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808Amigo

808Amigo
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  • Why Now Is A Good Time To Buy A Beaten Down Himax Technologies [View article]
    And, of course, breaking out of the resistance at $8, yesterday, makes a fourth significant technically bullish indication http://bit.ly/1pqOgEI.
    Aug 23 03:16 PM | Likes Like |Link to Comment
  • Why Now Is A Good Time To Buy A Beaten Down Himax Technologies [View article]
    The Lumus announcement didn't seem to have much effect on share price earlier this week - but then we see today's robust action. There are 3 pretty significant technical patterns all happening for HIMX: completed a double bottom, completed an head and shoulders bottom, and a bullish pennant pattern. This trio may have folks looking at that 200d moving average around $10 as the next resistance level.
    Aug 22 08:56 PM | 2 Likes Like |Link to Comment
  • Why Now Is A Good Time To Buy A Beaten Down Himax Technologies [View article]
    Thanks for the analysis, Steve. What would today's value be if HIMX reached $1 EPS in 2 years instead of 5 years?
    Aug 22 08:14 PM | 1 Like Like |Link to Comment
  • Update: Himax Earnings [View article]
    HIMX is currently displaying a technical pennant pattern: http://bit.ly/XDxKXm. So, next leg up would be expected soon. Day trade selling may get more cautious in the near future.
    What will push HIMX through the resistance/support that exists around $8?
    There appears to be plenty of room for upward revisions of forward earnings estimates (beyond Q3) from the analysts at this time.
    Aug 21 04:23 PM | 1 Like Like |Link to Comment
  • The Clockwork Regularity Of God's Blessing And God's Curse In The Global Economy [View instapost]
    Thank you, Michael, for the past week of private communications which I initiated with you because I read your manuscript and wanted to follow-up with you personally about your perspective on Christianity which you wrote about in your manuscript.
    I included a portion of my early testimony and asked you questions in order to focus attention on key issues concerning the primary message of the gospel.
    My own investigations into the issue of the historical validity of the New Testament and my own experiences with God's Spirit have eliminated for me a description of the gospel of Jesus Christ as poetry, metaphor, mythology, or mysticism.
    I found our personal communications to always be friendly and respectful. This may be near the end of our discussion together, or if you prefer, we could continue to share on this topic publicly on this insta-blog. Thank you, Michael, for all of your attention to me.
    Aug 16 05:31 PM | Likes Like |Link to Comment
  • Should Himax Really Be Trading At $131 A Share? [View article]
    In keeping with the whimsical spirit in which this blog-turned-article was written, allow me to add that Amazon trades at $300+ and has annual EPS of $0.38 - the same annual EPS as HIMX.
    Aug 14 10:20 PM | 2 Likes Like |Link to Comment
  • Don't Buy This Dip: The Fed Is Not Your Friend [View article]
    Here's a Ray Dalio link that includes deleveraging: http://bit.ly/18quf7E, and another for Ray Dalio's principles for the self-improving: http://bit.ly/qpn37E
    Aug 14 05:15 PM | 1 Like Like |Link to Comment
  • Himax: Near-Term Concerns Create Long-Term Buying Opportunity Into Earnings Announcement [View article]
    HIMX is a stock where DCF analysis will likely produce widely varying results because the non-driver side is just beginning its growth. Considering Front-Lit LCoS alone is a product that could dominate the microdisplay market and yet the market-size itself is not easy to predict. Try to factor in all the other potentially high growth products that HIMX has now and DCF is likely to produce widely varying results.
    The IC driver side of the business probably allows for DCF within a narrower range of likely valuations.
    HIMX is showing such strength in new product development that who's to say that there isn't some other new technology announcements to come in the near future?
    The good thing about DCF is it might reveal the potential value of HIMX without being so sensitive to the short term timing of various product introductions to the market.
    Aug 12 04:51 PM | Likes Like |Link to Comment
  • More Signs A Market Bottom Is Forming [View article]
    The average investment can be more risky but there are companies out there that have been through their own 2011 just this year.
    Aug 12 03:04 PM | Likes Like |Link to Comment
  • Update: Himax Earnings [View article]
    TheStreet.com gives HIMX a Buy http://bit.ly/1sM1g6z. Great comment follows the article.
    Aug 12 04:59 AM | Likes Like |Link to Comment
  • Don't Buy This Dip: The Fed Is Not Your Friend [View article]
    Sent you an email, Michael.
    Aug 10 03:55 PM | Likes Like |Link to Comment
  • More Signs A Market Bottom Is Forming [View article]
    Great response, thanks Stephen. High-growth would not feel repricing pressure due to rising interest rates, right? What difference do gradually rising rates make to the desirability of investing in a company demonstrating double digit annual EPS growth? (Unless that desirability is already priced in, of course.) Well, I guess I'm just suggesting that finding growth potential before it gets priced in is always a winner regardless of bear market conditions - perhaps the only winning long strategy in a bear market.
    Aug 10 06:46 AM | Likes Like |Link to Comment
  • Don't Buy This Dip: The Fed Is Not Your Friend [View article]
    I read pretty far into your manuscript, Michael. Perhaps we can talk sometime.
    Aug 10 04:45 AM | Likes Like |Link to Comment
  • Don't Buy This Dip: The Fed Is Not Your Friend [View article]
    18 years inflate, 18 years deflate. And calculating backward means 1821 - 1839 was a deflationary period. So a panic in 1837 would be consistent with a final 2 year economic downdraft ending an 18 year deflation. Of course 1929 was a crash that launched the 18 year period of deflation. And other deflationary periods may not even contain a famous panic or crash. I have no idea how accurately Michael's 36 year cycle matches history but I'm curious to play with it particularly as (1) it suggests that 2019 is an expected bottom that would need to appear deflationary relative to 2001 high point, and (2) that 2019 would begin an 18 year inflationary period.
    Aug 10 03:03 AM | Likes Like |Link to Comment
  • Update: Himax Earnings [View article]
    I was already convinced that LCoS is unmatched by any Oled supplier for microdisplay applications but I think your perception, Devin, that the Lenovo win should be helpful to many others - who want to invest prior to such matters becoming obvious to all - is spot on. Those rumors are still a big deal and little by little clues may emerge that make it more apparent how advantageously HIMX is positioned. To the extent that many consider the situation cloudy, HIMX remains undervalued just as you say.
    Aug 10 01:38 AM | 5 Likes Like |Link to Comment
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