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Nxstage Medical, Inc. Message Board

davebugs 15 posts  |  Last Activity: Nov 20, 2015 3:51 PM Member since: Feb 17, 2000
  • Reply to


    by bot_feeder Nov 20, 2015 12:19 PM
    davebugs davebugs Nov 20, 2015 3:51 PM Flag

    The assumption that if it were strictly a cash offer discussing how we might handle a buyout is a moot point.

    I have made WAY more money cyclically trading this stock since the late 90'd than any one time buyout.

    And as I have stated many things have changed (for the better almost all of them) since them. Much better capital structure(remember the converts), no missteps on aquisitions in years (think flip chip, gold, etc.), new management, best product lineup in ages, move to Singapore I'm mixed on, best financial condition ever!

    So a lot of the cyclicality (and thus stock price swings - which can be very profitable) aren't what they used to be. No longer a cyclical with huge debt. Less cyclical and tons of cash. Best product lineup ever (yes - I"m still not warm n fuzzy about wedge).

    If KLIC does get bought out I will understand why. I'll just be disappointed.

  • Reply to


    by bot_feeder Nov 20, 2015 12:19 PM
    davebugs davebugs Nov 20, 2015 2:53 PM Flag

    "trade in, trade out, online commissions are cheap"

    Would depend on the buyout. All my KLIC is in non taxable accounts. So it wouldn' tbe a taxable event fo rme personally. But whether I wanted to own the purchasers stock would be the question.

    If it were a holding company I'd sell all. If it was someone who made sense in the chip industry I'd likely cash in half. Atleast this is what I'd be thinking when I started looking at the detail.

    And it would be a sad day.

  • I'm looking thru emails now, Yahoo not much help, then I'll check their website.

    Based on pas notes often the first Friday in November?

    And for some reason the first time NOT at the facility this year?

  • Years ago she used to answer IR questions I do believe.

  • davebugs davebugs Oct 20, 2015 2:31 PM Flag

    The good news is that WE DON'T CARE.

    I don't think Bruno was that harmful, time will tell.

    Remember the next fella's English may be worse! Or just a translator.

  • Reply to

    Why I sold today

    by o08o.ugh64w Oct 9, 2015 8:12 PM
    davebugs davebugs Oct 20, 2015 12:23 AM Flag

    Quick math with Yahoo supplied info I believe is that Mario (in many forms/funds) may own 2.7 mill shares of 8.86 mil outstanding - so roughly 1/4 of all shares. I'll have to do some research if I get time to make sure shares don't show up in multiple categories that I added together.

    On 10/7 gamco sold a tiny amount of 300. Wonder if the price tanked too bad so they stopped and if they have been selling since? I certainly hope not.

    Monday 11/2 10:30AM conf call may be good.

    In the meantime Gamco is collecting 6% divvy too (except most shares seem purchased higher).

    Since AP went ex 10/15 and payable 10/30.

  • Reply to

    Why I sold today

    by o08o.ugh64w Oct 9, 2015 8:12 PM
    davebugs davebugs Oct 19, 2015 2:39 PM Flag

    In general I agree.

    Earnings coming up.

    Mario Gabelli IS the catalyst that I'm watching. I doubt he's who is selling, more likely an estate is selling.

    If it IS Mario then I'll likely lighten up too.

    If they cut the divvy it will bet ugly too.

  • Announced this morning, didn't see a post about it yet.

  • Reply to

    Breaking Bad

    by apollo567 Sep 22, 2015 10:38 AM
    davebugs davebugs Sep 22, 2015 11:45 AM Flag

    The MM does unspeakable things with this stock.

    I'm unsure what to do myself.

    I'd think they may have to adjust the dividend very soon and that may really kill the stock.

    The average of the shares I still hold (I have cashed out over many cycles over the years) are seriously in the red - like 38%

    Wonder what Mario is up to?

    I have added to DVA and PEP, trying to grab some JNJ.

    These small cyclicals certainly are showing their high BETA.

    My cost into this company is 10% of my portfolio and now it's only worth what 7% of my portfolio. That's a lot for any smallcap stock in a fella's portfolio.

  • davebugs davebugs Sep 15, 2015 10:44 PM Flag

    Nice find!

    Thanks for posting it.

  • davebugs davebugs Sep 11, 2015 1:39 AM Flag

    Looks like he rated his usual thumbs down on my post above on the same day you inquired what happened to his posts.

    He'll be back with a different ID someday most likely anyways. Pat of how certain personality types operate.

  • Reply to

    While I Was Sleeping....

    by flyktning Sep 10, 2015 11:15 AM
    davebugs davebugs Sep 11, 2015 1:35 AM Flag

    I don't have the time to follow as closely as I did at one time.

    But KLIC is STILL a cyclical!

    I'm thinking Friday or Monday should likely be bottom as long as we're talking only about KLIC and not greece, oil, markets in general because KLIC is high beta. Atleast the panickers will have sold. Then we only have to worry about if the "thinkers" decided to sell.

    "scale in, scale out, online commissions are cheap"

    If I have time I may look to nibble on common

  • davebugs davebugs Sep 9, 2015 12:22 AM Flag

    Just saw the PR and was gonna post about it.

    I think this will take KLIC below 10 most likely. Futures are up 127 right now, today market was good, but it has been a recent slide for a week or so.

    I'm not a chart expert but just when it appeared to be "building a base" just above 10. KLIC IS still a cyclical after all.

    Depending on your timeframe and how much KLIC you have versus how much you want this may not be bad news. That will be off over 60% in less than a year. Sure sounds like the time to nibble on a cyclical stock to me. I just don't see a reason to rush to buy especially in this short holiday week. And the upswing may be too far out for options/leaps to make sense.

    "scale in, scale out, online commissions are cheap"

  • Reply to

    semi sector will retest lows here

    by kopach Aug 31, 2015 11:17 AM
    davebugs davebugs Sep 1, 2015 4:09 PM Flag

    And KLIC was one of the few green stocks I has today. Dow ended down 469 or 2.84% NAS down 2.94%, KLIC up .28%.

    I don't think the OP post matters much. By that I mean he could be correct and it not effect KLIC much at all. There are now chips in your toaster! The PC market doesn't tell the tale anymore.

    Good luck folks! I nibbled on some stocks late day and have other orders in for tomorrow.

  • I had bought several lots in several accounts in December around 74, most other shares are pre-split and pree Berkshire's guys.

    If it drops another couple bucks and especially below 70 I'll be adding again.

    Dow is off over 500 as I type.

    Dialysis folks don't have a lot of choices on whether to get care or not.

    "scale in, scale out, online commissions are cheap"

19.69+0.03(+0.15%)Nov 27 1:00 PMEST