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Pfizer Inc. Message Board

royco 79 posts  |  Last Activity: Apr 17, 2014 2:19 PM Member since: Jun 24, 2000
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  • MU, IMOS show the way;
    Between 4/1/ selling of 50% of Mu @ $24.19, buying back all, plus some, on 4/7-4/11 @ $21.74 down to $21.17, today is vindication, better to be lucky than smart, although many here saw the opportunity.

    Not gloating, just pleased that fundamentals overrode the negative soothsayers on TV, Internet, etc.-

    SNDK's results/guidance, new $32 PT didn't hurt either, and IMOS is there to participate in upswing imo.
    GLTLongs on both!!

    Sentiment: Strong Buy

  • Reply to

    Foggyswamp

    by generator77 Apr 14, 2014 11:37 AM
    royco royco Apr 16, 2014 10:42 PM Flag

    Trading small %age is simply icing on a very profitable "hold and add on dips " cake.

    The portfolio blow-out numbers, 3 month, 6 month, year over year do not lie.
    Eom!

    Sentiment: Strong Buy

  • Reply to

    Foggyswamp

    by generator77 Apr 14, 2014 11:37 AM
    royco royco Apr 16, 2014 10:07 PM Flag

    bama,
    Good observation, thanks for the laugh; somehow this volatility does not affect me, honestly.

    Must be that half glass-full approach, after noting, as Marnis and others remind the "wounded", we have doubled and doubled in two plus years; take that Buffet, and other talking heads/screaming a-holes (Cramer, Greenberg, for any who still watch them, not me) ....while C-Mos' cash decision awaits, as the FCF builds. They are the facts presently.

    GLTLongs.

    Sentiment: Strong Buy

  • Reply to

    Foggyswamp

    by generator77 Apr 14, 2014 11:37 AM
    royco royco Apr 16, 2014 9:55 PM Flag

    johnboy,
    Like in baseball, there's always tomorrow. Then again, markets are up and down, w/Vix starting to stay at higher, though not outrageous levels;

    Large sell-off before long weekend could affect many techies, and Google may be hit a tad.

    I feel MU and IMOS are still best of breed in risk/reward race, but......
    I still find the horse race w/MU fascinating, realizing that small cap "Seabiscuit" vs MU's "Secretariat" are really apples and oranges, though clearly industry related. Love that we have MU as a solid customer.

    Like to see IMOS(T?) get to that 10 digit market cap when 8150 hits its stride. IMO that is not a great "stretch" (pun intended) this year.

    Will still buy on dips, and hold for the hard stretch run coming this spring/summer/fall.

    Patience has been rewarding many here, stick with the strategy until changes demand otherwise.

    GLTLongs, others can still buy in for the Run for the Roses.

    Sentiment: Strong Buy

  • Reply to

    Foggyswamp

    by generator77 Apr 14, 2014 11:37 AM
    royco royco Apr 16, 2014 1:17 PM Flag

    turt,
    Exactly, Pacino with a great delivery (G-father 3?).
    But who minds getting pulled back with these irrational short term opportunities?

    I will not get cocky, however, as the Market gods do punish those who think they've got it all figured out.
    Glad to see we remain on the same wave length, as others seem to join in the fun.

    Looking forward to the next CC ( keep saying this every three months), maybe JW's "inflection point"
    comes to the fore.

    Sentiment: Strong Buy

  • Reply to

    Foggyswamp

    by generator77 Apr 14, 2014 11:37 AM
    royco royco Apr 16, 2014 1:08 PM Flag

    buy-buy
    This has been an M.O. for those who see opportunity by over-reactions in markets, either short-term micro or macro events.
    Love the lunatic Tder ("thumbs downer", future reference TDer only) who cannot cope with many who hold core, and buy, sometimes trade small %age on huge, unwarranted dips. Pathetic Eleanor Rigby type. Come on TDer bring another of your patented negative votes, wallowing in your mud.

    Still a Strong Buy, GLTLongs.

