Saifun Semiconductors Ltd. (SFUN)

All Comments on SFUN

  • commenter
    alphamail
    Jul 10 08:47 AM
    Of Bears and Shares: Spansion, Apple's iPhone [view article]
    Have you been following SPSN? Itnow trades below book value and
    it would seem might be a good takeover canidate itself. The street seems to think it is going out of business....     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on SFUN
    Is this a buy or a sell? Reply
  • commenter
    beegdawg
    Mar 09 10:56 AM
    3-Pronged Profits from China's Worst Winter [view article]
    Another way to play China is with U.S. and Canadian mettalurgical coal. China's demand for met-coal combined with other factors - flooding in the coal mining area of Australia, extreme port congestion at the Aussie coal ports, etc. - will result in met-coal (vs. thermal coal, a completely different issue) 2008 - 2009 contract prices which are up from an average of $95/Tonne in 2007 to over $200 Tonne for 2008. Since the cost of mining the coal does not increase with the price of coal, all of that price increase flows directly to the bottom line. Met coal pricing is no longer a local issue. When the price of coal goes up in China, it goes up by just as much in Alabama, Calgary and West Verginia. An added benefit for U.S. miners is the weak dollar, which now makes U.S. coal looks very cheap when compared to the rest of the world. Some stocks which will benefit from China's need for coal are FDG, WLT, WTN.to, and TCK.

    I own both WLT and WTN.to. WTN.to is located in Western Canada. I like this company now because it almost all of its production of coal for 2008 is free to price at the new rates. Many other companies can not benefit from the coal price increases until 2009, because of existing contracts at much lower prices for the current production. WTN.to also has access to a good port in Western Canada. Coal is shipped from this port to Asia for about the same cost of coal that is shipped from Australia.

    WLT sells most of its coal to Europe and Brazil. But the price per ton will still be up over 100% this year. WLT also manufactures COKE from Coal. WLT's COKE is all being sold at 2008 prices in the range of $370/ton, vs. $225/ton in 2007.

    Another play which results for the coal trade combined with the iron ore trade - the are mixed together in blast furnaces to create steel - is driving dry bulk shipping prices through the moon. Investors might be interested in looking at a few of the drybulk maritime shippers like GNK, DSX, EXM and DRYS. All of these companies are now bouncing off of recent lows after soaring in value last year. Very low PEs exist here. For example, both DRYS and EXM are trading at PEs that are less than 6 times 2008 estimates.     Reply
  • commenter
    SeekingAlpha
    Editors
    Oct 30 07:02 PM
    My Website
    Earnings Schedule and Estimates for Wednesday, Feb. 15 [view article]
    Sanz,

    Please look at our daily post identifying which transcripts will be posted: seekingalpha.com/artic...

    We're looking to expand our coverage of transcripts. The fastest way for a new company to get covered is for investors to contact them and ask them to email us to request coverage.

    Thanks!
    SA Editors     Reply
  • commenter
    sangeethav
    visu
    Oct 30 02:58 PM
    Earnings Schedule and Estimates for Wednesday, Feb. 15 [view article]
    hi,

    I have been reading seeking alpha transcripts for more than two quarters now, you speed is fantastic. But, one thing i have noticed you cover all the industry toppers. I would like to know if you are covering these tickers: RUTH, PBH, STKL, and CALL? All four companies have their earnings release this week.

    Also, I don't know if you are covering any ticker, until the trans appears. Of course previous transcripts gives us an indication. But, is there a way to know your coverge in advance?

    Thanks.

    You are doing a great job. Keep it up.

    Sanz     Reply
  • commenter
    GERALD
    WOLFSON
    Oct 18 11:18 AM
    Saifun Investors Should Have Seen the Warning Signs [view article]
    The writer seems to have great insight into Saifun, more so than any analyst or inverstor. If this is truely the case, why did he not warn the investing public before. Its easy to be a monday mornig quarteback.--GW Reply
  • commenter
    Faisal
    Laljee
    Jun 17 10:00 PM
    My Website
    Flash Memory Stocks: Why I'm Holding M-Systems and Not Sandisk or Saifun (FLSH, SNDK, SFUN) [view article]
    Great post. I agree - I am bullish on M Systems as well. Reply
  • commenter
    SeekingAlpha
    Editors
    Feb 21 03:50 AM
    My Website
    Earnings Schedule and Estimates for Wednesday, Feb. 15 [view article]
    We're looking to expand our coverage of transcripts next quarter. The fastest way for a new company to get covered is for investors to contact them and ask them to email me to request coverage. Reply
  • commenter
    SeekingAlpha
    Editors
    Feb 16 08:26 AM
    My Website
    Earnings Schedule and Estimates for Wednesday, Feb. 15 [view article]
    Hi Joey:
    Both transcripts are coming.
    Thanks.
    SA Editors     Reply
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