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Infosonics Corp. Message Board

hopeful200 439 posts  |  Last Activity: 1 hour 20 minutes ago Member since: Nov 21, 2000
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  • Reply to

    like the old "shake and bake" commercials...

    by hopeful200 Jul 22, 2014 1:24 PM
    hopeful200 hopeful200 Jul 22, 2014 2:15 PM Flag

    Emory,
    I'm throwing my last bone at it right now.....at .625. Then, I'm not helping anymore unless I dig up something from the couch cushions.
    Hopeful

  • Reply to

    Long term trend

    by bmw_petrobas Jul 22, 2014 11:13 AM
    hopeful200 hopeful200 Jul 22, 2014 2:03 PM Flag

    good INFO though on IFON. It is purely a "feeling" and I know how dangerous "feelings" are, but the way the market is doing again at the moment, pouring momentum into even financially weak companies like PLUG and others in that fuel cell space, I'm sort of looking for a wave of buying to descend on IFON any time. This little company has financial substance too. I'll put IMO even though it's nothing but a "feeling."

  • Reply to

    Technically ..nice consolidation..//

    by bottom_stkpicker Jul 21, 2014 4:06 PM
    hopeful200 hopeful200 Jul 22, 2014 1:37 PM Flag

    It's getting tight, alright. Since I believe that fundamentals ultimately predict technicals and not vice versa, I indeed think sentiment is already in process of shifting toward an expectation of improving fundamentals. As the last console cycle was collapsing, a broad expectation of worsening was in effect and the technicals went along for the ride.

    We don't have the evidence yet in the fundamentals (numbers) that improvement is ahead, but we do have a new console cycle in place, a developing revolution in the mobile video gaming space, and repetitive remarks by the CEO of better days at hand. Upcoming fiscal year comps against last year should be easy to show vast improvement as last year literally "stunk."

    SO, I vote thumbs "UP" to where technicals are going.

    IMO,
    Hopeful

  • ....."and I helped" in that deep southern accent;

    well, "and I helped" just now with MCZ by putting my money where my opinion rests toward the future....just about filled BTW.

    MCZ is a hard one to know in the short term (next several weeks) but as we move toward that holiday season, IMO, there's a world of pent-up anticipation for the company to FINALLY turn a corner....which I hope translates into a real "rush" on the stock price. I look at my own "pent-up" anticipation and know I'm not nearly alone in this view toward my position here. I sure hope MCZ surprises us all and proves well worth the very long wait. Darren has been reiterating in one press release to the next of late his expectation of a return to growth and profitability this fiscal year. The stock price is weary for an expectation like this, IMO.

    Anyway, "and I helped."

    IMO,
    Hopeful

  • Reply to

    Needham

    by tracant Jul 21, 2014 3:53 PM
    hopeful200 hopeful200 Jul 22, 2014 10:48 AM Flag

    I note too in your post that you are referring more to "perception" (how he is viewed). I do think he does just fine in his zone of in-depth understanding of "product" but gets in some trouble when he is addressing issues of how to best gain market share. IMO.

  • Reply to

    Needham

    by tracant Jul 21, 2014 3:53 PM
    hopeful200 hopeful200 Jul 22, 2014 10:34 AM Flag

    my thumb turned up and that's what you got Sgjerry because I fundamentally agree with your post; I do part company with your description of Darren as inept; I don't think MCZ would have the product line to present without him; I think he is everything but inept when it comes to ideology and in having an idea translated into a prototype. IMO, his talent there is unavoidably obvious. I just don't think his thing is marketing at all and that has been equally clear.

    So, I don't think the issue has been one of ineptness; it may be a stubbornness to recognize a need to change; but he does seem to be changing important things over recent months....more than I can recall relative to my years of following MCZ. If he is in fact listening to good counsel and changing, he's got one up there on a lot of leaders who are too egotistical to receive constructive criticism to heart. Perhaps he is taking Karen because he is seeing that he needs support and he needs to delegate where he lacks skills others may possess. We all have different strengths and a strong leader is one who realizes it and employs those strengths in teamwork, not in authoritarian style.

    The truth does set us free....always. If Darren is yielding the marketing of the company to those with that passion and ability; we need to support him in making this decision; it's in everyone's favor that is staked to MCZ. We also need to separate a weakness (marketing) from a real strength (passionate vision toward product innovation) and not make the former cause us to disregard the latter. If the marketing starts to come alongside the product array, we have a winner, IMO.

    Hopeful

    IMO,
    Hopeful

  • Reply to

    Needham

    by tracant Jul 21, 2014 3:53 PM
    hopeful200 hopeful200 Jul 21, 2014 10:35 PM Flag

    Tracant, how well I remember the excitement over skins....looking back, it is pretty funny. That's another thing different today; MCZ would not put out a PR about a controller skin today. Today, they seem to exclude PRs about new products that are far more important than skins.

    We have all been snake-bit by MCZ's past failures to execute. So, you can't really blame anyone that's familiar with the company from being somewhat of a seasoned "cynic." Common sense says that the upcoming conference timing portends good things in our future. However, w/ MCZ, seeing is believing. I'm cautiously very optimistic that we will all be much happier with MCZ several months from now.

