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  • Spar Group: A Growth Company At A Still Very Reasonable Price [View article]
    Nice call Igor!
    Jun 28, 2013. 09:27 PM | Likes Like |Link to Comment
  • Mixed Signals: To Buy Or Not To Buy? [View article]
    Recent notes:
    - YoY nationwide business bankruptcy filings fell 25% in May
    - Weekly mortgage application volume up 5%
    - Weekly refinance volume up 5%
    - Initial claims down to 334K
    - Retail sales up 0.6%
    - Business inventories up 0.3%
    Jun 13, 2013. 05:59 PM | Likes Like |Link to Comment
  • Buy Rubicon Ahead Of Cyclical And Secular Upturn [View article]
    I am curious about how the screen visibility would be affected if sapphire where to be used. It may be hard to see under the sun, as Al2O3 refractive index is around 1.7. How will they treat the material (or add impurities?) to overcome high reflection?

    Another thing to watch is the short float (it's around 30%).

    Also, material price is still a major concern because the smartphones price competition is getting extremely fierce, so companies will be forced to keep the pressure on finding ways to reduce expenses to maintain margins.
    Jun 5, 2013. 10:58 AM | Likes Like |Link to Comment
  • This High-Growth Company Is A Good Addition To Any Portfolio [View article]
    Although I think the 2nd Q results will be key, I just initiated a position in TGE @ 8.36 to wet my feet. Also initiated a position in CAM @ $60.18
    Jun 4, 2013. 12:30 PM | Likes Like |Link to Comment
  • Honda: Take Advantage Of The Giant Japanese QE [View article]
    I initiated a position in EWJ this week. Looking forward to buy more, depending on technicals next week.
    May 31, 2013. 11:47 PM | 1 Like Like |Link to Comment
  • A Breakdown Of Advanced Cell Technology's Latest Conference Call [View article]
    Bought a tiny bit @0.08. Then I got too greedy and put an order @0.06, which of course didn't fill :)
    May 31, 2013. 11:43 PM | Likes Like |Link to Comment
  • A Breakdown Of Advanced Cell Technology's Latest Conference Call [View article]
    I made a 90+% profit on ACTC in the past while holding for 1 year. I've been waiting for the RS for a long time to buy this stock again, but after the latest news (20/400 to 20/40), ACT should be one of those few cases where the stock price actually goes up after a reverse split, instead of down. Only time will tell.

    Nothing short of amazing by the way. From legally blind to almost normal vision acuity. That's from having a newborn vision, to having enough vision to legally drive.
    May 17, 2013. 12:15 AM | 2 Likes Like |Link to Comment
  • Recession Watch: ECRI's Weekly Leading Indicator Continues To Show Improvement [View article]
    I never understood why they kept blindly defending the recession call made in mid 2012 even when their own WLI was trending higher. They didn't care about the trend and instead they chose to cherry pick pieces that would fit their argument.
    May 11, 2013. 12:34 PM | Likes Like |Link to Comment
  • My Number One Ranked Stock [View article]
    Nice revenue trend, good growth numbers, incredibly bullish and decent balance sheet, but there is no safety margin here. Even using the full 31% growth for a 5 year DCF calculation, you're still buying at a premium. PEG can be deceiving. Enterprise value/EBITDA at 42 and P/Book at 16. Dangerously expensive. Revenue growth is expected to decelerate for next year.
    May 1, 2013. 03:15 PM | Likes Like |Link to Comment
  • This High-Growth Company Is A Good Addition To Any Portfolio [View article]
    Hey User. Well, payroll is accounted for in opex. But capex should come down.
    Apr 29, 2013. 05:49 PM | Likes Like |Link to Comment
  • This High-Growth Company Is A Good Addition To Any Portfolio [View article]
    Well, they previously announced that the reserve expense would be accounted for in this quarter. That's why I wrote "do not expect a great first-quarter report" (negative point #1 in the article). Add up another million for additional depreciation and that was $2.3 million out of net earnings right from the start. The new equipment is good, but also means more depreciation (negative point #2 in the article).

    Having said that, I think results were a lot worse than expected given the gross margin fell from 42% to 31% YoY and EBITDA fell from $26 million to $17 million.

    I think the worse part of the report is this:

    "Due to the Canadian spring breakup, since the beginning of April we have shut down four crews in Canada, and we operated two crews through the middle of April. We are experiencing a softening in the U. S. seismic market as our clients are re-evaluating reservoir plays and seismic funds are being diverted to drilling programs. As a result, we have idled two crews but are keeping the key personnel to maintain flexibility to get crews back into the field as quickly as client demands warrant. We believe the softening is temporary, but may last into the third quarter. However, we believe demand for our services will improve during the latter part of the year."

    The company's performance is very seasonal and that causes very large earning surprises, both to the upside and to the downside. We already know that, but the problem I see here is this part:

    "We are experiencing a softening in the U. S. seismic market"

    That is further confirmation of the OIH bearish trend.
    Apr 29, 2013. 11:06 AM | Likes Like |Link to Comment
  • Spirit Airlines' Growth: Reasonable, Risky Or Reasonably Risky? [View article]
    "Reasonable, Risky Or Reasonably Risky?"

    It's a reasonable question Rochelle. Thanks for the article and thanks to all investors here for their input.

    My answer is: I'm not sure if it's worth the risk.

    I like the growth numbers but, how will the client satisfaction be affected with all those fees they charge? Also, how much of an advantage or disadvantage will be the "lease vs own" model in the next years? Then, hurricane season is a wild card for Spirit given their market focus.

    And another thing, the deferred long term asset charges are rising fast. Anybody familiar with Spirit knows why this number is rising so much on an annual basis? I suspect their ROA is going to collapse next year.
    Apr 27, 2013. 12:54 AM | Likes Like |Link to Comment
  • This High-Growth Company Is A Good Addition To Any Portfolio [View article]
    This may be confirmation that the OIH trend will continue to the downside for now (TGE doing good today though):

    April 26 (Reuters) - National Oilwell Varco Inc, the
    largest U.S. oilfield equipment provider, reported a
    larger-than-expected decline in quarterly profit as margins were
    squeezed and the North American market was softer than expected.
    Shares of the company fell 2.5 percent to $65.50 in early
    trade on the New York Stock Exchange on Friday.
    "We are very cautious about North America and continue to
    see headwinds here as pricing and volume remain under pressure
    and as demand for pressure pumping and drilling equipment
    remains weak and operators defer expenditures," Chief Operating
    Officer Clay Williams said on a conference call.
    Apr 26, 2013. 12:05 PM | Likes Like |Link to Comment
  • This High-Growth Company Is A Good Addition To Any Portfolio [View article]
    That's a nice technical find. I'm still cautious about the market; it seems to be in consolidation. Only time will tell if I missed it at $9. The next couple of weeks are going to be very interesting.
    Apr 25, 2013. 10:32 PM | Likes Like |Link to Comment
  • Seeking Opportunity: 10 Stocks To Watch Right Now [View article]
    ANIK numbers look good, but their management of the regulatory process for products lead me to think it's a dangerous bet.

    Be mindful that the FDA denied approval for Monovisc in December and just a couple of months later it was known that the company couldn't respond to the EMA's concerns about Hyalograft C, so they opted to withdraw the marketing application.
    Apr 25, 2013. 12:51 PM | Likes Like |Link to Comment
COMMENTS STATS
111 Comments
74 Likes