Recent

% | $
Quotes you view appear here for quick access.

Takeda Pharmaceutical Company Limited Message Board

kg2931 243 posts  |  Last Activity: Jun 29, 2015 2:58 PM Member since: Jan 3, 1999
  • Reply to

    Micron Earnings Call 6/25

    by camp5500 Jun 17, 2015 12:41 PM
    kg2931 kg2931 Jun 17, 2015 12:53 PM Flag

    Nice post camp. Ditto. The market has over reacted to the recent downgrade and Cramer now joining in with his, "Micron is in PC's and PC's are going away". What a compete idiot!

  • Reply to

    Earnings next week!

    by bogomogota Jun 16, 2015 9:19 AM
    kg2931 kg2931 Jun 16, 2015 2:37 PM Flag

    Although I share your enthusiasm for "upcoming spectacular earnings", what MU told us last 2nd Qtr is contrary to 3Q's earnings being anything other than what they predicted (strained, don't quote me in this choice of words). I'll be happy if they beat or even come in even, as long as the 4Q guidance is 'good'. Long term, MU has a lot more going for it than the Street has been been reacting to the past few Qtrs. Go MU!

    Kg2931 (Long & Strong 2K shrs MU @ $24.92 held since 3/5/14)

  • Reply to

    Anyone selling now...

    by italianpatriotsfan82 Jun 15, 2015 11:52 AM
    kg2931 kg2931 Jun 16, 2015 12:28 PM Flag

    Finally putting you on Ignore cheetah. I could care less who's right or wrong between us. I'm here for the long haul.

    Sentiment: Hold

  • Reply to

    what do analysts really know

    by afenlaw2003 Jun 15, 2015 11:13 AM
    kg2931 kg2931 Jun 15, 2015 6:02 PM Flag

    When was the last time you said something positive about the stock (not the co)? How about it's long term prospects (3-6 months, 6 months - year)?

    If the MU stock sucks so bad, why do you keep gracing us with your advice on the MU msg bd? Why are you here?

  • Reply to

    Anyone selling now...

    by italianpatriotsfan82 Jun 15, 2015 11:52 AM
    kg2931 kg2931 Jun 15, 2015 5:57 PM Flag

    Wrong. 3Q is getting closer and the market's just overacting to MU's last 2Q guidance and nervous about 4Q guidance. June 25th will probably not be pretty but doubt it warrants continued selling (not by Longs anyway).

  • Reply to

    "Jim Cramer -- Avoid 'One-Way' Micron"

    by original_matrix1 Jun 15, 2015 11:24 AM
    kg2931 kg2931 Jun 15, 2015 1:28 PM Flag

    Gee thanks matrix! Saying the obvious doesn't say much of anything. How bout you say something useful for what the sp does after the 3Q ER Call? How bout between 3Q and 4Q? How bout after the 4Q Call? That's what any rational long termer is still hanging on for. I rarely have a use for "stop losses". For someone that doesn't pay attention. kg

  • Reply to

    what do analysts really know

    by afenlaw2003 Jun 15, 2015 11:13 AM
    kg2931 kg2931 Jun 15, 2015 1:23 PM Flag

    I've been seeing it for a long time but felt MU strong enough to stand on it's own despite cheetah. Cheetah used to be good on the MU msg bd. It's a shame. kg

    Sentiment: Hold

  • Reply to

    Anyone selling now...

    by italianpatriotsfan82 Jun 15, 2015 11:52 AM
    kg2931 kg2931 Jun 15, 2015 1:17 PM Flag

    No, I'm not selling. This selloff (scaroff) is overdone. Even if the weak 2Q guidance shows itself and 4Q guidance isn't as stellar as hoped for, still no reason (facts) to panic. The market's in a panic on MU right now. Let's get 3Q over with and let the dust settle. Oh, and let's be sure and hold Cramer and this JP Morgan analyst accountable for this current crash mentality impact on MU...

    Kg2931 (Long & Strong 2K shrs MU @ $24.92 held since 3/5/14)

  • kg2931 kg2931 Jun 15, 2015 1:09 PM Flag

    Correct. Sopmething big is going on but we can rest assured it has nothing to do with what Morgan Stanley wrote or what Cramer said. We won't know what it is until the 3Q ER. Let's just hope this sell off is as grossly overdone as it looks. Hang in there. kg

  • kg2931 kg2931 Jun 15, 2015 1:06 PM Flag

    cheetah, you say this as though PC's are being quickly phased out and ignore the Server space that MU has dominated for years. You clearly have "the new cloud computer internet of things" on the brain. kg

  • Reply to

    "Jim Cramer -- Avoid 'One-Way' Micron"

    by original_matrix1 Jun 15, 2015 11:24 AM
    kg2931 kg2931 Jun 15, 2015 1:01 PM Flag

    Saying "prospects likely won't improve any time soon" is the same as saying what everyone already knows: that 2Q guidance for 3Q was lackluster and here we are about to release 3Q ER results. Instead of saying "anytime soon", he should have said, 'if the 3Q ER guidance is good, be prepared to load up! I believe MU will be back up in the $30's by or shortly after the 4Q ER (Sept 2015).