    Sentiment: Strong Buy

  • Reply to

    Foggyswamp

    by generator77 Apr 14, 2014 11:37 AM
    royco royco Apr 16, 2014 12:34 PM Flag

    MAJOR MB post-CORRECTION!!-Got back in at $20.60 (not $21.60) YESTERDAY!, up over a buck as we speak!

    Sentiment: Strong Buy

  • Reply to

    Foggyswamp

    by generator77 Apr 14, 2014 11:37 AM
    royco royco Apr 16, 2014 12:32 PM Flag

    turt,
    We will see convergence w/8150, and today is a precursor of pent-up excitement, awaiting May's CC confirmation of high margin expansion. And Caff has reminded those with little memory that Taiwan's distribution of profits requirements, per tax effect otherwise, will make for a nice addition to the kitty.

    Oh yea, LOVED GETTING BACK IN YESTERDAY as low as $21.60 w/the trading portion.
    As soon as the whiners start, I take it as a cue to add. The Core always remains untouched!!
    GLTLongs

    Sentiment: Strong Buy

  • Reply to

    Back to Basics, IMOS Target Prices

    by bigal.saunders Apr 15, 2014 12:36 PM
    royco royco Apr 15, 2014 1:32 PM Flag

    Added, will see this play out.
    GLTLongs

    Sentiment: Strong Buy

  • Reply to

    https://tw.stock.yahoo.com/q/bc?s=8150

    by ecoli00001 Apr 10, 2014 9:30 PM
    royco royco Apr 12, 2014 7:02 AM Flag

    JW,
    If you were to declare war on an inadvertent thumbs down("td") what about the crazed lonely loon who always gives a td.
    Annihilate/nuke him, or just keep laughing;

    Meanwhile, we should be seeing some positive convergence
    of IMOS and 8150TW even as the "correction" in the markets continue; hey, things could be worse, we could all be on margin owning a s-load of Herbalife.

    Sentiment: Strong Buy

  • Reply to

    https://tw.stock.yahoo.com/q/bc?s=8150

    by ecoli00001 Apr 10, 2014 9:30 PM
    royco royco Apr 11, 2014 10:54 PM Flag

    Jaret,
    Good post, great article point by point.
    Btw, I think my "fat finger" may have inadvertently given yours a thumbs down, too late, consider mine a big thumbs up, keep up the excellent work!

    Sentiment: Strong Buy

  • Reply to

    https://tw.stock.yahoo.com/q/bc?s=8150

    by ecoli00001 Apr 10, 2014 9:30 PM
    royco royco Apr 11, 2014 4:25 PM Flag

    Turt:
    Agreed:
    "I say common sense wins hands down and their isn't much out there anymore. That's good for us." True enough. (Note typo on my previous post: should be HFTs, be they computer driven or otherwise)

    Jaret's article sums up logical analysis vs momentum trading lunatics. Many here would no doubt concur, but being up for the week and year does not translate to those who seem to want huge profits from logical moves in a short-term market wash-out. Others see opportunity, or at least sit back and watch their holdings bear fruit.
    GLTLongs, and that includes retailers and the HFs.

    Sentiment: Buy

  • Reply to

    https://tw.stock.yahoo.com/q/bc?s=8150

    by ecoli00001 Apr 10, 2014 9:30 PM
    royco royco Apr 11, 2014 3:32 PM Flag

    Turt,
    I had posted selling out 1/2 of MU position @ $24.19; well all those back in and then some at these prices;
    Willing to see NAZ-induced baby/bathwater blow-out return to calm, bring back fundamentals to MU at some point, while sell-off may continue.
    Re: IMOS, here is fundamentally another example of ETFs, HTFs, you name it collapsing the good with the bad and ugly imo. But for the week, this investor is in the green, as I assume are others heavily weighted in stong, individual stocks such as Imos and Mu.
    Patience is always a virtue and Bogle's dictums generally bode well for value and/or growth investors who have...patience and understanding of FV.

    Sentiment: Strong Buy

  • Reply to

    March Rev.

    by bamajoe20715 Apr 10, 2014 7:07 AM
    royco royco Apr 10, 2014 5:58 PM Flag

    SB,
    Thanks.

