Fishinforcents

I'm buying more here.... I think the next few earnings reports are going to be a lot better than what is being predicted here.

@OilIsDEAD more it's from the company who is famous for them.

@CashCow Investor i remember selling most of my meta when I was up 150%.. you have no clue how fast the cash flow can accelerate in a business like this. Missed that 10 bagger on most of my investment. the financials remind me a lot of those earlier days.

This is one of those I'll believe it when I see it kind of things. Intel has missed so many road maps that it's hard to take pretty much anything they say to the bank. I'm rooting for them to win but not with my money

The EU is a bunch of clowns. These arbitrary fines should be met with resistance

Honestly your picks have mostly only recently woken up and started performing even remotely well. I'll take schd over this "superior" portfolio of 5 stocks and day.

I don't see any catalyst that is going to shore up markets in the near term. There is no plan, no policy to work from... Companies are going to pull back investment and essentially go into defense mode versus expansion mode. I know we have at our company... Plans to hire were frozen and now we try to navigate the daily uncertainty of what tweet might come at 11PM that creates more turmoil in the morning. Best of luck to buyers here. Next stop recession, probably with some stagflation, and bad unemployment numbers, negative GDP growth and at least another 10% of downside.

Ugh. Now I have to change payroll providers again. Paychex will never get another dime of my money.

By conservatives. He means him. And because he feels loans have optional repayment. Just ask Deutsch bank.

@summerock It really depends. I work in capital asset restructuring. I'd say more than half of the time the book value exceeds what the recovery on the underlying assets is able to achieve. Semiconductor equipment is a very difficult space because intel runs very high volume fabs and their equipment isn't really useable to tier 2 or 3 smaller outfits that might be interested in buying used gear. Their cutting edge stuff may get some attention from their competition but it is really tough to say.

In Intel's case there would need to be a turn key buyer for their facilities and equipment, that list is somewhat short but not implausible. I do know they have tried to sell fabs in the past with muted success.

To me intel's only value is what comes next. Their next chips need to be hits because i don't see this as one of those break up scenarios being worth more than it is whole.

@Rhoda711 Part of the blame can be on the back of the defense industry and as someone who has interfaced directly with some of the programs and agencies a lot can fall back on bureaucratic nonsense. Our ship building industry is going to go the way of the dinos... We can't afford to build ships here once you have the unions driving costs up into the stratosphere. no wonder nothing commercial gets made here and is all done in south korea or china.

Nordson has given up on growing organically through prudent R&D investment and re-investing in their mature product lines.

What they prefer to do is buy, strip, extract, and squeeze. Strip any value. Extract what they can. Squeeze short term profits while leaving long term issues unaddressed.

Nordson of 10 years ago was a great company with a reputation that was highly regarded in the electronics industry. Now big companies are removing them from their vendor lists due to lack of support.

Their large acquisition last year of Cyber Optics is already showing weakness. Their purchase of ace production only lasted a few years before they killed it off.

The cash cows Dage, Asymtek, and Assure are carrying a heavy load.

@OilIsDEAD how can you say they appear to be mastering it? it is supposed to start producing this year and be in "real" high volume production by 26/27' and if the past is anything we can learn from intel has a history of missing roadmaps.

@ZenGyo While there are qualified and hard working / smart engineers in the USA, there aren't enough of them to go around. This guy understands the process of depositing and annealing thin layers of diamond sandwiched between tungsten or sometimes beryllium which might sound simple, its really really difficult. While there might be some people who do this, most of them are PHD university researches or working at labs and not someone you can just find on indeed to fine tune this process on a $1.5m e-beam evaporator. Everyone thinks we can just wall and gate off our economy and have it grow when in fact we have a deficiency. Our education system doesn't prepare people for actual jobs, as someone with a masters in engineering i wasn't really taught much applicable to an of the jobs i have held, mostly just had to figure things out as i went along. It is hard to replace actual experience. You took some big leaps here. I am saying there is a place for american and h1b workers in moderation. I think stopping that process will be a detriment to the economy.

@Another Mountain's Rock Investing Some investments are easier to sniff out as turds than others I guess... But then again people chose to dive down to the titanic in a tin can.

@mag1205 this isn't what this is about. This is about allowing zelle to be used for fraud with zero customer protection.

@Ramon_13 I agree. It was terrible but money is money

@Dave Dasgupta why would.he want to jump from the safety of his ship onto the Titanic? He probably wants zero to do with this s#it show

No different than when you go through school invisible but somehow find some success.. Then everyone who talked crap about you wants to be your friend.. Coincidentally they are all realtors, insurance agents, wealth managers... If he didn't win they would all be saying "thank god"..

@Dhierin Bechai they would never do that.