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2whiteroses

2whiteroses
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  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    Josh - Don't you think issuing shares primarily to institutions at $8 and then purposing the proceeds to buying them back at $5.50 3 1/2 months later might have a huge negative impact on any effort to attract greater institutional participation in shares in the future???? Fool me once, shame on me, etc., ..... Nobody likes to feel like they've been had, so I'm not so sure buying back shares now would have the impact you would hope.... IF AUDC has no better use of funds raised than to buy them back as a trade, then I for one were I an institution would see red flags for future investing.
    Aug 13 10:07 AM | 2 Likes Like |Link to Comment
  • Panic Selling In Destiny Media Is Unwarranted [View article]
    ".....It has immediate relevance because nearly all of Clipstream's revenues come from the market research vertical, a $39B market. So now a crucial barrier for increased Clipstream sales in this (but also other) big vertical has been removed, this is good news. Sales could ramp up pretty quickly...."
    Are there any fans of Sharktank reading this?????? How many times have the sharks immediately jumped down the throats of anyone walking into the tank emphasizing the size of the market they're entering as the reason to invest in their particular company? To me, reading this comment about the size of the market as a plus for DSNY only sends up a red flag. I was a huge fan of DSNY, and held all the way thru the big run up only to decide to bail with only a slight profit, primarily because to me, they DID announce they were open for business for Clipstream, and 6 months later, nobody cared.... What DSNY is saying now about it never having been truly rolled out before until, uh, now, (is "now" a moving target that will change again if nobody shows up?) is an attempt to rewrite their own history..... I lost faith.... I still hope I was wrong to bail, but so far, to me, there's very little reason to place faith in the revisionist words emanating from the Company, so I'm out.... I fully admit I have no technical expertise to argue either side of this ongoing circus. I only know that I no longer trust what I hear so I'm done.... Good luck to all who are willing to hold on... I hope you prove me wrong...
    Aug 7 03:08 PM | 1 Like Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    With all the rockets and shelling, could the Israeli base of AUDC be having an impact on share price right now?????????????
    Aug 4 05:09 PM | 1 Like Like |Link to Comment
  • Chart Industries: Down 40% Since Last Year And Maybe For Good Reason [View article]
    Thanks for the eye opener, WSH...... Though I realize the non-conservative approach to your future earnings growth assumptions, what do you think the odds are of the market putting a 15x earnings multiple on the stock if it achieved 5 straight years of 20% earnings growth??? I'd bet by year 5 the multiple would be darned near 20 or maybe even higher.... AT 20 multiple, the price would be 149.30.... That's not too shabby a return in my world....... I've been stubborn holding on to my starter position on GTLS since May '13, but then again, that's what it was supposed to be, just a starter amount..... GTLS just seems so well situated in the market for the future, that right now, I'm looking forward to a further decline if it happens. Get to a 15x 2015 earnings projection, or, given their recent history of disappointments as you so properly point out, maybe a discounted '15 earnings projection, and my starter shares will have company...
    Aug 4 05:04 PM | Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    Being an audiophile, and an Audiocodes owner, I've always favored vinyl records over CD's and digital downloads... Though it's good to see a resurgence of vinyl records in the music industry, one of the problems with a vinyl record is your stylus keeps jumping back to the same part of the song over and over and over again when the records is scratched . Josh, are you Audiocodes' scratched vinyl record???? I'm not giving up on this one, but it's hard to listen to variations of the same argument every quarter after disappointing quarter.... One has to wonder what was the point of the share issuance last quarter and why the holy grail is always a quarter or two away.... Only Jeff Bezos receives a huge pass for not delivering bottom line success over time and now Mr. Market seems no longer forgiving of him..... Shabtai's no Bezos...
    Jul 29 06:14 PM | 3 Likes Like |Link to Comment
  • Gyrodyne Could Make For A Tasty Liquidation Play [View article]
    I'm hoping the problems with dividends on the dividend notes are efficiently cleared up at the time of the merger... I don't know about anyone else but I've not seen any signs of the PIK dividend paid on June 15. I've asked at my broker only once and they at least acknowledged its existence in bulk, but, just as with the original distribution, the process of getting it into indivicual accounts is so complicated they have yet to figure out how to issue this June 15 divvy. Of course, if the merger is completed at the Annual Meeting (I've already voted YES YES YES) the 5% dividends will cease, but hopefully what I end up owning will reflect the paid dividend.

    ALSO, I hope the nuisance suit filed by Cashstream Fund on July 3 (see the 8k at EDGAR filed on July 18, link on the GYRO site) doesn't have any possibility of delaying the Annual Meeting...... We all need this merger to go through and we need it to happen soon so liquidation can proceed on schedule. A non-vote is a NO vote, and the merger requires 2/3 majority to go through, so be sure to vote YES. A non-vote is a NO vote....
