I added some PEP, missed some JNJ and DVA - I wasn't aggressively adding to any small caps.
I have enough AP for now really.
And if they would have to cut the dividend with no good news from activist shareholder or business in general it may get uglier.
I am glad to see market stabilize for now and AP pick back up.
I'm gonna raise my bid. No longer bottom fishing but market is mixed on this friday and I'll try to add some.
This stock should really be an annuity - I mean dialysis is an annuity to me. And as such perhaps a dividend?
I tried to add on Monday's mini crash but DVA didn't dip as far as other stocks.
Thought there may be comments here on this weeks purchase as well.
Added some PEP at 87.01 which I've been meaning to do for a while. I had sold most when I thought the CEO had the wrong priorities years ago and was meaning to start to accumulate again now that they got her some "help" a while back - hopefully someone to replace her.
DVA hasn't dropped much.
I may look at JNJ - same thing lightened up in a big way years ago when Weldon was CEO because I thought he had lost his way, I may nibble here.
Good luck folks!
It's still technically summer - no need to rush to make purchases.
This could continue to get ugly.
Other countries economic moves, central banks, academics in charge of important decisions(which is a large part of how we got here), this could get much uglier.
Folks will panic and cause mutual fund redemptions starting today, infact a lot of those orders could have been entered after friday's losses.
"scale in, scale out, online commissions are cheap"
I did long weekend left thurs noon, just looking at things now - ugly!
I'm looking to add to DVA today, I don't see a rush to add to most other holdings.
Also more likely to play KLIC or CY or UTEK or others than INTC this time - INTC just I believe has lost it's bellweather place a lot.
I am at about 12% cash. I've been too busy to do a whole lot the past year or so.
Yea - level 2 is amusing and I know form experience you don't see all teh bods/asks. Even AP is subject to the "dark pools" and to me abused more than most due to such low volume. The market maker I think may do well with this sleepy little stock.
I have had 100 share buys come across as 80 fills mostly 1 share at a time. Seriously how does that happen? individual shares of an under 20.00 stock? Even online the commission on that is 7.00 which is over 30% in commission folks can't be that stupid which means it has to be institutional of some form. And why would they play with this sleepy little stock other than they can?
How low will it go before a buyout?
I can't see bankruptcy.
Wonder what Mario is thinking? I believe that will dictate AP's future.
Yea - Yahoo - fix things that aren't broken, doesn't fix "improvements" that are annoying or broken.
They do a lot of "thought police" kinds of things. As their product keeps getting worse.
Coincidence or folks really don't like this!
In a mixed market today (but market has been on edge again after Greece, now it's CHina) Ap is down .60 to 12.56 which is 4.5% today.
So you're just another short?
Seriously, a CEO comment edited out of a transcript.
Yea - that's believable!
It would be on the recorded call that should be available for a while to be listened to.
So I go back to - it didn't happen. Not that it may not finally be correct. But if you can't state what CEO then it simply didn't happen IMO.
You must be disappointed that KLIC actually ended UP yesterday after a mixed report.
As I stated at the time.
The buyback was the least destructive of what outsiders were pushing for.
But I STILL wish they would have just hung onto the cash!
I heard part of the call and heard nothing good. Even being half way thru buyback with what will happen today and the next few days it would have been better to wait.
No update on acquisition guidance.
Glad they didn't institute a dividend.
Tried to buy some just above 9 PM with no luck.
I may let it settle for a few days.
In the past cyclical=profitable we'll see with the "new" KLIC.
Company who's CEO said this? And date/time
This has been postulated for many, many years. It could have been easily said for the past 15 years (and been wrong).
Someday it will be correct!
I'm just wondering if this CEO had a dog in this hunt, or if just another stone thrown by a short.
Yes it does.
So anyone anywhere near close to the situation knew something was brewing...
You and I - not so much...
I believe it's been a while since they have done an acquisition. Then again AP is a tiny company really, and cyclical.
Whether this turns out to be a smart move or not I have no idea.
But I do have a good bit of my portfolio tied up in AP. And all the shares I currently hold are in the red except some real old ones.
Announced after the ball apparently.
Shows up here on Yahoo.
I have no insight. And I've posted many times here my overall thoughts.
This time seemingly all semi's took a hit. Throw in Greece again, maybe Moore's law issues, summer, overextended market and a higher Beta stock and this is what you get. A LOT of influences that aren't at all or very directly tied to KLIC.
If it continues to fall I'll buy every .50 down, if it bumps up 20% I'll basically sell what I've purchased lately in common and options most likely. Or write some covered calls or calls against my calls..
I started selling more heavily at 12 and 13 on the way up. Been buying those shares back now.
At that time I thought KLIC was ahead of itself and posted so here.
Now I think it's been overly punished and mostly not due to KLIC itself. So I've been buying back trading lots.
I've cyclically traded KLIC since late 90's. I don't get real excited over a day or week's move. Especially when the whole market is moving significantly like last week.
I am not an industry insider.
If you look at KLIC it is volatile and that's EXACTLY what can make it profitable to trade. Ironically now that the company has improved I fear it may be less profitable to trade.
And lets say all the steps since before Scott retired, the move to Singapore, etc. make KLIC the best positioned I've EVER seen it financially, product wise, and Bruno didn't squander a bunch of cash to put his stamp on the company.
I do not have the time to follow the markets of KLIC that I did at one time.
Make your own decisions, do your own DD. Any specific questions post them here. Many years ago this was actually one of the very best MB's on Yahoo. Not so much anymore as you can tell. But there could be folks with an actual brain reading this MB but haven't had a real reason to post.
We can all learn here. Smart shorts (as opposed to chest beating shorts show just look at a chart or something) are where a person can learn the most.
"scale in, scale out, online commissions are cheap"
One conference call his first year I believe the CEO missed!
As usual it'll be mostly about the future.
Could be interesting though.