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  • Energy Recovery, Last Year And This One [View article]
    Energy Recovery had *open market* buys from two insiders this week.

    http://bit.ly/1xk2843

    http://bit.ly/1xk2845

    It also announced two smaller desal wins this morning.

    http://bit.ly/1xk29VI
    Mar 13, 2015. 09:54 AM | 1 Like Like |Link to Comment
  • InvenSense +4.7%; SA author likes new products, Apple/Samsung momentum [View news story]
    Everything you're asking is detailed on my private website and in the article before this one.

    Even the price target is not a simple #, but the 2-yr version is $29.
    Mar 12, 2015. 09:46 PM | Likes Like |Link to Comment
  • Update: ExOne Introduces Innovent [View article]
    SA has done what they can to make things right, so I will post a preview article if time permits. That's still somewhat unlikely, so I'll simply note in the meantime that two of ExOne's recent press releases have some fundamentally positive significance while simultaneously confirming that the company still has a long road ahead.

    http://bit.ly/1AmscPn

    http://bit.ly/18E0TpX
    Mar 12, 2015. 01:09 PM | 1 Like Like |Link to Comment
  • InvenSense: MWC And Apple's Media Event [View article]
    Sorry, typically if the answer is in a comment, I link directly to that comment, but SA's semi-functional comment system often mitigates the value of that practice.

    I'm sure they'll get it fixed eventually, but I'd have to agree that it seems like we've been waiting a long time.
    Mar 12, 2015. 01:03 PM | Likes Like |Link to Comment
  • Universal Display +6%; Samsung reportedly ups S6 production [View news story]
    The other driver is likely anticipation of confirmation of an AMOLED display in Apple's Watch, after it has been torn down next month. I think I was the first to note that this is all but certain, and other analysts have come to agree.

    That said, I think both the S6 and the Watch are being overrated compared to their fundamental impact on OLED, which could see a retreat similar to the one that I predicted for INVN following confirmation of its Apple deal. See commentary relating to UDC in my latest InvenSense article for more on that.
    Mar 12, 2015. 12:55 PM | 1 Like Like |Link to Comment
  • Getting In On The Ground Floor With GFI Group [View article]
    The story began by this article has come to a close one year and five months after publication. Although GFIG will continue to trade on the open market, its value is now effectively determined by majority owner BGC Partners. As with any good story, there have been twists and turns. Although the article correctly predicted, by name, the software divisions that GFI would attempt to sell off, I never imagined that would come as part of an attempt to take the rest of the company private.

    http://bit.ly/18DuDn1

    That would have been a sweetheart deal for management, but a relatively poor value for common shareholders, as was recognized by BGC:

    http://bit.ly/1wFdezV

    Including dividends, common shareholders who followed my lead and tendered shares have now realized a 56% annualized (almost 80% absolute) gain on GFIG since the publication. While this return is less than for many of my other calls, it would have been significantly higher if not for the opposition and delay from GFI management. In particular, shareholders could have received an additional 10 cents per share, over a month earlier, if management had simply managed to meet and accept the offer that common shareholders eventually took anyway.

    http://bit.ly/18DuDn3

    As I've written elsewhere, the path to success is rarely a straight line. While GFI's story has reached its denouement, the main opportunity presented by this article continues. The conversion of the manual brokerage business to fully electronic and cleared trading under SEFs, as mandated by regulation in both the U.S. and E.U., has been generating positive results for BGC for the past few quarters. That trend should intensify with acquisition of GFI, as covered by my BGCP articles.

    http://bit.ly/1b4zKyc

    It's rare for a sequel to be better than the original, but I think that will be the case here.
    Mar 12, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • InvenSense +4.7%; SA author likes new products, Apple/Samsung momentum [View news story]
    Not in any significant way. See this comment for more color:

    http://seekingalpha.co...
    Mar 11, 2015. 08:43 PM | Likes Like |Link to Comment
  • InvenSense: MWC And Apple's Media Event [View article]
    My list of articles on SeekingAlpha can be found here:

    http://bit.ly/1KY2lp2

    Many more are covered via my subscription service and private website. I also do personalized Q&A that way.
    Mar 11, 2015. 04:15 PM | 1 Like Like |Link to Comment
  • InvenSense: MWC And Apple's Media Event [View article]
    My SA article list can be found here:

    http://bit.ly/1KY2lp2

    Many more are covered via my subscription service and private website. I also do personalized Q&A that way.
    Mar 11, 2015. 04:13 PM | Likes Like |Link to Comment
  • Nasdaq taking on CME and ICE with energy futures market [View news story]
    This market seems ripe for disruption. As commented in some of my articles, my sources have indicated that the incumbents were NOT getting good value for their technology dollars. Nasdaq seems closer to the opposite end of that spectrum.
    Mar 11, 2015. 04:09 PM | Likes Like |Link to Comment
  • Update: ExOne Introduces Innovent [View article]
    On the other hand, I did just get a mention in a Breaking News item, after the article was initially rejected. That was after Editor feedback undeniably helped to improve the article, too. Predicting stocks is much easier than predicting SA, so you never know, things may get better.
    Mar 11, 2015. 03:16 PM | 1 Like Like |Link to Comment
  • Bloomberg: "Shale is going on sale" [View news story]
    I think it's a bit of a game of chicken. Sure big players will want to look long term, but just like the boom cycle favors first in, the bust cycle favors last in. It's only a matter of months since things even began to fall apart, and majors are just starting to admit that it's going to last years, not months. So to my mind, there's little thought being given to whether or not to buy at current prices. The question is more like, buy at half of current prices, or buy at the fire sale.
    Mar 11, 2015. 03:12 PM | 3 Likes Like |Link to Comment
  • InvenSense: MWC And Apple's Media Event [View article]
    17% is the most recent net margin.

    Since you don't want a link, I won't go looking for where I documented that, but in general its pointless asking me to copy information rather than linking to it. The latter is the right way to do things as it documents the time, place and source.
    Mar 11, 2015. 03:07 PM | 1 Like Like |Link to Comment
  • InvenSense +4.7%; SA author likes new products, Apple/Samsung momentum [View news story]
    Thanks very much for the mention!

    Before MWC, I had worried about further perceived competition (see past articles) at MWC, but now, there's little in the way of catalysts for short sellers to hope for between here and earnings.
    Mar 11, 2015. 02:58 PM | 3 Likes Like |Link to Comment
  • Update: ExOne Introduces Innovent [View article]
    Unlikely. I will comment in my subscription service, but SA pays less and less while simultaneously becoming progressively harder to work with.
    Mar 11, 2015. 12:27 PM | Likes Like |Link to Comment
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