Thu, Jul 31, 2014, 6:00 AM EDT - U.S. Markets open in 3 hrs 30 mins

Recent

% | $
Click the to save as a favorite.

Pfizer Inc. Message Board

royco 84 posts  |  Last Activity: Jul 29, 2014 7:19 AM Member since: Jun 24, 2000
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    AMKR reported

    by jamcracker25 Jul 28, 2014 4:51 PM
    royco royco Jul 29, 2014 7:19 AM Flag

    AMKR's CEO :
    "“We expect record sales for the third quarter and a strong second half of 2014,” noted Kelley. “The launch of flagship mobile devices with high Amkor content is expected to drive third quarter growth of 9% to 15%,..."

    OSAT industry continues to outperform in semi space.

    This bodes well for all here ( except the iriots ).

    GLTLongs, steady as she goes to 8/12 and forward.

    Sentiment: Strong Buy

  • royco royco Jul 29, 2014 7:09 AM Flag

    Congrats to AMKR's longs.

    Osat industry remains strong, am long term holder of IMOS and a nice pop, after a great run, is in the works.

    Sentiment: Strong Buy

  • Reply to

    If you guys were wondering....

    by foggyswamp Jul 25, 2014 4:07 PM
    royco royco Jul 27, 2014 9:47 AM Flag

    Turt,
    Thanks, with every other factor, for reminder of Oasis' recent short-term trading buy-in.

    Baupost and DLS hold a lot more cred than these Johnny Come Latelies, but the floor may indeed be set.

    The race always seems like a longer than anticipated stretch run, but as you and others rightly point out, the business end should hold up and the cash, coupled with the large loan, should keep 8150 holding up
    nicely, in spite of the aggravating tendency to over-rely on TDLs ("those damn lawyers ") [and I am quite
    familiar with the profession].

    GLTLongs, and don't underestimate the opportunities to still make some bucks on short- term dips and pops. (Again, jmho, but 8-10% trading modus op. has worked pretty well so far.)

    Sentiment: Strong Buy

  • Reply to

    If you guys were wondering....

    by foggyswamp Jul 25, 2014 4:07 PM
    royco royco Jul 25, 2014 11:38 PM Flag

    Davegras,
    Have to reluctantly agree with your announcement timing analysis, but still added trading portion today, which were sold last week @ $24.53; Bought most back at $23.96 earlier down to $23.55 in last 50 minutes. Core holdings untouched!

    Yesterday sold some Aug 16 $25 CCs for 95 cts, and some Sept. 20 $30.00 CCs for a dime, just for the hell of it. See it as a divi play if they expire, which seems likely imo. If not, I'll accept the hedge of $25.95 in a few weeks for a small portion of holdings, and $30.10 in 8 weeks.

    Management's timing may be lacking but gut feeling is the conversion will overcome any macro/ market correction. Patience for gluttons does not abate. (Monday to Wednesdsy may be last opportunities to make some quick trading profits.)

    SK and SJ, et al, we await your updates, as do the HFs. Clarity once again should guide your fiduciary duty.

    GLTLongs.

    Sentiment: Strong Buy

  • Reply to

    Fundamentals

    by jamcracker25 Jul 7, 2014 3:38 PM
    royco royco Jul 8, 2014 6:31 PM Flag

    Major correction to numerical typo ( just for the record):
    My 2nd IMOS buy was $23.19, not $24.29 (never near there today, obviously).

    Soon after that post, we were in the green in $23.90’s, then some late hour profit taking;
    J
    Am interested to see if 7/19 $25.00 CCs sold 7/2/14 for 40 cents in my trading portion get exercised.
    Today's buys cover both sides of that story. Please, let not the macro irrationally override this micro story.

    GLTLONGS

    Sentiment: Strong Buy

  • Reply to

    Fundamentals

    by jamcracker25 Jul 7, 2014 3:38 PM
    royco royco Jul 8, 2014 2:08 PM Flag

    Turt,
    Just gave you thumbs up, but shows thumbs down, with the village iriot. Sorry.

    Today, as other priorities have abated on the home front, went on "deep breadth" mini buying binge this a.m.:
    IMOS @ $23.25, $24.29, MU @$32.696, and even Himx@$6.30 (divi based).

    Hard to get off the gluttony kick, and believe the home stretch here for Chippy was compelling, as were recent purchases in the $23.60 range.

    I am pleasantly surprised with the huge MU TIURNAROUND in less than a couple hrs. from the buy today, thought the bears in General would hold sway for a time.

    Debate on Imos/8150 conversion fairness is important and whatever the final play, it reminds me of the Bernanke Put, a floor of protection in a period of possible macro correction.

    To Caff,Johnboy, davegras, Liz, Marnis, silentbob, others I have overlooked; vindication seems in the works,
    Inventory/schminventory. 2nd half, 2014 and conversion factors give us the edge!

    GLTLongs.

