Are you a nut?? Ana has been here over a decade. That's quite a while to play a game. I have almost puked over the his shameless postings ad nauseum....I totally agree with you there; all us longs are sick and tired of it; it ruins the board; in fact that's one thing all shorts and longs have in common, for sure.... but puking IFON.....you are nuts.
Can't you separate between a perpetual nutty poster and a good stock investment?? You must definitely be short IFON to come up with this. One might be suspicious that A4 is playing some kind of game if he/she has only been following IFON since the company became appealing again last year early after a long time of being in a total funk after the distribution business collapsed. But I've owned IFON off and on for years....and checked the board off and on during that time. Ana's been here every time I've looked over those years, and is always clubbing. Just check with his arch nemesis A4 boardb.... who has also been ever-present, giving Ana the well-deserved what-for for years. Man, you are giving A4 way too much credit....but I think you know it and are just acting like a desperate short.
This board, including myself, is full of opinions. The only important thing is what an opinion is based on.....facts or otherwise. If you go with facts, you can only arrive at one opinion on IFON. If you go "otherwise," too bad. IFON has already shown it's volatile price-wise. But dumb conspiracy talk is not going to hold IFON back. Personally, the longer it takes to advance, it's giving newcomers a great opportunity, IMO.
P.S. As an afterthought to my post, I realize how ridiculous and futile posting it is, but I've spent the time writing it.....so....FWIW
P.S. have you notice how longs are reacting? A short posts something and none of us feel compelled to react....they (actually probably a couple of shorts with other names to multiply the count) give themselves the same big count of thumbs up that they give others as thumbs down to defensible and positive posts on IFON's business performance. Yet longs just ignore it....obvious in that longs don't feel the need to thumbs down the short's posts. In other words, this again, to me, is extremely bullish with regard with where the true sentiment about IFON's future stands. I've seen some short squeezes coming before but never has one seemed this obvious. When it hits, the thumbs will suddenly go numb. Clearly, I'm excited about InfoSonics now.....more optimistic than at anytime over the past year+ since it all started. This company has taken it to another proverbial level.
Signing off today; have a good one.
Thanks, MC....never seen shorts sweat like this before.....been investing for years, but this takes the cake; they have no come back, just thumbs.....if there was something negative to say, they'd say it; but the cat's got their tongue. They understand the predicament better than anyone, IMO, but some seem to be in denial. I mean they can say...."look, the price hasn't gone anywhere "yet." But they can't argue a case for the stock being overvalued or fairly valued. The case is clearly for deeply, deeply undervalued.
It seems obvious that they desperately don't want people reading posts that rationally defend the situation relative to InfoSonics as a stock investment here in the mid 2s. But actually, IFON does not need defending. I think what they are literally praying for is for no big buyers to suddenly step in.....they want to get it a tad lower and tiptoe out of this debacle they have themselves in. That's my opinion.
....those short thumbs down took but a flash....meaning you are pasted to your computer; play it your way; in fact, IMO, it's in the best interest of entrenched longs if you do work against the grain of rational thinking (simply ignore the facts plain as the nose on one's face) here. Just better for us and worse for you!
While busy playing with thumbs, the rational behavior is to wake up and smell the coffee or you're going to literally be toast. Or you can play with your thumbs.....your choice. But later on, you'll wonder why you didn't think this through better. Professional shorts (hedge funds) will figure some way to get out of this dilemma and live to see another day but retail shorts, like retail longs, are the ones who tend to get hurt the most....it's retail investors/shorts that can get badly burned by the games. So, if anyone listens to this opinion among shorts, it's likely to be among retailers.
For a second, consider some facts:
-IFON is growing rapidly while maintaining a stellar balance sheet; that's no easy feat and indicates a great job of financial management by the CFO
-IFON was losing money each quarter until just beyond a year ago.
