Seeking Alpha


Send Message
View as an RSS Feed
View haschultz's Comments BY TICKER:
Latest  |  Highest rated
  • A Change In Strategy: Lexicon Pharmaceuticals [View article]
    All speculation which could be true; from a troubled company raising cash by selling equipment, realty and shares to a company with bright prospects.

    I have to wonder why no partner although LXRX seemed to be trying very hard to find one. I have to also wonder why they are selling additional shares on price weakness (which suggests to me no real catalysts in the near future).

    Disclaimer: I sold my shares around a year ago when it spiked over $3.....and thus I continue to watch this for a possible re-entry. But, I just do not see many catalysts on the near horizon.............or LXRX management should have used that as the catalyst to sell additional shares rather than now on price weakness. LXRX will stay on my watch list.

    What near term catalysts do you see which could create upwards price appreciation on LXRX?
    Nov 24, 2014. 02:25 PM | Likes Like |Link to Comment
  • Lexicon Pharmaceuticals Fights On [View article]
    I sold long ago on the last run-up to $3 (a year ago???).

    Anyway, this is on my watch list and this could be decent value here but..........I do take exception to your statement that this should have been expected. The price reaction seems to disagree with that.

    Now, I haven't been following LXRX closely but I thought the expectation was still for a partnership and cash rather than a dilution. But, perhaps you were better at 'reading the tea leaves' and recognizing that no partnership was coming.

    Why do you suppose no partnership was ever consummated (poor terms, no leverage, other competing compounds, lack of understanding or long shot hope, etc.)? And, what does this really say about the combination drug?

    Thanks in advance for any comments.
    Nov 21, 2014. 12:25 PM | Likes Like |Link to Comment
  • InvenSense In The Short And Long Terms [View article]
    Thanks for the reply. If the INVN 6 axis chip is lower power, it is even more confusing why the Bosch was included in the iPhone. But, good to hear that the INVN is lower power and thus increases the likelihood it makes it into the iWatch.
    Nov 20, 2014. 11:21 PM | Likes Like |Link to Comment
  • InvenSense In The Short And Long Terms [View article]
    I have never owned INVN but it is on my watch list (watch/wearable pun intended).

    Is everyone sure INVN will be in the iWatch? My limited knowledge is that INVN has a 6 pole positioning chip in the iPhone 6 but that there is a second positioning chip (4 pole though) from some other company primarily due to the lower power consumption.

    If this is mostly correct, wouldn't it indicate that the 6 pole positioning chip might require too much power to be in a iWatch...........and does an iWatch really need 6 pole positioning???? I thought the 6 pole positioning was used primarily for gaming in the iPhone/iPad.........and who is going to game that much with an iWatch (unless it is used in conjunction with gaming on the iPhone/iPad).
    Nov 20, 2014. 09:11 PM | Likes Like |Link to Comment
  • NXP -2.7% following Q3 results, Q4 guidance [View news story]
    From Barron's article also indicating a beat on 3Q and raised guidance on 4Q from:

    Shares of NXP Semiconductors (NXPI) are down $1.81, or almost 3%, after the company yesterday reported Q3 revenue just a hair above consensus and beat on the bottom line, and forecast this quarter’s revenue and earnings higher as well, at $1.49 billion to $1.54 billion, and $1.26 to $1.36 in EPS, versus consensus of $1.49 billion and $1.29 per share.

    The stock has plenty of defenders today: FBR & Co.’s Christopher Rolland reiterates an Outperform rating and a $76 price target, writing that the company “shines in an otherwise difficult quarter for peers,” and that “at first blush, NXP posted better-than-feared results and guidance in an otherwise challenging quarter for most semiconductor companies; thus far this season, we have witnessed a marked difference between quality businesses such as NXPI, INTC, BRCM, and TXN and ‘the rest’.”

    Rolland wasn’t the only one drawing a line in the sand for chip makers.