    Sentiment: Strong Buy

  • Reply to

    Ex Dividend

    by caffeine444444 Jun 29, 2014 6:42 PM
    royco royco Jun 30, 2014 4:17 PM Flag

    "...I own a lot more IMOS now than MU. So far it's proving to be the wrong move although I think that IMOS will make a quick and significant move at some point in the not too distant future"
    Turt, don't misunderstand, we own much much more IMOS than MU, but disagree that you made any wrong move; just that I've cashed in on MU before and got back in on simple fundamentals. Both are feel-goods.

  • Reply to

    Ex Dividend

    by caffeine444444 Jun 29, 2014 6:42 PM
    royco royco Jun 30, 2014 2:55 PM Flag

    Turt, Caff,
    imo 8150 Dividend was baked in cake re: IMOS, imo; it should move from here, w/all that's upcoming;

    traders can't wait a few extra weeks, so they buy and sell while the major holders and loyal investors hold or add rationally for the next phase.

    OT: MU takes off again; we had hedged a %age by selling 7/3/14. $32.00 CCs for $1.42, saw them drop to below 40 cents, now up 86 cents from Friday's close (386%) to $1.06; happy we bought more MU on Friday at $31.65 and $31.55, even as it still closed lower (always happens, almost like a guaranty) at $31.51.
    AND it still likes vendor Chippy for foreseeable future, nice to have top S&P equity as a steady customer!

    Sentiment: Strong Buy

  • Reply to

    chipmos is invited by Goldman Sachs Asia

    by lizheng19672002 Jun 18, 2014 10:30 PM
    royco royco Jun 23, 2014 12:59 PM Flag

    Turtoro,
    Tho technicals are past 9, 14, 20dma, added @$23.75 and will sit back for real.

    What fun.

    Sentiment: Strong Buy

  • Reply to

    chipmos is invited by Goldman Sachs Asia

    by lizheng19672002 Jun 18, 2014 10:30 PM
    royco royco Jun 20, 2014 2:51 PM Flag

    Caff,
    Yea, 4Ktv is another driver, the hits keep coming; Fascinating how a stock price can be driven down by trading momos, when the race is in the stretch run, even if slower than some here and elsewhere would like.

    himax- if there is any more dipping based on Google or whatever, adding a tranche or two is distinctly in
    the cards, but everyone has their due diligence responsibilities and fincl. guidelines.
    Markets are so much more fascinating than the talking heads.
    They all loved software, hated hardware and the bellweather of them all, Intel
    Then Oracle takes a hit while Intc gets a rebound after years of floundering. Stay away from the herd has been a mantra I've tried to follow, and so far so good; Hope it keeps up, and based on the fundamentals and expertise affirmations from investors here, I like the odds.
    GLTLongs, others can get in with another opportunity like today's.

  • Reply to

    chipmos is invited by Goldman Sachs Asia

    by lizheng19672002 Jun 18, 2014 10:30 PM
    royco royco Jun 20, 2014 2:42 PM Flag

    marn,
    Thanks for the clarification.

    Sentiment: Strong Buy

  • Reply to

    chipmos is invited by Goldman Sachs Asia

    by lizheng19672002 Jun 18, 2014 10:30 PM
    royco royco Jun 20, 2014 1:13 PM Flag

    Marnis,
    Agree, and while time is money and some technicals may be pulling this lower, Addtl. Purchasing to dollar cost average some buys in the last two days, was executed as we speak. May go in for slightly more and then halt.

    We should all remember the 52 wk. high of $25.97 is less than 10% higher than 24 bucks with this pullback, while 60% higher than 52 wk. low

    It's time to sit back and await the announcement; patience in this investment is, as always, a gut-checked virtue.

    P.S. To Caff: assume your post meant to refer to "early June", not July.

    Sentiment: Strong Buy

  • Reply to

    chipmos is invited by Goldman Sachs Asia

    by lizheng19672002 Jun 18, 2014 10:30 PM
    royco royco Jun 20, 2014 10:52 AM Flag

    Turt,
    "... but I'm guessing that they should have the final plan rubber stamped and ready to go by Aug which is already slow even by their standards. ...mid Aug is just 8 weeks away. $4+ over 8 weeks is one heck of a return and my guess is we start to move higher well before then."

    My thoughts as well, reason why I added yesterday, and gap closing ( when, not if), as 8150 stays @ $43 TWD range, makes today's share price attractive imo. Out this morning for various reasons, or would have added @ $24 give or take, still may grab the opportunity, even while top-heavy in this equity.

    Turt, Good post, as usual, eh?!

