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ntofive 96 posts  |  Last Activity: Sep 3, 2015 12:50 PM Member since: Jun 27, 2011
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  • .
    12 month target: $5++

    SOL has the third lowest debt of all solar panel manufacturers. The company has guided for the highest gross margins in the last 5 years for the upcoming 2Q 2015 to be reported next week. Competitors JASO, TSL, $ CSIQ re

    JASO in last week's CC stated "Demand for solar panels in China is so strong that, in the second half of the year, the Company, as well as its peers (including YGE), are on allocation."

    For the third quarter JASO guided for 900 to 950 MW of cell and module shipments - a strong 17% quarter over quarter improvement at the mid-point.

    There are new powerful catalysts that could have a profound beneficial effect on SOL's financial performance in addition to cost cutting, efficiency gains, and other initiatives the company has been working on in the last few months;

    Here are some of the recent short and long-term positive catalysts for SOL:

    1) Record demand for solar panels in China (see comment on JASO above and refer to TSL and CSIQ earnings/guidance)
    2) China's currency devaluation
    3) China's new policy to invest over a trillion dollar to encourage green tech including solar of course
    4) Obama's and other countries' push to curb pollution
    5) Oil's super low prices making solar far more competitive than recent past

    Get in early in this inflection point. We are specialists in identifying turnaround opportunities ....We gave you GIG at $1.68, WSTL at 95c, ELTK at 95c, CRNT at $1.1 before earnings . They are all 30 - 60% higher after earnings and still have significant upside.

    Our three new picks are SOL at $1.28, YGE at 85c, and DRAM( with a 2M share float at $1.5.....Watch them explode after earnings.

  • ntofive ntofive Aug 17, 2015 3:05 PM Flag

    blah blah b;ah.....living in the past my friend??

    Ever heard of "Inflection point"???

  • .
    12 month target: $5++

    SOL has the third lowest debt of all solar panel manufacturers. The company has guided for the highest gross margins in the last 5 years for the upcoming 2Q 2015 to be reported this week.

    Competitor JASO in this week's CC stated "Demand for solar panels in China is so strong that, in the second half of the year, the Company, as well as its peers (including YGE), are on allocation."

    For the third quarter JASO guided for 900 to 950 MW of cell and module shipments - a strong 17% quarter over quarter improvement at the mid-point.

    There are new powerful catalysts that could have a profound beneficial effect on SOL's financial performance in addition to cost cutting, efficiency gains, and other initiatives the company has been working on in the last few months;

    Here are some of the recent positive catalysts for SOL:

    1) Record demand for solar panels in China (see comment on JASO above)
    2) China's currency devaluation
    3) China's new policy to invest over a trillion dollar to encourage green tech including solar of course
    4) Obama's and other countries' push to curb pollution
    5) Oil's super low prices making solar far more competitive than recent past

    Get in early in this inflection point. We are specialists in identifying turnaround opportunities ....We gave you GIG at $1.68, WSTL at 95c, ELTK at 95c, CRNT at $1.1 before earnings . They are all 30 - 60% higher after earnings and still have significant upside.

    Our two new picks are YGE at 85c and DRAM at $1.5

  • ntofive ntofive Aug 16, 2015 11:27 PM Flag

    Pretty exciting partnerships with Solar Edge, Huawei, and others.....Great!!

  • .
    DRAM will report a strong 1Q 2016 before September 15, 2015. This 2M share low floater is predicting breakeven for first time in several years on 40% sequential revenue growth. The stock could double in a hurry as DRAM is trading at 0.1 times as DRAM’s market cap is only $4M. DRAM will sell its NOLs to increase cash and increase working capital for growth. Guidance for FY is strong as can be seen below

    Dataram is issuing the following guidance for both FY2016 and Q1 FY2016:

    In Q1 FY2016, the Company projects gross, operating revenues of between $7.2 to $7.4 million, and operating results between break-even and a net loss of $50,000.

