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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

pere_joseph 21 posts  |  Last Activity: Aug 13, 2015 9:51 AM Member since: Jun 23, 2004
  • So the market in general goes down, the conditions for top luxury products is not ideal to say the least, your biggest wished market is having serious financial difficulties and your western sales are lacking, you're behind all schedules and promises, you're running out of cash fast,you dilute your share base and of course your share price goes up. Simple logic! Cherio.

  • Reply to

    Congratulations!

    by dseigel Aug 11, 2015 2:27 PM
    pere_joseph pere_joseph Aug 11, 2015 3:35 PM Flag

    why should i question your id. useless remarks. just for you personally. nobody is interested. good luck.

  • Reply to

    Congratulations!

    by dseigel Aug 11, 2015 2:27 PM
    pere_joseph pere_joseph Aug 11, 2015 3:30 PM Flag

    You are committed! Fine! Are you making sense to other investors? No! Unfortunatey!. Hear me out: INVN, SWIR are coat tailing on new developments in the electronics industry by the likes of Apple and Smasung. Neither are they market LEADERS (rather followers) nor do they have something unique (apart from a temporarily leading good product in the industry). New developments will come, most likely missed by these companies (board of directors who were just in the right place at the right time, visionaries? Forget it). Look at Cisco: already 10 years at 28 USD give or take. You need a Stephen Jobs, Elon Musk (although I'm not too fond of his market sector in ev and batteries), a monopoly like Google or a new kid in town in TV like Netflix. Or you invest in the builders of those industries with a big variety, not only a very good 6 gyro compass or whatever they are called. So INVN might turn up a bit but in the end but they need so much CAPEX to stay in touch and competitive, that the INVN-shareholders will not be drinking champagne for the rest of their lives. Cherio

  • Reply to

    Apple will never buy tesla and driverless cars

    by clhanluke Aug 10, 2015 9:27 PM
    pere_joseph pere_joseph Aug 11, 2015 8:20 AM Flag

    Apart from financials you are quite versed in techniques. Read your comments with pleasure. Seldom informative posts on the YMB. Apart from all the reasons you give for Apple not to buy Tesla is that there are little synergies and more importantly, Tesla has already a too big financial burden and liabilities. No go for any corporation unless for much lower valuation of tsla.

  • Reply to

    What`s wrong here????

    by ivannikolic35 Aug 10, 2015 10:02 AM
    pere_joseph pere_joseph Aug 10, 2015 10:14 AM Flag

    I was some 1 year ago very long KNDI but started to unload gradually and have today only 500 shares left. Why? The market/sector is OK but the KNDI company is too complicated structured, selling via jv, making parts itself (so actually NOT an EV producer,, but that is not so important as long as the parts are vital and growing) and the cars being sold are not really "cars". It is more of a Smart (Mercedes) and the appeal is not very good. The positive results are mainly due to financial products and speculation. Not from the business. Have not read the 10 Q yet from this quarter but all in all this is not an exiting growth story (yet). Cherio

  • pere_joseph pere_joseph Jul 30, 2015 9:12 AM Flag

    I'm afraid 50 bucks if you're lucky. Probably lower when the stock market crashes, even risk of insolvency. Just saying (Debt USD8,1 Billion). That is not very comfy, definitely not when interest rates start to move up.

  • pere_joseph by pere_joseph Jul 30, 2015 8:14 AM Flag

    With all due respect for the meager results of Wynn and the bullish statements of management, I do believe Wynn is in for a rough ride. The Chines economy is imploding at record speed and the massive gains in the Chinese property and stock market are reversing in massive losses. The first to feel the pain is where people leave their easy money. Gambling will be hurt and the timing of this new Macau Casino will prove to be a death knell on top of the already massive 8,1 Billion USD in debt. Wynn investors will be Wining investors. Put your money in eg ACE. You will survive the coming difficult period. Cherio

  • pere_joseph pere_joseph Jul 29, 2015 7:04 PM Flag

    Topeka? Topeka? Do you know what Topeka is? An One Man Show who lost his shirt on NQ Mobile. Topeka is nothing but an Asian Guy active in the stock market. Forget him, Topeka!!!

