Cirrus Logic Inc. (CRUS)

All Comments on CRUS

  • commenter
    mrbill for V
    Aug 19 12:35 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    ALERT: USER 172125 is V WINNER Reply
  • commenter
    Daniel
    Jacome
    Aug 18 01:33 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    keep up the good work Reply
  • commenter
    User 172125
    Aug 17 04:52 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    dfjldjfl Reply
  • commenter
    marketfolly
    Aug 15 10:09 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    edward lord clarendon.

    hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.

    kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs.     Reply
  • commenter
    T B
    Aug 15 08:35 AM
    Hedge Fund Tracking: Tremblant Capital [view article]
    Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. Reply
  • commenter
    User 172125
    Aug 14 11:20 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.

    Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.

    Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.

    Interesting posts- and great link setup.......

    Reply
  • commenter
    CrossProfit
    May 08 10:42 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Correcting a myth - regarding GM and Toyota Motor (TM).

    Many believe that GM is no. 1 globally as recently published it outsold Toyota by 1000 or 3000 cars in 2007.

    In reality, GM's revenue was $181B in 2007 (01/2007-12/2007) down considerably on YOY. Toyota's revenue was $252B in FY2007 (04/2007-03/2008) up nearly 10%.

    It is high time the U.S. auto industry started dealing with the harsh reality before it is too late. Hype and spin can go just so far...

    CrossProfit     Reply
  • commenter
    Nielsen
    Netratings
    May 02 09:19 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Wow - even we are impressed with comScore's numbers! Good job comScore! Reply
  • commenter
    SLIA67
    May 02 10:51 AM
    Wall Street Breakfast: Must-Know News [view article]
    I'm really liking the earnings reports tacked onto the Wall Street Breakfast. Thanks. Reply
  • commenter
    SA Editor
    Eli Hoffmann
    May 02 09:59 AM
    Wall Street Breakfast: Must-Know News [view article]
    Thanks. Fixed. Reply
  • commenter
    User 131645
    May 02 08:46 AM
    Wall Street Breakfast: Must-Know News [view article]
    Market climbed in Asia Friday. Nikkei +20.5% to 14,049. Is +20.5% a typo? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on CRUS
    Is this a buy or a sell? Reply
  • commenter
    Jake Berzon
    Jan 08 11:51 AM
    My Website
    Cirrus Logic: Long Road to Recovery [view article]
    As I have mentioned in the original post, I made the mistake of not disposing of this stock when I saw its business dynamics changing and than ignoring it for years. When I was doing the year end review of my positions, I finally decided it was time for CRUS to go.

    Yes, you are right, I should have dumped it much earlier!

    Regarding audio being a dying industry, what I meant is that the business of making audio chips is a declining business. This is absolutely the case, because there is a constant push for more integration all the time. Just as read channel designs in disc drives (a business that CRUS exited) transitioned through higher integration to single chip disc drive designs used in high volume, the same way audio components are getting integrated to make combo chips for the mass market. Yes, there are (and perhaps there will always be) some high end systems that will need better quality sound chips and perhaps CRUS could fill that niche and be very profitable in doing so, the same as the last manufacturer of vacuum tubes, but I am not going to count on that happening!

    TRID is better positions than CRUS in that their product is much further away from getting integrated away and I do like TRID at $6 even better than at $7. TRID is also much more profitable, so it is a much, much better value today.     Reply
  • commenter
    please_tell_
    me_more
    Jan 03 05:22 PM
    Cirrus Logic: Long Road to Recovery [view article]
    OK, you took a tax loss and you did so when Cirrus was trading 40 cents higher than it is now. Congratulations.

    You had to wait 15 years to sell? WTF !? Cirrus became an audio play years ago, not this year. So now Audio is a "dying industry" ? Please tell me more. People's ears are being replaced with digital cochlear implants at birth? I hadn't heard about that.

    Do you know what the EV/Rev measure is on Cirrus here? It is trading as if the company will stop making money and start bleeding.

    Granted, that is possible, but is it warranted?

    I see you liked TRID at 7.01. Do you like it better at 6.2?

    Nobody is perfect but to slam Cirrus when it is already down and to use the same terminology as a recent CNBC segment, smells a bit fishy to me here.

    Just my .02 worth.     Reply
  • commenter
    Rob
    Zenilman, Se
    ekingAlpha.c
    om
    May 08 06:56 AM
    Chart: Digital Logic Semiconductor Manufacturers - Gross Profit Margins [view article]
    Thank you for your suggestion. CTLM & MSPD will be included in charts beginning today, May 8, 2006l. Reply
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