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Takeda Pharmaceutical Company Limited Message Board

kg2931 260 posts  |  Last Activity: Jul 30, 2015 4:27 PM Member since: Jan 3, 1999
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  • 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 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

    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

    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)

  • Reply to

    Jeffries Today: "Buy MU Aggressively"

    by robertmonement Jul 2, 2015 11:58 PM
    kg2931 kg2931 Jul 6, 2015 2:55 PM Flag

    Haven't disappeared. Nor that concerned. All depends on time horizon. MU continues to be a great long term play. No reason to message board on MU or semis in general until the Fall going into EofYr 2015. Until then, enjoy your day trading, flipping and shorting all you want.

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

  • Well, whadya have to say for your self cheetah? Still think MU's a dead stock? Neener neener!

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

  • 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

    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

    kg

    by original_matrix1 Jul 8, 2015 3:35 PM
    kg2931 kg2931 Jul 8, 2015 4:06 PM Flag

    and you don't get it. MU will not be dependent on the PC industry much longer and the PC demise is overblown and premature. You think INTC won't get ahead of this? INTC and MU are in bed together. Like I said, enjoy your fun while it lasts. I'll wait this out thank you very much.

  • Seattle Sunday Times article today of interest to the ongoing 'PC's Are Dead' argument. Mentions Win10 has a feature that makes the user interface interchangeable between PC's and mobile devices. Not having any experience with it yet makes it hard to say but would think this greatly diminishes the 'PC's Are Dead' argument.

    Also mentions the free Win10 upgrade is only being offered for one year.

    Also mentions not free to corporations upgrading and that there's lots of pent up demand co's holding off refreshing waiting for Win10.

    So, Win10 might just help out MU and INTC more than recent analysts have been predicting... Hope so!

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

  • Reply to

    frustrating

    by xc14y May 14, 2015 4:08 PM
    kg2931 kg2931 May 14, 2015 5:07 PM Flag

    Just hang in there. If you have a long term horizon of 6 - 9 mos you'll be fine.

  • Reply to

    This POS is down every day

    by stks401 May 14, 2015 1:24 PM
    kg2931 kg2931 May 14, 2015 3:18 PM Flag

    For the most part the semi sector is UP today. At today's $26 shr MU is a screaming BUY. Yesterdays downgrade was erroneous propaganda and I think recent selling is an over reaction to recent misreading Samsung news. In addition, May is 'Go Away' time of year and there are no significant catalysts expected out of MU until after 3Q report (July). Most veteran MU followers know this and are just sitting tight and quiet. By 4Q MU (Sept) will easily be over $30 and more likely closer to $35 (barring uncontrollable world events). Just hang in there. Might as well just take a summer break and come back for the 3Q and 4Q announcements.

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

  • Reply to

    My mostly irrelevant updated thoughts

    by codi.rocks May 22, 2015 12:58 PM
    kg2931 kg2931 May 22, 2015 2:39 PM Flag

    Thx Cody. I read this too. "Micron's Management Presents at 43rd Annual JP Morgan Global TMT Conference (Transcript) " Q&A with Kipp Bedard, Vice President of Investor Relations from Micron ".

    The biggest thing I took from this is that MU has many other growing segments for DRAM besides the PC. Although MU historically has been a big supplier to PC's, this is rapidly changing. So the current and cyclical PC sales problem will become less n less a problem for MU over time. kg

  • kg2931 kg2931 Jun 19, 2015 3:31 PM Flag

    And what is your source now ahead of the ER telling us "lowering margins and the forward guidance"? Guidance is an unknown at this point. Based on all info to date, guidance is expected to be good - better than last Qtr 2Q. That's as far as we can expect/hope for at this point. So, yes, this is a 180 degrees contrary opinion to that of your Topic opinion...

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

    Sentiment: Hold

  • kg2931 kg2931 Jul 11, 2015 2:42 PM Flag

    Robert isn't necessarily saying Cramer said 40. Read the sentence and give him the benefit of the doubt.

    There is some common sense to robert's point on the 6X. With it this low, will be hard for the street to resist regardless of the timing how soon it turns around. That's why I'm still here. I know eventually MU will and I can wait.

  • Reply to

    A look at the fundamentals in the future

    by user1256 Apr 3, 2015 12:11 AM
    kg2931 kg2931 May 5, 2015 2:34 PM Flag

    Thx for your analysis. Helps but "Estimated share value range in year one of full production, or perhaps earlier if some current variables become better defined, of USD $2.63 – 12.52. " This is a very large range. Care to narrow that down? (I hold long term shares at $5.50)

  • Reply to

    Fridays close

    by xquestor Apr 29, 2015 9:49 PM
    kg2931 kg2931 May 4, 2015 2:21 PM Flag

    and this jumping out temporarily is really more just wanting to take the spring & summer off. I don't care to open up this computer and be doing this when I can be enjoying my retirement in the outdoors. Need a break.

  • Reply to

    MU long term

    by camp5500 May 15, 2015 10:34 AM
    kg2931 kg2931 May 15, 2015 2:22 PM Flag

    Ditto Mr Camp! Nice to see some longs coming back to this msg bd. Not that we've gone anywhere. We know the score. Just quietly watching and biding our time until Q4 (Sept). We probably should address today's Barron's article by Tiernan Ray. (please see my other Topic today)

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

  • Of the 54 semi stock, index & fund symbols I track, less than 10 % are down today. Go MU!

  • Reply to

    My mostly irrelevant updated thoughts

    by codi.rocks May 22, 2015 12:58 PM
    kg2931 kg2931 May 22, 2015 2:47 PM Flag

    "In DRAM, actually, I think, the year is shaping up pretty much like we thought. I think the supply/demand balance is still going to remain quite healthy this year, meaning about the same level of supply as demand."

    The above is the only thing I read Kip saying referring specifically to this year. And he didn't speak in terms of this quarter. So, I think we should be cautiously optimistic that this next 3Q ER will be a MEET, not a Miss. kg

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