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Hutchinson Technology Inc. Message Board

tgagrippa 103 posts  |  Last Activity: Feb 11, 2016 10:03 AM Member since: Aug 1, 2008
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  • Reply to

    Valuation Check

    by dog_warrrior Feb 10, 2016 5:58 PM
    tgagrippa tgagrippa Feb 11, 2016 10:03 AM Flag

    Like they say, every dog has his day.

    Sentiment: Hold

  • Reply to

    Best stock

    by carpinus1 Feb 10, 2016 7:01 PM
    tgagrippa tgagrippa Feb 11, 2016 9:08 AM Flag

    EXK and MUX. Check the recent CLGRF board posts for other possibilities from folks who're smarter than me.

  • Reply to

    Best stock

    by carpinus1 Feb 10, 2016 7:01 PM
    tgagrippa tgagrippa Feb 11, 2016 7:02 AM Flag

    Watch the miners, especially junior miners. Deep values opportunities there. Opportunities to buy and hunker down for the long run, or short-term trade or trade around a long-term position.

  • Reply to

    Best stock

    by carpinus1 Feb 10, 2016 7:01 PM
    tgagrippa tgagrippa Feb 10, 2016 8:08 PM Flag

    "Best stock this year" is like the tallest midget on the basketball team. My apologies if you were being sarcastic, which I think maybe you were.The year sux so far unless you are a skilled short. For the record, my best is CLGRF. What's ahead? I know less than most but my guess is the stock market will remain in the snit it's in now for most of the year. But I don't think we are in or headed into a recession. Much depends on the Fed and the outcome of the presidential election, I think.

    Sentiment: Hold

  • Reply to

    buy out....

    by cscokid_00 Feb 8, 2016 4:06 PM
    tgagrippa tgagrippa Feb 10, 2016 1:23 PM Flag

    Thanks. I've got EXK on my watch list. Wish I'd pulled the trigger on that one a few months ago. In addition to CLGRF, I like MUX.

  • Reply to

    buy out....

    by cscokid_00 Feb 8, 2016 4:06 PM
    tgagrippa tgagrippa Feb 9, 2016 5:16 PM Flag

    @crusader: Which one would you put new money in?

    Sentiment: Hold

  • Reply to

    Postscript

    by keyes_fred Feb 8, 2016 4:05 PM
    tgagrippa tgagrippa Feb 8, 2016 7:16 PM Flag

    @keyes: Yeah, that's pretty much the conclusion I came to a year or maybe a little more than a year ago but I held on because the management's actions with OIS seemed to telegraph they knew this, too, even if they weren't saying it publicly, and they were working on reinventing the company's future. Plus, I thought OIS was a genuine opportunity, which it may well still be. But when you're seeing laptops and desktops with drives in the 240 GB range selling for less than $300, you know the writing is on the wall. Plus, they don't put disk drives in mobile phones and tablets and that is what "computer" has really meant since 2012 or so. Digital technology eventually turns all related hardware into commodities, it seems.

    Sentiment: Hold

  • Reply to

    Will not be profitable

    by ballz79110 Jul 7, 2015 7:02 PM
    tgagrippa tgagrippa Feb 5, 2016 7:28 AM Flag

    You called it, ballz, per today's earnings update. This company cannot get out of its own way, it seems.

  • tgagrippa tgagrippa Feb 1, 2016 9:03 AM Flag

    I have been weighing a position in LEE as well. I note that our esteemed board buddy Longtimefollower is sniffing around that ticker, too. I believe you will see big consolidation in the newspaper business in the next two years and LEE will very likely be sold. They are, indeed, doing a good job of debt management, though this is coming partly at the expense of the quality of the papers. Eventually, there will be a reckoning for that. As we have seen with HTCH, a company is only worth what the market says it is. LEE is selling at a rock-bottom PE and that is chiefly because the market believes the business model is doomed, which I think is mostly correct, and because of the company's debt. I am talking a lot and not saying much, I guess. But I am contemplating taking a small position and letting it sit based on the takeover likelihood alone, which I think is very high with LEE. The ongoing and effective cost-controls, it seems to me, offers good downside protection at $1.4x per share.

  • tgagrippa tgagrippa Jan 29, 2016 11:40 AM Flag

    @tommie: Sound analysis. I agree.

