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DUSA Pharmaceuticals Inc. Message Board

econ_recovering2009 52 posts  |  Last Activity: Jan 12, 2015 9:14 AM Member since: Sep 16, 2009
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  • econ_recovering2009 by econ_recovering2009 Dec 30, 2014 9:39 AM Flag

    Piper Jaffrey recognized DRAM demand firmer and Micron PE Ratio is underpriced.

    Apple iPhone ipad Doubling RAM chip demand.

    Micron PE underpriced at 1/2 SP500 average valuation

  • Reply to

    Apple to DOUBLE RAM Demand

    by pro_stock_picker Dec 30, 2014 6:50 AM
    econ_recovering2009 econ_recovering2009 Dec 30, 2014 6:17 PM Flag

    Market specs & Market Share battle has begun. Many business process sites report that Samsung product development cycles are twice/year or twice as fast as Apple who tries to catch up.

    Samsung pushes performance, size, screen detail resolution. Apple tries to catch up.

    RAM doubles: customers, Samsung, MU win.
    RAM quadruples: customers, Samsung, MU win even more.

  • econ_recovering2009 by econ_recovering2009 Dec 30, 2014 7:57 PM Flag

    says AppleToolbox site for iPhone, iPad.....

    in order to try to catch Samsung who is doubling or quadrupling RAM for its Tablets and Smartphones.

  • econ_recovering2009 by econ_recovering2009 Dec 31, 2014 1:41 PM Flag

    Early 1990 Setup:
    * Investment Spend is at 50Yr Low
    * Capital Equipment Age is at 30Yr High,
    * Consumers have Record Wealth but
    * Consumers have Record Low Leverage.
    * Tech companies trade below Utilities, which makes no sense

    It is typically normal for stock multiples to increase 1-2points per year as the recovery to gain strength.

    Tom Lee-Fundstrat on CNBC interview today. Tom Lee has been very accurate in Tech calls

  • econ_recovering2009 by econ_recovering2009 Dec 31, 2014 2:46 PM Flag

    from 14 to 19 on no news.

  • econ_recovering2009 by econ_recovering2009 Dec 31, 2014 2:51 PM Flag

    they did this only two weeks ago on no news.

  • Reply to

    VIX Overpriced Up 36% in 4 days

    by econ_recovering2009 Dec 31, 2014 2:46 PM
    econ_recovering2009 econ_recovering2009 Dec 31, 2014 4:38 PM Flag

    VIX Has Went Up 4 Straight Days....Only Done that 5 Times during 2014.

    Friday pullback coming on overblown VIX

  • Reply to

    VIX Overpriced Up 36% in 4 days

    by econ_recovering2009 Dec 31, 2014 2:46 PM
    econ_recovering2009 econ_recovering2009 Dec 31, 2014 6:25 PM Flag

    VIX Dec31 has Low Volume at 1/3 to 1/2 that of Oct9 or Dec11,
    when VIXY was at this level.

  • econ_recovering2009 by econ_recovering2009 Jan 4, 2015 8:30 AM Flag

    VIX Friday Rolled Over -7% on the 10Minute Chart Moneyflow, MACD fell 50tick resistance same as previous cycles.

    Bloomberg News reports that US Manufacturing pause reason is to buy cheaper oil which will BOOST PROFIT of factories.

    Bloomberg reports that Europe M. Draghi prepares for QE in the strongest statement yesterday.

    AAPL Long

  • econ_recovering2009 by econ_recovering2009 Jan 4, 2015 2:43 PM Flag

    US Factory Profits rising toward earnings beat in 1Q as they delayed energy purchases (drawing down stock) in order to buy oil gas cheaper later to satisfy strengthening orders.

    ECB Draghi gave strongest readiness report yet on Friday to deploy QE on Jan 22.

    VIX-x and other versions of the VIX indicatory such as VIXY, VIXM rolled over significantly below 50 tick support on 10 minute chart on Wednesday and Friday.

  • econ_recovering2009 by econ_recovering2009 Jan 4, 2015 2:48 PM Flag

    US Factories are poised to beat in 1Q reported Bloomberg, as they delayed energy purchases to buy them even cheaper later - to satisfying growing orders and customer demand.

    ECB's Draghi gave strongest readiness preparation yet which is expected to begin deployment in January 22 meeting. Draghi needs to fulfill the prepared deployment in order to retain his credibility and combat deflation.

    VIX volatility fell below key technical levels last Wednesday and Friday, as seen by VIX-X VIXM, VIXY on the 10 minute chart showing the dropoff below 50 tick moving average line for the VIX and its technicals TSV, MoneyStream, MACD.

    Long AT&T

  • econ_recovering2009 by econ_recovering2009 Jan 4, 2015 7:00 PM Flag

    Quantitative Easing will be deployed say over 80% economists in Europe polled, reported by Financial Times.

    German Chancellor Gabriel voiced interest to help Russia stability and closer negotiations.

    US factories intentionally seek oil buying later cheaper, which softened last week's report, but boosts Profit guidance going forward, says Bloomberg News site.

    VIX-x indicator fell below support last Wednesday and further Friday below 50tick on 10minute chart with weakening technical MACD, Moneyflow, etc.

  • econ_recovering2009 by econ_recovering2009 Jan 4, 2015 11:06 PM Flag

    .

