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California Amplifier (CAMP) Message Board

shrewd_curmudgeon 74 posts  |  Last Activity: 24 minutes ago Member since: Oct 30, 2000
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  • shrewd_curmudgeon by shrewd_curmudgeon 24 minutes ago Flag

    The earnings were $1.1 million better than I and analysts were expecting.

    Sentiment: Strong Buy

  • Analysts were projecting FLEX would post $6.4 billion in revenue and $0.24 in non-GAAP EPS.
    It is pleasantly surprising to see $6.5 billion in revenue and $0.26 in non-GAAP EPS.
    Cash flow from operations was very strong at $387 million. Even better, the new guidance was higher than I was expecting. This is going to be a huge amount of fun, we are likely to see this company go over $13 per share very soon.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon 13 hours ago Flag

    This is not just a quarterly result we are looking at but a new data point in the trend of UVE's overall business. Analysts were projecting $87 million in earned premiums and UVE brought in $103 million. Awesome!
    Also analysts were projecting $0.40 in EPS for Sept 2014 and UVE just posted $0.61 in EPS which is HUGE (beat by more than 50%).
    This company is way undervalued and has been doing quite a bit better than most had expected. I think we will see over $18 per share before the end of the year... maybe over $20 per share. Congrats to longs!

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon 13 hours ago Flag

    Analysts were projecting HDSN would post $13.9 million in revenue.
    It is pleasantly surprising to see $15.3 million in revenue. The recent regulatory trends had no impact yet in the most recently reported quarter, but that is going to change soon.
    Hudson has already turned the corner and is coming into a whole new environment. HDSN now has a stellar balance sheet and has the facilities and the business that are in the right place at the right time.
    This is going to be a huge amount of fun as almost no one is discussing HDSN stock yet, but we are likely to see this company go over $8 per share very soon.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Oct 29, 2014 1:39 AM Flag

    I was hoping for revenue of $62 million and non-GAAP EPS of $0.22 per share.

    RPX posted revenue for the third quarter of $65.4 million, compared to $58.6 million in the third quarter of 2013.
    Non-GAAP net income for the third quarter was $14.3 million or $0.26 per share, compared to $11.4 million or $0.21 per pro forma diluted share in the prior year's quarter.
    Beat both estimates soundly.

    This company is growing and has very strong margins. Intellectual property is becoming only more important over the next decades. We could likely see RPXC over $20 in the next year.

    Sentiment: Strong Buy

  • Reply to

    Ready for buyers tomorrow

    by chidragon38 Oct 27, 2014 1:43 PM
    shrewd_curmudgeon shrewd_curmudgeon Oct 27, 2014 7:26 PM Flag

    Q3 loss of -0.21 cents per share was already priced in. You must not have looked at the prior financials or the analysts' projections.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Oct 27, 2014 5:07 PM Flag

    Nice to over $32 million in cash flow from operations for IPHS for the latest quarter.
    Earnings were better than I had expected and significantly higher than the prior year. Will we see $60 per share or $70 per share by the end of 2014?

    Sentiment: Strong Buy

  • Reply to

    Ready for buyers tomorrow

    by chidragon38 Oct 27, 2014 1:43 PM
    shrewd_curmudgeon shrewd_curmudgeon Oct 27, 2014 4:56 PM Flag

    Stronger than expected EPS results.
    IVAC beat on revenue estimates and also beat the EPS guidance.
    Analysts were expect -$0.21 per share. IVAC posted -$0.15 per share. They beat estimates by +29%.
    I believe we will see IVAC headed over $8 per share. Q3 is going to drive IVAC upward.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Oct 26, 2014 1:42 AM Flag

    The world is driving need for datacenters. And datacenters are driving revenue for AGX. This company is looking better everyday. Plus, the price of copper is coming down and the capacity and cost of fiber optic communication systems are getting better every quarter. AGX is in the right business at the right time. I think we will see more than $50 per share very soon.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Oct 26, 2014 1:37 AM Flag

    IOT is up 15% in the past 3 weeks. Still very undervalued.

