -3.08
    S&P500 GSPC -4.92
    bottomsupinvestor WSCI -7.82
    bodybag2006 EVOL -7.93
    b_fr_nk NAII -9.60
    rdy2retire PEGA -11.69
    b_fr_nk KTCC -11.84
    shiftsuper175607 BLX -12.79
    shiftsuper175607 RKUS -15.69
    bottomsupinvestor TNP -15.93
    bma1007 SHLO -15.98
    pullinup QUNR -16.27
    jazz9292 ATRS -17.46
    shiftsuper175607 PGH -17.55
    uptabdowntab BAC -19.09
    pullinup OPHT -22.05
    jazz9292 ONCS -22.42
    bottomsupinvestor NAVI -22.48
    gptour7 AA -25.57
    rdy2retire ACAD -27.24
    gptour7 SKUL -28.22
    kennyfrom RTK -29.81
    bma1007 CAI -33.75
    rdy2retire KERX -36.06
    b_fr_nk MIFI -39.44
    kennyfrom IMN -44.25

  • bottomsupinvestor by bottomsupinvestor Jan 23, 2016 10:03 AM Flag

    We have a clear leader. Bodybag2006 is actually in positive territory and is beating the S&P. The S&P is actually in second place. Jazz9292 and uptabdowntab are the next closest contenders. A positive day yesterday in the markets. Did we hit bottom???

    bodybag2006 1.77
    S&P500 -4.92
    jazz9292 -6.22
    uptabdowntab -7.17
    kennyfrom -10.40
    bma1007 -10.68
    Group Average -12.92
    pullinup -13.67
    shiftsuper175607 -15.34
    bottomsupinvestor -15.41
    gptour7 -17.13
    b_fr_nk -20.29
    rdy2retire -25.00

  • Reply to

    OT: Stock Contest - Week 4

    by bottomsupinvestor Jan 17, 2016 4:42 PM
    bottomsupinvestor bottomsupinvestor Jan 19, 2016 9:59 AM Flag

    I know you jest, but eons ago when this contest was on another board, there was a contestant named Jellobrainius that consistently was on the bottom of the heap. So much so that it would have been a difficult feat to do deliberately and a significant occurrence rather than a random event. In any case, I was going to short his picks but always chickened out.

  • Reply to

    1 yr. target

    by shniggle66 Jan 7, 2016 7:26 PM
    bottomsupinvestor bottomsupinvestor Jan 17, 2016 7:57 PM Flag

    I have no idea on how they get those numbers or even if they are up to date. I have never paid attention to the target numbers for any stock.

  • Reply to

    OT: Stock Contest - Week 4

    by bottomsupinvestor Jan 17, 2016 4:42 PM
    bottomsupinvestor bottomsupinvestor Jan 17, 2016 7:54 PM Flag

    Ha! Good enough for me.

  • Reply to

    OT: Stock Contest - Week 4

    by bottomsupinvestor Jan 17, 2016 4:42 PM
    bottomsupinvestor bottomsupinvestor Jan 17, 2016 4:46 PM Flag

    Individual Stocks:

    jazz9292 HTBX 18.40
    bma1007 AOI 11.01
    kennyfrom CBK 8.73
    uptabdowntab NWY -2.20
    uptabdowntab BP -3.28
    gptour7 AXTI -4.78
    pullinup FIVN -5.02
    S&P500 GSPC -6.24
    bodybag2006 EVOL -7.39
    b_fr_nk KTCC -7.45
    bodybag2006 IFON -8.03
    bottomsupinvestor WSCI -9.00
    shiftsuper175607 BLX -11.15
    bodybag2006 BIOS -12.18
    rdy2retire PEGA -12.27
    shiftsuper175607 RKUS -12.38
    pullinup QUNR -13.16
    uptabdowntab BAC -13.72
    bma1007 SHLO -14.94
    b_fr_nk NAII -15.14
    pullinup OPHT -16.78
    bottomsupinvestor TNP -19.49
    bottomsupinvestor NAVI -24.50
    shiftsuper175607 PGH -24.90
    jazz9292 ATRS -24.92
    gptour7 AA -25.24
    jazz9292 ONCS -26.91
    rdy2retire ACAD -29.44
    gptour7 SKUL -31.38
    kennyfrom RTK -31.73
    b_fr_nk MIFI -32.78
    bma1007 CAI -34.48
    kennyfrom IMN -36.21
    rdy2retire KERX -38.85

BTN
4.15-0.12(-2.76%)12:21 PMEST