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Infosonics Corp. Message Board

hopeful200 921 posts  |  Last Activity: 21 hours ago Member since: Nov 21, 2000
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  • Reply to

    California port congestion...

    by hopeful200 Jan 30, 2015 4:33 PM
    hopeful200 hopeful200 21 hours ago Flag

    P.S.
    On my final comment of the last post, I'm going to be observing margins, adjusted for the issues that may have an adverse impact. I think MCZ is going to show well on margin basis relative to its peers when evaluated on an apples to apples basis.

  • Reply to

    California port congestion...

    by hopeful200 Jan 30, 2015 4:33 PM
    hopeful200 hopeful200 21 hours ago Flag

    In terms of which is the bigger concern, I don't know, but I probably also lean toward the exchange rate. Regardless, it is entirely possible that the occasional sellers are motivated by the multiple sources of potential turbulence. I think it's good to anticipate these factors and talk on them openly because an evaluation of eventual earnings (next week) that excludes these issues will inevitably be less than objective. I don't think I'd be going out on a limb to project that if indeed these factors are discussed in the report, they will surely be labeled as "excuses" by management.

    Thinking through issues like the port congestion and exchange rates might help better gauge what to expect on top and bottom line. So, I appreciate the previous efforts here to talk these things out. I still think unbiased margins (that is, margins that would exist aside from uncontrollable factors) should be healthy since everything discussed at the last CC and since suggests that MCZ products are likely enjoying solid demand.

    IMO,
    Hopeful

  • has to have some impact on MCZ for the 3rd quarter, IMO....and it's still bad from what I'm reading. Looking ahead, it should spell heightened sales when things are resolved. For now, how can it not adversely impact order flow? If MCZ can hit 35 to 40M sales in this climate, the stock price should be aptly rewarded, IMO. It would deserve to be rewarded because it would result from some logistical posturing on MCZ's part to attain. Also, the plus of it could be that margins are stronger due to less product available to meet higher demand. Currency issues impact to the bottom line are yet another matter.
    IMO,
    Hopeful

  • Reply to

    volume isn't there today

    by tangsting Jan 30, 2015 3:13 PM
    hopeful200 hopeful200 Jan 30, 2015 4:20 PM Flag

    I'm an outsider who has this company on my watch list as its one I once owned. As a CPA, I can tell people here that it's foolish to look past the going concern issue. This is the auditor's way of telling the investment community...."proceed at your own risk".....there is substantial doubt in the auditor's mind whether COOL will be around in 12 months (that's what the going concern warning means). Read the financials....that's what they exist for.....at this point, it's not about "technicals." COOL does not have the luxury to be a chart-driven stock. I read that earnings press release too and there was nothing from management toward outlook. With the going concern matter, again, the conversation I've read on this board after COOL's report concerning technicals is crazy and irrelevant. Aside from any "technicals," if someone doesn't scoop this company up, or COOL is finds a way to raise money somehow, someway, how can the trend not revert to down, whether next week or next month?? JMO, Hopeful

  • hopeful200 by hopeful200 Jan 30, 2015 3:30 PM Flag

    Among the companies I've observed in the space, CDE to hit as hard as any while gold and silver were sliding to lows but it has been a hoss relative to those others since metals have rebounded.
    IMO,
    Hopeful

  • Reply to

    Inventory

    by roger_c03000 Jan 30, 2015 12:01 AM
    hopeful200 hopeful200 Jan 30, 2015 11:35 AM Flag

    Brian, I think you are correct on all accounts, including Yahoo's filtering. I never considered obsolescence a possibility given several things, including the credit line increase. Shorts here have tried to claim an inventory crisis here as a plausible explanation for the credit line increase (it's called "spinning the situation").

    But you added color to the credit line increase. Any way you slice it, the lender had to see growth in sales and higher company returns to sink its financial teeth deeper into IFON. To see it as anything other than positive is to "spin it." Thanks and all the best, Brian.
    IMO,
    Hopeful

  • Reply to

    A4 that was your spike

    by razorkin Jan 29, 2015 9:25 PM
    hopeful200 hopeful200 Jan 29, 2015 11:39 PM Flag

    ....interesting you make no mention that "without any news whatsoever" that IFON blew up from the mid 1.20s 2 days ago when the market was down nearly 300 (almost 400 intraday). IFON is building a business. It went up in the 4s last spring way too early and has provided tremendous trades. I've been able to multiply my IFON investment money several times over during the past year and it wasn't on the back of 10% trades.