    Seabiscuit, like your thought.

    It was a great story, great book by Laura Hiltebrand, enjoyed the movie, and
    C-mos seems like a stock life copying horse life epic.
    On a day of slaughter, our undervalued OSATer wins, and this a.m, got a taste of what's in store, after the chicken little, and Mark Faber apoplectic types (saw his headline run across my screen, try to avoid tv CNBC at all costs) have their little fun/brutal correction.

    So much for diversifying portfolio when all go down on a sinking ship.
    This too shall pass, but margin calls and algorhythms have caused many others lots of pain recently.
    Welcome to the markets. TWSE may get a cold from U.S. Flu, we'll see in a day or so.

    Photo search continues, thanks again.

    Sentiment: Strong Buy

  • Reply to

    IMOS initiated by Credit Suisse

    by generator77 Apr 10, 2014 12:20 PM
    royco royco Apr 10, 2014 12:36 PM Flag

    Gen,
    As we hit $24!

    Sentiment: Strong Buy

  • Reply to

    March Rev.

    by bamajoe20715 Apr 10, 2014 7:07 AM
    royco royco Apr 10, 2014 12:19 PM Flag

    SB,
    Back from some outside activity on a beautiful Spring day.

    You're Correct,Sir, but great to be long for our plodder/mudder only, as even MU gets caught in the NAZ sell-off. (May be time to add some there).

    Two ?s: Are we looking at Alydar (sp?) vs. Affirmed, or is there Secretariat re-incarnate, as IMOS climbs back to $23.62, for the thumbs down moron to observe.

    Lastly, did you get the full photos from LV brunch, as no one I know seems to have them. TIA.
    Regards to you and Steve.

    Sentiment: Strong Buy

  • Reply to

    March Rev.

    by bamajoe20715 Apr 10, 2014 7:07 AM
    royco royco Apr 10, 2014 9:53 AM Flag

    Bama,

    Out of the gate, these two are flying, esp. IMOS, as NAZ (and Himx) take hits!

    Go Stallions, off to new highs, tomorrow's already getting baked in the cake.

    Sentiment: Strong Buy

  • Reply to

    March Rev.

    by bamajoe20715 Apr 10, 2014 7:07 AM
    royco royco Apr 10, 2014 7:52 AM Flag

    Bama,

    Boxing the exacta were exactly my thoughts, along with many others.

    The analogy to the Belmont was more the gaming of which hits 30 first, but we should never get ahead of ourselves; slow and steady has been working so far, but IMOS has been nothing short of a great plodder these last 3 years, loving those doubles from 2011 to 2012 to 2013;

    MU imo is an industry game changer for the foreseeable future, but this investor still has more riding on the Taiwanese Stallion, loosening the reigns to allow him to run free, core holdings still intact.

    Still, we need to remind the powers to be that, in unity amongst the faithful, including many large retail holders who post their insights on this MB, coupled with the HFs, there is strength.

    Sentiment: Strong Buy

  • Reply to

    April 10 th

    by sean777007 Apr 9, 2014 4:07 PM
    royco royco Apr 10, 2014 7:25 AM Flag

    Sean,

    Got those good numbers, none here are surprised.

    Enjoy the birthday; let's keep those numbers on the TWSE over 40, analysts in TW should start to step up in the days, weeks ahead.
    Baupost's choice, with DLS, to hold IMOS, clearly the right move!

    Sentiment: Strong Buy

  • Reply to

    March Rev.

    by bamajoe20715 Apr 10, 2014 7:07 AM
    royco royco Apr 10, 2014 7:17 AM Flag

    Bamajoe,

    Nothing but good news, note the revs @ HIGH end of guidance.

    To Sean, this should count as an early birthday present, tomorrow " only a day away"!

    If yesterday's close was the Preakness, Chippy beats Micron by 1/2 length; the Belmont may be different;
    Pleased to have tickets on both (this from one who rarely gambles on anything, anywhere, even at casino resorts).

    GLTLongs.

    Sentiment: Strong Buy

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