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Pacific Biosciences of California, Inc. Message Board

o08o.ugh64w 146 posts  |  Last Activity: 48 minutes ago Member since: May 13, 2011
  • Reply to

    Is that all you got? 150 shares?

    by o08o.ugh64w Feb 20, 2014 3:25 PM
    o08o.ugh64w o08o.ugh64w May 6, 2014 9:55 AM Flag

    Only took 10 weeks.

  • o08o.ugh64w by o08o.ugh64w May 6, 2014 7:48 AM Flag

    Daniel Miller buys 1329 shares at $19.85 on May 2.

  • Reply to

    Back at book value

    by o08o.ugh64w May 2, 2014 7:03 PM
    o08o.ugh64w o08o.ugh64w May 5, 2014 4:31 PM Flag

    good post/info.

    it is difficult watching ITI get whacked and pulled down along with the market and tech shares - it's like the company itself doesn't really matter at this time. The only way it stops is with the earnings announcement showing a "good" quarter (just has to not be awful compared to what everyone else is turning in) and providing good outlook for the next quarter and remainder of the year. This happened with a couple other of my holdings - they announced "not awful" earnings and good outlook and the dive immediately changed direction. Even other companies where the shares were hammered going into the earnings announcement (seems to be the theme this quarter) - immediate reversal, just by posting a "not awful" quarter.

    considering what is going on in the market in general, ITI can approach a number of peers/competitors and possibly scoop one of them up cheaply at this time. there are two that I specifically know of that are in the dumps and ripe for acquisition and cost cutting.

  • How many vests do you suppose they sell when they go for $13,000 to $15,000 a pop?

    I can't imagine insurance providers racing to line up for them - especially under ACA - people have $5000 annual deductibles (and higher) and they can't afford it.

    Oh, then there's the medical device tax that gets slapped on it as well.

  • Assuming we go by the bank's non-GAAP numbers and take EPS at 35 cents, annualize it, and we have $1.40/share. That gives a PE of 17 today - which is too high for a bank at this time. Similar bank PEs at this time are in the 12 to 15 range. There are bargains out there trading closer tangible book value (BDGE is below $14) , with PE close to 10, and offering similar to slightly higher dividends.

    Bottom line, BDGE is still overpriced garbage and should be trading no higher than $20.00 - giving PE at 14.3

    The growth is not sufficient to justify the premium...overpriced.

  • Reply to

    Back at book value

    by o08o.ugh64w May 2, 2014 7:03 PM
    o08o.ugh64w o08o.ugh64w May 2, 2014 7:04 PM Flag

    outllok = outlook

  • o08o.ugh64w by o08o.ugh64w May 2, 2014 7:03 PM Flag

    Profitable, with no debt, cash, positive cash flow, good outlook, share buyback, CEO buys shares, etc.

    Can only keep saying it so many times before you begin to sound stupid to yourself!

    It's one of the best holdings in my portfolio from a fundamental and outllok perspective and it's a crime that other stuff that is not as good is outperforming it.

    Will just need to be patient a while longer and keep nibbling on more shares.

  • o08o.ugh64w by o08o.ugh64w May 2, 2014 12:01 PM Flag

    As you can see from the headlines, every time a company in same segment gets a Zacks review, BMRA is thrown in the trailer as a Strong Buy recommendation to consider.

  • Reply to

    Another stinker

    by ghetto_trash May 1, 2014 4:46 PM
    o08o.ugh64w o08o.ugh64w May 2, 2014 11:40 AM Flag

    and closing/leaving Poland and taking charges.

    it gets worse before it can possibly get better.

    very, very bad.

  • Reply to


    by sawmade7 Apr 7, 2014 4:23 PM
    o08o.ugh64w o08o.ugh64w May 1, 2014 4:36 PM Flag

    Shares were in account today. Ironically, broker did not charge me the fee - so I'm happy. $30 obviously wasn't going to break the bank, however, for a small number of shares it obviously increases the basis.

    Apparently, some Average Joes were on the loose this morning Selling in May, not only in PDEX but most other companies. Similar happened on May 1 last year and we saw what happened the remainder of the year.

  • o08o.ugh64w by o08o.ugh64w May 1, 2014 10:43 AM Flag

    Very upbeat and optimistic with outlook.

    Key point, even with weak government business, they are still doing ok and continuing to diversify. Government orders are coming in, but they are dragging out the final approvals/signoffs.