    Sentiment: Hold

  • Reply to

    I expect

    by carpinus1 Jan 29, 2016 8:42 AM
    tgagrippa tgagrippa Jan 29, 2016 11:36 AM Flag

    @carp: Your purchase story somewhat resembles mine though my average cost on various purchases totaling 12,139 shares is $2.61 so at $3.62 I am OK. I do believe now that the slow climb towards (as much as) $4 is finally happening and yesterday's meeting has cleared that path, so to speak, Though of course the FTC could still scupper this boat. (Yeah I mixed metaphors so sue me.) I tend to believe uptab has this one right, though, and we get the $4.

    Sentiment: Hold

  • tgagrippa tgagrippa Jan 28, 2016 6:05 PM Flag

    You'd think so but this market right now is so FUBAR, who knows? I mean, yesterday at market close the company called Facebook was worth $267 billion and now, 24 hours later, the market says it's worth $311 billion. It added $44 billion in one day, which has got to be, what, like more all by itself than the entire market cap of a big majority of the S&P 500. #$%$?

    Sentiment: Hold

  • Reply to

    Now I really wish I had

    by uptabdowntab Jan 28, 2016 12:53 PM
    tgagrippa tgagrippa Jan 28, 2016 5:58 PM Flag

    @gkeller: Thanks for fighting the good fight, even if it was in a hopeless cause. I think in a span of 15 minutes or so you asked more pointed questions than those guys have heard from deep-six-figure and seven-figure Street "analysts" in the last 5 years of conference calls. But hey, hang in there and keep practicing your patter and maybe someday you, too, will qualify for a seven figure salary.

    I don't care what anyone says, I like Carl Icahn and he is correct in his general assessment of corporate leaderships.

    Sentiment: Hold

  • Reply to

    Now I really wish I had

    by uptabdowntab Jan 28, 2016 12:53 PM
    tgagrippa tgagrippa Jan 28, 2016 1:51 PM Flag

    Well, that certainly seems reasonable and you may well be right because we are now trading at $3.59, which is the highest intra-day trade since Jan. 4.

    Sentiment: Hold

  • Reply to

    Now I really wish I had

    by uptabdowntab Jan 28, 2016 12:53 PM
    tgagrippa tgagrippa Jan 28, 2016 1:17 PM Flag

    @uptab: Hmm. I'm no help because I did not attend. But I would think that a meeting that provided guidance, whether explicit or implicit, that $4 is a lock would have the stock up more than 2 percent. Not that I am upset about being up 2 percent, mind you.

    Sentiment: Hold

  • tgagrippa by tgagrippa Jan 28, 2016 11:21 AM Flag

    Run shorty run.

    Sentiment: Hold

  • Reply to

    Yahoo

    by carpinus1 Jan 28, 2016 7:24 AM
    tgagrippa tgagrippa Jan 28, 2016 9:37 AM Flag

    @carp: You have just put your finger on my pet peeve about this place. Filtering software than scans zillions of lines in seconds (or less) for certain terms is old tech. Companies do it every day to filter spam and find out what their employees may be doing or talking about. The powers that be here could end the spam problem on these boards in a day if they really wanted to. We all know what the three or four search terms would be. Someday, there will be a good alternative to Yahoo Finance and then I will dump them and never look back.

    Sentiment: Hold

  • Reply to

    Cash increased in Dec.

    by whothehecknos Jan 25, 2016 8:40 AM
    tgagrippa tgagrippa Jan 26, 2016 12:04 PM Flag

    Stop. You're scaring me. Much of business comes down to a simple question: Do you want a quick nickel or a slow dime? I am willing to take a slow dime. But when the payoff is capped at a nickel, I want it sooner not later.

    Sentiment: Hold

  • Reply to

    Cash increased in Dec.

    by whothehecknos Jan 25, 2016 8:40 AM
    tgagrippa tgagrippa Jan 25, 2016 12:08 PM Flag

    The problem with figuring out the answer to your question is that we are just in an awful market right now. The market could be telling us something that is not public about HTCH. Or the market could just be flipping HTCH off because the market has a headache. I actually lean towards the later explanation. HTCH is just collateral damage and too small to matter.

    Sentiment: Hold

  • Reply to

    Steve Harvey

    by twomambo2 Jan 19, 2016 10:21 AM
    tgagrippa tgagrippa Jan 19, 2016 12:36 PM Flag

    Gotcha.

    Sentiment: Hold

HTCH
3.72+0.02(+0.54%)Feb 12 4:00 PMEST