    Raymond James‘s Doug Freedman writes that “The case is building that Microchip Technology’s (MCHP) pre-announcement projecting a cycle rollover at the beginning of the earnings season might have been partially driven by company-specific issues.”
    Oct 23, 2014. 03:28 PM | 1 Like Like |Link to Comment
  • NXP -2.7% following Q3 results, Q4 guidance [View news story]
    From Barron's article today at:

    Shares of NXP Semiconductors (NXPI) are down $1.81, or almost 3%, after the company yesterday reported Q3 revenue just a hair above consensus and beat on the bottom line, and forecast this quarter’s revenue and earnings higher as well, at $1.49 billion to $1.54 billion, and $1.26 to $1.36 in EPS, versus consensus of $1.49 billion and $1.29 per share.
    Oct 23, 2014. 03:23 PM | Likes Like |Link to Comment
  • Best U.S. Stock Ideas Today [View article]
    Seeking Alpha has a typo on NXPI revenue saying they had $1.15 billion and missed by 350 million when they really reported $1.515 billion and beat slightly the $1.50 billion estimate.

    I think Seeking Alpha transposed their numbers as I got the $1.515 billion from the NXPI press release.
    Oct 23, 2014. 01:09 AM | Likes Like |Link to Comment
  • NXP Semiconductors beats by $0.05, beats on revenue [View news story]
    I think you have a typo (transposed number) as NXPI reported $1.515 billion in revenue for 3Q 2014 and not $1.15 billion.

    Yahoo estimates show a range of $1.50 to $1.52 billion from 20 analysts with the average being $1.50 billion. So, at $1.515 billion for 3Q, that looks like a beat to me.

    I also see where these same 20 analysts average 4Q 2014 revenue was $1.49 billion with the company guiding for a midpoint of $1.515 billion so that looks like a raise in guidance..........and on earnings as their average was $1.29 and the midpoint is $1.31.

    Lastly, NXPI bought back 8.7 million shares at an average of $66/share during 3Q. So, that should tell us something about what NXPI feels a good share price is..........and it is over $66/share.

    Please correct your typo and headline as they are INCORRECT!!!!
    Oct 23, 2014. 01:07 AM | 4 Likes Like |Link to Comment
  • Are Semiconductor Stocks Overpriced? [View article]
    Agree nearly completely that Saudi Arabia and others are lowering oil prices (by not reducing output to bolster oil prices) to reduce USA production. This is nearly exactly what we saw in 1998 when oil prices got so low.
    Oct 15, 2014. 12:20 PM | 1 Like Like |Link to Comment
  • Positives Mounting For Beaten Down Micron [View article]
    Samsung made a wise move as there is room in the markets for more memory in later 2017 and by announcing made sure the others would not follow suit. But, there are many unknowns about the plant and much could be internal consumption by Samsung which can still affect the outside market dynamics.

    Ebola may or may not get over-played but people traveling less can mean more net conferencing and use of the internet.......which should all be positives for MU.

    Intel conference calls was also bullish (beat on EPS and Revenue and guided higher than analysts average) including on servers.

    I have to agree that much looks good with MU and shareholders should be rewarded when the market calms down and separates true value from the others.

    Only question on MU is future growth.......which is pricing, volume, innovation for new products, etc.
    Oct 15, 2014. 11:34 AM | Likes Like |Link to Comment
  • Could The 'Shale Oil Miracle' Be Just A Pipe Dream? [View article]
    Agree with both Uncle Pie on Canadian Oil sands and wigit5 that these prices may still come down.

    What is not mentioned and of some importance is the transportation of this oil to the markets. Building Keystone would help tremendously and the EPA should be solidly behind it as should the greens as it will greatly reduce CO2 emissions associated with tankers bringing oil to the USA and taking Canadian oil sands and Bakken shale oil to markets using trucks and rail cars.

    Canada is now investigating an oil line to their east coast to export the oil to Europe (who needs a new supply to Russia), Asia and India. This would only increase CO2 emissions as it is more tankers and not less.

    Get with it greens and EPA!!!!!!!! If you want lower CO2 emissions then approve Keystone as the impact is great and can be done fairly quickly.
    Oct 14, 2014. 01:49 PM | 5 Likes Like |Link to Comment
  • Is It Time To Sell Semiconductor Stocks? [View article]
    Thanks for a good article and the comparisons on several very valid basis on these companies.