    However, it is no longer too early, IMO, for IFON to visit those highs from almost a year ago. So, play those 10% moves if you wish, but the "business" here is going to leave you behind. Optimism is building with the business if you hadn't noticed.

  • Reply to

    Stupid people and their money are

    by uptabdowntab Jan 29, 2015 3:07 PM
    hopeful200 hopeful200 Jan 29, 2015 4:49 PM Flag

    Micro,
    We were expressing the identical thought at the same moment. Your wording is far more to the point:-)
    Hopeful

  • Reply to

    Stupid people and their money are

    by uptabdowntab Jan 29, 2015 3:07 PM
    hopeful200 hopeful200 Jan 29, 2015 4:44 PM Flag

    Uptab,
    With no offer out there yet, it implies that this would-be hypothetical buyer is rather confident that there's no near-term trigger for sending the share price well above .60. I think that flaws the theory and it's a little late for an offer to precede earnings. I mean, without management involvement (which I don't expect either), how could a would-be suitor know that news will remain depressed enough to assure that the price doesn't run away from him/her first??
    IMO,
    Hopeful

  • hopeful200 by hopeful200 Jan 29, 2015 2:15 PM Flag

    you know it's good knowing that you are holding a winner of a company.....and, IMO, this one is a winner. It has made a lot of progress of late, but I'm thinking VTSI is not even scratching the surface yet.

  • hopeful200 hopeful200 Jan 29, 2015 1:03 PM Flag

    We've still got 6 to 8 weeks until earnings....people don't tend to anticipate that quick usually. IFON is a "played" stock and has given incredible opportunity on both the long and short side over the last year+. I think we've been seeing short covering of late. I know the shares borrowed in my personal account have been returned except for a handful.

    The great thing is that management has never given us anything that can be called guidance until the last report.....and that guidance was positive. That gives us more reason to expect a solid advance in stock price than we've had before on any of the prior runs. Then you have the credit line increase....and did everyone note that the "quick ratio" was relaxed? That's significant, IMO. That spells a larger percentage of current assets in the form of inventory than typical for IFON. Obsolescence? I don't think so. A company won't get a credit line raise to help with bad inventory management. Sales growth? That gets my vote.

    IMO, the present price in IFON remains depressed even at 1.40. It has gaps below and gaps above. What will it do next in the immediate? Who knows? But as we get closer than this to earnings, it should rise and if it waits till earnings to go up...that's fine too....cause everything known portends that this company is firing on all cylinders, IMO.

    IFON really has no reason NOT to go up from here.

    IMO,
    Hopeful

  • Reply to

    back in KTCC

    by hopeful200 Jan 26, 2015 1:48 PM
    hopeful200 hopeful200 Jan 29, 2015 11:52 AM Flag

    P.S. IFON has a couple of gaps lower....one opened just a couple of day ago (would close by trading at 1.25)....and one lower at about 1.10. I'm doubting they'll close before next earnings.....if it revisits those prices, IMO, the shares there would be pure stealing.

  • Reply to

    back in KTCC

    by hopeful200 Jan 26, 2015 1:48 PM
    hopeful200 hopeful200 Jan 29, 2015 11:49 AM Flag

    Thank you,kindly, Bodybag. I hope stock business has been good for you too.

    I've got about 20 stocks right now. I was thinking; of all of them, don't think I have any that I continue to like more than the 3 you mention.....going forward. I hope these have some big future up-moves in them. Based on what is known now (of course, outlooks can change on a dime), these 3 companies all have outstanding outlooks given by their respective management teams.

    Because of the great volatility on IFON, it has worked out to be the best stock I've ever owned. It has given investors the buy and sell side as you know several, several times in big fashion. Its back on the low side again and I think its next run could be comparable to the former ones or better. You've been following. They have guided to what should be a record 4th quarter under the verykool brand. Further, they recently saw the credit line doubled and that's for a company with nothing but net working capital (no long term debt) on its balance sheet. If sales come in like many, including me, are expecting, IFON could impress once again, IMO.

    Again, thanks for your kindness, Body. I sure hope all is great with you and yours, friend.

