The last earnings report is surely reflecting that now. Never good to be too early , but over the long term GRC usually comes back and is a fine company as you stated above
Well, skip always good to hear from you.
I love your posts on the ravn board. I'm not sure what you like out there. i think span is a nice play here, the valuation is low, the balance sheet is solid, and a 3.5 percent dividend is pretty nice. The industrials seem to be getting beat up here. i've watched one of my favorities PLPC now sitting about 10 dollars below book value and to think over a year ago it was as high as 93 and now sitting at 34. I actually bot some AT &T on friday becuase i like direct tv purchase, the dividend and maybe the safety. I like supermarkets here one with a stellar balance sheet is wmk , nice div, another play which i haven't botback in yet is ODC nice play if the economy is slowing. Finally PKE selling at a 52 week low, nice balance sheet, but their products are used in the aerospace field which i think is better off than the pure industrials.
i own no GIFI. like i said, lets wait for earnings and see how the stock reacts. But maybe that didn't register with you. You deleted all your messages on the eei board - why, becuase you sold it." maybe you are a two way charlie "And when you say the "opoosite side" what do you mean, you would have to be short to be on the opposite side. So basically you own a couple of underwater banks hoping for a buyout - goodluck with that - and you wouldn't want me labasting those banks all the time as they sit there day after day. Just tell me what you are short i like to know, i really don't care what you own, but you seem to really care what i own. the fact is, you like picking on a few of my many positions, maybe you should work on finding your own value stocks becuase you sure like looking at some of the ones i follow. Did you get a chance to buy anat under hundred that sure is better than any bank holding you have or is that a little too rich for you. You see I took a quick profit on that one figuring i'll be able to buy it back again you see how that works. You invest like a nervous Cat at the slighest sound of noise, never knowing when to sell or buy and then in your negativity, you go around saying why the stock is a dog and you did that here earlier becuase you sold it, and on cue, sour grapes set in. Maybe you should just say your in cash becuase the market looks risky at these leverls and the small caps look like there going lower, But instead I get all this noise how your so smart picking numbers of where a stock is going, is just plain stupid especially when you say whats going to happen when its just a bunch of #$%$.
You know Cat
I up for the year in my small cap portfolio. IF you're so smart as you think you are - why aren't you shorting these stocks if your so confident in your god given stock picking ability. I never hear what your invested in, i wonder why, maybe becuase your invested in nothing, you are not even short anything especially with all that negative energy. And you just blast everything and anything - first thing you did today was blast your mouth about eei being pumped when you got egg on your face. EEI being pumped, really. You went negative becuase you don't hold it, too bad.
Cat, your just a big talker, give me one of your supreme picks - do you have any, everytime i ask, i just get crickets - Do you know what a portfolio is, well, its a holding of stocks, bonds, shorts, money market, vix, it short trades, long trades, its all sorts of things, which I'm starting to realize you have no idea about.
Cat, did I hit a nerve?
The small caps are out favor right now , no growth in the world. But i've seen that movie before, maybe you haven't. I don't own gifi and you're not short it so even if you are right about the 8 dollar price you didn't put your money where you mouth is. So big deal. You don't really understand spam. I was just being nice to mention some stock picks that were up to you to research. You took my kindness as some sort of spam — you been following the wrong stocks for a while. GIFI vs apple thing was really a joke. But I didn't take in account your lack of a sense of humor. The fact is since I mention it back in JUNE both stocks are lower.
I get 5 or 6 percent with jcs what do I care if it goes down a few bucks i'm not watching every tick. Wow, you pick up on two stocks I own, wow. With PLPC I'm playing with the houses money. When the small caps find their bottom you'll still be sitting on the sidelines and even if you buy something at its low and brag how smart you are, you'll still sell it before you make any real money. You did it with EEI
You sold your ap at a loss , and god knows what happen with pesi.
But i'll give you credit at least you're moving up watching quality small cap companies that let you play for the next cycle.
