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elliot j. stamler

elliot j. stamler
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  • SanDisk -7.1% AH due to margin drop; Micron -2.4% [View news story]
    The longer I invest and I've been doing it for 18 years the more I am convinced that a huge number of investors including the institutions are lemmings. I once discussed this with a CEO of a superb public corporations and who is personally worth several fortunes and he fully concurred. The after hours behavior of Sandisk this day proves my point. An initial $7.50 ah drop because of a 3% slippage in gross margins! Incredible. Well at least I made a $20,000 profit today during market hours.
    Jul 16 08:22 PM | 1 Like Like |Link to Comment
  • Seeking Alpha Strikes A Victory For Free Speech [View article]
    Of course. People who read SA are predominantly sufficiently knowledgable and sophisticated to judge what they read. Companies discomforted by a comment should simply issue a statement disproving that comment. Justice Holmes wrote more than a century ago that in America the best and only remedy for bad speech is MORE speech and hopefully better speech which hopefully prevails in the free marketplace of ideas.
    Jul 9 06:59 PM | 5 Likes Like |Link to Comment
  • HEICO Corporation (HEI): FQ4 EPS of $0.45 beats by $0.01. Revenue of $242.4M (+16% Y/Y) beats by $5M. (PR[View news story]
    The management of HEICO is simply superb. I've been an investor in Heico for over 17 years-I know.
    Dec 20 12:05 PM | Likes Like |Link to Comment
  • Heico (HEI): Q2 EPS of $0.43 beats by $0.01. Revenue of $225.9M (+15% Y/Y) misses by $7M. (PR[View news story]
    I am a Heico investor and have been for many years. I have the pleasure of having met the Chairman and one of the two co-Presidents. In the 15+ years I've had a major holding in Heico it has done spectacularly-I evangelize for the company where I can always telling my interlocutor: do your own due diligence and you'll see for yourself. My ex-broker, my attorney, friends, relatives have all invested and have big smiles on their faces.
    Aug 23 01:58 PM | Likes Like |Link to Comment
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