Answer: Strong Fundamentals along with new product launches from R&D partnerships. 2nd half better than the first. Earnings will be good when they announce them Feb 12. Looking for $10 after earnings come out.
Yes the name change is a huge question and the costs associated with it at a time we just had a change. We will find out if it was worth it or if shareholders just paid for a MB buddy transaction at our expense. Even if they ran watches on the off hour or hours not in use now may be enough margin to make that time slot profitable. Getting Hawaii at prime time may show something.
With your statement you must be factoring out the special charges of severance and charges associated to the cost of the transfer of management teams and legal costs associations alike for the . I thought I was clear in talking about Q4 2014 over Q4 2013. My numbers take into consideration all costs, I did not separate out the special situations in 2014 Q4.
It must have been a short run back down we go. Selling the non profitable C65 (since the company basically gives it away) is not going to turn this company around. CPST is in deep need of new Leadership.
sellers today. Daytraders selling and real investors buying. You got to love the dumb money traders..., can you see beyond your nose on your face daytraders? Thank you for your ability not to see what is really going on to the growth of HIMX..., thank you for the opportunity to gobble up your shares..., hope you enjoy your pennies. If you ever get interested in investing the right way, just read the fundamentals and do some DD.
Again good news and RAD down. IMHO a great opportunity once again to buy. All one has to do is look at the point where the 52 week high number was and the financials at that time and compare them to now. Then what real negatives are setting the pps today lower than back then? None the company is in much better shape today. IMHO the pps should be $12.50 right now. Again ALL JMHO based on the strong fundamentals provided by the company.
All good points, but the main numbers to watch are the margin and return numbers. Revenue needs to be at the "minimum" 7% growth for the high bar Q4 comparison. Positive EBIDTA and no worse than a 2 cent loss. However if the new team has done its job well we could see a profit to the analysts numbers, Revenue up 9% QOQ and an increase to the book value. Also lower return rates and margin expansion.
As to the CC, I like to hear solid facts on what and when we can expect solid changes like the 24/7 issue and new solid suppliers or expansion in the mobile platform and then projections or guidance going forward so shareholders can measure management, that is if this new management really wants to stand apart from the previous one. I am not a pie in the skier..., I just want to see strong results instead of hype as we all should.
Not a normal and PSEC was clear they intend to look at the end of the year. However, you can have hope, just don't be to disappointed if you are wrong.
Since the month will con have come to a close Friday, wouldn't it be better to report on Monday? Where did you find the information that they would report Friday?
A special dividend will come either this coming Dec or Jan 2016 if they earn more they the required amount. Keep in mind the dividend change has yet to take effect. Also keep in mind the split out that could be coming which we do not know what effect that will have in the end to the parent company's stock PSEC. 2015 for now has more unknowns then what is known right now so it is useless at this time to think of the special dividend. One thing we know is if there is one it will be paid once the end of the year numbers are taken into consideration.
But it does give us an opportunity to get cheap shares. I wonder if the strong dollar has anything to do with it? Fundamentals are showing that Ireland is doing much better than many other countries in the EU. Maybe it has something to do with holdings IRE may have in Swis debt or even Greece. Not sure but with new 52 week lows being set it just may be time to add to my position soon.
At what time does the Government break up Apple. History has told us that Government does not like it when a company is too successful i.e. Standard Oil and At&T. Now that Apple has achieved and past the record level of companies that reached similar levels, when does Government step in and break up the company?
Reading all these post, I can say one thing, glad none of you run a company. Look it is easy to blame a management team and then bring up their salaries. But no one blamed them when oil was $100 a barrel so what really changed here? Answer the price of oil. That said management is forced to lay off people and mothball rigs during this time to keep the loses as low as they can to get through the hard time they are in and keep the company at least running so in the long term they survive these times we are in. Whether you change management or not, nothing will be different. IMHO this team has the experience to do the job. As far as compensation, in this industry this team is well within the range they get for their worth..., let it go. All this #$%$ about wages are just #$%$ from people that do not have a clue. If you don't like it sell your shares and find an investment that doesn't pay their management team..., good luck with that and making money.
Pre market from what I could determine, there were two 100 share trades, which caused the open drop which spooked some traders, but made the smart money more money so far..., thank you shout out to the seller..., ya got to love the dumb money sellers.
In times of the past I would agree that is what they did. However recently they have come in and forced positive change for the most part. Now "short" type of activists groups do play games to get the pps down so they can make money. However the "long" activist groups usually see value and bring in turn around specialists to try to save the company. Some layoffs occur but at least not everyone loses their job which happens when management runs a company into the ground like DJ is on his way doing IMHO.
I am not too sure about that. The markets are under some pressure this morning with the Dow down around 300 right now. But these are the type of days an investor looks for to pick up the panic sellers cheap shares and hold them long. I expect to get my bids today for sure. There isn't any real good reason for a sell off but there are a lot of nervous traders too and that has been the way this market has been for a couple of years now. To me just another day of opportunity.