dbr has smashed the tablets brought down from Big Bear on high.
Luckily, someone transcribed Deeber Commandments II, III, and IV and dbr will be held to them...despite flagrant violations today.
What dbr means to say is around May, 2014 dbr mailed in an application for a D.R.I.P. account directly to Priddy with a hundred dollar bill attached. It was a personal letter instructing William Priddy to start a dbr investment in RF Micro Devices. Priddy framed the letter and kept the hundred dollars and dbr thinks he's invested in a drip program in a company that pays no dividends.
(Investing isn't always what it appears, and please forgive my own deeber, in this case boiling down water until the tea pot stops whistling because the metal's gone dry. Deeber Commandment IV: Always keep your whistle wet.)
dbr'ing (deebering) means posting so often and so much that posting the obvious is often the result.
dbr talks and talks until the words don't mean anything, even surprising dbr what the words or thoughts actually turned out to be.
dbr is a founding member of the stiche and biche club, so making sense is not as important as just continuing to post. dbr stiches and biches all too muche.
deeber away; it's a free country.
To deeber extremely means to make mega-predictions that sound good but are based on baloney.
Thou shalt not deeber, and certainly not about everything, but to deeber also means to dabble.
Flip-flopping is bad enough and dbr does flip-flop, but deeber-dabbling, well, the evidence is mounting and concerning.
So, here are the dbr commandments from the burning Big Bear bush so far:
I. Thou shalt not deeber (theorize but not execute).
II. Thou shalt not deeber-mega (theorize to the point of grandiose predictions based on baloney).
III. Thou shalt not deeber-dabble (theorize about everything everywhere and randomly for no real reason).
As dbr continues to break these commandments, dbr knows he's headed for a bad spiritual place.
This is the classic deeber heard from dbr since 2005.
dbr from 2005 to 2009 saw no reason for phones except to make a phone call.
2g was good enough for dbr, and phones were a commodity to dbr spelling doom to the RF chipmakers.
dbr liked his 2g Motorola flip that fit inside his pocket protector.
Unbelievable how dbr theory runs in circles wide and long enough that the theory gets to be used again as a new deeber years later.
deebering puts nothing at risk.
The only period of time when dbr was caught speechless and gave the msg board some peace was when dbr sat stunned as Rfmd rose from $4.50 to $14.
These events occurred over a several month period from February, 2014.
dbr often was seen at Dunkin Donuts with nothing but powdered sugar on his keyboard. The powdered sugar was stuck both to the keyboard, and to dbr's brain, and so dbr could not deeber.
dbr was rendered deeber-less.
At that point of $14, dbr's donuts and theories finally caught up with where stock price reality had gone, and so then dbr could start to deeber again.
As anyone might notice, we currently are in an intense deebering phase. Dunkin Donuts has since banned dbr. Caffeine, sugar, and deebering--no way, bad combo!
Founding Fathers should have added to the first amendment,"Speech is free, however, thou shalt not ever dbr."
TSMC and WIN had record March quarters, and really strong month of March sales. In fact, TSMC is focused on answering investor concerns about ability to meet demand. WIN is pure play GaAs and does work for QRVO.
So, I guess, pick what you want to use as measuring sticks for softness in March.
What the past few days really shows is the point brought up last week about any perceived little fly in the ointment will send the share price plummeting.
Unless Qrvo completely messed up with Samsung S6, the share price will stabilize because any drop in China sales will be temporary.
I think what may be happening is QRVO has yet to establish a reality of expectations in concrete terms for what feeds its revenues. Investors really don't know how stable QRVO's customer relationships are in the Top Six China handset makers, or how those Chinese vendors are doing, both in China and now worldwide. Investors do not know to what extent integration is taking over RF sales and how integration will be a positive or a negative, or simply whether it will be a more or a less stable predictor for QRVO sales. The stable elements are participation at Apple, the filters business, and the network infrastructure. Other elements feeding QRVO revenue are murky. Can Brug stabilize the murky side of predictability? He has not been real good at this.
Somehow, investors have always taken SWKS revenue growth for granted because SWKS has never disappointed and always has beaten estimates. Quite different for QRVO because even the analysts cannnnot agree and price target spreads are huge. It all translates to not really knowing what will make up QRVO's stable marketshare. If Bruggeworth successfully or positively answers or addresses this very large question, QRVO longs will be just fine and can notch back on the anxiety and hit the recliner button and relax. If Bruggeworth evades the makeup of QRVO marketshare question, look for a swoon until he does.
Yahoo has twenty posts per page.
A quick glance an hour ago showed on the current page, dbr had 7 of 20 posts.
The previous page dbr had 10 of 20 posts.
I guess the world is better off for dbr posting 17 out of 40 the world's posts on QRVO.
Basically, dbr posts make up 43% of the posts on this board. Sane?
Let's see if dbr can do simple math:
$4.50 to $12 is 266% gain.
$56 (where dbr bought and started the Meeuw Let-me-be-the Cheerleader Campaign) to $72 is 29% gain.
Gee whiz, wizard, is 266% more than 29%?
Let's see. dbr has now covered his advisories up, down, and sideways. Pure genius.
Just follow the yellow brick road until it turns into unending donkey trail switchbacks, and then realize the donkey just heads out each and every day not knowing at all where it is going.
dbr is a happy donkey right out of Shrek, one fearless and cheerful burro. "That's a nice boulder."
In 2005, dbr still held onto that one marble, the one that seemed to stick around no matter what happened to the investment profile, that one marble of hope.
Since then dbr's been looking for it. Thus dbr posts and posts and posts and meanwhile wonders, "Where is my marble? Yoo-hoo, come back lil marble."
"This will end badly."
"So it's all good."
"...the next few days provides the direction." (How many times over the years has that one gotten play?)
"If you think about, who better to trust with all the money than those who have proven to be the best at accumulating wealth?" (this is an auto text message that dbr generates over and over and over because it sounds intelligent, but as usual,, it's a superficial weak attempt at political humor.)
"I think the ALTR negotiations show that intc is about to become a muche larger company, with a major foray into the interest of stuff.
Broadcom has long been seen as the best merger partner and meow might well be the time." (Utter baloney cast into the wind, acting like a person in-the-know at the right instant about chip companies. Intel and Altera: Sure, dbr, sure.)
What will this week bring from dbr? Unfortunately, more of the same. Want some provolone with that baloney?
What does there is mean? What does there mean? Look up expletive constructions and try to form a sentence with words that use a functional part of speech. Otherwise, just let svs post for you and give up on the English language altogether.
O.K. chartists, try this on:
Do a 3 month and 6 month comparison chart and include Tot, Cvx, and Oxy.
(These three stocks pay an average of 5% or more dividend.)
See the three or four price swings of 5% to 10% over the last four months?
Here is the message: Being mindful of the ex-dividend date that occurs quarterly, a simple monitoring of these three solid oil companies' share price swings can net 5% a couple times a quarter, plus managing the 5% dividend.
Until oil volatility lessens, these should continue to be opportunistic plays starting at these price points:
CVX under $105, TOT under $49, and OXY under $74.
Buy in a third at above prices, then another third with a 2% to 2 1/2% more drop, then the final third at another 2% drop.
Someone call the meds hotline, up the dosage.