    I want to buy more shares lower, but questionable how low shares will go now with buyback in place.

  • o08o.ugh64w by o08o.ugh64w Apr 30, 2014 9:12 PM Flag

    700 @ $6
    700 @ $6.39
    1000 @ $6.25
    478 @ $6.32

  • Reply to

    nice, fat, UP today

    by vote4tea Apr 22, 2014 11:40 AM
    o08o.ugh64w o08o.ugh64w Apr 29, 2014 7:50 PM Flag

    How's the surf dude?

  • Reply to

    Time to purchase ONB shares

    by o08o.ugh64w Feb 10, 2014 9:26 PM
    o08o.ugh64w o08o.ugh64w Apr 29, 2014 3:08 PM Flag

    You can believe whatever you like. My posts are here for all to see when I was buying and I when I sold. I made my profits in a matter of weeks. Clearly that disturbs you.

    I was silent for the longest time? How long is "the longest time"? Certainly not the years you claim the shares have not been consistently over $15. But, does it matter? I posted the price when I bought, I told you the shares would go back over $15 and you moaned like a little girl in heat. Why wouldn't I have sold when the shares were back over $15 - even if it was for a short time? Maybe I listened to your post about how the shares have not been consistently above $15 is years?

    Yet, the profit was minor in relation to the huge amount I made on UBMI buying during the second half of 2013 until the buyout announcement.

    Whether you choose believe me or not is no concern of mine - bottom line of my brokerage account is all that matters.

    You just continue posting your smack because of whatever vendetta you have against this bank. I'm sure that it brings you some kind of joy, along with attacking anyone who might have a non-negative thought regarding it.

  • Reply to


    by sawmade7 Apr 7, 2014 4:23 PM
    o08o.ugh64w o08o.ugh64w Apr 28, 2014 8:09 PM Flag

    I ran into some logistic problems as well and I ended up paying the $30 fee for the 440 shares in my smaller account but wasn't able to get the 2200 shares in my larger account which I wanted more. Will just put my GTC order out there again below $2 and hope I get lucky.

  • Reply to

    Value stocks swept along

    by o08o.ugh64w Apr 26, 2014 12:41 PM
    o08o.ugh64w o08o.ugh64w Apr 28, 2014 4:34 PM Flag

    yes, it has attributes of both growth and value stocks. the PE is not out of line as a growth stock.

    as you rightly point out, as far as the value stock qualities, I am looking at the balance sheet and fundamentals. when I see 30%+ cash as a percentage of the stock price, trading at close to book value, no debt, the buyback, etc. - these things scream value stock to me - it is being underpriced by the market - likely as a result of the (current) high PE, it is considered tech, and it's just getting swept along with the other NASDAQ tech stocks.

    I'm confident earnings will be picking up as the year progresses. In the mean time, though difficult seeing the share price weakness, I have no worries holding it in my portfolio.

  • Reply to

    Setting up nicely

    by hgpabade Apr 28, 2014 3:41 PM
    o08o.ugh64w o08o.ugh64w Apr 28, 2014 4:19 PM Flag

    let the pumping begin

  • o08o.ugh64w by o08o.ugh64w Apr 28, 2014 10:35 AM Flag

    Check trades at market open - possibly a Seeking Alpha pump and dump article. If it is Seeking Alpha, we'll know within 24 hours.

    Be cautious and make money. The three or four folks here know the company and stock better.

  • o08o.ugh64w by o08o.ugh64w Apr 26, 2014 12:41 PM Flag

    I'm reading a market psychology book by David Dreman (contrarian) and he covers exactly what's happening with ITI.

    He explains during a bubble period, while people are racing to the inflated stocks, the value stocks get neglected. They will also get pulled down along with the market as we've seen this past week. However, he shows that time and again, when the bubble eventually pops, those value stocks with real businesses outperform everything.

    Shares are a smidge above book value (again). I'll wait to buy more for once we get the earnings announcement. Either the shares will move back up, or they will get whacked by sellers ... I've seen it many times over the past couple weeks - even when unjustified. It's the theme for this earnings season. However, after unjustified whacking takes place, the rebound happens very quickly either the same day, or over the next few days.

    Anyhow, the three or four of us here know the situation - just have to wait for some numbers to show it (again) and others to figure it out.

5.37+0.03(+0.56%)Jul 22 4:00 PMEDT

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