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Pfizer Inc. Message Board

royco 96 posts  |  Last Activity: Dec 18, 2014 1:29 PM Member since: Jun 24, 2000
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  • Reply to

    Seeking Alpha

    by jamcracker25 Dec 18, 2014 7:05 AM
    royco royco Dec 18, 2014 1:29 PM Flag

    Jam,
    Dividend dec way too conservative, were you surprised?

    Now it's all about accretive moves, and buybacks, i.e, more than one, should be in the cards, as we hit $23.23 with volume starting to pick up. Dane's excellent SA treatise, to which I replied under "Inmost" but not appearing yet, could not have come at a better time imo. No hype, just the facts.

    Sentiment: Strong Buy

  • Reply to

    Seeking Alpha

    by jamcracker25 Dec 18, 2014 7:05 AM
    royco royco Dec 18, 2014 7:39 AM Flag

    Two Thumbs Up to Great "Dane"!

    With all data and factors known well by followers on this MB, author's emphasis on "oligopolistic" nature akin to MU, costly barrier-to-entry vs 3rd party decision to join forces and/or acquire a niche success story can help get to the ovedue pop towards FV long awaited.

    Still up about 18% YTD: 22.71-19.24=3.47 -:-19.24=18%

    GLTLongs.

    Sentiment: Strong Buy

  • Reply to

    8150 Nov. revenue 0.3% MoM and 20% YoY

    by lizheng19672002 Dec 9, 2014 8:36 PM
    royco royco Dec 16, 2014 3:59 PM Flag

    Sean,
    Pretty clear if it started it was way less than daily max volume (40k?), and price still now way below FV.
    Opportunity at this price which should be utilized vigorously by mngmt!

    Sentiment: Strong Buy

  • Reply to

    8150 Nov. revenue 0.3% MoM and 20% YoY

    by lizheng19672002 Dec 9, 2014 8:36 PM
    royco royco Dec 16, 2014 8:50 AM Flag

    8150 picking up volume to 1.67MM, price back to 42.50TWD.
    Seems techs will drop in open, and what better time for buyback to kickoff this a.m.
    Only concern is ZACK's turning positive on IMOS (heavy sarcasm).

    OT: Micron's 12/20 $37.50 calls sold 12/4/14 for 40 cts, now selling for .02;
    Another buying opportunity for MU seems in the cards soon thereafter.

    GLTLongs

    Sentiment: Strong Buy

  • Reply to

    8150 Nov. revenue 0.3% MoM and 20% YoY

    by lizheng19672002 Dec 9, 2014 8:36 PM
    royco royco Dec 13, 2014 6:27 AM Flag

    Hedge (bg?)
    Yea, "crushed" in the good way, as many here saw a positive net in portfolios for the week, unlike
    S&P/ market's worst week in 2 1/2 yrs, with this excerpt on the oil stocks:

    "Certainly as midday came the market did not stabilize at all, so sellers knew that," said Kenny Polcari, director of the NYSE floor division at O’Neil Securities in New York. "Energy is at the top of the list in terms of the names getting crushed."

    Gltlongs

    Off-topic: We got off an Oceania Insignia cruise early; if interested, Google or check news of terrible engine room explosion at the dock in St. Lucie; 3 mechanics killed, all passengers safe, but NCL, which just bought Oceania, has plenty of issues to deal with. We're staying longer in Florida, with prayers for families of victims.

    Sentiment: Strong Buy

  • Reply to

    November Revenue Number

    by jamcracker25 Dec 9, 2014 11:45 AM
    royco royco Dec 10, 2014 9:25 AM Flag

    Actually Typo Correct (as usual):12/8/14: $22.35, 12/9/14 $22.17 for Imos buys, $20's were last week.

    See if volume picks up through end of week, still feeling ambiguously pro/con on share price prior to 12/15/14, assuming mngmt. can be immediately aggressive this round!!
    Sentiment: Strong Buy

    Sentiment: Strong Buy

  • Reply to

    November Revenue Number

    by jamcracker25 Dec 9, 2014 11:45 AM
    royco royco Dec 9, 2014 10:04 PM Flag

    Sean,
    In fact, though on vacation in Carib, bought some more IMOS yesterday @$20.40 and this a.m. @$20.25 during the big free fall. Turn around today was again proof of recent drops showing "baby with bath water" syndrome.

    Volatility opportunity, but buyback may show $23 +, starting next week, as Nov. revs no. Is strong.
    Meanwhile Himx had even bigger turnaround, interested to see Dec. 20 calls outcome for $37.50 MU, $25 Imos.
    GLTLongs

    Sentiment: Strong Buy

  • Reply to

    When does the buyback start?

    by stechsjj Dec 4, 2014 1:52 PM
    royco royco Dec 4, 2014 9:54 PM Flag

    Correction "... traders should pile on and when it breaks the 50, then 100 dma, we start to really see movement to FV, at least vis a vis 8150", meant "..when it breaks the 100, then 200 dma.."

    Meanwhile 8150 had a big spike at the beginning of 12/5/14 trading, presently flat on 1mill plus shrs.