-IFON next transitioned to breakeven to a percentage of a penny per share from the prior quarterly losses
-IFON then quickly moved to .05 eps 2 quarters ago and .04 in the most recent quarter (seasonally weak qtr)
-The recent eps number reveal a ramp in earnings in the 1000s of percentage point style
-inventory has been ramped up quarter to quarter....and sales have followed higher too
-inventory is substantially higher this latest balance sheet....implies big growth coming based on proven ability of IFON to perform
-U.S. has barely been tapped yet
-stock was already in the 4.60s a year ago; company is much, much stronger now
So, what happens, when eps becomes .07 and .10 in coming quarters and gets compared back to just over breakeven a year ago???
JMO but the facts and the stock price don't align whatsoever. This thing could blow anytime. Longs are unlikely to sell any, unless the funds are needed or their heads are in the sand....again, JMO and FWIW This could prove one of the strongest short squeezes eventually seen in a long time, IMO.
Look at all the thumbs up the bashers are giving you. I think you are onto something.. LOL.
Yes, us longs have seen IFON give us cause for great optimism. We've got some real exciting days and months ahead for IFON's stock price, IMO. Shorts are "all thumbs" now and can't decide whether they are coming or going.
You are more cordial than I'm inclined to be; Greco said "unless there is solid news." Am I the only one shocked by that remark??
Never do I remember a small fry like InfoSonics that has literally been blowing the doors off when it comes to operational performance. I'd like Greco or anyone else point to a single company that has accomplished what IFON has accomplished.....just one.
The most solid news investors can receive would happen at earnings....and we have been served two absolute humdinger reports for the past two earnings events......and the last one was on THURSDAY OF LAST WEEK. I'm still trying to focus and make sure I read Greco's remark correctly....did he actually write "unless there is solid news????" Maybe I was just seeing things.
Regardless of what this stock does on any given day, this company is amazing!! Absolutely amazing. From the depths of despair when its distribution business died off to the current days where its proprietary business is literally blasting off, Ram has done one incredible job. And the stock price will come along for the ride....count on that....again, who knows the given day...but there's no denying the most "solid news" an investor could ever hope for. And a P.S. that big inventory balance, well given Ram's positive remarks about growth, how much common sense is required to see what management is expecting ahead?
Solid news????? Things here are solid as a bloomin' rock!
......and watch those sweatin' it out shorts come down on this post like rain. There's good reason to be sweatin' it out, IMO. I'd be using my index finger to hit the buy button for covering over wasting time giving positive posts on IFON the thumbs down. Thumbs won't change anything. This company is burning up the road.
With IFON in the 2.50s, having just experienced gargantuan YOY revenue and earnings growth over the past 2 quarters on decreased unit sales, I'd be more concerned about the unit sales increasing now that much higher unit prices are in place. Can you even imagine how that could propel things. IFON had to migrate to the higher ticket phones; surely there was going to be a change of clientele. It seems to me they are bringing that clientele aboard pretty rapidly. I wouldn't bet against IFON's ability to transition things. This company was dead in the water after the Argentine tariff years ago....or so it seemed. Look at it now. JMO.
IFON got way ahead of itself over a year ago when it jumped into the mid 4s from the .70 level. Momentum took the initial improvement too far too fast. I'm actually amazed at what IFON this rapidly to justify that price in the 4s and more. It's time to put the notion that IFON is unworthy aside and see that this company has more than earned its keep, IMO. I doubt there will be any looking back to the current price in the mid 2s once it gets away from it this time around.
That may well be; in this lofty market, it is indeed hard to find value-growth stocks that have not already been run way up. IFON is a gem, IMO.