    IMO,
    Hopeful

  • Reply to

    Needham

    by tracant Jul 21, 2014 3:53 PM
    hopeful200 hopeful200 Jul 21, 2014 5:09 PM Flag

    Tracant,
    I think you misread the point of my post. That's why I like discussion to ensue. It's helpful for confirming and opposing opinions. Feedback is also helpful to make sure you indeed communicated your point well. I clearly did not.

    I'm not thinking that MCZ is anxious to reveal any "particular" news. I'm looking at a bigger picture. I think MCZ is anxious to tell their developing story.....which will drive better things they expect this year and beyond. My point focused on pondering why schedule a conference (as does llewellynlord, I also think Needham's reputation is much better than Roth) right at earnings time unless you are in the mood to tell your story. There's a lot of logistics involved in doing it at this time whereas another time that was not so close to an earnings announcement might be a lot easier for the company. For example, the March Roth event does not align with an earnings event. Further, the March conference has become a regular annual event for MCZ. Again, MCZ is going to a new event which coincides with its upcoming reporting deadline.

    So, again, a "new" conference connection at this "time" rather begs some questions that might have answers with favorable implications, IMO. Management's recent insistence that MCZ will return to growth and profitability this (2015) fiscal year gives context, IMO, to this conference decision and timing. Why do you "add" a conference right now unless you are feeling good about how your story is developing (and I'm not specifically referring to performance of the moment)? This question stands out to me. For the life of me, I can't see an answer that does not allow for management's genuine optimism about this fiscal year and beyond.

    IMO,
    Hopeful

  • hopeful200 hopeful200 Jul 21, 2014 3:32 PM Flag

    A pre-release would do the trick; that's a possibility.

  • hopeful200 hopeful200 Jul 21, 2014 3:27 PM Flag

    Hey Smurf,
    Thanks and thanks for your posts. Hopefully, we will strike oil this year.
    Hopeful

  • hopeful200 hopeful200 Jul 21, 2014 2:48 PM Flag

    Thanks, pal. I won't ever complain about you over-posting; I'll tell you that. I benefit every time you choose to say something as you, like Micro, always seek to weigh things in the balance. Did you note that MCZ will present in the early afternoon of the 6th. We might get earnings "before the bell" that day. However, there's the issue of where and when the CC would fit in. I don't think mgt. will have to physically be in CA to host a call....but it's interesting, to me, to contemplate the timing of this event so close to an earnings event. IMO.

  • hopeful200 hopeful200 Jul 21, 2014 2:40 PM Flag

    I guess we should know very soon, Micro. Thanks.....and I also thank the reader who gives me a regular thumbs down. In this case, at least I know there are two (including yourself) who bothered with reading my thoughts today. I always regard your feedback highly, Micro, as you will state the bad as well as the good, even though you are heavily staked here. So, I know you seek to be objective and realize that's the only way to achieve successful portfolio results across diverse holdings. There's no point in ignoring the bad just as there's certainly no point in ignoring the good. Since my post seemed rationally based to you, that adds to my optimistic speculation about the timing of this conference. At this moment, I'm reading this as good. Thanks.
    IMO,
    Hopeful

  • hopeful200 hopeful200 Jul 21, 2014 1:45 PM Flag

    This board is dead as the stock price; This is not intended to insult because I'd be insulting myself first since I rarely post of late. It is also logical in that the stock price has been dead for a very long time since soaring into the 2s in 2011......and, face it, we all invest in stocks to see them go up.

    What seems to be "not dead" but showing obvious signals of life is the business. To my point of the first post in this string. There was a "zero" reaction. Yet this would not have happened back in MCZ's former life. There would have been some buzz. Today, there's little buzz about anything as a general acceptance has grown that MCZ's price will be stuck in oblivion forever. IMO, I see the addition and timing of this Needham conference as significant in that management must believe now's a good time to talk to some institutions vs. waiting till the spring Roth event. Again, it implies that management has been rushing to get earnings out.....suggesting the "want" to confer with investors (since I'm assuming earnings must precede the conference due to quiet period rules).

    Given the signals of life brewing going into fiscal 2015 and the contrasting absolute malaise with this company, I'm becoming significantly more bullish for the first time in a while. As most, I've been disenchanted by the MCZ malaise and constant "next big thing" that always seemed to fizzle out. This stock has a way of catching people off guard, even the more expectant of people, when it has gone on its tears during its history....I mean when it has gone on a tear, it does it in a hurry.

    IMO,
    Hopeful

  • There are no comments here about the upcoming conference, so I'd like to offer some thoughts and would love some helpful feedback' I believe the conference announcement merits at least "some" commentary:

    The conference is on Wed., Aug 6 and MCZ management will be available to discuss the business and growth prospects to interested institutional investors as well as presenting..... per the press release today.

