MichaelJ8

MichaelJ8
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  • NeuVax Vaccine: A Matter Of Signal Integrity (Part 2)  [View article]
    you should be banned for referencing a 4 year old article and trying to make an argument with old data...
    Feb 9, 2016. 02:05 PM | Likes Like |Link to Comment
  • Two Harbors Investment Corp.: 2 Reasons For Buying This High Yielder  [View article]
    I just sold. Market is not friendly right now. holding some cash. While I like two overall, just not in this market.
    Feb 9, 2016. 10:12 AM | Likes Like |Link to Comment
  • Two Harbors Investment Corp. And The Changing Business Model  [View article]
    sell calls, buy puts, inverse etf maybe?
    Feb 6, 2016. 04:59 PM | Likes Like |Link to Comment
  • Orchids Paper Products misses by $0.03, misses on revenue  [View news story]
    also, for this company, I'm a bigger fan of top line growth than bottom line growth ... both important but this sucker trying to grow....
    Feb 4, 2016. 01:38 PM | Likes Like |Link to Comment
  • Orchids Paper Products misses by $0.03, misses on revenue  [View news story]
    it follows the same pattern, it will drop to 23-24 ish . I'll buy more there
    Feb 4, 2016. 01:37 PM | Likes Like |Link to Comment
  • Orchids Paper Products misses by $0.03, misses on revenue  [View news story]
    yeah, but still... grrrr
    Feb 4, 2016. 01:36 PM | Likes Like |Link to Comment
  • Orchids Paper Products misses by $0.03, misses on revenue  [View news story]
    grrrr....
    Feb 3, 2016. 05:41 PM | Likes Like |Link to Comment
  • MiX Telematics: Solid Fundamentals, Pullback In Share Price Offers Attractive Entry Point  [View article]
    HerrX, I'm not saying that they don't offer more. I am giving my opinion as to why the market has greatly devalued the company in recent months, which is the drop in oil prices, it has created greater uncertainty in not only their future FCF and WACC but of the entire market as a whole. Any company associated with oil even somewhat is getting hit hard.

    I own shares, I believe the drop is over done, and this company should be valued more, because it does offer more. I'm just stating my belief for thecurrent short term decrease in share price, not of what they should be worth or are worth.

    Also, another point, you are correct that they offer more. But many of their customer base is associated with oil some way or another. The price of oil is affecting cusotmers capital budgeting and WACC too, and their capital investment mix/project choices could be changing. This potential risk to customer base behavior also adds to the uncertainty, despite the fact this company offers more than just fuel savings.
    Feb 3, 2016. 12:14 PM | Likes Like |Link to Comment
  • MiX Telematics: Solid Fundamentals, Pullback In Share Price Offers Attractive Entry Point  [View article]
    The valuation of the south African Rand probably has some to do with it, I agree. But the main culprit is oil prices.

    Valuation is a function of expected future free cash flow and WACC. Because the price of oil has decreased so much, the market risk affects the WACC and future FCF expectations. This business is dependent on customers purchasing their services to save money on fuel. Now that oil has certainty crashed, there is less incentive for new customers to enter the market or existing customers to continue using or increase their use of MIXT's products/services, and/or continue to pay current prices. This is an increase risk to MIXT future cash flow, and hence is represented in recent decrease in valuation of the company.
    Feb 2, 2016. 03:37 PM | Likes Like |Link to Comment
  • MiX Telematics: Solid Fundamentals, Pullback In Share Price Offers Attractive Entry Point  [View article]
    oil price... not hard man. not hard. Nothing to do with management. you scream fire in a crowded theater when the smoke was part of the show. I do not trust anything you write.
    Feb 2, 2016. 02:46 PM | 1 Like Like |Link to Comment
  • MiX Telematics: Solid Fundamentals, Pullback In Share Price Offers Attractive Entry Point  [View article]
    lololol
    Feb 2, 2016. 02:44 PM | 1 Like Like |Link to Comment
  • MiX Telematics: Solid Fundamentals, Pullback In Share Price Offers Attractive Entry Point  [View article]
    its correlated with the price of oil... thats how the market moves... I own and am holding. Good company, but sometimes a good company doesn't mean a good stock.
    Feb 2, 2016. 01:41 PM | 1 Like Like |Link to Comment
  • NeuVax Vaccine: A Matter Of Signal Integrity (Part 2)  [View article]
    also, biotech in general in a down fall...
    Feb 2, 2016. 12:29 PM | Likes Like |Link to Comment
  • NeuVax Vaccine: A Matter Of Signal Integrity (Part 2)  [View article]
    yeah, i agree, there are some different numbers out there. But, based on the phase II data here from GALE, it looks like 22% at 36 months and 26% at 60 months.
    Jan 29, 2016. 02:15 PM | 1 Like Like |Link to Comment
  • NeuVax Vaccine: A Matter Of Signal Integrity (Part 2)  [View article]
    because march is still Q1. Gale management clearly stated results expected Q2. April, but could also be may/june time frame. Second quarter is second quarter, not much you can do about that.
    Jan 29, 2016. 02:13 PM | Likes Like |Link to Comment
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