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Special Diversified Opportunities Inc. Message Board

uptabdowntab 425 posts  |  Last Activity: 3 hours ago Member since: Jul 1, 1998
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  • Reply to

    Talking one's book

    by hopeful200 5 hours ago
    uptabdowntab uptabdowntab 3 hours ago Flag

    When I first read his lengthy article I came across two specific sentences that crossed a line (into the world of defamation). If Borg wanted to, he could take action against the author and probably put him out of business. I am disappointed that Seeking Alpha would allow that sort of drivel.

  • Reply to

    Energy loans

    by drink2mucho Apr 23, 2016 11:26 AM
    uptabdowntab uptabdowntab 5 hours ago Flag

    It would look bad if they gave the reason since the truth is...."We have downgraded PNNT in an effort to drop the stock price a bit in an effort to accumulate shares for our best clients. We will upgrade at a later date when we have full positions and then upgrade further when we intend to sell."

    just my opinion

  • Reply to

    hey...ktcc smtx others

    by fabulouspoodle May 1, 2016 12:51 PM
    uptabdowntab uptabdowntab May 1, 2016 3:15 PM Flag

    Hi fab, Thanks for the PCMI mention. I always like to see what others are buying (and sometimes then pile into it myself). When you first mentioned PCMI a day or three ago I took a look but I didn't much like it. The 39cents you mention is not Net Income (bottom line EPS) but is some sort of non GAAP "adjusted EPS." Their bottom line is barely break-even and their gross margin is extremely low. In comparison, KTCC is a more robust company with much higher margins.

    All that said....and even though I own a few shares of KTCC, I really do not generally like the contract manufacturing companies because margins are very slim and they always get beat to a pulp in negotiations by other contract manufacturers and by their own customers.

    I probably keep dabbling a bit in the space because years ago I made some money trading a WIS based company called Plexus. Haven't looked back at them in years but maybe I will right now.

  • uptabdowntab by uptabdowntab May 1, 2016 1:12 PM Flag

    This message board has turned into a wasteland and Summer has arrived so will stay away from this board and most others. I own more shares than ever (several percent of the company) of MCZ and am happy to own them. Some random thoughts.....

    - Many times one looks back and wonders why I didn't buy more shares when the stock was so low. Or wonders why didn't I see what was to come. That is where MCZ is right now. The future has been laid out quite clearly by the CEO. If you believe her, then MCZ goes up 10X from here with ease over the next couple years. If you don't believe her, then the company gets taken out for 2X current price. Absolute worse case you lose 24 cents.

    - Two different posters here just might have their lives turned upside down in multiple ways starting in early Fall. I am about $4700 into it so far and have made progress.

    - The upcoming late May Q4 report will be more interesting than normal.


  • uptabdowntab by uptabdowntab Apr 29, 2016 11:38 AM Flag

    We have a thinly traded microcap company. A stock market down 1% today. A big shareholder selling over a days volume of shares. Two SA hit pieces by the same author who admits to be short the stock.

    AND the stock only goes down a bit!

  • Reply to

    Borg's at it again

    by hopeful200 Apr 28, 2016 11:46 PM
    uptabdowntab uptabdowntab Apr 29, 2016 11:07 AM Flag

    Same author and the quality of the article is the same. All irrelevant garbage. It is all rumor and innuendo from a decade plus ago. That said, if I were Borg I would sue the author since he is saying some pretty nasty stuff.

    To summarize the meat of his argument...."they just can't keep doing this well."

  • Reply to

    Borg's at it again

    by hopeful200 Apr 28, 2016 11:46 PM
    uptabdowntab uptabdowntab Apr 29, 2016 10:41 AM Flag

    You are exactly right. Though I am sorta happy with the $10.155 shares I just bought.

  • Reply to

    Borg's at it again

    by hopeful200 Apr 28, 2016 11:46 PM
    uptabdowntab uptabdowntab Apr 29, 2016 9:48 AM Flag

    He is selling all 102k on the new 144 today at least if that is what the April 29 date means. What a db. Well, the fact he can legally sell now proves he is not an insider. There are always a few people willing to sell $1 for 50cents and Borg is one of them.