    MCZ should be in its quiet period going into the 1st quarter earnings report and therefore I believe will have to announce earnings "before" this Aug. 6 conference; otherwise, how can it publicly discuss anything on that day?

    I looked back and this appears to be the first time MCZ has presented at this conference. MCZ has presented at Roth and Wedbush before in the spring, but this is an "additional conference this year (additional to the Roth conference on March 11 of this year).

    So, assuming MCZ cannot present on August 6 unless earnings have already been posted, I assume we will get earnings on Tuesday, the day before, or, say, on Thursday, July 31, which would be the earliest ever....I would lean toward August 5; I doubt it would be on a Friday or a Monday...don't recall that before.

    Further, this "additional" conference and its timing coupled with management's previously expressed optimism toward a return to growth and profitability during fiscal 2015 seems potentially significant to me.

    We'll see; my surmising may be off-base as to my thinking in terms of favorable implications; but the thoughts are not "baseless." Companies indeed face a quiet period going into earnings which is extinguished by the delivery of earnings. Also, I do believe this is a "new" conference for MCZ's traditional agenda; finally it clearly is scheduled just as fiscal 2015 is getting underway in terms of reported results.

    IMO,
    Hopeful

  • Reply to

    just a modicum of volume.....

    by hopeful200 Jul 21, 2014 12:02 PM
    hopeful200 hopeful200 Jul 21, 2014 12:15 PM Flag

    Forgive me, pal. I've got to go back to decaffeinated coffee.

  • and shortapigfast is going to be squealing like a stuck pig.

  • hopeful200 by hopeful200 Jul 20, 2014 11:16 PM Flag

    Unlike the chronic euphoric posts here each day from a chronic poster about IFON going into a rocket mode every next day, this seeking alpha piece has some real substance to it, IMO. It really lays out the progress IFON has made and hones in on the specifics of the turnaround success from distributor to proprietary phone maker and seller. It includes some simple, excellent performance graphs.

    I like a lot of points the author makes. A particular noteworthy point that counters any notion one might have of the current price being a high price due to a high P/E (on meager profit to date) is what the author says about how HUGE the growth has been overnight from sizable net losses quarter by quarter to profitability now (for 3 quarters straight). This kind of turnaround growth is worthy of more premium pricing and the author makes note of that. I absolutely agree!

    This article has substance again, IMO....something a lot of seeking alpha articles fall short on, seemingly often merely the author's "feelings" more than laying out objective facts.

    IMO, the substance in this article is going to allay any unfounded concerns toward IFON arising from a big fall from the 4s to the 2ish area. IFON is not a PLUG that is yet far away from profits, with PLUG suffering from bad margins (my own opinion is that profits may never come there due to how much things would have to change) and constantly diluting shareholders. Yet, IFON has seemed to move somewhat in step with PLUG's momentum. This seeking alpha article reveals that IFON is not awaiting profitability or attempting a turnaround....but, in fact, has actually already accomplished it and is worthy of investors rewarding its performance with a rising price tag. I agree with many longs here that the author's price target is too conservative (but he won't be accused of pumping, as I opined in a previous post yesterday).

    IMO,
    Hopeful

  • Reply to

    That settles it...

    by smurfdeej Jul 20, 2014 9:32 PM
    hopeful200 hopeful200 Jul 20, 2014 10:49 PM Flag

    Micro did not explain it but tried to point it out from the start that his order was of little consequence and concerned Tritton. You are quite right and the order simply has to do with not divulging certain payment amounts on certain dates related to MCZ's initial acquisition of Tritton. The March 4 8k makes it abundantly clear. Like Micro, I don't see it as being anything particularly noteworthy.

  • hopeful200 hopeful200 Jul 19, 2014 10:02 PM Flag

    nice to see you sweating....you've still got another, let's see, 35.5 hours to sweat. I wish you represented all shorts. Unfortunately, most are much smarter than you. You will wait to cover until you really have to pay through the nose. It would be nice if other shorts followed your lead....since you will act on the long's behalf real soon.

  • Reply to

    seeking alpha article

    by jp5752jp Jul 19, 2014 5:15 PM
    hopeful200 hopeful200 Jul 19, 2014 6:50 PM Flag

    Forgetabout11,
    The author sounds bullish long term, IMO. The price was 2.04 when he wrote it, per the article quoted price. He slapped a 40% premium on that price (that would get us 2.85....2.86 actually) and I would guess to be conservative. I mean, I'm guessing that some might not take the article as seriously if he targeted a 100%+ gain for a target up where it has reached before in the mid 4s. I mean, some might think he was just pumping.

    IMO, if IFON shows another quarter in the next few weeks of strong YOY growth and stays in the profit zone, I believe we can go a lot higher than this author's $2.85. All we need right now is just something to get us out of this funk and start an uptrend above the 50 day MA going into earnings. This article might help that get started since it clearly is not a pump job but just a statement of facts about the turnaround in operating performance at IFON. It's nice to get some attention on the stock and the author seems to have some credentials.

    IMO,
    Hopeful

IFON
2.05-0.07(-3.30%)Aug 20 3:59 PMEDT

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