    For FY 2016, the Company projects gross, operating revenues of between $28.0 to $34.0 million, and operating result between a net loss of $100,000 and net operating profit of $250,000, in each case exclusive of the impact of one-time charges and events.

    Dataram Chairman and CEO Dave Moylan commented that "2015 was a pivotal year in the Company's history. We entered FY2015 with great uncertainty and an uncertain future. With investor support and a new leadership team, Dataram implemented an aggressive financial and operational transformation of the Company in order to establish a strong foundation for profitable inorganic and organic growth. We re-focused our efforts to concentrate on what we do best, and have done extremely well since we incorporated in 1967 – delivering customized memory solutions into complex technical environments for our business customers around the globe. In the last eight months, we made many difficult and necessary decisions to ensure the Company remained viable and relevant. These efforts have resulted in quantifiable bottom line improvements; a leaner, more flexible workforce, who can better respond to market and customer needs; and a strategy designed to facilitate partnerships and development of M&A strategies. They have also afforded us optimum strategic flexibility. We have removed more than $3.5M in annual operating costs, with the full effect of these reductions beginning in June 2015. We are also recognizing advances in sales activity. With the business re-aligned, we are turning our focus to profitably and growing the business -- both organically and inorganically -- to drive the next stage of Dataram's evolution."

  • Preview of coming attractions:

    http://finance.yahoo.com/echarts?s=GNBT+Interactive#{"range":"max","allowChartStacking":true}

  • .
    DRAM will report a strong 1Q 2016 before September 15, 2015. This 2M share low floater is predicting breakeven for first time in several years on 40% sequential revenue growth. The stock could double in a hurry as DRAM is trading at 0.1 times as DRAM’s market cap is only $4M. DRAM will sell its NOLs to increase cash and increase working capital for growth. Guidance for FY is strong as can be seen below

    Dataram is issuing the following guidance for both FY2016 and Q1 FY2016:

    In Q1 FY2016, the Company projects gross, operating revenues of between $7.2 to $7.4 million, and operating results between break-even and a net loss of $50,000.

    For FY 2016, the Company projects gross, operating revenues of between $28.0 to $34.0 million, and operating result between a net loss of $100,000 and net operating profit of $250,000, in each case exclusive of the impact of one-time charges and events.

    Dataram Chairman and CEO Dave Moylan commented that "2015 was a pivotal year in the Company's history. We entered FY2015 with great uncertainty and an uncertain future. With investor support and a new leadership team, Dataram implemented an aggressive financial and operational transformation of the Company in order to establish a strong foundation for profitable inorganic and organic growth. We re-focused our efforts to concentrate on what we do best, and have done extremely well since we incorporated in 1967 – delivering customized memory solutions into complex technical environments for our business customers around the globe. In the last eight months, we made many difficult and necessary decisions to ensure the Company remained viable and relevant. These efforts have resulted in quantifiable bottom line improvements; a leaner, more flexible workforce, who can better respond to market and customer needs; and a strategy designed to facilitate partnerships and development of M&A strategies. They have also afforded us optimum strategic flexibility. We have removed more than $3.5M in annual operating costs, with the full effect of these reductions beginning in June 2015. We are also recognizing advances in sales activity. With the business re-aligned, we are turning our focus to profitably and growing the business -- both organically and inorganically -- to drive the next stage of Dataram's evolution."

  • .
    CEO delivering on his promise last quarter:" We expect to deliver sustainable profitability going forward" focusing on efficient improvements and expansion in US and Canadian markets. This is the first GAAP-profitable quarter in almost two years. ELTK wlll go up significantly from here because it is grossly undervalued trading at 0.2 times sales. The float is has only 4 million shares.

    From the earnings release:

    Mr. Yitzhak Nissan, Chairman of the Board and Chief Executive Officer, commented: "Our revenues in the second quarter increased by $650,000 (6.7%) from the first quarter of 2015. This increase of revenues combined with the efficiency measures that we have implemented, enabled us to report a net profit of 4.1% of total sales, despite the decline in our revenues, as compared to the second quarter of last year.

