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Taiwan Semiconductor Manufacturing Company Limited Message Board

marketsagame 8 posts  |  Last Activity: Jun 23, 2016 10:57 AM Member since: Jan 11, 2005
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  • marketsagame by marketsagame Jun 23, 2016 10:57 AM Flag

    Nothing has changed much for Micron, however prices have firmed up for their product at the moment. So two or 3 analysts decide to upgrade and the buyers come out of the woodwork. I am still a believer in the company long term but that is a couple quarters out.

  • A write up on THE STREET by Kunal Desai is a poor excuse for reasoning if I have ever read one.
    Twitter is not knocking things out of the park right now for sure but he seems to think nobody will be interested in buying the company. Is he stupid or just naive? Companies quite often buy other companies that are having difficulties because they feel they can turn things around. Twitter is a major Internet player has 310 Million active users...... this is what is attractive to other companies. This is attractive to companies that want a big social blogging network presence instantly.
    Time will tell who is correct.

  • Reply to

    come on give us a big payday.....

    by tuanngnt Jun 22, 2016 10:07 AM
    marketsagame marketsagame Jun 22, 2016 10:13 AM Flag

    That's exactly right......... doesn't matter if is goes up or down near term. When some company makes an offer you had better be holding shares.

  • marketsagame by marketsagame Jun 21, 2016 11:02 AM Flag

    It is not about IF..... it is about WHEN. With hundreds of millions of active users it will be acquired. Of all the good looking girls at dance TWITTER is the only one still available. Companies wanting to dance had better make their move before the last one is taken.
    I will sit on my shares and wait it out. I am in no hurry.

  • Reply to

    Rumor $22 bid

    by jboulos174 Jun 21, 2016 9:13 AM
    marketsagame marketsagame Jun 21, 2016 10:54 AM Flag

    Even a lousy offer of $22 would push shares up to over $20 in a heartbeat. If someone did make a $22 offer it would get others interested in bidding for the company before it is bought up.

  • This story just hit the wires about Visa & MC. Sounds good for Verifone IMO.

    "Many retailers that have wanted to implement chip acceptance faster couldn’t do so because of long lines to install and certify the software and equipment needed to process chips. Many delayed implementing EMV until the last minute, or began making plans to adopt it only after being hit with chargebacks. Next week, Mastercard Inc. will announce measures that will make it easier for retailers to get their equipment certified, according to Chiro Aikat, a senior vice president at the company. “It should cut it down to hours, not days or weeks,” he said.
    On Thursday, Visa said it was simplifying its equipment-certification process and changing its chargeback policies to reduce liability faced by merchants who haven’t yet moved to accept chip cards. Effective July 22, Visa will block all counterfeit-card chargebacks under $25. And starting in October, it will allow banks to charge back only 10 counterfeit transactions per account, and will require them to assume liability for all transactions thereafter."

    These changes over the next 5 weeks should really help Verifone reverse the current downward EPS trend.

  • marketsagame marketsagame Jun 14, 2016 7:41 AM Flag

    It is no fun seeing your stock decline .......but it is normal after a negative earning report with downgrades. The shortfall is due to temporary issues with the new chip cards. I believe PAY is undervalued presently and the stock is drifting down as people that want to exit sell. It will base and trend up back to the mid twenties by year end. PAY holds 51% of domestic card validation market and they will remain a major player. It is a safe investment IMO.

    Sentiment: Buy

  • marketsagame marketsagame Jun 10, 2016 11:45 AM Flag

    Non-GAAP earnings for 2013 was something like +$1.45 / GAAP earnings about - $ 2.40. Even with the current revised lower projections they are much better off today than in 2013. At the low of 2013 the P/E was higher than today. Management is on top of things making staffing cutbacks even though the source of the shortfall was the low acceptance of Smart Chip cards which should be corrected in the next 12 months.
    We may get into the $18-19 range with a bad market. Otherwise we should move back to $22-23.

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