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Hutchinson Technology Inc. Message Board

keyes_fred 98 posts  |  Last Activity: Jul 23, 2014 7:20 PM Member since: Feb 4, 2011
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  • Reply to

    Katherine

    by vpg1720 Jun 18, 2014 3:25 PM
    keyes_fred keyes_fred Jul 23, 2014 7:20 PM Flag

    Katherine, s'il vous plaît, dites-moi: What thoughts do you have about the following two statements taken from the 2014 Q1 10-Q:

    "The report of our independent auditors issued on our consolidated financial statements as of and for the year ending December 31, 2013 expresses substantial doubt about our ability to continue as a going concern."

    "The Company is growing and currently lacks documented procedures included documentation related to testing of processes, data validation procedures from the systems into the general ledger, testing of systems, validation of results, disclosure review, and other analytics. Furthermore, the Company lacked sufficient personnel to properly segregate duties."

    It would be interesting to know who their factors are and what price they are exacting for the capital MHCC borrows/raises....as well as what it is that convinces the factors that this company has the chops needed to succeed. Certainly they need to get beyond the stage of having to pay for goods and services by issuing stock in payment for those goods and services.

    Sentiment: Buy

  • Reply to

    Improved In-store Appearance

    by greatday43 Jul 22, 2014 9:22 PM
    keyes_fred keyes_fred Jul 23, 2014 6:22 PM Flag

    I'll stop by our local TUES and take a look. It was a mess when I was in there last winter.

    Sentiment: Strong Sell

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 22, 2014 4:57 PM Flag

    Not yet. What you have been right about against all reason is that this stock has holding power based on the previous success of its CEO. Rouleau's savvy is the most intangible of assets, but if investors think it's worth what they're paying for it, then that's what it's worth....for now. I think you're right in that it's got some run left in it.

    Later, gator.

    Sentiment: Strong Sell

  • Reply to

    articles. we get it

    by higonaut Jul 18, 2014 4:38 PM
    keyes_fred keyes_fred Jul 19, 2014 8:20 PM Flag

    Also from a sidebar to the Valdez article:

    Heads up!

    Recent incidents when a major-league pitcher was hit during a game by a batted ball include:

    March 19, 2014: Cincinnati flamethrower Aroldis Chapman was hit in the face during a spring training game against Kansas City. Staples had to be placed in his head, and he didn't make his first regular-season appearance for the Reds until May 11.

    May 7, 2013: Toronto's J.A. Happ was struck in the head during the second inning in a game against Tampa Bay. He suffered a head contusion and a laceration to his ear.

    Sept. 5, 2012: Oakland's Brandon McCarthy was hit by a line drive. He was able to walk off the field, but a year later he suffered a seizure when he was at dinner with his wife. Doctors linked it to his injury.

    Aug. 5, 2011: The Rockies' Juan Nicasio was hit in the head by a line drive in a game against Washington at Coors Field. He suffered a broken neck and a fractured skull.
    __________

    This stuff just has to cook in people's heads....getting hit in the head with a hardball is scary. An ounce of prevention....

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 19, 2014 8:16 PM Flag

    Huh? I just looked at the NASDAQ website and it shows that over the last 12 months insiders bought 157,235 shares and sold 3,733,504 shares. What did I miss?

    Sentiment: Strong Sell

  • Reply to

    articles. we get it

    by higonaut Jul 18, 2014 4:38 PM
    keyes_fred keyes_fred Jul 19, 2014 8:05 PM Flag

    From the article by Alexandria Valdez:

    "Foster said his company [Pinwrest Development Group] continuously works on modifying the new cap. It has worked on slimming it down and fixing other issues. Torres' cap was not the initial version; a newer model will be available in four to six weeks."

    And apropos to where the real money is:

    "The choice is up to the parents and players in Little League. North Boulder Little League equipment manager Jeff Moore said he wouldn't have an issue recommending the caps next year to parents.

    "Moore has two sons who play baseball.

    "Anything that can keep kids safe is embraced," Moore said. "Youth sports is ripe for the parents trying to give their kids every edge. I think it's a good thing. Head injuries are the scariest of any sports injuries that you have."

    Sentiment: Hold

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 18, 2014 10:33 AM Flag

    Well, up she goes again. I do think a crash is coming, but it's a bit like waiting for the gains expected from HTCH. The expected results may be months away still.

    I heard a joke a long time ago about a miner in Alaska. Long joke. Many times in the telling, there is a line...."Patience, jackass, patience." Eventually the joke teller stops his narration and starts talking about something else without finishing the joke.

