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gsterling

gsterling
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  • 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
  • Micron: An Undervalued Stock With Strong Upside Potential [View article]
    I don't believe many companies are still on Windows XP. Microsoft stopped supporting it last year. Most are on Windows 7 and have not upgraded to Windows 8. I think they will jump straight to Windows 10.
    Jun 16, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Even A Kiss From A Princess Can't Save LeapFrog [View article]
    I don't necessarily like rolling the dice. Even with a net-net I still want some kind of sign of good news and I don't see any here.
    Jun 15, 2015. 01:17 PM | Likes Like |Link to Comment
  • Even A Kiss From A Princess Can't Save LeapFrog [View article]
    Ruerd,

    They are burning through cash quickly and frequently end of writing down inventory. I also don't know many companies that toss in the towel and liquidate the company. Most will run it into the ground first.
    Jun 15, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Even A Kiss From A Princess Can't Save LeapFrog [View article]
    It's not that easy. A buyer can't come in recover the cash AND turn around the company at the same time. Turnarounds take time and money. Of course that's assuming there is something that can be turned around anyway and it could easily be debated whether the brand has almost any value at all.

    I disagree with your opinion on the B shares. I'm sure Milken would like to see the stock price go up as well as anyone. I just think no one has any interest in buying a company with steadily declining sales in their flagship product and no new products that will make up for it.
    Jun 15, 2015. 07:51 AM | 2 Likes Like |Link to Comment
  • Essex Rental tumbles as dissidents win board spots [View news story]
    That's odd. No position, but I enjoyed reading your article. Definitely seems counter-intuitive.
    Jun 9, 2015. 12:40 PM | Likes Like |Link to Comment
  • Net1 UEPS | An Uncovered Jewel Set To Double | Accessing An Untapped Market [View article]
    Thanks again. Good job on the research. I will definitely be investigating this one further.
    Jun 8, 2015. 08:40 AM | 2 Likes Like |Link to Comment
  • Net1 UEPS | An Uncovered Jewel Set To Double | Accessing An Untapped Market [View article]
    Thanks for the article. What would be the hit to revenue and profit if/when the SASSA contract goes away?
    Jun 6, 2015. 12:06 PM | Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    Is there news on chip stocks today? Seems like a lot of them are down a bit.
    Jun 2, 2015. 03:49 PM | Likes Like |Link to Comment
  • Tel Instrument: Over 500% Upside Just To Reach Fair Value Based On Guidance [View article]
    Aeroflex has provided zero evidence in the court documents and the Army investigation found no wrongdoing on the part of TIK.
    Jun 2, 2015. 09:10 AM | Likes Like |Link to Comment
  • Tel Instrument: Over 500% Upside Just To Reach Fair Value Based On Guidance [View article]
    The way the stock is trading today you'd think they announced a loss for next Q. $5.5M revenue for next Q at the least. That's still a healthy profit.
    Jun 1, 2015. 03:29 PM | Likes Like |Link to Comment
  • Capitol Acquisition Corp.: All Aboard, This Ship Is Ready To Sail [View article]
    Where did they make projections on Q1?
    Jun 1, 2015. 11:21 AM | 1 Like Like |Link to Comment
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