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walkwithalimp

walkwithalimp
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  • GT Advanced Technologies: Philip A. Fisher's 15-Point Analysis [View article]
    Insights that had to have kept the author up late more than a few nights. This is the type article SA should tout. It's as in depth and fulfilling an article as I've read in a long, long time. It's also nice to see a gentleman of such renown so in favor of a stock I am quite fond of as I'm investing for 6 grandsons (have I mentioned that before?!) age 0 - 8 (little Thanksgiving turkey due in November). I'm long on everything I put money in as I'm not releasing my investments to them until each reaches age 22 (should be reasonably responsible by then). GTAT fills the bill. I've copied the article for future reference regarding GT and other stocks. Thank you, Sir, for a substantive piece of work. Johnny / San Antonio
    Aug 20 02:19 PM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    Hurstsogood, Many thanks for the kind reply. Yes, I've vacated Yahoo and others where all I got were obscene references to my age! I mention my 6 grandsons only because it's for them my investing is geared for. I am long many stocks and GTAT is one of them. Matt, as you say and do we in Texas is.."The Real Deal." I helped start and build Clear Channel in '74 here in the Alamo City and stayed for decades. My introduction to investing was the CCU IPO @ $10 per shr..unlimited amount and no commission for employees. I begged and borrowed, started my own account with several 1000 shares and also stuffed my 401k with company stock (not a good thing..I understand now!)...just the luck of the Irish. I payed back every relative I borrowed from. I left due to PPS (Post Polio Syndrome) but find investing almost as fun as radio. There's a business I'm still making amends for, as the old CCU did terrible things for Mom and Pops..but it was a growth stock that did well by it's investors. Better ring off, I can "talk" all day! Johnny
    Aug 16 02:14 PM | Likes Like |Link to Comment
  • Taylor Devices - Not A Bargain, Yet [View article]
    Sorry to hear of your unfortunate experience with Taylor management. I've experienced the opposite. Very friendly, sharing emails of our cars, etc. Good luck with whatever you do in the future! Johnny/San Antonio
    Aug 15 01:48 PM | Likes Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    Like Arnie, I Purchased additional shares during the slump. I mentioned having come to investing somewhat late in life..there's much to learn. Like Matt and posters such as the many smart ones here to help me without feeling like climbing under the blankets, Seeking Alpha is an Oasis amid a desert! I heard on NPR yesterday that there will be growing attention to private space flight and, for myself, feel GTAT will play a role in that effort. Received news, there will be 6 grandsons come November..all in the 0 to 8year age group, and our children live in Zurich, Bahrain and NYC. Being able to get out in the world is a wonderful tool for investors. If you can..and have the time..by all means give it a shot. Take Care..Johnny
    Aug 15 01:43 PM | Likes Like |Link to Comment
  • With Sapphire In The iPhone Almost Confirmed, GT Advanced Technologies Looks Like A Buy [View article]
    "I have to wear shades" today!
    Jul 1 12:28 PM | 1 Like Like |Link to Comment
  • With Sapphire In The iPhone Almost Confirmed, GT Advanced Technologies Looks Like A Buy [View article]
    With a high this morning of $19.79, and Apple's proclivity for GT's style ,IMO, $24 by the end of the year is a reasonable number. However, there's always the chance Arizona "sand" doesn't mix well with EVERY iDevice! Always a calculated risk, however I'm going long, well into the NFL season with this winner.
    Jul 1 11:23 AM | 2 Likes Like |Link to Comment
  • Amazon's Margin Myth: Sleight Of Hand [View article]
    Don't believe everything you read, hear or see. This is a quaint saying, but Jingo Jango it's astounding how many seemingly educated people do believe a lot of dribble that couldn't be further from the truth. This is for all of us, certainly myself included. For example a new delivery service opens up with the key phrase being: "A Tradition In The Making!" What?! The "brains" at the ad agency tell the client, "This phrase will give you instant credibility!" Sadly, many who have forked over considerable sums for this verbal treasure really believe they've advanced in time, garnering familiarity and consistency overnight.. what took others decades to achieve.

