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California Amplifier (CAMP) Message Board

juddy1 5 posts  |  Last Activity: Feb 6, 2015 10:13 AM Member since: Mar 3, 1998
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  • Reply to

    Great Entry Point

    by juddy1 Feb 6, 2015 10:11 AM
    juddy1 juddy1 Feb 6, 2015 10:13 AM Flag

    Stupid spell check, I meant no brainer bet...

  • For anyone with a longer time horizon, now would be the time to scoop up some shares. The company is a leader in a growing space, solidly profitable, has tons of cash and trades at 1.75x sales. Looks like Q1 bottom line will be hurt a tad by higher component prices and an increased tax rate. BFD. By Q2 the expense issues will be largely resolved. So anything under $35 seems like a brained bet. Put the shares away, I will bet anybody that in a year from now the shares will be appreciably higher.

  • Reply to

    Somewhat Disappointing

    by juddy1 Dec 23, 2014 5:41 PM
    juddy1 juddy1 Dec 23, 2014 8:57 PM Flag

    Good discussion, they also need to do a better job of managing expectations. The numbers are a bit light based on the company's own stated projections. I think they will be fine, it's a very healthy company. But I think we may have to wait a few more quarters. Take a look at SWIR and you will see a real contrast in terms of execution.

  • Reply to

    Somewhat Disappointing

    by juddy1 Dec 23, 2014 5:41 PM
    juddy1 juddy1 Dec 23, 2014 6:06 PM Flag

    Valuation is around 2.7x sales, should settle in to around 2.5x. Fully agree we seem to have hit a wall after growing nicely over the past few years, and the forecasting could be better. Still a decent company, good industry, solid balance sheet, but could be so much more. Not sure what is happening over there, they need to do better.

  • It's interesting that revenues will no doubt be at a record this quarter, as will earnings, but the stock is definitely going to sell off, and deservedly so. CAMP is telegraphing that they really have no idea where the growth will come from next year, hence the statement about them being excited only about "near term" growth. Pretty lame. These guys should be building a head of steam heading into 2015, and they can't seem to put it all together. Plus their forecasting is awful. What ever happened to underpromise and overdeliver? Because the stock has dropped precipitously over the past six months, it's not that overvalued from an objective standpoint. But because management is not coming through with expected strong growth, investors may just lose interest, and the stock will drift, and slowly drop. I think it will settle into the $16-$17 range. Not the end of the world, but there has to be a greater sense of urgency and excitement about the future, or else there is no compelling reason to own this stock any more.

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