    SWKS releasing higher than expected quarterly revenues and earnings for this quarter today helped the technology sector tremendously. SWKS beat last quarter and raised guidance for this quarter..........and still beat them this raised guidance by over 5%. This is relevant for smartphones and the Internet of Things (IoT)..........but also shows just how poor the analysts are at estimating some of the various companies.

    Intel's Conference Call this evening will help give some additional tech sector clarity as will Google's Conference Call on Thursday.

    So, we will see just how valid MCHP's warning was. There is a good Seeking Alpha article titled 'Microchip's Warning: Not All The Semiconductor Players Are Created Equal'

    "Microchip Technology recently lowered its guidance and warned about the overall health of broad semiconductor industry. It is argued that as the company has more than 80,000 customers and recognizes revenue on a sell-through basis, it sees market conditions prior to its peers. While the reasoning is correct but a small detail is overlooked. Microchip is not representative of the whole industry. Microchip applications breakdown is more toward consumer, automotive and industry application since 60% of its sales are from 8-bit and 16bit MCUs, says analysts Aaron Jeng and Donnie Teng. So, the stocks with handset and PC exposure shouldn't be analyzed in the light of Microchip warning."
    Oct 14, 2014. 01:37 PM | Likes Like |Link to Comment
  • Sorry Dorothy, Micron Will Not See $50 [View article]
    Reasonable article pointing out various items.........but no tangible forecasts of revenue or earnings to really value MU.

    I actually think this was a good move by Samsung as market dynamics allow at least one new memory factory and Samsung beat the others to the punch. And, not only did Samsung beat the others to the punch........but they are actually the best ones to build it as they can consume a lot of memory and thus this can help their other products.

    The ideal situation for Samsung is that memory prices stay higher due to limited supply to the outside world..........but lower cost memory for Samsung products. This increases Samsung's margins on their memory consuming products while not greatly impacting prices and thus reducing margins on other company products.

    Again, a good business move by Samsung...........and I contend something that is/was needed to be done anyway.

    If this is all done properly and MU manages their business properly, they can all be winners. It all depends upon how MU handles their cash flow (buybacks of warrants and shares, perhaps later paying a dividend.........while investing in efficiency..........but not building a new plant!!!!).
    Oct 9, 2014. 07:22 PM | 3 Likes Like |Link to Comment
  • Playing This Yo-Yo Market [View article]
    This type of trading is due to uncertainty with focus on valuations and then potential future pitfalls.

    The biggest item is that earnings are starting with most including 4Q guidance. COST and AA both beat on the top and bottom lines and guided higher (as did one drug company I can't remember). More earnings are coming so that will help reduce valuation concerns.........and as we are coming off a good economic quarter, I am expecting overall positive earnings.

    We all know where the Fed stands so that is fine. The employment picture is improving although wages are not.

    Oil is declining which has some analysts recommending Wal-Mart and Target where people spend money they do have.

    Terror and perhaps Ebola are the two unknowns and could be huge. Terror could impact oil in a heartbeat which makes me wonder why anyone would oppose Keystone pipeline as that would also reduce CO2 emissions associated with tankering oil to the USA (green liberals pretzel logic....of wanting lower CO2 emissions but opposing Keystone....and Canada now thinking of exporting to Europe/Asia/India via pipeline to east cost further increasing CO2 which could be reduced with Keystone giving us a secure (and captive) source of oil).
    Oct 9, 2014. 01:41 PM | Likes Like |Link to Comment
  • Micron -2.3% after Samsung announcement; SNDK, TSM also in focus [View news story]
    The world is going to need more memory by 2017 so someone really needed to do this and Samsung is the first putting the others in reactionary mode........and one wouldn't think they would play the market share game and thus sit tight and focus on margins and profits.

    The consumer may be the big winner here with this plant moderating memory prices. Tight memory supply costs the consumers in higher prices, lower embedded memory and even perhaps product innovation due to tight memory supplies/higher prices.

    MU should be fine if they just focus on running the plants they have now. Keep innovating on memory performance, be flexible in the types they produce and then be efficient in all of that.

    Again, when you think about it, the market was going to be able to adsorb one more plant due to growing needs............and Samsung beat the others to the announcement.
    Oct 6, 2014. 06:00 PM | 2 Likes Like |Link to Comment