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M. J. Capaldi

M. J. Capaldi
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  • High-Risk, High-Reward Revisited: 2 Companies With Yields Over 9% [View article]
    I liked a few of those names and I spotted a big institutional block at 2 PM going into FTE France Telecom. http://bit.ly/Rbx4nQ
    Dec 6 02:42 PM | Likes Like |Link to Comment
  • NXP Semiconductors: Great Potential in Mobile Payment [View article]
    NXPI has quite a product portfolio and a great series of contracts aligned to keep its growth phase steady and lengthy which is the tech formula for mega growth. Likely there will be some downdraft as tech earnings near term are tepid. However, it is more tied to smart phone adoption which outpaces overall tech spending. Also one item no one is talking about is the many stodgy nuances and fees associated with payments processing are going by the wayside and even new regs. help pave the way for less fees. Whenever there is deregulation and innovation in a sector, there is potential for sustainable sales growth. This company is one of only four that meet my paradigm shift criteria.
    Jul 18 02:02 PM | Likes Like |Link to Comment
  • Just One Stock: Buying Oil Reserves In the Ground, On the Cheap [View article]
    Are they a going concern at this point? Can anyone do a spot check or channel check and post it here?
    Mar 2 04:04 PM | Likes Like |Link to Comment
  • Evergreen Solar Gets That Sinking Feeling [View article]
    Reduction of cost structure does not ensure profitability. I do not see where sales will come from as the US state initiatives are drying up as the states are broke. The EU took away many incentives. The only growth could be wholesale to Chinese producers and that is a low margin game that may help top line but only execution will tell how it will affect bottom line. A Convertible raise, further issuance of shares allowing dilution, along with a reverse split can the decisions jab existing shareholders any more. The Silver lining I see is the idiocy of the Obama admin. already having given them $10-40 million to grow Mass. jobs. I hope those people speak Chinese.
    Dec 16 08:33 PM | Likes Like |Link to Comment
  • Sierra Wireless, Inc. Q2 2010 Earnings Call Transcript [View article]
    Very lean balance sheet and 30% margins could come under some fire here, not a lot still going on here just like Novatel and QCOM is a behemoth and the leader in the space. They need a real hit product not a bunch of mediocre.
    Aug 10 04:38 PM | Likes Like |Link to Comment
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