TranSwitch (TXCC) +14% AH after announcing (along with its Q1 report) it has hired Needham to evaluate strategic alternatives. Even after factoring the AH gain, the company only has a $17M market cap, easy for a would-be buyer to digest (should one find value in TranSwitch's products and/or IP). Mindspeed, another small-cap telecom chipmaker, announced last month it had hired Morgan Stanley to do some alternative-evaluating. [View news story]
IMHO lots of the margin is based on very high priced , high quality take out food. There is only a limited amount of high income people with very little time and very small apartment size kitchens that can afford and need this very expensive luxury. It works in some areas but I doubt they can expand this to 50 stores. Other than that why should they make any more money on imported and domestic groceries than any other retailer The huge amount of fresh produce requires very expensive in store labor and transportation logistics how this can be expanded and keep cost under control is questionable. Thank you for pointing out the ways the founding family and other early investors are making sure to get income before the shareholders.
Fairway Soars 33% In Trading Debut, 4th Best Of 2013 [View article]
Family selling should tell you the whole story. This will not workout on a national level nothing really unique, being close to the Huntspoint market they have been able to buy ripe good quality produce that big operations could not take advantage of due to the fact that it had to hold up longer to be distributed to all their outlets. Fairway turned it over very fast, all their outlets are not really far apart. In the fresh produce business if you can turn produce very fast you can get deals that bigger distributors cannot take advantage of due to logistics .Fairway it seemed to me was big enough and moved huge quantities so could buy produce with shorter shelf life, this made them able to take advantage of real deals and thus sell for less and also make better margins. When you start moving huge quantities buying direct and not from terminal markets you lose some of this flexibility. They really have not reinvented the wheel IMHO.
Samsung's Galaxy S IV contains several RF Micro (RFMD +5.2%) components, RF Micro effectively brags in an PR that's lifting shares. Though RF Micro doesn't mention the S IV by name, the fact the PR (which follows yesterday's S IV launch) states the chips - a 3G/4G power amplifier, multiple standalone 4G amplifiers, and an antenna control chip - will go into a "recently-announced fourth-generation flagship smartphone platform" from a leading manufacturer leaves little doubt as to what's being discussed. Skyworks (SWKS -1.5%), an important S III supplier (and perhaps an S IV supplier as well), is lower. [View news story]
With Apple, What A Difference A Week Makes [View article]
If the street and investors have lost confidence in Apple based on their performance and balance sheet, one can only wonder why the world has confidence in the United States based on it's performance and balance sheet.
Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkeialso claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. [View news story]
I would think this is material information and a 8k would have to be issued. Someone please explain why none has been issued ????
2 Apple Suppliers: Forgotten Or Out Of Favor? [View article]
I understand your logic Channon but at the same time who knows more about the ability to make money supplying Apple and others, you or the actual management of the company . They have not only increased their investment in Triquint but have told the investment community that based on their knowledge of the company and the industry they expect second half 2012 they will return to normalized growth and improving profits. I have not heard any change in outlook since analyst day and the earning conference calls (this might change tomorrow) , .
2 Apple Suppliers: Forgotten Or Out Of Favor? [View article]
This outlook is completely different than what Triquint management says. I think Triquint management is looking to increase investor confidence and regain credibility. Thus if they were not going to live up to at least the bullish tone of their analyst day and last quarter CC they would have already have let the investors know.
The EPA's Rule On Coolants Has Created A Windfall For Hudson Technologies [View article]
This is from the EPA site
Servicing existing units
Existing units using R-22 can continue to be serviced with R-22. There is no EPA requirement to change or convert R-22 units for use with a non-ozone-depleting substitute refrigerant. Such changes, called "retrofits," are allowed if the alternative has been found acceptable for that type of use. R-407C is allowed for retrofits but R-410A is not allowed in retrofits due to its higher working pressures. In addition, the new substitute refrigerants would not work well without making some changes to system components. As a result, service technicians who repair leaks to the system will most often continue to charge R-22 into the system as part of that repair.