  • Reply to

    Reeking Alpha

    by b_fr_nk Apr 27, 2016 6:39 PM
    uptabdowntab uptabdowntab Apr 27, 2016 10:15 PM Flag

    Sorry b_fr_nk, I should have read your post more carefully, you already had the April 15 number several hours before I even looked.

  • Reply to

    Net cash

    by tgagrippa Apr 27, 2016 4:11 PM
    uptabdowntab uptabdowntab Apr 27, 2016 9:59 PM Flag

    You sure hit the nail on the head. What strikes me is how these guys were able to conserve cash when it is in their own best interest. Luckily this is the one time when their interests also happen to align with shareholders.

    Also, how can they really go from pumping/promoting OIS quarter after quarter to saying absolutely nothing about it. That too is sad (as in pathetic).

    If the deal happens, $4 appears to be a lock. No matter what happens, I'm sorta happy to be out.

  • equal to 0. It also tells me the cliff research SA guy has a set the size of bb's.

  • Reply to

    Reeking Alpha

    by b_fr_nk Apr 27, 2016 6:39 PM
    uptabdowntab uptabdowntab Apr 27, 2016 9:37 PM Flag

    What a stupid article. Clear attempt at manipulation by the author. I just reread the NAII PR and they are crystal clear and state point blank it is a reissue and further down they state very clearly exactly why it was reissued when they talk about the specifics of one of the claims. If this all that the tiny number of shorts can come up with then they (the shorts) are in real trouble.

    That article illustrates the problem with Seeking Alpha. ANYONE can pen and submit an article. Of course that is also its charm.

    The April 15 short interest number should be available within the next day or two. I didn't check yet today, but will head to Nasdaq and take a look now.

  • an analyst want to downgrade a "$5" stock that is clearly at multi-year lows that is also trading below book value and is seemingly in the midst of taking actions to ensure a brighter future? Simply so they can steal a few shares for some of their better clients. Works on the other end too so when the stock is at all time highs and analysts are still upgrading....that's when us little people need to bail out.

  • for both the company and the stock are already at rock bottom. I find comfort in that.

  • Reply to

    Rather encouraging that someone can

    by uptabdowntab Apr 26, 2016 1:18 PM
    uptabdowntab uptabdowntab Apr 26, 2016 4:30 PM Flag

    I don't know. I just see 2 where there used to only be 1 when you click on analyst at Yahoo Finance. Since there are only 2, you can see the numbers for each since they post a hi and lo.

  • uptabdowntab uptabdowntab Apr 26, 2016 4:22 PM Flag

    Tom, I posted here when I sold the vast majority of my shares. And I gave my reasons why at the time. I also never ever pumped anything. I state my reasons for owning and what I believe will be happening. 1.50 to 3.70 in a few short months isn't so terrible.

  • dump 100k shares at the market and only have the stock sink a temporary penny. Also nice to see a second analyst step up with some coverage and estimates of bottom line EPS profitability for Q1 (Apr/May/Jun). Also cool that Q4 will be announced late May (per SEC) rather than early June. Everything seems to be coming up roses of late.

  • Reply to

    one thought that keeps popping in my head

    by hopeful200 Apr 26, 2016 12:36 PM
    uptabdowntab uptabdowntab Apr 26, 2016 1:13 PM Flag

    I agree with you 100%.....yet I would guess that none of us (you, me, hopeful, etc) bought any shares above $14.

  • Reply to

    one thought that keeps popping in my head

    by hopeful200 Apr 26, 2016 12:36 PM
    uptabdowntab uptabdowntab Apr 26, 2016 1:03 PM Flag

    My two bits is that I think the stock is simply resting and most other investors feel the way you and I and b_fr_nk feel. None of us wanted to buy a bunch more shares at 14+, Yet all of us saw it as a good and timely buy last week in the low 11s. We all have as many shares as we want and are willing to wait until the upcoming quarterly report to add more if warranted.

    My guess is Borg doesn't have any idea about anything but that is just a guess.

  • uptabdowntab uptabdowntab Apr 25, 2016 5:35 PM Flag

    Very true. The one good thing is they pretty much said July through Dec would be much better. Tick tock goes the clock.

0.95+0.03(+3.26%)May 2 3:54 PMEDT