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RPX Corporation Message Board

shrewd_curmudgeon 73 posts  |  Last Activity: 2 hours 31 minutes ago Member since: Oct 30, 2000
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  • shrewd_curmudgeon by shrewd_curmudgeon 2 hours 31 minutes ago Flag

    Solar companies are now committing to IVAXC's superior equipment. Nice win by IVAC. Heading over $7 over the next few months

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon 8 hours ago Flag

    XCRA is being hit hard by the severe slowdown in business. Forward projections lowered. Stock will be dropping soon.

    Sentiment: Strong Sell

  • shrewd_curmudgeon by shrewd_curmudgeon Sep 2, 2015 7:44 PM Flag

    The financials are showing a very good trend for TAYD:
    http://finance.yahoo.com/q/is?s=tayd
    Revenue and earnings up significantly in the past 4 quarters.

    Sentiment: Strong Buy

  • Wow. TAYD blew away expectations. The company announces revenue for Q4 is $10.8 million!
    I expected revenue to be 6.5m for Q4 (that would be healthy growth). They had $5.3 million in revenue in the prior Q4. Nice to see them announce record quarterly and record annual revenue. This company is so low-key and conservative they didn’t state any of these records in the headlines.
    I was hoping for net income to be $400K, and the company more than doubled that with $890K in net income. This is huge! I expect this stock will rise about 60% over the next few months. Business is very strong and is likely to get even stronger. They have only 3.4 million shares outstanding. Balance sheet is looking great. Market cap could easily climb over $60 million. That would put the stock above $19 per share.

    Sentiment: Strong Buy

  • Reply to

    Sub 10 P/E

    by smatter1111 Aug 24, 2015 9:28 PM
    shrewd_curmudgeon shrewd_curmudgeon Aug 26, 2015 12:46 PM Flag

    Bought some shares down here. An excellent bargain.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 24, 2015 4:57 PM Flag

    This company is looking quite good. The price of the stock is back to where it was in March when revenues were $180 million per quarter, but now revenues are headed for $220 million in the current quarter. Profits are stronger. The Transmode acquisition was successful. Not losing any business in China. This is starting to look beautiful. Better company than it was a month ago, but available for much lower price.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 21, 2015 1:13 PM Flag

    Nice to see the drop. We don't sell any policies in Asia, but maybe when all this dust settles UVE will be in there :)

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 20, 2015 7:58 PM Flag

    Down to a nice valuation right now. Enterprise value is only $53 million. I picked up some shares. We may not see BSQR shares below $6.40 ever again.

    Sentiment: Strong Buy

  • CYAN is showing an ugly trend in financials. It used to be believed that this company could make money, but now it is becoming clear that the company cannot.
    http://finance.yahoo.com/q/is?s=CYAN
    All companies that go out of business, go out of business for the same reason: they run out of cash. Now, CYAN cash is dropping and this is going to make business less flexible and more painful. Cash has dropped below 2.5 million. This does not look good.

    Sentiment: Sell

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 19, 2015 1:20 PM Flag

    CENX is starting to look very good here. Market cap is $440 million. Century can sell all the aluminum they can make because their quality is among the highest in the industry.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 18, 2015 12:30 PM Flag

    Investors are afraid of the China slowdown. The best insight I have heard from my investment advisor is that Telecom equipment makers area already essentially excluded from the market in China. You would be wise to buy companies that had already been excluded from the Chinese market. Companies like INFN and CIEN already have the China-Crash priced in. They cannot lose any business from a dead China. These companies are already leaders in long haul and metro networks and are growing and increasingly profitable. Although their stocks (as many stocks) have been held down by fears of a collapse in China, these companies that provide cutting edge internet protocol fiber optic systems that connect the internet traffic throughout the world have been held down in stock price, but are about to climb!