    "Our local market is improving, and demand from the US and Canadian markets is growing as well. We are concentrating on delivering high technology boards as expected by our customers. I believe that the ongoing combined efforts of our outstanding employees and management will open up a new horizon for Eltek," Mr. Nissan concluded.

    ELTK is going to $2.5 - $3/share in a hurry with a tiny float.

    We gave you GIG, WSTL, and NSPR before earnings and they are up 40 - 60% after earnings. We also gave you ELTK but very few listened....unfortunately for those of you who would not believe us.

    Now you go buy STRI currently trading at 88c with both hands because tomorrow it will be a big gainer after earnings as well. Company is expected to grow exponentially going forward and has well over $1/share cash and zero debt....it also has a tiny float of about 3 million shares. STRI has potential to be a $10 - $20 stock next year.

    Also buy CRNT at $1.25 ahead or earnings tomorrow......:)

  • .
    STRI, a provider of encapsulants to the photovoltaic module industry, will increase revenues sequentially and continue reducing losses per guidance..... when it reports 2Q 2015 on August 13, 2015.

    The company expects to become GAAP-positive in 2H 2015 because of expected significant ramp up in production in China through marketing and manufacturing support of majority owner Zhenfa (51% owner).

    In May, the Company also entered into a module-for-encapsulant swap transaction with Zhenfa and Zhejiang ReneSola Jiangsu Co., Ltd. ("ReneSola") to settle outstanding accounts. As part of this three-party transaction, the Company has agreed to accept solar modules as settlement of approximately $7.4 million of outstanding receivables from ReneSola, and Zhenfa has agreed to purchase these modules from the Company for $7.4 million.

    The company expects to sell its recently closed Malaysian facility for $8 million this quarter raising the cash/share to over $2/share in addition to further reducing operating costs.

    This will be reported in 2Q and will substantially increase its cash value to $1.25/share. The company has no debt.

    Book value is $2.95/share.

    This is a huge opportunity for value investors. The float is only 4 million shares as the majority is owned by insiders and institutions. The total outstanding shares is 18 million

    We gave you GIG at $1.68/share, WSTL at 95c/share, NSPR at 19c/share before earnings. They are all up 40 to 60% after earnings.

    Another explosive low floater that will report on August 12 is ELTEK at 98c. We expect $1.4 - $1.6 after earnings.....DO your DD and you will see why.

    Also check out CRNT at $1.2 due to release earnings next week as well.

  • ntofive ntofive Aug 6, 2015 7:42 AM Flag

    Great picks.

    Bought WSTL at 95c when I saw your post and I sold half of it the following day. I am holding the rest for a year or until it reaches $5 because it will with new management team making significant progress for three consecutive quarters now.

  • .
    We are earnings experts....we research hundreds of undervalued companies most likely to beat earnings estimates and expectations and bring them to you for free!

    - Gave you GIG at $1.68 before earnings. Earnings as we expected were great. GIG closed today at $2.38

    - Gave you WSTL at 95c before earnings. Earnings as we expected were great. WSTL closed today at $1.21

    . WSTL will be a $5+ stock is a couple of quarters. Do your DD and you will see why. WSTL has $60c/share cash and no debt.

    - Gave you NSPR at 19c before earnings. Earnings/outlook AH today were better than anticipated and NSRP was trading at 30c after hours today. With a significant AH announcement of a partnership and good outlook NSPR will be a big gainer tomorrow.

    About ELTK:

    ELTK, based in Israel, provides specialized printed circuit board (PCB) to clients globally. Eltek designs and manufacturing durable and reliable advanced Rigid and Flex-Rigid PCBs for mission-critical applications in the defense and aerospace, medical equipment, industrial, telecom, and others.