    EBC large scale QE risen recently to over 80% likely to be deployed soon according Europe Economists. ECB President Draghi gave the strongest readiness report last Friday. His credibility requires that he invoke the QE program. (Financial Times news today)

    US manufacturing intentionally postponed buying energy and drew down energy inventory, Bloomberg News reported, in order to buy oil cheaper later. US factories Profit Guidance will rise in 1Q and on.
    (This Factory Report internal item was barely reported by the press)

    Volatility index has fallen under 50 tick resistance line on 10 minute chart last Wednesday and Friday falling further with technical confirmation by MACD and MoneyStream indicators.

    AMD Long

  • econ_recovering2009 by econ_recovering2009 Jan 5, 2015 11:05 PM Flag

    CNBC's Cramer Mad Money reported this formula of Good Growth w no inflation has been a proven approach. Fed remains easy. This has been consistently successful conventional wisdom.

  • econ_recovering2009 by econ_recovering2009 Jan 6, 2015 5:47 PM Flag

    BOISE, Idaho (AP) _ Micron Technology Inc. (MU) on Tuesday reported fiscal first-quarter earnings nearly tripled to $1 billion.

    The Boise, Idaho-based company said it had net income of 84 cents per share. Earnings, adjusted for non-recurring costs and amortization costs, came to 97 cents per share.

    The results surpassed Wall Street expectations. The average estimate of analysts surveyed by Zacks Investment Research was for earnings of 93 cents per share.

  • econ_recovering2009 by econ_recovering2009 Jan 6, 2015 9:57 PM Flag

    Same Thing Happened Twice the Past Two Quarters to Hewlett Packard (HPQ):
    * Company Beat Earnings, GPM, Cashflow
    * Company Met Company Revenue
    * Analysts and News criticized Analyst Revenue Afterhours
    * Company CEO showed Rising EPS, GPM, Cashflow.......Stock then Went Up +5%

    Institutions assessed Rising EPS, GPM, Cashflow and Great PE Valuation and Raised Price Target.
    Stock bounced nearly immediately.

  • Reply to

    Micron Stronger Revenue Grew 13% in Line

    by frankly_buying Jan 6, 2015 5:53 PM
    econ_recovering2009 econ_recovering2009 Jan 6, 2015 10:44 PM Flag

    This improvement in PC demand along with the 13% revenue rise, EPS beat again, and GPM expansion should be discussed and praised! Objective thinkers know what this means. And see the value in a company with this growth and profitability expansion still with forward PE of 8.

  • econ_recovering2009 by econ_recovering2009 Jan 6, 2015 11:05 PM Flag

    The PC demand environment is improving as reported for the first time in recent quarers by Micron (MU) tonight, which resulted in a fifth straight earnings beat on 13% Revenue Growth, and in expanding Gross Profit Margins.

    PC demand environment is Stronger according to management comments.

    PC chip Revenue Grew 13% which met Company Revenue estimate (recently analysts raised est a tiny bit above the final actual - they did same to HPQ the past two quarters: stock hit afterhours, CEO next day reminded CNBC Squawk on the Street the company Met its own Revenue Guidance and Beat Earnings- stock jumped 5%+ on the focus on the strengthening Earnings which beat)

    PC DRAM and Flash chip Earnings of $.97 EPS Grew 300% Y/Y which BEAT Estimates by 5% which were for $.92. This is the 5th straight Earnings Beat the past 5 quarters.

    MU Cash flow improved.

    Gross Margin Expanded from 33% to 36% Y/Y due to stronger PC demand, pricing power from the memory chip oligopoly of 3 vendors, and efficiency.

    PC demand is gaining strength as evidenced by Micron's results of Growing Revenue, EPS, and GPM% as well as from executives' comments on the strengthening demand for PCs.

  • econ_recovering2009 by econ_recovering2009 Jan 6, 2015 11:18 PM Flag

    Demand for PC chips is improving according to Micron (MU) in tonight's report:

    PC demand environment is Stronger according to comments by management.
    This is the strongest statement of PC strengthening in recent times by the company.

    PC chip Revenue Grew 13%.
    This met Micron's company guidance (analysts externally raised revenue slightly above final actual - which dinged stock afterhours)
    Same exact scenario happened the past two quarters to Hewlett-Packard (HPQ). Next day the CEO reminded CNBC Squawk on the Street the company met Revenue Guidance and Beat Earnings. Stock jumped 5%+ on the focus on the strengthening Earnings beat.

    PC chip Earnings $.97 EPS grew 300% year over year
    Beat estimates by 5%
    This is the 5th straight Earnings Beat the past 5 quarters.

    Cash flow improved.

    Gross Profit Margin Expanded from 33% to 36% year over year
    This is due to stronger PC demand, pricing power from 3 vendor chip oligopoly, and efficiency.

    PC demand is gaining strength as evidenced by Micron's results and managements' comments on the strengthening demand.

    Intel should progress well in this stronger PC market demand environment.

    INTC Long

  • Reply to

    painful.

    by kpwoodward Jan 6, 2015 7:17 PM
    econ_recovering2009 econ_recovering2009 Jan 6, 2015 11:51 PM Flag

    Micron EPS Beat with Growth 300%, GPM Beat Expanding by 4%to 36%, PC Customer Demand Stronger. PE Fwd 8. PEG 0.8.

    HPQ past two quarters was bashed AH by analyst nit rev est difference.
    CEO reminded CNBC the company MET Revenue and BEAT with Rising EPS GPM.
    Stock rose on Profit. Profits are the mother's milk of stocks. The Best Smart Money Knows This.