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Krustyman

Krustyman
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  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    Hi Fear,

    (FSLR) revenues have been multiplied by almost 1000 from 2003 to present, but the stock did not follow. The reason is that earnings are difficult to predict.

    However, (FSLR) will remain a top leader in that industry IMHO. The solar industry is more important than it was 5 years ago and will be even more important in 5 years from now.

    The balance sheet as well as the cash flow are strong.

    If you want a better worldwide exposure (especially to the China market) you would be better with (TAN).

    Cheers! :)
    Krusty
    Apr 18 08:09 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    (TAN) seems ready for another up leg.

    Krusty
    Apr 18 05:30 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    Yair:

    To conclude. They are also moving into the whatsapp direction. They have the calls, so only thing missing for now are the written messages.

    From MagicJack site:

    For international callers, make FREE unlimited magicApp-to-magicApp calls worldwide.

    Download magicApp today and start making and receiving FREE calls instantly.
    Apr 13 05:14 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    Yair:

    With their new management, I think they will grab new market share ans a Vonage will be their first victim :)

    Did you compare their margins? Vonage is in the low single digit area while CALL is in the high double digits area.

    Krusty
    Apr 13 12:59 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    @Yair

    Whatsapp/Viber is for a certain demographic.

    (CALL) is for another, bigger one in North America and Europe.

    Also, you can call anyone that has a phone number with (CALL). They don't need to have the same software or device that you have in order to receive those calls.

    Let's agree that we disagree. :)

    All the best.
    Krusty
    Apr 13 10:25 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    @Yair

    I really don't think it is a dying industry, quite the opposite. VOIP is the place to be. Especially when you can use VOIP with your mobile phone or tablet. In the US alone, 70M households have a classic telephone line. A lot of them have a plan with their cable provider for tv,Internet and phone but the price of their phone line is way too high. Same thing for. Vonage...too expensive. Skype...too expensive. Well...you are left with (CALL). You plug it into the wall (no more computer needed) and you are all set for unlimited calls at $2.50 a month. Could be cheaper (I bought 5 year plan at 99$) so it is $1.65 a month for a telephone line that comes with voice mail at no extra charge and e-mail notifications when someone calls or leaves a message. Cheap.

    The beauty of all this is the fact that they make money! Gross and net margins are fat to say the least.

    They got over 3M active subscribers and over 5M smartphone app subcribers (Vonage has a total of 2.4M) with the poor management they had. Imagine what they could do with a great management team.

    So it is bigger than Vonage, their prices are better than Vonage, the quality of the calls is at least the same than Vonage, their market cap is almost a third of Vonage and their margins are way better than. Vonage. Hmmm...

    I think they now can substantially grow their VOIP market share.

    @Lomah

    The quality is great. I use them all the time to call Canada from Africa.

    Let's see how it goes.
    Krusty
    Apr 13 04:42 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    @Macro:

    What would you chose between nat gas and coal?

    Cheers!
    Krusty
    Apr 12 06:55 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    Ok let's kick the can!

    How do you see (CALL)?

    Bought last week at around $20.30. I did not call the shot here live...but I bought...for real :)

    My take:

    Probably the most undervalued small cap tech out there.

    New management that revamped the website and its functionalities (it was about time!) and is now addressing the client service.

    Profitable business that is now in good hands, good product and significant addressable market (when we combine mobile and land-lines). We could have a huge winner here.

    Cheers!
    Krusty ;)
    Apr 12 05:34 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #16 [View instapost]
    @F&G

    Thanks for your point of view. Much appreciated.

    However, I believe that we are now transitioning from the old to the new (AMZN).

    The one that is able to compete against Paypal, Walmart, Netflix, Apple, Home Depot, Staples and the US groceries. Also the one that will soon compete against Fedex, UPS, Zynga and Electronic Arts.

    A real war machine.
    Cheers!
    Krusty
    Apr 12 02:27 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #16 [View instapost]
    @F&G

    (FB) at 21 is a master move! :)

    And...a great lottery ticket! ;)

    Congrats on that one. Impeccable timing.

    ps: I am lurking (AMZN). What are your thoughts? Timing seems good to start accumulating the stock with a long term view (traded that one...a lot in the past from 280 to 360). Kindle, Fire, Fire TV, Amazon Fresh, AWS, the Fire phone soon, Amazon Supply, Amazon Game Studio etc. 2015 P/S close to 1.5

    Tempting...

    Krusty
    Apr 12 10:25 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #16 [View instapost]
    @LOMAH

    ''that getting away from general negatives and into investing ideas, be it stocks, houses, or vaults of pristine comic books... is what we're here for.''

    Really? :) Well...I have some suggestions for you! It is not in housing, stocks, gold or comic books but these are investments that you may easily get 100% return by 2015.

    I will respect SA's mission so won't post anything on here but if anyone is interested, shoot me a message and I will be happy to help. :)
    Apr 12 10:22 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #16 [View instapost]
    You are right F&G I bought that one last year for a short term trade at $16. But right now, it is for a long term investment. The company is better and the price is almost the same! :)

    You are right...I love their doughnuts!! But I also care for the stock! :)
    Apr 11 04:00 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #16 [View instapost]
    Just bought (KKD).

    Great product and great management. -35% since its 52 weeks high. That's what we could call a healthy correction.

    Cheers!
    Krusty
    Apr 11 03:39 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #16 [View instapost]
    Good point LOMAH. Most people are cash awaiting the next crash.

    As for the interest rates the economy has to be in full swing for that to happen. We are not there yet.

    Krusty
    Apr 11 12:02 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #16 [View instapost]
    @F&G:

    The media are always doing their job...and thanks to them for doing a great job! :)

    Cheers!
    Krusty
    Apr 11 11:59 AM | Likes Like |Link to Comment
COMMENTS STATS
793 Comments
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