    If I may quote Paulo: "Regarded, didn't you understand the thesis? It's rather simple: the SAME effect which produces higher GM versus revenues, also produces higher operating costs versus revenues, so the research reports showing lower and lower operating costs versus revenues MUST be wrong - the effect is mechanical. " the effect is mechanical" pretty well sums it up. Place this in most any context of finance and you'll see the results are the same.
    Jun 26 11:58 AM | Likes Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    Hand in hand with solar. Certainly long range potential there for a profitable relationship. Assume that's what has GTAT up today (6/12/14). Wonderful news!
    Jun 12 10:13 AM | Likes Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    No offense, but I pay very little attention to analysts and their hauling tablets down the mountain (or in the express elevator) to pontificate, hope we'll get lost in the malaise and just say, "ok, I'll buy!"

    Please credit the average investor with more intelligence, insight and understanding. We know only a few people control the price of stocks. It's a given. Charlie wants to buy low, so the brothers lower the stock to accommodate Charlie who returns the favor down the road. We get it, and that's how the little guy gathers those "golden crumbs" that fall off the table ("Bonfire Of The Vanities").

    Banmate 6..I bought 10k shares of CCU at $10. When I sold..accounting for splits, they were valued at $88 shr. In my IRA. the cash is sits there..I dread the day, luckily down the road a good ways, when I'm forced to take some out. Good move on your part! I'm Long GTAT.
    Jun 11 09:01 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    I'm paying close attention. My children gave me several shares on my birthday this past 1/2 because it was affordable! Also, being smart...they liked the stock's potential in the long haul. Knowing their Dad was a neophyte when it came to investing I have held on to the shares and watched them pass $17 this morning. One can learn a lot from others you trust. Long GTAT.
    Jun 11 12:00 PM | 2 Likes Like |Link to Comment
  • Don't Buy Twitter Now - Wait For The Nosedive [View article]
    IMO, this growth stock has terrific potential. I helped start, build and nurture CCU when AVCO sold their 50k Clear channel station, WOAI here in San Antonio in '74. $10 unlimited shares with no commission for employees. That was my introduction to investing. Some come to it late. I bring that up only to show what a growth stock can evolve into...$$$$. That and patience. Mays told me to put all company stock into my 401k. Looking back, that's not a good idea..but it certainly paid off big time. It was a gut feeling that turned upward at an alarming rate. We actually had janitors walking around who were accredited investors!

    What I'm saying is... just one man's opinion... many (certainly not all) investment brokers are salesmen, shills for certain companies. Go with an educated gut feeling. When I left, that $10 IPO had turned into an $88 stock including splits over many years. CCU would nose dive when the profiteers moved in, freaked and lost money. There was palpable animosity between those who stuck with their gut and hung in and those that sold and ran when it dropped $10! Seeking Alpha is the premiere source of the honest truth with regard to financial news and I get as much or more from the posters as the authors.
    May 7 08:42 PM | 1 Like Like |Link to Comment
  • Corning Glass Can Prosper With Or Without Apple [View article]
    Excellent article. I was fortunate to purchase additional shares this morning at a very low price when profiteers and droids alike made that gift available.
    Apr 28 10:29 AM | 1 Like Like |Link to Comment
  • Is Corning A Buy Going Into Earnings? [View article]
    I'll add one more thing. "Seeking Alpha" won't toot it's own horn, I'm happy to do it for them!

    http://on.wsj.com/1d0H2CT
    Apr 26 10:31 AM | Likes Like |Link to Comment
  • Production Slowdown At Taylor Devices Is A Blessing In Disguise [View article]
    SkylarH, I appreciate your kind words. Once in a blue moon I do something right! There were a few of us around '03 that saw the potential and started buying. Many prior to that. I agree being prepared for future growth is always good. Doug made a good move by adding capacity with the new facility.
    Apr 26 10:23 AM | Likes Like |Link to Comment
  • Is Corning A Buy Going Into Earnings? [View article]
    All good points. Seeking Alpha affords the investor a place to discuss financial matters in a rational manner, rather than wade through unrelated obscene posts on other forums. I'm long on GLW and can see $24 in a year or two easily. I for one am anticipating a good quarterly report next week.

    The applications, as rdumont99 pointed out, are many and varied for GG. There will always be profit takers..after all profit is why we're here. I came to investing later in life than most, CCU's IPO being my first purchase! I gave GLW a good, long look before getting in as it seemed to be ideal for my situation. And, the dividend is a pleasure as well.
    Apr 26 10:12 AM | Likes Like |Link to Comment
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421 Comments
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