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Valuable Insights

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  • Valuable Insights
    Solid article on Pro today from Inefficient Market on $MBND - will be interesting to see the reaction tomorrow.
    13 hours ago
    Reply (1)
    • billyjoerob: Hasn't there already been a reaction?
      10 hours ago
      • Valuable Insights
        Working on a few things including something in healthcare. Continue to love $IMOS. Despite it's run, FCF yield >15%, buyback soon too.
        Mon, 6:10 PM
        Reply (6)
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        • Valuable Insights: Embedded value of $NTE real estate FAR exceeds the EV of the company - have done significant work on it. Requires a long time horizon.
          18 hours ago
        • NumZie: Great. Would you do an article/update on that? Find it hard to value $NTE ATM
          5 hours ago
          • Valuable Insights
            Despite big move, $IMOS still at ~2.5x EV/EBITDA and FCF yield over 15%, and buyback about to begin.Stock in $20s soon http://bit.ly/11qR98b
            Fri, 12:49 PM
            Reply
              • Valuable Insights
                Bought $CST after digging through filings following reading Dan Phillips excellent piece http://bit.ly/16xYdaw - more big gains to come.
                May 14, 5:48 PM
                Reply
                  • Valuable Insights
                    $IMOS reports Thursday AM - 2.5x EV/EBITDA, ~20% FCF yield - top customers are on fire (Novatek, $MU, $HIMX) - stock will be in $20s soon
                    May 14, 11:22 AM
                    Reply (1)
                    • TFCAB: long IMOS........giddy up!
                      May 14, 11:51 AM
                      • Valuable Insights
                        Working on a big article. Am utterly convinced there will be massive shortages across the tech supply chain later this year
                        May 13, 6:16 PM
                        Reply (9)
                      • View all 9 replies
                        • ConservativeOutperformer: They haven't been able to meet supply for awhile and they've continued to sell their primary product at the same price point......
                          May 14, 10:33 AM
                        • ConservativeOutperformer: Will they finally pull their head out of the sand and raise prices for a product everyone wants? Too late maybe with good competitors now..
                          May 14, 10:35 AM
                          • Valuable Insights
                            $IMOS having a strong day - still under 2.5x EV/EBITA. $HIMX is a top-10 cust. #1 and #3 custs Novatek and Winbond each with big April revs.
                            May 7, 12:14 PM
                            Reply
                              • Valuable Insights
                                $HIMX up in after hours, despite big expectations heading into results. Ests should be moving much higher when they guide in the AM.
                                May 6, 5:27 PM
                                Reply
                                  • Valuable Insights
                                    $SIMO back where it was pre earnings and +7% from our positive article. Blow-up not a great call on by us, but buying cheap can bail you out
                                    May 3, 4:16 PM
                                    Reply
                                      • Valuable Insights
                                        $IMOS top-10 customer Ili Tech sees 20%+ sequential growth in 2Q http://bit.ly/10wvYri - LCD driver-ICs are about 40% of IMOS revenues.
                                        Apr 23, 11:16 AM
                                        Reply
                                          • Valuable Insights
                                            $IMOS 3rd largest customer "Winbond breaks into Galaxy S4 supply chain" - http://bit.ly/17UJg17
                                            Apr 23, 10:49 AM
                                            Reply
                                              • Valuable Insights
                                                $IMOS comps seeing strength - Backend firms see DRAM market recovery - http://bit.ly/ZldwQB
                                                Apr 23, 10:04 AM
                                                Reply
                                                  • Valuable Insights
                                                    Expect big day for $IMOS - Taiwan subsidiary IPO up over 100% to $NT40, implies value for IMOS in excess of $30
                                                    Apr 19, 6:05 AM
                                                    Reply (9)
                                                  • View all 9 replies
                                                    • gsterling: I go through a lot of articles and dimiss most of them, but yours was very well written and made a great case for the stock.
                                                      Apr 19, 9:27 AM
                                                    • James Yardley: Amazing article. Many thanks for this great insight.
                                                      Apr 19, 10:09 AM
                                                      • Valuable Insights
                                                        $IMOS, kind of on fire over the last half hour. Might have mentioned earlier today. See my prior posts...It will be even higher tomorrow.
                                                        Apr 18, 3:24 PM
                                                        Reply (2)
                                                        • macberry: Shares in Taiwan are off to the races! Early on they are trading at a valuation of over $30 USD. $imos stock could explode tomorrow.
                                                          Apr 18, 10:37 PM
                                                        • Valuable Insights: Shares in Taiwan closed at $NT40 - implies value of IMOS of $32-$33. Expect shares to trade up at open, and BIG move as price/volume rises
                                                          Apr 19, 7:38 AM
                                                          • Valuable Insights
                                                            Very bullish sign for $IMOS that insiders (management) are buying some of the stock at $NT15 - LOVE to see insider buying.
                                                            Apr 18, 11:00 AM
                                                            Reply
                                                              • Valuable Insights
                                                                Of course price $IMOS Taiwan shares (will be ticker 8150) IPOs at, includes 25-30% mkt discount, suggesting value in $20s
                                                                Apr 18, 10:59 AM
                                                                Reply
                                                                  • Valuable Insights
                                                                    At $NT15 implies $IMOS worth $13 - however, it's likely underwriters sell to investors at $NT17 or $NT18, suggesting IMOS worth $15-$16
                                                                    Apr 18, 10:57 AM
                                                                    Reply (3)
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                                                                    • Valuable Insights: We're adding to IMOS position today. Absolutely expect Taiwan shares to trade higher and US shares to follow.
                                                                      Apr 18, 12:08 PM
                                                                    • Valuable Insights: We don't use Interactive Brokers, but from a cursory look at it's website, it appears that trading in Taiwan is possible. Perhaps call them.
                                                                      Apr 18, 12:29 PM
                                                                      • Valuable Insights
                                                                        $IMOS announces sale of shares to Taiwan underwriters for tonight's subsidiary IPO - sold to underwriters for $NT15 http://yhoo.it/ZBTPhS
                                                                        Apr 18, 10:56 AM
                                                                        Reply
                                                                          • Valuable Insights
                                                                            $SNDK and $MU both cheap. Pricing is strong during seasonally weakest part of year and ahead of new $AAPL launches. 2H could be BIG
                                                                            Apr 17, 7:29 PM
                                                                            Reply (2)
                                                                            • TFCAB: Been looking at SNDK closely; glad i didnt buy last week; i think you're right on the value part of the equation
                                                                              Apr 17, 8:06 PM
                                                                            • vorgriff: What is your thoughts on NTE trading this low ?
                                                                              Apr 18, 1:54 AM
                                                                              • Valuable Insights
                                                                                Bought some more $FIO puts. Rapidly commoditizing business with market cap over $1 billion, insider selling...next $STEC or $OCZ ?
                                                                                Apr 12, 10:28 AM
                                                                                Reply (1)
                                                                                • mman: Beware, there were news that Apple is almost completed it's Nevada DataCenter.
                                                                                  Apr 17, 8:36 AM