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Theragenics Corp. Message Board

lou62m 20 posts  |  Last Activity: Jul 21, 2015 12:49 PM Member since: Feb 12, 2000
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  • Reply to

    Only 2.7 billion for HERE ?

    by giguy_1999 Jul 21, 2015 11:11 AM
    lou62m lou62m Jul 21, 2015 12:49 PM Flag

    I am disappointed with sale price however I did read NOKIA was spending in excess of $2b/year in R&D to keep HERE competitive.
    What was HERE's revenues last year? Less than $1b....the excess will fall to the bottom line....
    even with 6.5b out shares...after tax increase annually in eps will be more than 0.10/share..
    lets wait for the details of the sale before we pass judgement.

  • Reply to

    What happened?

    by bjbrandstetter Jul 7, 2015 4:06 PM
    lou62m lou62m Jul 7, 2015 5:52 PM Flag

    Successful retest of May 5 lows with above average volume...in the technical charting world its called a double bottom.
    Beautiful day for NOKIA longs.

    Sentiment: Strong Buy

  • lou62m by lou62m Jun 17, 2015 10:04 AM Flag

    I am totally comfortable holding NOKIA regardless where it takes us in the
    short term.
    IMO NOKIA is a solid investment for many years to come.
    Uncertainty surrounding the ALU acquisition has hurt NOKIA stock...
    however I think NOKIA bought ALU on the cheap at only 0.90 times sales.
    NOKIA IMO will sell off ALU divisions they don't need... I am looking forward to
    several more years owning NOKIA.
    Remember we have 2 catalysts in the near term and without warning IMO
    NOKIA will gap up on news.
    Best to all.

    Sentiment: Strong Buy

  • Espoo, Finland - LG Electronics has agreed to take a royalty-bearing smartphone patent license from Nokia Technologies. The Korean company is the latest of more than 60 licensees for Nokia's 2G, 3G and 4G mobile communication technologies and the first major smartphone manufacturer to join the licensing program since Nokia divested its Devices & Services business to Microsoft in 2014.

    'We are pleased to welcome LG Electronics to our licensing program,' said Ramzi Haidamus, President of Nokia Technologies. 'We've worked constructively with LG Electronics and agreed a mutually beneficial approach, including the use of independent arbitration to resolve any differences. This agreement sets the scene for further collaboration between our companies in future.'

    The detailed royalty payment obligations will be subject to commercial arbitration, expected to conclude within a 1-2 year timeframe. Other terms of the agreement remain confidential between the two companies.

    Sentiment: Strong Buy

  • Reply to

    Foreign tax on dividends

    by rickbergquist_2000 Jun 2, 2015 5:36 PM
    lou62m lou62m Jun 2, 2015 5:40 PM Flag

    Scottrade takes 30%...but I will apply towards next year taxes.

    Sentiment: Strong Buy

  • Reply to

    Navinfo To bid for Nokia's mapping unit

    by newnokia78 Jun 1, 2015 8:38 PM
    lou62m lou62m Jun 2, 2015 10:32 AM Flag

    Yeah but they can still bid along with a consortium.....

    Sentiment: Strong Buy

  • NOKIA chairman Risto Siilasmaa says NOKIA could surprise people with
    something big soon...from a speech last night.

    I am unable to provide link...I read it from ETrade news DowJones Marketwatch.

    Sentiment: Strong Buy

  • Reply to

    Question for the Board...

    by samjackind May 22, 2015 11:50 AM
    lou62m lou62m May 27, 2015 5:42 PM Flag

    Just as the market can be irrational to the upside, so it can be to the downside.
    I am long SKUL and I strongly believe the market is incorrectly pricing SKUL.
    I have seen it happen repeatedly over the years...so I am the patient type...I will sit on my shares and wait....
    and even add more...and simply wait for the market to price SKUL correctly.

    Sentiment: Strong Buy

  • Reply to

    Question for the Board...

    by samjackind May 22, 2015 11:50 AM
    lou62m lou62m May 27, 2015 5:30 PM Flag

    I agree with you.... the market can remain irrational longer than you can remain solvent.
    This is why I buy in a cash account only.... no margin, no options ...I am as conservative as they come.
    It is possible SKUL is headed down to 6.76... I don't know that it will, but SKUL seems to be in the clutches of determined short sellers .
    I will hold though this... I will wait for my date with IPO price 20.. I know 20 sounds ridiculous now...but I am a patient fellow and I do know SKULs potential.

