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walkwithalimp

walkwithalimp
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  • GT Advanced Technologies' Solar Business Is Ready To Take Off [View article]
    Thanks, CA from those of us at Rancho Relaxo! Another fine article penned by one of our very favorite authors...covering out favorite Loooong stock. I read you, Matt among others and just say, "Dang, I wish I could write!" My book on Clear Channel..'74 through 2000 is entering it''s third year...I have great admiration for you and others able to pull it off with compelling style. Stay well..Johnny/San Antonio.
    Sep 24 10:15 AM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies: Is The Street Missing Forest For The Trees? [View article]
    SOG35, we see GTAT at or about $23 in the next 24 mos. With the wealth of knowledge here and everywhere else on S.A. we've saved a tidy sum by not attending the various "financial presentations" in Austin and Round Rock.

    The lasers are blinding and those willing to pony up $2500-$3000 to attend the "uber level super inside secret stuff" seminars look like cattle off to the slaughter...johnny
    Sep 17 12:37 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: Is The Street Missing Forest For The Trees? [View article]
    Very well done, CA. I mentioned following an article by Matt that those of us long on GTAT should consider meeting on S.A. in September 2016 and see where we are as opposed to now. Investing can be many things..it keeps my old heart pumping. Long on this stock and it's many talents.
    Sep 16 12:18 PM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies Is On Target To Produce Sapphire For The iWatch And iPhone 6 [View article]
    Long term is a phrase made for this stock. There will be times, IMO, when GTAT will experience phenomenal quarters and go past $20. Certainly the dips can and will go lower than what we've seen last week. For me, with limited investment knowledge and a proclivity for reading the posts of others along with the authors I admire (Matt being one primary)...I quit giving my money to others to invest for me after Lynch churned us out of 3,800 shares of Exxon without asking me first. Being in a wheel chair gives me ample time to research on my own and act accordingly..a lesson hard learned, but what the heck...the mistakes aren't repeated. If GTAT missed the Oscar..so what? There's still Emmy, Tony and Grammy. This is a versatile stock with great days ahead. We're going to Zurich in mid October and may not be posting until Grandson #6 arrives and we get back for Thanksgiving. Only the best to all...johnny
    Sep 14 02:08 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies Is On Target To Produce Sapphire For The iWatch And iPhone 6 [View article]
    If anyone caught my analogy ..that being many singular artists have Oscars, Grammys, Emmys and Tonys on their shelves..should understand you simply keep working. Winning them all in a year isn't going to happen. However, if you are very good at your craft, such as GTAT, a year when you are nominated and don't win isn't going to phase a consummate pro. I'm not unable to see the chance of snagging a few more on a dip! We can check in a year or two and see where this stock is relative to today's close. I'll put it on iCal and, assuming I'm still here in two years, will bring up the topic...Very Good Wishes To All, j.
    Sep 10 03:07 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]
    I admire S.A. and Matt because they dig into a story (stock) and reveal it's vast number of positives and negatives. The ones that go unreported by analysts so self absorbed they care more about getting their names out and churning the pot than researching the impact stocks will generate down the road. Certainly the 9th of September is widely anticipated...it's just unfortunate that the majority of investors are being manipulated by a handful of Big Money Boys and their Toadies being paid to spread whatever they tell them to. "Hurtssogood" gets it with his reference to Solar. GTAT's applications are many. All it takes is patience and knowing where the smart ones gather...right here.
    Sep 5 11:22 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies Is On Target To Produce Sapphire For The iWatch And iPhone 6 [View article]
    Matt makes many valid points. GTAT isn't a one trick pony. Like Sinatra, Streisand and others who have received Grammys and Oscars, GTAT's future success isn't tied to Apple or any 1 entity. It excels in many areas...all of which combine to make this a great long term stock.
    Aug 28 01:44 PM | 3 Likes Like |Link to Comment
  • 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
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