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 14, 2015 12:46 PM Flag

    A strong quarter by ELSE. Revenue climbed to over $2 million for the quarter. This was a 16% increase vs. the prior year’s Q2. Net income was $500K. This is much stronger than the prior Q2. Net income more than doubled. The cash on the balance sheet has improved. Net tangible assets have climbed about $500K. This company is in better shape than I had previously expected. I’m raising my targets by 20%.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 12, 2015 8:41 PM Flag

    That's why these guys get the big bucks. They have to spin this loser like it is going to grow, even when results have tanked. That is why Genova got $885,200 in compensation last year. That is more than the profit will be for the whole company THIS YEAR. Be careful with these guys.

    Sentiment: Sell

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 12, 2015 8:25 PM Flag

    Nice. Q2 net income of $603K beat the Q1 net income of $554K. This one is seeing stronger profits. Property values are rising. IOT has tangible net assets of $84 million or $20.14 per share. A new record.

    Sentiment: Strong Buy

  • Reply to

    Iteris results today

    by shrewd_curmudgeon Aug 12, 2015 2:42 PM
    shrewd_curmudgeon shrewd_curmudgeon Aug 12, 2015 8:12 PM Flag

    Getting interesting. Non-GAAP net income in latest quarter is $54,000 or $0.00 per share. They hit slightly better than breakeven. Also revenue exceeded $18.1 million. Revenue for the latest quarter came in at $18.4 million. ITI is definitely making progress.

    Sentiment: Strong Buy

  • Reply to

    Wow great quarter!

    by hweb2 Aug 12, 2015 1:56 PM
    shrewd_curmudgeon shrewd_curmudgeon Aug 12, 2015 2:55 PM Flag

    Awesome! For PF Industries I was hoping for $19M in revenue and $600K in net income, those would be strong results and would indicate the company is undervalued.
    PFIN just blew away my expectations. They posted $22.6M in revenue. This is hugely beyond my estimates.
    And PFIN now posted net income for the quarter at a whopping $1.31M. This is more than double of what I was expecting.
    Balance sheet is also much stronger. Prior to this, the company had intrinsic value of $15 per share. Now, I am raising that (due to growth and improved margins) to $22 per share. Hugely undervalued.

    Sentiment: Strong Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 12, 2015 2:42 PM Flag

    Iteris last year had $18.1 million in revenue and -$19K in net income.
    If ITI hits or exceed $18.1 million in revenue and hits breakeven results, we will likely see a significant rise. ITI earnings come out later today. This could get VERY interesting.

    Sentiment: Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 11, 2015 5:53 PM Flag

    There was pretty much a landslide for the new directors:

    Tim Eriksen received 1,193,122 votes
    David W. Pointer received 1,193,120
    Douglas Reif received 607,658
    Sidney H. Kopperl got the least at 587,163 votes.

    So, Tim Eriksen and David W. Pointer have joined the board and will be able to have more input into the direction of the company.

    The accountant was confirmed with 1,992,781 FOR vs. 2,864 AGAINST

    Proposal Three: The non-binding advisory vote on the compensation of the named executive officer of the Company received the following votes:
    532,478 FOR and 1,285,654 AGAINST

    Proposal Four: Stockholder also voted to eliminate the classification of the Board so we will be voting on all directors again next year.

    Sentiment: Buy

  • Reply to

    Earnings later today

    by shrewd_curmudgeon Aug 10, 2015 10:24 AM
    shrewd_curmudgeon shrewd_curmudgeon Aug 10, 2015 8:30 PM Flag

    Profitable and bringing in cash. Net sales revenue of $81.2 million. Continuing operations income was +$0.19, after charges, which is expected to yield annualized operating income improvement of $10 to 15 million. The EPS beat estiamtes by 5%.

    Sentiment: Buy

  • shrewd_curmudgeon by shrewd_curmudgeon Aug 10, 2015 10:24 AM Flag

    If NATR can hit $90 million in revenue for the latest quarter and see $3.2 million in net income, the company's shares will rise a lot. That would be $0.18 per share for EPS.

    Sentiment: Strong Buy

RPXC
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