    Sentiment: Strong Buy

  • Reply to

    chipmos is invited by Goldman Sachs Asia

    by lizheng19672002 Jun 18, 2014 10:30 PM
    royco royco Jun 19, 2014 3:32 PM Flag

    Re: Addtl. Clarification: IMOS, Himx trades, all in tax-deferred accounts;

    Sentiment: Strong Buy

  • Reply to

    chipmos is invited by Goldman Sachs Asia

    by lizheng19672002 Jun 18, 2014 10:30 PM
    royco royco Jun 19, 2014 2:55 PM Flag

    Caff,
    Sorry if there's confusion. IMOS is virtually untouched, but for trading portion sell a few weeks ago @$25.86.
    Recap:
    Sold some trading portion of IMOS @ $25.86 13 days ago, bought back that and then some today at recent levels, $24.35-45. Have neither bought nor sold any options in IMOS in some time.
    Therefore I am fully invested, and, as I stated, am paying to see the FV come to fruition for reasons everyone understands, this on our 3rd plus anniversary of holding core, trading pops and drops of it to great benefit.

    RE :$6.00 reference: Sold some Himx @$6.89 today, the portion bought below $6.00 last month; may buy back if major drop occurs, still hold initial, smaller %age bought over $7 and at $8 plus change.

    Did sell July 3, 2014 $32.00 MU CCs for $1.42 a few days ago, would be pleased whatever happens to them in the next few weeks.
    Still holding remaining MU, and have been quite pleased with this 3rd go-round with MU.
    If it drops more, will probably buy more, but wanted to cash in the 50% gain in case of the dreaded "market correction", after speaking with the boss in the house.
    Still long and strong on Chippy

    Sentiment: Strong Buy

  • Reply to

    chipmos is invited by Goldman Sachs Asia

    by lizheng19672002 Jun 18, 2014 10:30 PM
    royco royco Jun 19, 2014 2:05 PM Flag

    Low price, low volume of Imos invited a few buys this p.m.
    Nothing changed in micro situation, perhaps macro and short term trading causing drop.
    Well below upcomiing fmv imo (and use of trading profits @ $25.86 sale on 6/6/14 put to gluttony use today).

    Paying to see this play out, altho' did sell some "below $6" purchase of HIMX @ $6.89, still
    down on lesser initial buys above $7, $8, will re-enter if price warrants.
    GLT the faithful and knowledgeable!

    Sentiment: Strong Buy

  • Reply to

    New Investments

    by choumaotsu Jun 13, 2014 2:26 AM
    royco royco Jun 13, 2014 1:39 PM Flag

    O.T. how about shorting OPEN, winker?
    as 8150 meanders downward with low volume, and Imos holds with low volume

    Sentiment: Strong Buy

  • Reply to

    Another Great Article Jaret

    by catsaunders Jun 11, 2014 1:21 PM
    royco royco Jun 12, 2014 9:49 AM Flag

    marn,
    short answer, no, and sometimes silence is golden.

    When one suggests Go Imos, Go Mu, not meant to go down, but seems like backing and filling.

    Maxie's drop becomes either enticing or foreboding. Tempting to add to a black hole in anticipation of turnaround after the summer solstice.
    Oil is popping, as Iraq grabs some more repulsive headlines, can gold hedge finally get a bump?

    Sentiment: Strong Buy

  • Reply to

    Another Great Article Jaret

    by catsaunders Jun 11, 2014 1:21 PM
    royco royco Jun 12, 2014 7:52 AM Flag

    Marnis,
    No doubt Max is anything but EZ money, just seems a decent risk/reward play through year-end, tho' fraught with short-term market momo moves. The dividend declaration gives some solace.

    Congrats to you, Caff, etc. on buy and hold of Micron: FD: sold 25% yesterday @$31.05, having bought all iback @$21.25 avg., post earnings drop, after selling @$24"+" due to cashing in decision from previous buy in teens.
    Happy with recent sale, happy to hold balance of MU, but may still sell and buy in pops and dips in tax deferred accounts.
    IMOS always the primary focus, exciting without excessive worry down the stretch run, as 8150 trades in tight range on low volume, lower price in 42’s, but reassuring spread remains.

    GLTall.

    Sentiment: Strong Buy

  • Reply to

    Horse Race....

    by foggyswamp Jun 11, 2014 2:42 PM
    royco royco Jun 12, 2014 7:13 AM Flag

    Foggy,
    MU is pulling away from a possible short-term down market, while IMOS holds its position in same.
    A post if mine last night was swallowed by Yahoo, but the following was Cramer's aficionado, Herb Greenberg,
    warning about MU's impending doom, just 8 weeks ago, on April 4th, and thereafter whenever he could hog a photo opp:
    "Memory has always been a share-grab game. The issue now: Once a share-grab game, always a share-grab game? Buckle up. Given the stock's rise, the red flag remains."

    He's been wrong due to the mentality of Micron being as it was in 1999, the Oldsmobile reference spot on,
    But has this guy ever looked at the numbers, the growth, the industry dominance of new technology?

    Thanks to this MB for backing up their trucks, leading many to hang on for the ride.
    To my non-posting friend, "Go IMOS!", keep going MU!

    Sentiment: Strong Buy

PFE
29.26-0.21(-0.71%)Jul 30 4:04 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.