  • pere_joseph pere_joseph Jul 29, 2015 12:08 PM Flag

    what do you mean, rigged? There are more sellers than buyers. if the report was brilliant then the buyers would be there. But unfortunately Vasco is not the flavor of the month, nor is Twitter, nor is Yelp and many many other stocks. If you think this is rigged i suggest to buy with both hands. True value always reveals itself. I am back in at 21.8 and I consider to buy some more at 21. Cherio

  • Reply to

    Navellier

    by pere_joseph Jul 29, 2015 10:38 AM
    pere_joseph pere_joseph Jul 29, 2015 11:51 AM Flag

    It is true he picked Mei but at high 20 level. I was in that stock as well and when it started to top out i kissed it goodbye. The people who went in on his buy up to 45 will not be very happy. And yes, the managers of the Funds or the News letters are usually the ones that win. A friend of mine who lost 10 Milion Euro by his adviser Merill Lynch, mentioned in a car-trip back to amsterdam after having brought the bad message, that he was happy with his bonus that year of 1 Mil. My friend pulled over the car on the highway abruptly, kicked the Merill guy out of the car and sped off in his Bugatti. True story!!

  • pere_joseph by pere_joseph Jul 29, 2015 10:38 AM Flag

    Yesterday Navellier issued a rush message to buy Palo and Vaso ahead of earnings. This explains partly the runup ahead of earnings. The punishment of the stock today will not be very well received by his clients (I was already out at 33). Now I have re-entered at 21.8. Navellier is usually quite good at picking the right stocks. So I think this stock will resume its correct directory which is northbound. Cherio

  • Reply to

    My analysis of BIDU

    by jagad5 Jul 28, 2015 12:35 PM
    pere_joseph pere_joseph Jul 28, 2015 2:10 PM Flag

    interesting. What says your model for Nflx,Amazon,Tesla and FB? Much appreciated

  • Reply to

    Marketcap loss

    by pere_joseph Jul 28, 2015 12:53 PM
    pere_joseph pere_joseph Jul 28, 2015 1:49 PM Flag

    thank you for a sincere reply. and yes you are correct. my intention was not to compare BIDU to Amazon. My intention is to compare a slight revenue GUIDANCE miss for the future costs them roughly 20Billion in market cap. That is in itself absurd! Furthermore are they already profitable, expanding their investments in new product lines (not only Search and investing like your Amazon), but because they are Chinese they are ridiculously punished. I am just a small investor in Bidu so I,m not defending my own stake. Just were lucky to sell at 207 2 days ago. But my point remains: when its hot air and it is from the americans it is good, if its from other nations it is different. Wait till October 2015, hopefully the USA will get its bill!

  • pere_joseph by pere_joseph Jul 28, 2015 12:53 PM Flag

    In the past 2 days the pps dropped from 208 to 163, which represents 25 % of its market cap or some 20 Biilion on a miss in future guidance of a couple of million in revenues??? Who is fooling who here? Amazon earns virtually zero and stock explodes. Tesla is valued on promises to be delivered in 2025. Netflix never earned a penny and the stock price explodes. Marketsheninigans are mysterious in the good ole US of A!It would surprise me if there would not be a massive adjustment in the not too far distance .Cherio

  • The CPPT can not afford the credibility loss of their flagship competitor to Google. BIDU can not fail now So tonight you will see a sharp renounce of Bidu followed by the short covering of the massive new shorts as per today. After that my crystal ball turns very vague. Cherio

  • pere_joseph pere_joseph Jun 27, 2015 7:03 AM Flag

    Because I;m in a good mood: Free Cash Flow

  • Reply to

    Greece is a setup..

    by murphy625 Jun 25, 2015 10:41 AM
    pere_joseph pere_joseph Jun 26, 2015 9:29 AM Flag

    I might suggest to read my blog, the financial economic navigator. Greece CAN not leave the Eurozone because of the derivatives outstanding as credit default swaps and interest rate swaps.

  • pere_joseph pere_joseph Jun 25, 2015 11:29 AM Flag

    When that happens I sell the house and load up the truck. FCF still very very healthy, growing market, lifts all boats, even MEI's.

  • Reply to

    Big pop in price from lows will occur soon! :)

    by machtabow Jun 25, 2015 10:43 AM
    pere_joseph pere_joseph Jun 25, 2015 11:25 AM Flag

    Who??? The wizard of Oz?? Looks more like shifting in ownership and flipping shares. I sold at 44 a month or so ago and bought back in at 29,12 today. FCF still very sound, growth not that strong and margins declining. If they adjust this will recover nicely. My modest view. Cramer crushed MEI on CNBC. Rightfully so he shouted about todays haircut,but do not compare to MBLY, they are fine. This was big mouth Cramer. Act contrarian as to his ramblings and you will be fine.

  • Reply to

    Analyst have raised Earnings Estimates 13.8%

    by murphy625 Jun 22, 2015 5:34 PM
    pere_joseph pere_joseph Jun 23, 2015 8:44 AM Flag

    On top of that VDSI has a max 99 rating by IBD, forms a substantial part of the ETF HACK and has a reasonable PE compared to the industry . This new line Identikey looks very promising. Nah, will not sel my shares at this point. Too many shorties left.l

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