    Jul 29 05:50 PM | Likes Like |Link to Comment
  • CMS Bancorp And... One Million Dollars [View article]
    Chris - Are there similarities between this situation and OBAF? You were so dead on on that one, except for timing.... that one took a whole lot longer to pan out than you originally thought.... thanks for the article.....essentially no strikeout risk with a high likelihood of hitting a single or double works for me - not looking for home runs.
    Jul 19 12:56 PM | 1 Like Like |Link to Comment
  • Destiny's Shares Can Still Double [View article]
    For a while, I thought the same way, Guzz, however, you have to take into account what's going to happen with the revenue stream for PlayMPE - it's going to fund continued development of Clipstream, not ever going to translate to increasing profitability of the DSNY. So you have to believe in Clipstream to believe in DSNY. And quite honestly, no matter whether or not anyone believes Clipstream has launched or not launched, you have to fault management for pre-hyping it WAY in advance if it was not ready to launch if it hasn't launched. That alone is justification enough for negative criticism of current day DSNY.
    Jul 17 08:54 AM | 2 Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    Not to be negative, but it seems relatively easy to come to a different conclusion than yours just given your Author's Reply saying "They own the whole sector...." If they own the whole sector, they KNOW the whole sector already, so wouldn't it be easy to conclude that they know AUDC quite well already and have so far, for whatever reason, chosen not to include them in their exposure to the sector as a whole? I hope I'm wrong and you're right.
    Jun 27 09:33 AM | 2 Likes Like |Link to Comment
  • Sino Gas International Holdings: 5.7% Gross Profit In 1.5 Months [View article]
    I've been following your articles but haven't pulled the trigger on your ideas as of yet. Are there any new developments on SGAS? It's now a month later and the same spread to the 1.30 target exists.... obviously a much better deal today if the story's unchanged.... Is there anything new?
    Jun 11 10:34 AM | Likes Like |Link to Comment
  • Harris & Harris Group: Big Portfolio, Hidden Gem [View article]
    WSA - When I read your comments, I keep having to double check to make sure they've been written by the author.... To my mind, your comments don't jibe with the guy who wrote, "TINY at these levels is an extremely undervalued option on investor and trader interest in a major component/technology supplier and also has a much longer-term appeal on valuation and upcoming IPO potential of its maturing portfolio." Sadly, it's much easier for me to agree with your comments than your article's conclusions.
    May 13 03:04 PM | Likes Like |Link to Comment
  • Harris & Harris Group: Big Portfolio, Hidden Gem [View article]
    As I remember way back when (I started buying Harris & Harris in 2002), didn't they have a policy of directly spinning off their IPO holdings to shareholders? Either they or Safeguard or both did that and that was a good model... Then they changed to just using their diminishing flow of exits to fund themselves, or should I say, their management.... So to my mind, to think TINY shareholders will benefit the way they should from an ultra successful IPO of Nanosys is partially pie in the sky.. Sure, stated NAV will increase dramatically, and share price should adjust accordingly, but wouldn't you like to be able to make your own decisions of what to do with your Nanosys shares upon an IPO than to have them left in TINY management's hands to go toward funding their ongoing bloated overhead? Anyone want to go over how TINY messed up the timing on their Solazyme stake post IPO? Obviously, with opinions like this, I haven't been in TINY for over 2 years now but good luck on this asset play... Maybe this time....
    Apr 30 08:06 PM | Likes Like |Link to Comment
  • AudioCodes tumbles after Q1 report, guidance reiteration [View news story]
    Josh - I think all I really need to know is what is it that owners of 3x the normal daily volume of shares saw today to be willing to sell AUDC down 13% on the day that we don't know about? With reiterated guidance, 1.88/share in cash, and all this potential, what's fueling this selloff when just 7 weeks ago they could raise cash at $8/share with no problem????
    Apr 30 07:00 PM | 1 Like Like |Link to Comment
  • AudioCodes: A Pullback To Own [View article]
    Interesting reminder about the new shares diluting EPS.... I was wondering whether or not that could be construed as a positive indicator for expectations for the quarter - meaning, is it possible that Codes determined the size of the secondary, remembering they didn't do the full authorization, by an amount they thought might not alter the analyst EPS projections prior to the dilution? Is it possible mgmt sort of reverse calculated the number of shares to issue based on their best estimate of a positive earnings surprise they can report this quarter vs. previous street expectations? Conspiracy theories are always fun!
    Apr 9 09:32 AM | Likes Like |Link to Comment
  • An 11.1% Current Yield And Upside Potential For Your Income Portfolio [View article]
    I have to wonder about research that begins by incorrectly identifying where the company is headquartered....
    Mar 13 11:24 AM | Likes Like |Link to Comment
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106 Comments
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