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Fidelity National Financial, Inc. Message Board

red_wombat80 330 posts  |  Last Activity: Feb 9, 2015 11:06 PM Member since: Apr 15, 2000
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  • Reply to

    Just ONCE I'd Like to Hear

    by roboklerk Feb 9, 2015 11:38 AM
    red_wombat80 red_wombat80 Feb 9, 2015 11:06 PM Flag

    Hey roboklerk .. just thought I'd stop by and say thanks for getting me to look at PRCP several years ago after VIFL was acquired or went private (don't recall). Anyway, I've read several of your recent posts. I concur with your thoughts but believe that patience will win out. The recent quarter showed some of the potential.

    Good luck and thanks again. I'll check back again in a couple of years. :)

  • Reply to

    New Products

    by stillwater9999 Feb 20, 2014 5:35 PM
    red_wombat80 red_wombat80 Feb 24, 2014 9:09 PM Flag

    SW - 20% looks right and makes me wonder what I was looking at yesterday. :)

    Do you have any insights/clues on the potential future annual revenue in a couple of years with the micro machining aerospace business? I am a little uneasy as I have no real basis for determining its value.

    Short term, I guess they provided clear guidance that the next quarter will be solid. I'm thinking that the quarter after that may be very weak with investments needed to ramp up their capacity in advance of anticipated business. I always struggle reading their releases as Bill will throw in a few descriptive lines that relate to the future but will omit enough detail to fairly predict what will happen.

  • Reply to

    Nice Press

    by wooglin_kai Sep 18, 2012 9:02 AM
    red_wombat80 red_wombat80 Oct 3, 2012 12:29 PM Flag

    Thanks much for the directions to the article.

  • Reply to

    Brutal depletions.

    by bbdott Aug 9, 2012 5:04 PM
    red_wombat80 red_wombat80 Aug 9, 2012 10:25 PM Flag

    I'm not totally up on this but I believe that depletions has to do with the number of cases sold by distributors to retailers. If depletions are not increasing as much as beer shipments then maybe (if I'm understanding correctly) there would be a concern that sales from CBA to the distributors will slow because the distributors inventory is growing (i.e. the distributors bought more than they were able to pass on to the retailers). Not sure I have this right, but it was a good question and I didn't see anyone answering you so I thought I'd take a shot and let someone correct me if I'm off base.

  • red_wombat80 by red_wombat80 Jun 27, 2012 9:40 AM Flag

    O'Reilly Auto lowered their guidance for 2Q. They are down 18% as I write this message. GPC down in sympathy / fears that the sector in general will have worse than expected results.

  • red_wombat80 by red_wombat80 Feb 29, 2012 3:50 PM Flag

    Really? 15% drop in the share price on a trade of 200 shares. A bit of free message board advice ... Use LIMIT orders when trying to buy or sell a stock that has extremely low volume and unreasonably large bid/ask spread (currently Yahoo shows a bid of 7.40 and ask of 9.02. You may have to be patient; possibly even a few days, but you really don't want to sell for $1.37 less than the last trade when there's no new information out there about the company


  • Reply to

    Anyone w/a 4 handle bid is nuts

    by roboklerk Dec 28, 2011 3:12 PM
    red_wombat80 red_wombat80 Dec 29, 2011 10:15 AM Flag

    picked up another 500 shares. pretty modest investment. i figure you can call me "modestly nuts". i hope to continue to build on the position during 2012, but maybe i'll get the opportunity to pick them up at a lower price point

  • Reply to

    3Q Please

    by sinkthebismark_2000 Oct 28, 2011 3:09 PM
    red_wombat80 red_wombat80 Nov 2, 2011 2:23 PM Flag

    It is the company's decision not to announce the exact timing of their earnings release. It is always after related audit committee and board meetings occur and the upcoming ones are slated for Nov. 10th. The earliest you will see the results pulished is on the 10th but it could be later than that. I was incorrect in thinking it would be later this week.

  • Reply to

    3Q Please

    by sinkthebismark_2000 Oct 28, 2011 3:09 PM
    red_wombat80 red_wombat80 Nov 2, 2011 12:53 PM Flag

    I'll see if I can find out for you.

  • Reply to

    3Q Please

    by sinkthebismark_2000 Oct 28, 2011 3:09 PM
    red_wombat80 red_wombat80 Oct 31, 2011 6:20 PM Flag

    2Q was reported on August 4th. This was after Yahoo had indicated it would report about a week earlier. I called IKNX and was told that they have a board meeting prior to the release which had not happened before Yahoo started indicating that earnings were going to be released. Anyway ... my guess is that earnings will be out the latter part of this week, but for a definitive date you would need to call the company. Yahoo is unreliable for small companies.

  • Reply to

    OT - PRCP and VPF (to Robo)

    by red_wombat80 Aug 28, 2011 7:25 PM
    red_wombat80 red_wombat80 Aug 29, 2011 12:14 PM Flag

    I made an initial investment of 500 shares in PRCP and will look to expand that over time. Any future comments related to PRCP, I'll post on that board. Thanks again

    Nice to see VIFL back over $6.00 - I passed up the opportunity to add to my holdings but hope others on this board took advantage of the recent declines.