    Kg2931 (Long & Strong 2K shrs MU @ $24.92 held since 3/5/14)

    Sentiment: Hold

  • Reply to

    what do analysts really know

    by afenlaw2003 Jun 15, 2015 11:13 AM
    kg2931 kg2931 Jun 15, 2015 12:53 PM Flag

    cheetah, please move on to another stock msg bd. You have plenty of other 'better' stocks. Those of us here still playing this Long do not appreciate your constant MU trashing. If you owned the stock and had a fair and balanced critique that'd be one thing. But you don't own the stock and you're only here to tear it down.

    Sincerely, kg

  • Reply to

    What has changed in the Last 8 days of trading

    by camp5500 Jun 11, 2015 4:25 PM
    kg2931 kg2931 Jun 11, 2015 4:33 PM Flag

    As a fellow MU long, thx for sharing camp. My thoughts are ditto with yours at this point. Don't see anything to be too concerned about this 3Q. Even if 3Q disappoints (as expected), from all indications we've been reading so far, as long as guidance is on track, MU will bring us out of this between 3Q - 4Q or shortly after 4Q (September 2015)...

    Kg2931 (Long & Strong 2K shrs MU @ $24.92 held since 3/5/14)

  • I tend to agree with this article and encourage longs to read it. Come back and tell us what you think. The following excerpt is particularly good:

    "Micron (NASDAQ:MU) is currently hovering near 52-week lows. Most recently, it dropped nearly 4% after Drexel Hamilton downgraded it to sell and offered a $20 price target. The reasoning was that the terrifying Samsung (OTC:SSNLF) is going to come in and lower prices on DRAM (more specifically saying that "Predicated upon a view Samsung's strategic interests bring willingness to accept lower memory margins, DRAM price drops are liable to continue," said Whittington. "PC DRAM price weakness has spread to mobile, reducing margins and earnings estimates as Samsung brings process cost drops to customers.")

    This is the narrative that has sunk Micron's stock so far in 2015, sliding over 20% even before the analyst note. That's why it seemed particularly silly to me that the stock would dip even more - the fact that there currently is pricing pressure in the DRAM market should have been priced in. The downgrade should have been a non-event; especially given that Micron's consensus analyst price target is still $37.97 per share. This is 50% higher than the current price target. If the words of analysts really matter, then there should not be such a large gap between its current market price and the consensus price target. Since the market reacted by dropping the stock a sizable percentage, now is the best time to buy. This is especially compounded by the fact that the margins fears on DRAM are exaggerated, along with the solid fundamentals that Micron enjoys."

    Kg2931 (Long & Strong 2K shrs MU @ $24.92 held since 3/5/14)

  • Reply to

    End of trading

    by pch65 Jun 11, 2015 3:37 PM
    kg2931 kg2931 Jun 11, 2015 4:04 PM Flag

    For what it's worth a WSJ article a few weeks back wrote about the whole market in general has developed a habit of most trading during the opening and closings of ea day. So, it's not just MU.

  • Reply to

    "Chips Wrecked"? (CNBC video)

    by kg2931 Jun 10, 2015 3:27 PM
    kg2931 kg2931 Jun 11, 2015 3:30 PM Flag

    No cheetah, I'm not out now! Why sell now and make nothing after a year of holding? And if MU is a "decent company", then now is all the more time to be holding or even buying for the next run up, whether it's between 3Q and 4Q or 4Q into 2016, makes no difference to me, I believe the stock is going to do well again sooner or later. Besides, don't bother me now! I'm on summer break trying to enjoy days in the sunshine, ha!

    Kg2931 (Long & Strong 2K shrs MU @ $24.92 held since 3/5/14)

    Sentiment: Hold

  • Reply to

    "Chips Wrecked"? (CNBC video)

    by kg2931 Jun 10, 2015 3:27 PM
    kg2931 kg2931 Jun 11, 2015 3:25 PM Flag

    Hey, cheetah what's a "hayhoo? Ha! kg

  • Reply to

    "Chips Wrecked"? (CNBC video)

    by kg2931 Jun 10, 2015 3:27 PM
    kg2931 kg2931 Jun 11, 2015 3:23 PM Flag

    Thx for the support matrix. I don't recall seeing a mrstockfool id on this MU bd but then I don't keep track and have a short term memory on that sort of thing. Came out of no where, geeeeezzzzzzz!! kg

  • Reply to

    WEDBUSH Report Negative on MU

    by original_matrix1 Jun 11, 2015 2:03 PM
    kg2931 kg2931 Jun 11, 2015 3:18 PM Flag

    thx for posting this matrix. I thought I came across this news release recently. Read it but found it hard to put much stock in it. MU told us long ago so not really a surprise but the analysts and media are making this out to seem like news, when it's not. We shall soon see if MU is still on track for better days 4Q and beginning 2016... kg

  • Reply to

    Micron Sellers are Exhausted

    by wallisweaver Jun 11, 2015 2:08 PM
    kg2931 kg2931 Jun 11, 2015 3:13 PM Flag

    Tempted to buy more at this level! Will wait n see what they say the day of 3Q ER. Hang in there vincent.

    Kg2931 (Long & Strong 2K shrs MU @ $24.92 held since 3/5/14)

TKPYY
24.41+0.38(+1.56%)Jul 2 4:02 PMEDT