    Sentiment: Strong Buy

  • Sellers are in control...but this too shall pass.
    SKUL is a very well run company growing eps by 40% and revenues 14%.
    Looking forward : using peg =1, then p/e=40 x 0.39 2015 eps = $15.60
    Or lets use Ent Val/Rev =1, current value= 0.77, 1.0/0.77 x 8.10 =$10.52
    One method looks forward, SKUL = $15.60, the other is trailing SKUL = $10.52, both methods
    significantly higher than $8.10.

    The stock markets are an inefficient pricing mechanism, and thats why profits can be made by patient investors.... I will sit and wait for the market to come to its senses.

    Sentiment: Strong Buy

  • Reply to

    Anyone else want to run a DCF?

    by warrenbuffettfan May 19, 2015 3:49 PM
    lou62m lou62m May 20, 2015 6:55 AM Flag

    Your agenda is clear...and that is what makes a market.
    Each quarter going forward in 2015 will be better sequentially and also better than the prior year.
    I am a long term investor...I plan on holding several years...I started buying in 5s and have added as high as 11.
    Since earnings, sellers have had the upper hand, but this too shall pass...no need to fret.... SKUL will resume its move upward IMO.

    Sentiment: Strong Buy

  • Reply to

    Question for the board:

    by yabadabadoo360 May 17, 2015 9:19 AM
    lou62m lou62m May 18, 2015 7:31 PM Flag

    Qtr 1 is SKUL's weakest quarter. Gross margins fell 600 basis points because of the following:
    West Coast Port stoppage and duplicate inventory flown in...original inventories stuck in containers on ships/ports.
    Strong US dollar on international sales.
    Astro gaming headsets sales were strong, which commands a lower gross margin than regular
    headsets.
    So SKUL is guiding for 40-42% gross margins vs 44%, but increased revenue estimates by
    13-15% and eps growth of 40%.
    I bought more shares today...with time this stock IMO has a date with IPO price $20.

    Sentiment: Strong Buy

  • Reply to

    if apple pays 9 b it is a done deal

    by frank_r_nl May 18, 2015 2:59 PM
    lou62m lou62m May 18, 2015 5:38 PM Flag

    Who says $9b could be the winning bid? I doubt it...
    We shall soon find out....

    Sentiment: Strong Buy

  • Reply to

    TIIIIIMMMMBEEERRR (TIMBER!)

    by warrenbuffettfan May 11, 2015 11:45 AM
    lou62m lou62m May 14, 2015 3:15 AM Flag

    P/S =0.93, Ent..Value/Rev= 0.77
    Cash/share = 1.21, Debt = 0
    Rev growth 13-15%
    EPS growth 40%
    You cant argue with facts Lumberjack...
    I expect SKUL will be back above 11 soon enough....

    Sentiment: Strong Buy

  • Do the math ...daily gross for Hit it Rich, Wiz of Oz and Empires & Allies, I expect we blow away
    booking estimates for qtr2...
    Technicals suggest higher prices as well....Golden Cross in next few days...

    Sentiment: Strong Buy

  • Reply to

    TIIIIIMMMMBEEERRR (TIMBER!)

    by warrenbuffettfan May 11, 2015 11:45 AM
    lou62m lou62m May 13, 2015 8:44 AM Flag

    Just like I said Lumberjack...you wont be around for long...lol.
    I am surprised at how quickly you covered and moved on... was it no conviction or small coconuts?
    Do more DD next time....

    Sentiment: Strong Buy

  • Reply to

    TIIIIIMMMMBEEERRR (TIMBER!)

    by warrenbuffettfan May 11, 2015 11:45 AM
    lou62m lou62m May 12, 2015 8:20 AM Flag

    Are you a lumberjack by trade?

    Sentiment: Strong Buy

  • Reply to

    TIIIIIMMMMBEEERRR (TIMBER!)

    by warrenbuffettfan May 11, 2015 11:45 AM
    lou62m lou62m May 11, 2015 5:52 PM Flag

    lol...if you say so...
    Read the Form 4 filing dude...like I said you wont be around for long...
    To the moon Alice!!

    Sentiment: Strong Buy

  • Reply to

    Class Action Lawsuit Skullycandy

    by warrenbuffettfan May 10, 2015 2:37 AM
    lou62m lou62m May 10, 2015 11:09 AM Flag

    Go ahead you little cockroach....SKUL will be above 11 again and you will have
    nothing to complain about....I am not going anywhere...I will be here in 6 months...lets see if you
    will be anywhere to be found....

    Sentiment: Strong Buy

  • Reply to

    Oversold

    by tankstepp May 6, 2015 7:34 PM
    lou62m lou62m May 8, 2015 3:27 PM Flag

    This stock is headed back to 11 and above ....I wont sell below 20.
    To all who panicked and sold this week...accept my sympathy.

    Very Strong Buy!

    Sentiment: Strong Buy