    IMO,
    Hopeful

  • Reply to

    Big seller appeared

    by tracant Jan 27, 2015 2:43 PM
    hopeful200 hopeful200 Jan 28, 2015 6:20 PM Flag

    You and me both, Emory.

    More of the same today.....a 5% stock price rise on less than 50K shares.....or said the way you put it, a 1.5M increase in market cap for $20000. It's the stuff efficiency is made of....LOL.

  • Reply to

    both Mat and Has

    by tvhomer88 Jan 28, 2015 2:49 PM
    hopeful200 hopeful200 Jan 28, 2015 4:27 PM Flag

    it's bein' a little stinker alright!

  • Reply to

    back in KTCC

    by hopeful200 Jan 26, 2015 1:48 PM
    hopeful200 hopeful200 Jan 28, 2015 3:40 PM Flag

    Hey Mawchek,
    Are all things well?
    I agree on the gaps; there's actually one lower too.
    Microcaps have been out of favor for a spell, as you know. So, in such a climate, I've noted these gaps closing more often than not. However, KTCC does have gaps higher than present as well where the price fell from a higher close without reaching that level again.

    So, it's sort of a "draw" for me. I believe KTCC is probably a great long term hold relative to many if not most alternatives. I'll say my cost average is 8.29 this time but I did add a handful (500) at 9.17 today.

    I just don't know in this market what's going to happen next. That was perhaps the "most" bullish KTCC CC I remember and there's been some positive ones before, for sure.

    IMO,
    Hopeful

  • Reply to

    CD-VISION

    by jjwalker964 Jan 26, 2015 9:31 AM
    hopeful200 hopeful200 Jan 28, 2015 12:57 PM Flag

    Well, jj, I think you are more humble. Thanks for your "opinions" too. There are facts and then there are things we "think" are probably true but we actually don't know....and there's no reason to reflect 100% certainty of those things to the point that other "opinions" are just swept away. I benefited from the back and forth of you and aeishh but appreciate your recognition that you are offering an opinion as to what the converts are doing. Truth be told, wouldn't you love to have a look behind the curtain? I would love to see what these hedge fund guys are really doing.

  • hopeful200 hopeful200 Jan 27, 2015 11:23 PM Flag

    It's interesting that your post and bufoludi's seem very similar to me. He talks about the financials without factoring in the forward impact of the 3rd very strong quarter's impact on those same financials. I'm wondering, "why does one leave out something so obvious?"

    Now you piggyback with a question posed with strong negative undertones about management as though there's an ill breeze out there where management is delaying earnings over concern about the supposed financial mess of which bufoludi posted without context. Well, you clearly don't want to do the proper homework before posting; otherwise you have to note the fact that this is the annual report. Somehow, I think you already know this and what it means......however, I'll give you benefit of the doubt. Clue: it takes longer to announce audited yearly results. The SEC gives a company JAKK's size 90 days or until March 31, not the 45 days after each of the other 3 quarters. Last year JAKK announced its CC past the middle part of February and reported in late February.

    So, exactly why should you be looking for something about earnings now? You can start looking for a pr giving the earnings pr date somewhere at or after mid February.

    IMO,
    Hopeful

  • hopeful200 hopeful200 Jan 27, 2015 11:07 PM Flag

    Note, aeishh, he said he looked "back." Why is it so often that one side of a story is completely left out? I don't get it. Anyone who invests knows enough that when you have a spectacular quarter of sales as did JAKK last quarter, receivables will be elevated. Unless that person things those receivables are in danger of being collected, he/she would factor that into where cash will be headed next and how it will impact the financials. His post was all rolled up into that little word "back," IMO.

  • hopeful200 by hopeful200 Jan 27, 2015 4:20 PM Flag

    I already posted by yahoo ate that post.....quarter was solid; outlook is basically flat on a sequential basis....but this quarter today showed significant sequential improvement (for context).

    The acquired revenues of 39M is very impressive since I believe the annual run rate was about 120M before the acquisition. Perhaps KTCC is already piggybacking that new client base with add-on services.

    KTCC at least shows evidence of having turned the car around and it's headed forward, IMO.

    All IMO,
    Hopeful

IFON
1.39-0.02(-1.75%)Jan 30 4:00 PMEST

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