Come on, what is it with these thumb games? Have the message boards become this flimsy? if you are going to thumbs down the analysis, say why. IMO, we have a coward or two running around playing with aliases and their thumbs. You don't have to hide behind your thumb. The boards are for debate, not for children! And my comment is not about the thumb itself.....it's part of what I've observed going on with the boards these days toward numerous posters.....not just me. These boards could really be useful to all of us. I NEVER thumbs down a personality; I rarely thumbs down anyway....but when I do, it is always toward a post that is purely emotional, attacking someone, and without any reasoning whatsoever. You have to "earn" a thumbs down from me. But when anyone posts real analysis or offers article information, etc., whether I agree with the position taken or not, I thumbs up then because that prospers the discussion. Come on, act mature and help the conversation. If your going to bash my analysis with your thumb, show yourself and write what you disagree with.....but quit hiding behind your thumb. The boards are not for hide and seek. Especially if you are short and disagree, say why. Surely you have your reasons. Grow up!
I wrote this post not because of something as trivial as "thumbs" but this seems to be the new game in town to distract from real content posting. These boards could really be useful or they could go to the dogs too.
P.S. I just noted you've (and I say "you've" because no one could be so johnny on the spot with his thumbs all day long unless he was pasted to the screen) already slapped 2 thumbs down on Captdeployed. Show some respect. Capt puts his life on the line to help defend your right to act like a jerk.
P.S. It has not been anabolic loading under 2.55 today; I don't "load" or "club," but I do invest in good value companies that have great prospects. So, I've "invested" more into IFON today...and it's me sitting on the bid right now at 2.55. FWIW......and you want read incessant news of me adding, but since I've posted so optimistically today, I figure it's good to put your money where your mouth is and leave it at that.
it will blow through 3 this time like it's standing still. Recent growth is too stellar and the outlook given says that the company believes it can keep the foot on the gas pedal. IMO, again, we are going to erupt out of the blue when it comes.
The good thing, wiedec, is you indeed are being very conservative. If you used a PEG approach (P/E to growth rate) suggested by Peter Lynch to determine a fair value, the stock should trade where its P/E and Growth rate are equal (i.e. a PEG of 1.0).
I think .20 of eps this year is not overstepping at all given the .04 already done and what appears to be ahead (BTW, as a CPA and accounting professor for many years, I applaud your analysis toward next quarter....your net sales (gross margin) seems probable on a reasonably assumed multiple of inventory to get at top line sales).
Now, getting at a 5 year growth rate is difficult without analysts covering and without company conference calls that have q & a geared to determining something about longer term outlook. That said, given past growth, especially with the ramp starting last year, I think a 5 year growth rate of 25% is likely very conservative. Last year, revenue and eps ramped more that that....we could easily see 62 to 65M in revenue this year, IMO, given what we can know right now. So, revenue growth this year could eclipse 30% while eps growth would be off the chart high (1000%).
Anyway, going with a growth rate of 25%, a PEG of 1.0 would require the stock price to be $5 on eps of .20 (20 x 25 = 5.00). IMO, this is highly conservative because as fast as eps is ramping (much faster currently than 25%, the market could easily award IFON a P/E of 40 or better, meaning a share price of 8 bucks or more. If the company keeps executing as it has been for over a year now, it won't surprise me.
I would like to make a remark here about this board. I have as much disgust as anyone for Ana's chronic babbling. In fact, I've had him on ignore for longer than I can remember although Yahoo still makes the zillion paled-out posts obvious.
This said, I can separate my investment interest in IFON from his clattering. That is, I'm not going to hold Ana's board destruction against the Infosonics company that is performing so well.
So, it's ironic to me....I likely find myself on the same side of the fence with some who are giving me thumbs down. This is one weird board.
Earnings release was descriptive....I pull 3 key things:
- expectation for continued sales growth in 2015
-plans to control costs efficiently (leverage)
-inventory balance at 7.9M
I'll leave it to the reader to piece these 3 things together into a rational conclusion.
IMO, I see much stronger stock prices ahead.
Hey Capt! Good to see you here; hope you have stayed well through your deployments (for all of us).
I agree with your comments completely. Once in a while you see evidence continuing to accumulate that business plan is coming together and the strategy is working such that a little company may become a lot bigger. Such is the evidence here, IMO. The evidence, in fact, is now stacked too high for a short position to hold back the inevitable surge coming, IMO.
All the best, and good to hear from you here, again.