    Listeners then accost the joke teller with, "well what happened?" The answer: "Patience jackass, patience."

    Just so.

  • Reply to

    Another one of those days when

    by uptabdowntab Jul 16, 2014 6:00 PM
    keyes_fred keyes_fred Jul 18, 2014 10:25 AM Flag

    Sounds like something our friend LTF might subscribe to. I wonder if "dark pool" trading is available to stockholders with exceptionally large positions. Knowing LTF's choices is good to know, but knowing when he decides to sell would be still more valuable.

    Sentiment: Hold

  • Reply to

    Stooked for this thing!

    by tradersarah2012 Jul 16, 2014 4:18 AM
    keyes_fred keyes_fred Jul 16, 2014 10:21 AM Flag

    On what grounds?

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 16, 2014 7:52 AM Flag

    And now down 8.5% since 7/2.

    Down, down, down.....

    Sentiment: Strong Sell

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 15, 2014 12:59 PM Flag

    From the Moneywatch article: "Calling whether a given CEO is right for a given company in a given situation is like playing Russian roulette, pulling the trigger, and waiting four or five years to see if you blew your head off or not."

    Sentiment: Strong Sell

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 15, 2014 12:54 PM Flag

    Another good article on turnarounds from Moneywatch: "Why turnarounds are so hard."

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 15, 2014 12:50 PM Flag

    Correction: Marvel, Remington, Black & Decker, Clairol are examples of successful turnarounds.

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 15, 2014 12:48 PM Flag

    If there is such a man in the Keyes family, I assure you our names are 100% coincidental.

    The reliance on one man's record to make a success out of any one-third of a billion dollar company seems extraordinary to me. It ignores underlying basics.

    Turnarounds happen, but 9 of 10 fail. Companies like Blackberry, RSH, JCP, Marvel, Remington, Black & Decker, Clairol. See This Forbes article: "Why 9 out of 10 Turnarounds Fail."

    Sentiment: Strong Sell

  • Reply to

    July 31, 2014

    by lookin_2_score Jun 23, 2014 1:40 PM
    keyes_fred keyes_fred Jul 14, 2014 12:21 PM Flag

    He doesn't sound like he wants to sell all of it. That he would take some profits after the run up though would fit his philosophy.

    Sentiment: Sell

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    keyes_fred keyes_fred Jul 13, 2014 3:41 PM Flag

    Hm. Down 5.58% since 7/2.......

    Sentiment: Strong Sell

  • Reply to

    Thoughts

    by charboneus Jul 10, 2014 10:31 PM
    keyes_fred keyes_fred Jul 11, 2014 4:49 PM Flag

    First, I was referring to our good friend Deek. IMO the isoBlox deal was unforeseeable a year ago.

    You made a good argument, but I do think (and at this point it doesn't really matter who's right) that the MLB decision wasn't all that complicated or difficult to obtain in the current environment. I.e., the research and data coming out of football's big problem was clearly a lesson that MLB wanted to avoid. They don't want to have to pay out anything like the NFL is now on the hook to pay. Enter isoBlox--a serendipitous meeting of a need and at least a partial potential solution.

    My guess is isoBlox was just one of some potential ideas for using the 4 Kids shell leftover after all the things Deek described and forecast so well.

    Sentiment: Strong Buy

  • Reply to

    Thoughts

    by charboneus Jul 10, 2014 10:31 PM
    keyes_fred keyes_fred Jul 11, 2014 9:53 AM Flag

    "development = acquisition of isoBlox technology.

  • Reply to

    Thoughts

    by charboneus Jul 10, 2014 10:31 PM
    keyes_fred keyes_fred Jul 11, 2014 9:52 AM Flag

    In following this stock for the last few years it seems pretty clear to me that no one saw that development coming and yet it's the main factor that's driving FOUR's value at the moment, all claims otherwise to the contrary. Certainly there was a possibility for this to come about but claiming gnostic insight seems hollow....loveable as such claims are sometimes. :)

    Sentiment: Strong Buy

  • Reply to

    Shah Capital bought more Stocks

    by z.oezdamar Jul 8, 2014 12:54 PM
    keyes_fred keyes_fred Jul 9, 2014 2:09 PM Flag

    LTF, good to see you posting again. Saw your thoughts on ACI and ANR, CLGRF and SLGD. Any comments on ANCI, ROIAK, RVM, ACTS, VIEW, RFP, NTZ?

    Great call on AA. Hoping Detroit follows through on using aluminum to build trucks....and more hopefully.

HTCH
2.07-0.01(-0.24%)Jul 29 3:59 PMEDT

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