Seeking Alpha

gsterling

gsterling
Send Message
View as an RSS Feed
View gsterling's Comments BY TICKER:
Latest  |  Highest rated
  • Micron And The Game Of Memory [View article]
    Jaret - It seems to me that although demand wasn't amazing it wasn't a major surprise either. The biggest surprise seems to have been the increased costs due to the product transitions. MU's production also seems to be lower than most of the analysts were estimating as well. I do agree long term MU is probably quite cheap especially once their 3D NAND gets rolling.
    Jun 29, 2015. 08:42 PM | 2 Likes Like |Link to Comment
  • Capital Acquisition Corp. II sets date for Lindblad merger approval [View news story]
    Received my Proxy for the merger today.
    Jun 26, 2015. 12:53 PM | Likes Like |Link to Comment
  • ChipMOS: Oligopoly At 4x EBITDA, 8x EPS With Pending Buyback - A Holiday Gift [View article]
    Michael - I don't believe there is any legal or regulatory issue pushing the share collapse to 2016. Management has stated before that once the Thailin merger was completed they can proceed with the next step.

    I have a feeling people are panicky lately because of Micron even though DRAM accounts for a 'heckuva' lot more of MU's revenue than IMOS's. Will be interesting to see how MU reports tonight.
    Jun 25, 2015. 02:31 PM | 1 Like Like |Link to Comment
  • Independence Holding: Q1 2015 Brings Revenue Growth Closer [View article]
    I just meant the Supreme Court ruling in favor of ACA today.
    Jun 25, 2015. 11:18 AM | Likes Like |Link to Comment
  • Independence Holding: Q1 2015 Brings Revenue Growth Closer [View article]
    Supreme Court ruling good for IHC and continued growth of medical stop-loss insurance.
    Jun 25, 2015. 10:43 AM | Likes Like |Link to Comment
  • Significant MediaEngine Win Points To Further Evolution Of Radisys [View article]
    Well looks like you might have a chance. Stock has been beaten down. It's funny with small caps. People forget all the good news after a few months and just start panicking and selling. I'm looking forward to earnings in a little over a month.
    Jun 25, 2015. 10:24 AM | Likes Like |Link to Comment
  • ChipMOS Is Still Deeply Undervalued [View article]
    Rumpel,

    Check out the investor presentation - http://bit.ly/1NbmAfE

    Commodity DRAM accounted for 14.7% of revenue in 1Q2015 and Niche DRAM accounted for 18.0%.
    Jun 24, 2015. 01:08 PM | 2 Likes Like |Link to Comment
  • Capital Acquisition Corp. II sets date for Lindblad merger approval [View news story]
    Yes. I don't think the fear is shareholders wouldn't approve the purchase. The fear was something else would cause the deal to fall through, but that seems to be a minute possibility at this point.
    Jun 24, 2015. 08:51 AM | 1 Like Like |Link to Comment
  • Mr. Market Needs A Math Tutor: VirTra Systems Is Due A Major Revaluation [View instapost]
    Thanks. Yeah I should have looked at the link :-)
    Jun 22, 2015. 03:24 PM | 1 Like Like |Link to Comment
  • Mr. Market Needs A Math Tutor: VirTra Systems Is Due A Major Revaluation [View instapost]
    Thanks for the writeup. Any idea what the average price per system is? I'd like to know how many sales it takes to hit their revenue numbers.
    Jun 20, 2015. 01:14 AM | Likes Like |Link to Comment
  • Contrarians Take Note: CTPartners Presents An Asymmetric Risk-Reward Opportunity [View article]
    From reading the 10Q it seems to me they either need to cut a deal to be acquired or else the debtholders are going to take action. Not sure continuing as a standalone company is an option.

    No position.
    Jun 19, 2015. 03:18 PM | Likes Like |Link to Comment
  • Micron: An Undervalued Stock With Strong Upside Potential [View article]
    Thanks for the link. Yeah I was really referring to the U.S. although I'm sure it applies to most of the modern countries as well. I wouldn't be surprised to see XP in many developing nations. Especially since it's so easy to pirate.
    Jun 17, 2015. 10:00 AM | Likes Like |Link to Comment
  • Blue Dolphin Energy Is Trading At Less Than 2x EBIT, Just Sit Back And Wait [View article]
    Interesting. Thanks for the writeup.
    Jun 17, 2015. 09:29 AM | Likes Like |Link to Comment
  • A Stock Trading For 20% Of NCAV [View instapost]
    I agree it sounds crazy, but why did you actually buy some? :-)
    Jun 16, 2015. 03:34 PM | Likes Like |Link to Comment
  • Micron Technologies: Tide Will Turn In Second Half Of 2015 [View article]
    Yes we all know about the coming correction. Experts have been telling us about the correction right around the corner for the last two years.

    Personally I don't pretend to know where the market will go next. I just buy stocks I like.
    Jun 16, 2015. 03:04 PM | 21 Likes Like |Link to Comment
COMMENTS STATS
812 Comments
629 Likes