The EPA's Rule On Coolants Has Created A Windfall For Hudson Technologies [View article]
Please do a follow up on this company very hard to understand the recent action in the stock based on the earnings and what I think is very bullish guidance for the long term.
The EPA's Rule On Coolants Has Created A Windfall For Hudson Technologies [View article]
Thank you, I have been an investor ever since learning about the Montreal Protocol . The pathway for HDSN has been laid out for quite some time now now but I guess the heat wave & the EPA reduction in production was the catalyst to get this moving .As you can see from my older posts since HVAC is mostly made up by many small entrepreneurs I have been surprised that all these real insiders would have increased the volume in the stock much earlier and that this board would have gotten more active months ago, now I guess we will be getting more input from folks actually in the industry. IMHO investors already missed a triple but I think this is still a double.
why is it you do not mention that they have had11/13 million quarterly legal expense which has finally been settled??. Why is it that you have not mention that they had to increase production capacity.??? Why is it that you have not mentioned they committed to buying back 50million dollars worth of their shares.??? Without this explanation what good is your information???
TranSwitch (TXCC) +14% AH after announcing (along with its Q1 report) it has hired Needham to evaluate strategic alternatives. Even after factoring the AH gain, the company only has a $17M market cap, easy for a would-be buyer to digest (should one find value in TranSwitch's products and/or IP). Mindspeed, another small-cap telecom chipmaker, announced last month it had hired Morgan Stanley to do some alternative-evaluating. [View news story]
Fairway Market IPO Coverage [View article]
Thank you for pointing out the ways the founding family and other early investors are making sure to get income before the shareholders.
TriQuint: $6 Smart Phone Supplier Garners Interest From Activist Fund [View article]
Fairway Soars 33% In Trading Debut, 4th Best Of 2013 [View article]
Samsung's Galaxy S IV contains several RF Micro (RFMD +5.2%) components, RF Micro effectively brags in an PR that's lifting shares. Though RF Micro doesn't mention the S IV by name, the fact the PR (which follows yesterday's S IV launch) states the chips - a 3G/4G power amplifier, multiple standalone 4G amplifiers, and an antenna control chip - will go into a "recently-announced fourth-generation flagship smartphone platform" from a leading manufacturer leaves little doubt as to what's being discussed. Skyworks (SWKS -1.5%), an important S III supplier (and perhaps an S IV supplier as well), is lower. [View news story]
2 Stocks Under $4 For Which Analysts Project 50% Upside [View article]
With Apple, What A Difference A Week Makes [View article]
Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. [View news story]
2 Apple Suppliers: Forgotten Or Out Of Favor? [View article]
2 Apple Suppliers: Forgotten Or Out Of Favor? [View article]
think Triquint management is looking to increase investor confidence and
regain credibility. Thus if they were not going to live up to at least the
bullish tone of their analyst day and last quarter CC they would have
already have let the investors know.
The EPA's Rule On Coolants Has Created A Windfall For Hudson Technologies [View article]
Servicing existing units
Existing units using R-22 can continue to be serviced with R-22. There is no EPA requirement to change or convert R-22 units for use with a non-ozone-depleting substitute refrigerant. Such changes, called "retrofits," are allowed if the alternative has been found acceptable for that type of use. R-407C is allowed for retrofits but R-410A is not allowed in retrofits due to its higher working pressures. In addition, the new substitute refrigerants would not work well without making some changes to system components. As a result, service technicians who repair leaks to the system will most often continue to charge R-22 into the system as part of that repair.
The EPA's Rule On Coolants Has Created A Windfall For Hudson Technologies [View article]
The EPA's Rule On Coolants Has Created A Windfall For Hudson Technologies [View article]
TriQuint Semiconductor's Cash Machine Sputtering [View article]
TriQuint Semiconductor's Cash Machine Sputtering [View article]
dollars worth of their shares.???
Without this explanation what good is your information???