    New 51% owner Nistec has invested over $5 million to increase capacity and efficiency. Through efficiency improvements, cost cutting, and a strong dollar, Eltek's break-even point has been lowered from about $12 million to $10.2 - $10.5 million in revenues per quarter.

    In the 1Q 2015 CC, Eltek's CEO Yitzhak Nissan commented:

    "We have been focused on increasing sales to the US market where we believe customers perceive our products as having both high reliability and top quality. Incoming orders from the US during the first quarter of 2015 increased by 11% compared to the first quarter of 2014. We believe that as a result of our increased marketing activities and our recent expansion of our sales force in the West Coast we will be able to increase our US sales this year."

    "Based on these steps, I am optimistic regarding the Company's ability to return to sustainable profitability in the future."

    ELTK will report 2Q on August 12

  • ntofive ntofive Aug 4, 2015 2:34 PM Flag

    NSPR looks strong ahead of earnings tomorrow. I see 35 - 55c after earnings

    SPEX will have a Markman hearing against Huawei tomorrow. A positive markman could ignite the stock

  • NSPR - 20c - Earnings August 5 - Medical device company with potentially blockbuster new products
    AEZS - 18c - Phase 3 cancer & other - August 12 Cannacord presentation- has $53M cash/no debt
    LPTN - 27c - Cancer and other drugs. earnings next week - 65c/share cash no debt
    DSS - 20c - Earnings next week - Patent litigations & identification anti-counterfit products
    SPEX - 25c - Markman hearing against Huawei tomorrow, August 5....could explode..

    SPEX August 5 Markman Reference:

    (SPEX) v Huawei Investment & Holding Co., Ltd. et al., Case No. 2:14-cv-00677-JRG-RSP (E.D. Tex.)

    The Markman briefing has been completed and the Markman hearing set for August 5, 2015. The deadline to complete mediation is August 14, 2015. Initial expert reports are due August 31, 2015 and the deadline to complete expert discovery is October 19, 2015. Trial is set to begin on February 8, 2016.

    All of them are near their all time lows and can potentially gain from 100 - 500%

    Another stock we cover is ELTK at 94c/share. Eltek announced today that it will report 2Q 2015 financial results on August 12, 2015. We expect ELTEK to be at an inflection point and therefore the stock will go up significantly due to gains in the US and Canada markets and more orders from its parent company Nistec. ELTK has a 4 million share float

    DRAM at $1.93 is another stock to put in your radar. New management and activist hedge fund making significant improvements. ....huge insider buying and only 2 million share float.

    We are earnings/near-term catalyst experts for undervalued under-the-radar stocks We gave you GIG at $1.68 and WSTL at 95c/share before their respective earnings release....take a look at where they are today.

  • .
    My under-30c educated/visionary gambler's delight portfolio....it should be yours too...

    All these stocks are at near-all-time-lows, are fundamentally a lot stronger than the current pps indicates, and therefore provide significant bounce potential.

    NSPR - 20c - Earnings August 5 - Medical device company with potentially blockbuster new products
    AEZS - 18c - Phase 3 cancer & other catalysts - earnings next week - has $53M cash/no debt
    LPTN - 27c - Cancer and other drugs. earnings next week - 65c/share cash no debt
    DSS - 20c - Earnings next week - Patent litigations & identification anti-counterfit products
    SPEX - 22c - Markman hearing against Huawei on August 5....could explode..

    SPEX August 5 Markman Reference:

    - NNPT, LLC v Huawei Investment & Holding Co., Ltd. et al., Case No. 2:14-cv-00677-JRG-RSP (E.D. Tex.)

    On June 9, 2015, 2015, the Court issued an Amended Docket Control Order. The Markman briefing has been completed and the Markman hearing set for August 5, 2015. The deadline to complete mediation is August 14, 2015. Initial expert reports are due August 31, 2015 and the deadline to complete expert discovery is October 19, 2015. Trial is set to begin on February 8, 2016.

