IMOS

ChipMOS TECHNOLOGIES (Bermuda) LTD.

TFCAB: long IMOS........giddy up!

Valuable Insights: Based on that close, IMOS is valued at about $33 a shares. Big time opportunity.

pistol495: Great, thanks for the insight!

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.

James Yardley: Amazing article. Many thanks for this great insight.

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.

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

Valuable Insights: We're adding to IMOS position today. Absolutely expect Taiwan shares to trade higher and US shares to follow.

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.

IanJC: Your articles are excellent. Are there any books you would recommend to a new investor that reflect your investment thesis?

James Yardley: Looking forward to them love your articles.

techwonk: "Brin said he wanted an app for bike riders to monitor heart rate...." No no no no no! Street user ban!

techwonk: Timing on this toy could not be worse with texter-caused fatalities on the rise. Has Google decided legislators need more overtime pay?

gsterling: They reported numbers for month and Q1. http://bit.ly/10RXISk. Story remains good!

Valuable Insights: 2nd best m/m improvement in company history, and still under 2x EV/EBITDA with buyback starting next week.

bd4uandu: Just looked at AH never mind. +.30

badrimallik: Is there still value to buy MU or did I miss the ride at curent level (9.98 as of 3/30)

Valuable Insights: Despite incredible turnaround, enterprise value of IMOS today is SIGNIFICANTLY lower than 3 years ago.

The Hammer: fcf has not been stable over thelast 4 years, gsterling thanks for the '09 answer. it appears changes for customers trickles down to imos

IanJC: I'm in @ 10.42 a few weeks ago. Too bad I don't have more free cash to take advantage of the recent lows!

Valuable Insights: Stock hit obscene lows on no news. DRAM going higher daily. $IMOS remains a compelling buy. Acting better the last couple of days.

Valuable Insights: Business is good, outlook is strong, will continue to throw off tons of free cash flow. Absolutely shocking reaction.

Mark Shi: One thing a bit concerning is the new capital gain taxation code being enacted in Taiwan, which will depress the valuation

Valuable Insights: This will be a $30 stock. IMOS has $4 free cash flow per year. They did that in '11 and will in '12. No net debt by year-end '12. Own it.

David Wren: Great, thanks. Got back into it. Gonna keep watching it closely

boothy: 52 week high 19.37, has it ever been in the 25-30 range?

Valuable Insights: Go back to late 2003 through early 2008 - stock was $20-$50 basically the whole time - more EBITDA and cash flow, less debt, better co TODAY