  • red_wombat80 by red_wombat80 Aug 28, 2011 7:25 PM Flag

    Hi Roboclerk,

    I've started my research on VPF and PRCP (thanks again).

    PRCP - Seems reasonably priced if you remove the cash/short-term investments b4 looking at the P/E. It would be nice if I had a clue on the value of their Helix line and I think their efforts to branch out from their dependence on the auto industry with CBU are inconclusive to date. I was initially concerned about the uptick in SG&A but think that was mostly a temporary 4Q profit sharing event. If their guidance is correct and they have 10% revenue growth then I don't see a major movement soon ... but could give one a chance to build up a holding in the company over the next couple of quarters. A continued recession and a slowdown in new vehicle tooling programs seems to represent a moderate risk, but also appears to be priced into the stock. Anyway, I may join you at PRCP although likely in a small way to start (like I really am a big ivestor anywhere .... haha).

    VPF - I can be easily put off. In reading a couple of quarterly reviews in reverse order, it bothered me that in the press release from March 15, 2011 they wrote of their lower sales that "These results were in line with our expectations as we entered the current quarter with a firm backlog that was $261,000 lower than the prior year due to softness in our 2010 fourth quarter bookings". That would have been fine, but nowhere in the prior release did they bother to mention that the backlog was pitiful. In fact it looks like a number they typically provide in their release ... apparently, unless the number is pathetic. So, I'll pass on this one because of how management appears willing to skip over the negatives while emphasizing the good stuff. I much prefer how PRCP talked about their challenges on te CBU side.

    Good luck with both investments and thanks again for pointing me in their direction.

  • Reply to

    How about a quarterly dividend ?

    by smaycs3 Aug 24, 2011 6:14 PM
    red_wombat80 red_wombat80 Aug 28, 2011 5:25 PM Flag

    Per the 2010 annual report "the payment of cash dividends or other distributions is
    prohibited under the terms of Perceptron’s revolving credit agreement with its bank." Unless this has changed, it looks like dividends are unlikely in the near future.

  • red_wombat80 red_wombat80 Aug 27, 2011 10:07 AM Flag

    OT Thanks Roboclerk - I've never heard of either Perceptron or Valpey Fisher, but will take a look at both.

  • red_wombat80 red_wombat80 Aug 26, 2011 6:54 PM Flag

    Off Topic

    Roboclerk - would you mind sharing the names of some other small companies that you are currently invested in?

  • Reply to

    How A Cascade Gets Started

    by roboklerk Aug 24, 2011 10:03 AM
    red_wombat80 red_wombat80 Aug 24, 2011 10:53 AM Flag

    Frustrating indeed.

    Robo - Let me take this opportunity during your multi-day appropriate venting to thank you for all the analysis you have frequently provided on this micro-cap stock. Hopefully Mr. Hunter is merely diversifying his holdings and perhaps with the recent drop in the market saw some opportunities and needed to free up cash to make the investment. Unfortunately, with the minimal guidance that VIFL provides regarding their activities, one can only jump to one's own conclusions ... and for many it is safest to assume the worst.

    I'm continuing to hold (not buying more), but with more concern than I had prior to our CEO's dumping.

    Frustrating too, that it has run the stock below the $5 threshold that once again preclude the potential purchase by many mutual funds.

    In the end, it will be earnings that will drive the price. I will wait and see if VIFL delivers on this end. If so, then the CEO's actions can be "forgiven" and will actually have provided a buying opp for some.

    Good luck

  • red_wombat80 by red_wombat80 Jun 2, 2011 7:29 AM Flag

    Fresh Market beats by $0.10, beats on revenue. Same store sales up by over 4%.

    I'm not certain that there's a correlation with SunOpta, but I like to think that when these retailers with an organic / healthier food bent do well that it bodes well for SunOpta's performance.

    Good luck.

    Fresh Market symbol if TFM. I don't own the stock, nor have I researched it to any significant degree.

  • Reply to


    by jbkenser Mar 14, 2011 9:09 AM
    red_wombat80 red_wombat80 Mar 14, 2011 7:02 PM Flag

    Last year, first quarter earnings were released on the 17th. In general, JVA earnings have been released between the 11th and 17th of the month (excluding year-end which obviously takes longer). Earnings should be out this week, but I wouldn't count on Yahoo or AOL having the right date on a closely-held small cap (micro?)stock

  • Reply to

    coffee prices - impact on jva

    by red_wombat80 Nov 19, 2010 10:28 AM
    red_wombat80 red_wombat80 Nov 23, 2010 9:15 AM Flag

    Clearly the $0.01 JUMP in price was directly related to the GMCR news. :) guess I was wrong on that one... but hopefully still right on JVA being a good long term investment. Just holding at the moment, but expect to increase holdings over the next year if the price does not move much and barring dramatic negative news.

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