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  • Valuing Universal Display Corp. Earnings [View article]
    There seems to have been some confusion on alternate estimates with other sites quoting something other than the FactSet/Reuters consensus. SA has made the same mistake in the past, and deserves credit for cleaning that up here. Nonetheless, the confusion probably muted the AH rise. Look for upgrades in the days to come.

    It's nice to see that UDC management has learned to be conservative in estimates. Nonetheless, margin expansion and gain in development revenue for the quarter continues to augur an all-important commercial contract from LG, probably in the coming year, as they complete their new production facilities. When you throw in flexible displays and lighting, 2014 should be a great year for OLED.
    Feb 27 06:47 PM | Likes Like |Link to Comment
  • Universal Display Corporation beats on revenue [View news story]
    Most importantly, 2014 revenue guidance of f $190 to $205 million!
    My models continue to be right on:

    http://seekingalpha.co...
    Feb 27 05:31 PM | Likes Like |Link to Comment
  • Valuing Universal Display Corp. Earnings [View article]
    Most importantly, 2014 revenue guidance of f $190 to $205 million!
    Feb 27 05:30 PM | Likes Like |Link to Comment
  • Valuing Universal Display Corp. Earnings [View article]
    Adj EPS of 35 cents
    revenues up 76% from 2012
    operating income up 180%
    Feb 27 05:00 PM | Likes Like |Link to Comment
  • salesforce.com, inc. beats by $0.01, beats on revenue [View news story]
    Despite them leading with revenue guidance, this is not disruptive company growth. On a GAAP basis, they LOST 19 cents per share, which is whopping sum given a share count of well over half a billion. The market is not taking it well. Basically the revenue guidance translates to, "we're going to keep spending to grow revenue, but we're never going to turn a profit."
    Feb 27 04:14 PM | 3 Likes Like |Link to Comment
  • Google's Plan For Your Body And Its Stock Split [View article]
    Google certainly has lots of interesting technology, but most of what you're talking about is certainly beyond any reasonable investment horizon. Even if you don't agree with that statement, surely the path to transhumanism goes through wearable technology, so why not look into the leading provider of sensors for Android devices:

    http://seekingalpha.co...
    Feb 27 12:19 PM | Likes Like |Link to Comment
  • Tesla And The Other Beneficiaries Of The Giga Factory [View article]
    I don't think you've identified the best beneficiary. I'm putting together an article on it, but it will take some time.
    Feb 27 11:19 AM | Likes Like |Link to Comment
  • Earnings Preview: 3D Systems [View article]
    I think we get DDD earnings on the morning of the 28th, not the 27th. I've already agreed extensively about the quality of their acquisition spree. Here's a summary of analyst Jefferies take on the consumer versus industrial market in general:

    http://seekingalpha.co...
    Feb 27 10:43 AM | 2 Likes Like |Link to Comment
  • The Next MoMo Stock, Part 2: Printing Profits With ExOne [View article]
    Analysts are starting to come around to what I've been saying here. That the consumer 3D printer market is played out, whereas additive manufacturing with metals has lots of room to grow http://bit.ly/1epHYiY
    Feb 27 10:31 AM | 1 Like Like |Link to Comment
  • Intel: The Worst-Case Scenario [View article]
    Perhaps the (lack of) developments at MWC will spur Intel into real action. They have the major pieces to dominate in mobile, but at this point they need to be able to offer integrated SoCs that are not just competitive, but have other ways of differentiating themselves. I think that's going to have to be through acquisition:

    http://seekingalpha.co...
    Feb 27 09:06 AM | Likes Like |Link to Comment
  • Why InvenSense Is Worth The Premium [View article]
    Good question Tom. I noticed it too and looked into it. Almost all of the recent "insider" selling is from Artiman Ventures, L.P. who apparently acquired all of their shares pre-IPO. It doesn't trouble me at all for the following reasons:

    1. Artiman is not a true insider, someone actually involved in the business, it is just a large investor.

    2. The company has made similar sales over a long time frame, at fractions of the current price, further indicating that they have no particular insight into the company or stock's fortune.

    3. Despite the sales, we can deduce from the shares outstanding and the recent 10% owner status that they still hold FAR more than half their original stake. That is to say, that while they are taking some profits, which is only prudent any pre-IPO shareholder, they are still keeping far more than they sell.

    Thanks for asking! I'd kind of forgotten about it after investigating, but it certainly bears documenting, and wouldn't have really fit into my next article.
    Feb 26 11:06 PM | 2 Likes Like |Link to Comment
  • Tesla Motors sets in motion $1.6B convertible note offering [View news story]
    Wall St makes sure we never have current information, despite reform attempts. As of mid February it was a little over 30% of float, but that is almost certainly not an accurate representation. See my comment above.
    Feb 26 05:24 PM | Likes Like |Link to Comment
  • Tesla Motors sets in motion $1.6B convertible note offering [View news story]
    We don't know what the terms are. See my comment above.
    Feb 26 05:17 PM | Likes Like |Link to Comment
  • Tesla now +3.2% AH. Gigafactory aims to supply 500K vehicles. [View news story]
    I commented on it and linked to a more comprehensive summary here:

    http://seekingalpha.co...
    Feb 26 05:14 PM | Likes Like |Link to Comment
  • Shifting Gears With Tesla: Lessons From A Short Squeeze [View article]
    Tesla has announced some details for their giga-factory, see here:

    http://bit.ly/1gCZSwT

    and follow me for an upcoming article commenting on the terms of the convertibles and ways to profit from the factory (other than a position in TSLA).
    Feb 26 05:10 PM | Likes Like |Link to Comment
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