    All of them are near their all time lows and can potentially gain from 100 - 500%

  • .
    My under-30c portfolio

    AEZS - 18c - Phase 3 cancer & other catalysts - earnings next week - has $53M cash/no debt
    LPTN - 27c - Cancer and other drugs. earnings next week - 65c/share cash no debt
    DSS - 20c Earnings ahead - Patent litigations & real products
    NSPR - 20c Earnings August 5 - Medical device company with potentially blockbuster new products
    SPEX - 22c - Markman hearing against Huawei on August 5....could explode..

    SPEX Reference:

    - NNPT, LLC v Huawei Investment & Holding Co., Ltd. et al., Case No. 2:14-cv-00677-JRG-RSP (E.D. Tex.)

    On June 9, 2015, 2015, the Court issued an Amended Docket Control Order. The Markman briefing has been completed and the Markman hearing set for August 5, 2015. The deadline to complete mediation is August 14, 2015. Initial expert reports are due August 31, 2015 and the deadline to complete expert discovery is October 19, 2015. Trial is set to begin on February 8, 2016.

    All of them are near their all time lows and can potentially gain from 100 - 500%

  • ntofive ntofive Aug 2, 2015 10:27 PM Flag

    Thank you for posting

  • .
    GIG closed today at $2.23 up almost 50% from my $1.68 recommendation. Gave you WSTL at 95c yesterday and it closed at $ 1.14 today for a 20% gain on larger than average trading volume. WSTL will continue to go up and may reach $5 ext year with improved results and 62c/share cash and no debt.

    DRAM at $1.9:

    Dataram (DRAM) is a low floater with new management making significant improvement since the start of the year. Heavy insider buying and largest shareholder activist hedge fund Issac Capital Growth making a push for growth and profitability. This one can gain $2 to $3/share in one day on good news because the float is only 2M share. It is currently being walked down by MMs to accumulate shares before earnings just like with GIG and WSTL prior to earnings. DRAM is currently trading at a P/S ratio of 0.15.

    Seekingalpha has a recent article discussing Dataram's latest developments .....search for seekingalpha DRAM

    ELTK at 99c:

    This Israeli PCB manufacturer has only 4 million shares and it's poised to return to "sustainable profitability" according to its CEO. Any positive trends will bring the stock to $1.5 and over $2 if it returns to growth and GAAP profitability. The stock is trading at 0.2 times sales.

    Here is more info on ELTK ..get in before earnings next week:

    http://seekingalpha.com/instablog/12222521-micro-cap-gem-finder/4143885-eltk-at-86c-could-double-soon-stage-is-set-for-its-return-to-profitable-growth

    These two stocks are near 52-week lows and are poised for a powerful bounce.

    Do your DD and good luck!!!!

  • WSTL's conference call will be held on June 30, 2015 at 9:30AM Eastern Time..

    WSTL with 62c/share cash and no debt reported a better-than-expected fiscal 1Q 2015 AH today. This was the 3rd consecutive quarter showing improvements in all fronts (the 3rd Q under new CEO Tom Gruenwald):

    * Net income beat consensus analyst's estimates by 2c/share
    * Revenues of $21.6M beat $19,1 consensus estimate
    * Increased revenues sequentially by 16%
    * Gross margins increased to 39% from 25% the prior quarter
    * Improved performance in all areas
    * Book value $1.4
    * P/S of 0.4 compared to 1.4 sector average
    * Analysts' mean price target if $2.25

    CEO Gruenwald commented:

    “Our fiscal first quarter was highlighted by strong order momentum, new customer wins, solid revenue growth, a healthier gross margin, and better inventory management. Favorable trends in our in-building wireless business, intelligent site management solutions, tower-mounted amplifiers, and power distribution products contributed to the improved results this quarter, In addition, our current backlog gives us a solid foundation for the second fiscal quarter, and we continue to invest in our product portfolio to drive future growth.”

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