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TriQuint Semiconductor, Inc. Message Board

form1_fan 6 posts  |  Last Activity: Feb 5, 2015 9:21 PM Member since: Apr 24, 2003
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  • Reply to

    FUNDAMENTAL ADDS ANOTHER 53000

    by ejschultheis Feb 5, 2015 7:34 PM
    form1_fan form1_fan Feb 5, 2015 9:21 PM Flag

    We have fundamental and privet taking shares out of circulation from what is already a relatively small float. If the company comes out with a seriously positive surprise that lack of available shares could turn what would normally be 10% or 20% into a +50% move. Not saying it will happen, but the potential is there. I'm not talking about a strong quarter (which I already expect), but I'm thinking about the FBI contract, a $5M maybe $10M order, a major acquisition, cross licensing or cross marketing with a major public safety player- those type of things are what will light the fuse. Give RWC visibility to institutions and traders. I mention the traders because they're good for an extra 50% of overheated foaming at the mouth momentum. I have to temper what I just said with my belief that the company IMO is fully valued if you base it on everything that is publicly disclosed. If you think the company is just going to continue "chipping away at it" as the CEO described it, then yes I think it's maybe even a little expensive. I personally think we will see that surprise this year and we'll be well into the double digits by Christmas.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    form1_fan form1_fan Feb 3, 2015 10:28 PM Flag

    I have to say I liked your questions- not the typical softball questions that brain dead "analysts" ask. The only thing is let him talk and don't talk over him, but thanks for the good questions and also thanks to the CEO for really good answers. Yes, they are looking to grow the company with acquisitions, but they are not not going to pay rediculous prices because they are up against VC firms that are throwing tons of cash at anything in this space. So, I partially retract my comments about the last year. I still think they could of accomplished more organically, but I understand and appreciate their resolve in holding off in what is surely an overheated market at this time. I think let them run this company and put your shares away for a while. If you don't believe in them sell your shares and move on- pick one of the other 5000 listed companies. For me, I think the 3%+ dividend is secure, that beats a CD and I think at some point this will be $20/sh because these guys will responsibily grow this company.

  • Yes, management has nothing to show in the way of accomplishments for the last 12 months. But for some strange reason I still think this will be a $20/sh stock some day. The disappointment is that we aren't already well over half way there. The only logical thing for me is to buy more- it's always a risk/reward thing.

  • #$%$ poor financial performance of the last year. As a long time shareholder I have to say that share price deserves to be where it is. These guys have done nothing to grow this company. The only smart thing they did was sell those shares last year- then they seemed to take the rest of the year off. Q4 comp is going to be embarrassing for what should be a growth company.
    Here are the numbers:
    Q4 2013. 41.2M. .13
    Q1 2014. 40.9M. .12
    Q2 2014. 40.6M. .09
    Q3 2014. 40.2M. .10

    Also another bad sign is that last year they announced Q4 earnings date of 2/12 on 1/14. Well now we're a week past that this year and no announcement about Q4 release. I've never seen a company drag their feet if they have something good to say.

  • Reply to

    What am I missing here?

    by phoenixbuds Dec 18, 2014 4:03 PM
    form1_fan form1_fan Dec 18, 2014 6:56 PM Flag

    Today was for the large caps- micro caps didn't participate.
    What do you base your $7 to $10/sh on? They've had a nice bump in revenue this year, but the CEO says they don't anticipate increasing head count, so I don't think you can extrapolate this growth out. I think they've plateaued here. Plus strangely their cash has hardly budged from a year ago, so I don't know if the dividend can be as good as most are expecting. That's what I see, what do you see that justifies your price target?

  • form1_fan by form1_fan Dec 15, 2014 4:39 PM Flag

    Nice Job RWC!!

TQNT
27.550.00(0.00%)Dec 31 4:00 PMEST

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