    Sentiment: Strong Buy

  • Reply to

    BOOM

    by posterboygirl07 Oct 23, 2014 9:34 AM
    shrewd_curmudgeon shrewd_curmudgeon Oct 23, 2014 1:10 PM Flag

    More cash and profit rolls in for ClearOne.
    I was hoping for $13.7 million in revenue and for $1.2 million in non-GAAP net income.
    CLRO just posted $15.7 million in revenue and $1.8 million in non-GAAP net income.
    CLRO has only 9.2 million shares outstanding and has growing product demand and very healthy margins. I think we conservatively have 60% upside built into the recent financial reports. The company has better financials today than when it was at $12 per share. We could easily see this over $13 per share this year. CLRO strongly beat analysts’ estimates. Balance sheet is great. Congrats to longs!

    Sentiment: Strong Buy

  • Some nice records there in revenue $174 million.
    Strong EPS.
    Record Q3 cash flow of $22.3 million.
    Beautiful. Will be over $15 per share.

    Sentiment: Strong Buy

  • Reply to

    Stabosz is gagged for 3 years

    by smaycs4 Oct 17, 2014 3:12 PM
    shrewd_curmudgeon shrewd_curmudgeon Oct 20, 2014 6:04 PM Flag

    Tim,
    When you're in the right place at the right time, you should stay there. I still have a lot of respect for you. I remember the great job you did on General Employment (JOB). You're going to feel bad when P&F climbs over $10 per share. Keep diversified and good luck.
    Shrewd

    Sentiment: Buy

  • Reply to

    People are catching on

    by shrewd_curmudgeon Jul 9, 2014 12:53 PM
    shrewd_curmudgeon shrewd_curmudgeon Oct 20, 2014 5:47 PM Flag

    I'm glad that very few people are talking about AFAM. Only in this case do you find an undiscovered and un-hyped stock that is trading at a bargain. AFAM is probably going to show greater than +$0.40 in EPS for the upcoming quarterly report. This will be compared to the $0.24 EPS from the prior year. This could lead to a 30% rise in pps. Around Nov 6th, we will see the next quarterly report. I hope we can find some selling to allow me to acquire more at these bargain prices.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Oct 20, 2014 12:20 PM Flag

    More cash and profits roll in for PetsMed. I was expecting $3.5 million in net income for the latest quarter. PETS just posted $3.8 million. This one is doing very well. Cash flow from operations for the latest quarter alone was $9 million. This is excellent. I think we will likely see $18 per share for PETS later this year.

    Sentiment: Strong Buy

  • Reply to

    Dropping like a falling knife

    by shrewd_curmudgeon Oct 14, 2014 1:19 AM
    shrewd_curmudgeon shrewd_curmudgeon Oct 18, 2014 1:42 AM Flag

    I bought some too. I didn't think I would get some at the price I had listed. It is definitely overcorrected at this point and a nice bargain opportunity. This is a great company that could easily double.

    Sentiment: Buy

  • Today’s news is excellent. A lot of people were caught with their pants down because they thought it wouldn’t happen. This is now official and takes a lot of the uncertainty away for HDSN. People will come to a realization over the next few weeks on what this means. We could likely see Hudson Technologies in the double digits $9 per share in the next few months.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Oct 17, 2014 2:47 PM Flag

    This is a beautiful recent trend in financials: http://finance.yahoo.com/q/is?s=sprs
    SPRS has an enterprise valuation of $2 million. They are on track to bring in $1 million for the year. Balance sheet is great. We could see a 3X rise and this would still be undervalued.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Oct 17, 2014 2:36 PM Flag

    Cash is up, revenues are up, and orders are up.
    Revenue for roadway sensor is growing significantly. New contracts are strong. I am scratching my head to understand why ITI is below $2.50 per share. (This happened before in TDY when TDY stock was $20 per share and I thought it should be at $40 per share… the stock proceed to go to $100 per share, ITI is a similar head-scratcher and I wouldn’t be surprised to see ITI over $6 per share in a year or two).
    Awesome to see backlog is now $39 million. This company is gaining revenue and they are getting new products accepted. It is unlikely to stay below $2.50 per share for a long time. Congrats on the excellent financial results.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Oct 16, 2014 12:48 PM Flag

    Taylor Devices is back over $10 per share. I wish I would have bought more during that brief opportunity below $10 per share. It is probably headed to $16 per share.

    Sentiment: Strong Buy

CAMP
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