You don't own it so why comment on it that its some sort of pump. You got the wrong board. It's a deep value stock, pretty hard to call it a pump selling at basically book value. Unfortunately it looks like you sold it a bit too early, oh well. Thats what happens when you act like a nervous cat watching every tick. Buy some good companies and forget about it. Also you mention that with the dividend and the earnings it was a winner, yet you went against your own logic. Wether something goes up or down you are always on the negative side — nobody's listening, put together a damn portfolio and stop worrying about every tick if you want to have something to show when you reach old man status, otherwise, you are going to be one of those guys always chasing the dream with nothing to show for it.
Biotechs might not be dependant on the econony except the street isn't pricing in all the regulations that are coming, reining in the high prices for these so called wondered drugs.
I've seen a lot of this in my investment years . its awesome when the small caps catch fire, you think you are so smart, then when they tank even though you tell yourself you bot value stocks, they still have a way of getting oversold until the next cycle. the market is now pretty narrow with very few stock making new highs if your invested in good small cap value stocks you are feeling the pain. Trying to find a small cap stock in today's world that consistently increasing earnings each year is getting harder and harder. probably becuase the economies of the world are slow and all this QE stuff is all fluff, not really doing much for the economies. Hell, the fed wants to raise rates not becuse the economy is booming, nope, they just want to have the ability to go back to zero when they needd too. Look at ODC hitting 40 not too long ago - It seems for most small caps, 40 always seems like the high after a big runup - hindsight - selling at 40 would have been the smart thing to do.
You got eei from my value selection. Lets hear about your other two favorites ap and Pesi your other two favorite stocks you own. You act like your some player. When you got to pay to play and when small caps come back you'll be sititng on the sidelines watching jerry springer in your parent's basement. I'm still waitng for you too offer some stocks and all i hear is EEI over and over again. You mention the same few stocks over and over again since may ist TIS IS UP 14 PERCENT so get your facts straight,. And what does GIFI have to do with anything, I don't own it and haven't in years. PKE - sold it at 32 a while back, don't own it now. Made a nice little profit. You make up things as you go and you aren't in anything, but I think its time you found your own companies and get off my coat heels. I don't own eei either now sorry to bust your bubble. There's only one stock you can make a claim that its down, that I actually own, and that's PLPC, yet i own quite a few stocks, so keep trying to keep up with me - give me something new that i can follow, if you're so smart you must have something out there you like - the small cap market has been going down everyday - there must be something out there you like to brag about, otherwise, you are just a dreamer and dreamers are always negative when reality hits them. I'll put up a few stock against yours anytime so just let me know when you want to play.
Go back to your parents cellar and play your video games you have nothing to pump becuase you would be call out of everything. i don't pump anything - do your on dd if you dont like what i like, who cares, worry about yourself. EEI you don't even hold it - nice earnings, please - they cut cost and revenues were down - you don't even hold it now - do you. AP what happen to your ethusiam for that. Give us something to look at, but we get crickets becuase you are so smart. Small caps have diverge which you don't understand - the market is very narrow, either a big correction is coming or the small caps will rebound in a big way. But hey , like i said, your logic has no bearing on anything, its just a bunch of noise that nobody even listens too. I sell, I buy, I take quick profits, I hold long term, i buy big caps , small stocks, i play the vix, I play bonds - You on the other hand spend your time critizing others with nothing to show for it. You like my value stocks or you wouldn't be following them, maybe you should find some growth stocks, find some high fliers, buy biotech - make some huge money, do something with your life.
Let me get this right if you shorted apple at 28 and cover at 20 you made money - if you bot gifi at 10 when you said it was going to 8 and sold it at 11.50 you made money on that trade as well. Now you tell me what you own - whats your super stocks that are going to power through the small #$%$ sell off. for months anything small cap has been selling off . The only thing working in this market are big cap technology and biotech. So you going on some board and saying sell means pretty much nothing - so unless you got something to offer, which i doubt, my guess i'll hear crickets or a bunch of meaningless #$%$. You're like a liberal once you get called out you have nothing.
People get extremely negative at the bottoms and overly excited at the tops. I don't have to remind you when microsoft was selling at 25 nobody saw it going to basically 50. The anaylsts were extremely bearish, and what happen, of course it reversed. GLW will do the same and it has a lot more going for it than microsoft did in the past 5 years.
3D was a gimmick. 4K is going to boom once the networks really start filmimg in it. Once the NFL adopts 4k the market will take off. Next year should be the year of 4K and GLW stock price will reflect that accordingly.