    Sentiment: Strong Buy

  • Reply to

    When does the buyback start?

    by stechsjj Dec 4, 2014 1:52 PM
    royco royco Dec 4, 2014 3:54 PM Flag

    Sean,
    Good point.
    JV should have least Skyped or Facetimed to remind them how nice it is outside of the Phoenician.

    Meanwhile macro drop in mkt. tugging at Imos, but it is holding so far.

    Today is lower volume, like to see a close above $22.26 for short term stability. We shall see.

    This thing jumps like a yo-yo at the end of the day, but tomorrow and December onward beckons.

    GLTLongs

    Sentiment: Strong Buy

  • Reply to

    When does the buyback start?

    by stechsjj Dec 4, 2014 1:52 PM
    royco royco Dec 4, 2014 3:15 PM Flag

    turt, dback
    I posted on 11/26: "Somewhat ambiguous feelings short-term on current price; as it rises, soon-to-start buyback negatively affected, as it lowers, the opposite....
    Aggressive exhaustion of $15M, with Mnmgt. announcing TIMELY 2nd round, would be nice."

    So while the buyback is woefully delayed, per MNGMT's typical M.O. of following poor CMA lawyering,
    it is hoped for that round 2 starts anyway; the fundamental have now caused breakouts for two solid days, with solid volume, closing way over the 9,14, 21, and 50 DMA.

    Momo traders should pile on and when it breaks the 50, then 100 dma, we start to really see movement to FV, at least vis a vis 8150.

    All jmho, but h also stands for a bit "happy", esp. when seeing the irrational, buying-opportunity, macro-driven drop 72 hrs. ago, to $20.24, at the end of the day on Monday, 12/1/14. [Still a strong buy imo for others with cash on hand and not too top-heavy as many on this MB]

    GLTLongs, and....SJ, Sk et al, how was it out there in Scottsdale, say hi to customers' MU, HIMX execs for us.

    Sentiment: Strong Buy

  • Reply to

    To-days trifecta.

    by bamajoe20715 Dec 3, 2014 3:06 PM
    royco royco Dec 3, 2014 3:33 PM Flag

    bamajoe,

    Along with Silentbob and Sean7's, count me in, and others aplenty.
    Sold some Dec. 20 $8.00 HiMax calls as well, and enjoyed those addtl rounding off buys of ChipMOS on Friday and esp. at the end of Monday's trading day, under the wire, but it all counts.

    We are not done yet, one-on-ones in Scottsdale for both Imos and Himx continuing, assume Imos is correcting mistaken "taking private" item. as it should clearly have related only to the 8150 deal.

    GLTLongs

    Sentiment: Strong Buy

  • royco royco Dec 1, 2014 7:26 PM Flag

    Marnis,
    As did I, to round off a little more [on a.m.'s assumed low ball, all-or-none limit orders which were
    executed near the end of the day].

    Awaiting the aggressive, "shareholder friendly" moves of mngmt.

    GLTLONGS

    Sentiment: Strong Buy

  • royco royco Nov 26, 2014 4:22 PM Flag

    Bama, Sean,
    My post was just eaten up by Yahoo, but wanted to confirm a "Nibbling" buyer @ 4:00 p.m. referenced by Bama bought over a 1000 shs. at $21.23, over 1% of total volume today.
    OT: And yes, MU is tearing it up, will see some holdings gone, sold some $35 CCs @ 30 cts., letting the rest ride with this Stallion.

    All remember, Friday mkt/ closes @ 1:00 p.m. EST, many day trading HFs make big bets, sometimes
    huge returns due to paltry volume, may be exacerbated as this closes the month and options expire.
    GLTLongs

    Sentiment: Strong Buy

  • royco royco Nov 26, 2014 11:33 AM Flag

    johnboyw56
    Well said. Ops are solid.

    Interesting how opening price, after initial pop, fades, day traders.

    Somewhat ambiguous feelings short-term on current price; as it raises, soon-to-start buyback
    negatively affected, as it lowers, the opposite.

    With 700K shares (2.4%?) give or take until $15M spent, it may not matter too much,
    but like the protection and upside.

    Aggressive exhaustion of $15M, with Mnmgt. announcing TIMELY 2nd round, would be nice.
    Clearly volume needs to pick up by mid-December. Never say never.

    Enjoy T-Giving.
    GLTLongs

    Sentiment: Strong Buy

  • Reply to

    Another day in paradise..

    by jamcracker25 Nov 21, 2014 12:50 PM
    royco royco Nov 23, 2014 7:30 AM Flag

    Jay,
    Since Larry of Stooges fame was from the Philadelphia area, it could also have been his buddies from South Philadelphia also, the famous Pep Boys, Manny, Moe, and Jack.
    Point is, decision to stay at the max here is not based on someone's sources, but rather the institutional and large retail forces who are showing financial staying power, coupled with strength and innovative growth (4K, etc,) in the sector. Risk/Reward of IMOS executing in the upcoming quarters is quite comforting.

    Mngmt.'s days of avoiding scrutiny on cash hoarding or ignoring need to move the structural simplification
    Forward, even acknowledging that they tried to skip over this "cooling off" saga, should be over.
    Oh yea, and changing legal counsel might not be so bad, but probably not in the cards.

    GLTLongs.
    P.S. With all the understandable negativity the stock is still up 10% from this date last year, 9% YTD, even after getting a rather paltry dividend.

    Sentiment: Strong Buy

  • Reply to

    Another day in paradise..

    by jamcracker25 Nov 21, 2014 12:50 PM
    royco royco Nov 22, 2014 6:20 PM Flag

    Bama,
    Maybe we're dealing with semantics and I respect the notion of Mngmt's poor communications, along with history of buyback fiascos. Still, stock now trades in $20 range with that said.
    But... This is all about quantitative facts on the ground, leaving me comfortably in Marnis and Caff's camp.
    The cash is there, $10 mill MORE than SK mistakenly stated at the CC. (Memo to David P: get the IR dept. To correct the record for once.) it's going to be put to use, the co.'s monthly revs will be reported and Thailin will close in prep for the clean collapse. Chipbond is possibly overvalued, but this is undervalued imo and proven companies like a novatek, winbond, and that little Idaho company, ehhh.. Oh yea Micron Technologies, are customers that breed confidence of continued growth or at least stability for Imos.
    So if Sellers run to the exits when this hits $25, I truly wish them well and Godspeed, realizing that there are buyers at the ready. Delay of a few weeks or a few months may be aggravating, since it could have been avoided, but things have now started to move imo, and $61mm in the holding company will imo in some part be put to good use for Imos' shareholders. Recent less than stellar SA ARTICLE saying to buy Imos on the dips suggests there is an increasing following of this undervalued stock.
    So I added on Friday to a top-heavy position at $20.85, (while benefitting a bit with the 11/22 $25 calls sold in the trading portion of the stash, expiring worthless). Now I'll see it drop on Monday probably but will remember that the big HFs have a ton at a much higher basis than us, and doubt they're bailing a whole bunch, as they have not done so far. ( Interesting to hear about the December tech conf in Scottsdale, Himx will be there as well).
    GLTLongs

    Sentiment: Strong Buy

  • Reply to

    Congrats

    by sean777007 Nov 19, 2014 8:28 PM
    royco royco Nov 20, 2014 7:32 AM Flag

    Sean,
    Thanks and could not agree more,,as Yahoo swallows up post after post, 3rd and last attempt to post.
    8150 closes up big on huge volume, Parity still grossly unfair but present number of IMOS is irrational,
    But due to inability or unwillingness to execute structural plans at 1/2 level of efficiency they operate company.
    This in our email:
    "We though you'd be interested ......" From Mr. Pasquale, goes on to confirm Credit Suisse Dec. 3, 4 Scottsdale presentation attendance, all well and good. But for a Dec 6th onward vacation long planned, might have thought about Lobby hangout at least. Anyone care to say about putting in an appearance, even rubbing shoulders with some HF reps, to clarify what many are more interested in at this stage.

    GLTLongs

    Sentiment: Strong Buy

  • Reply to

    Congrats

    by sean777007 Nov 19, 2014 8:28 PM
    royco royco Nov 19, 2014 8:53 PM Flag

    Sean,
    But at least be happy for the owners of 8150 (Imos holders included) ,
    presently @ TWD$40.80, with relatively large volume in less than hr. of trading.
    At least our lucky Taiwanese counterparts are seeing a re-testing of its highs, to FV.

    I'm still in Turt's camp, this too shall pass and the fundamentals will prevail, but
    so much of this could and should have been avoided
    GLTLongs.

    From Bloomberg:
    Today Open:
    40.50
    52wk Range:
    24.90 - 45.80

    Previous Close:
    40.25
    Volume:
    1,177,000

    Day's Range:
    40.50 - 41.15
    1-Yr Rtn:
    +68.00%

    Sentiment: Strong Buy

  • Reply to

    Updated Ratings from my spreadsheet...

    by bigal.saunders Nov 18, 2014 5:01 PM
    royco royco Nov 19, 2014 4:33 PM Flag

    brentlinsky,
    Thanks for the reach out, but now that the "cooling off" issue has popped, ? why repurchase does not need to occur prior to 2015. Do you mean starting or ending?
    What would stop this going heavy starting Dec. 12, 15 etc., esp. when even everyone's friend here, CFO SK reiterated buyback to start immediately... or words to that effect..

    Saw 11/22 $20.00 calls dropped half a buck, bid and ask between 75 cts. and $1.10. [Think it's fair to say the $25.00 11/22/14 calls I wrote and sold will expire worthless.]

    Sentiment: Strong Buy

  • Reply to

    Updated Ratings from my spreadsheet...

    by bigal.saunders Nov 18, 2014 5:01 PM
    royco royco Nov 19, 2014 11:55 AM Flag

    Bama,
    Good luck to you also, as a member of the "overweight position" Imos club.
    Still hope that light at the end of a tunnel is not a roaring train.
    Don't think so, for reasons many have stated,

    Sentiment: Strong Buy

PFE
31.42-0.03(-0.10%)Dec 24 1:01 PMEST

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