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Killernut
Registered Member
Username: Killernut
Post Number: 6280
Registered: 10-2003
| | Posted on Wednesday, July 28, 2010 - 01:29 pm: | 
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http://finance.yahoo.com/news/Health-Grades-Inc-Agrees-to-bw-3437241501.html?x=0 &.v=1
HGRD to be acquired for over $8 per share. One of the first stocks I ever owned - symbol SCNI at the time. It got caught up in the huge runup in the late 90's then crashed all the way to $.0X (pennies per share) and traded there for quite a while.
Amazing.
(Message edited by killernut on July 28, 2010) |
Public_heel
Moderator
Username: Public_heel
Post Number: 12075
Registered: 12-2003
| | Posted on Wednesday, July 21, 2010 - 11:40 am: |
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Believe it or not, it doesn't. That growth only counts Utah and Venezuela.
It would not be kosher to count, or even project, revenue from wells that have not even been drilled, in a field that has not been derisked. |
Miloandbono
Registered Member
Username: Miloandbono
Post Number: 1010
Registered: 08-2009
| | Posted on Wednesday, July 21, 2010 - 10:56 am: |
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and the stated growth on the image I posted probably includes favorable results.... |
Public_heel
Moderator
Username: Public_heel
Post Number: 12073
Registered: 12-2003
| | Posted on Wednesday, July 21, 2010 - 10:07 am: |
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My time horizon? Really, I am holding for Indonesia results. That's the potential jackpot. A hit in Indonesia could easily be a price multiplier.
Their first well should be spudding any day now, so maybe results by late August? |
Miloandbono
Registered Member
Username: Miloandbono
Post Number: 1007
Registered: 08-2009
| | Posted on Wednesday, July 21, 2010 - 09:36 am: |
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my 1st thought was nearly the same, have all the armchair quarterbacks already bought it?? Who knows....
In your time horizon it doesn't matter as much unless you don't feel you can hold it all under selling pressure, if that happens. |
Public_heel
Moderator
Username: Public_heel
Post Number: 12071
Registered: 12-2003
| | Posted on Wednesday, July 21, 2010 - 08:25 am: |
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I don't know whether being on top of that is good or bad for HNR (of which I own multiple boatloads). Since it at E-Trade it probably attracts a lot of fast money weak hands traders (present company excepted) who will bail at the least provocation... |
Miloandbono
Registered Member
Username: Miloandbono
Post Number: 1005
Registered: 08-2009
| | Posted on Wednesday, July 21, 2010 - 07:55 am: |
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Looking around etrade and I found a list of stocks they consider strong earnings growth stocks.
 |
Sivleyd
Moderator
Username: Sivleyd
Post Number: 1159
Registered: 10-2003
| | Posted on Thursday, April 15, 2010 - 04:32 pm: |
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It was a really nice earnings report, with EPS tripling y/y and zooming past analyst's estimates. I have to admit being almost short of breath at these PE levels. $400 seems a convenient place to step out, although 500 may be weeks away. Even at current prices, the company's value is only 15 billion. Not much for the future of hospital surgical procedures. |
Public_heel
Moderator
Username: Public_heel
Post Number: 11534
Registered: 12-2003
| | Posted on Thursday, April 15, 2010 - 09:09 am: |
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ISRG up $50 in one week. As far as I can tell, for no other reason than earnings being released today... |
See2see
Registered Member
Username: See2see
Post Number: 112
Registered: 10-2003
| | Posted on Thursday, January 07, 2010 - 11:51 pm: |
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I was looking at PBY and averaging in at a slow pace as it seemed to be going nowhere and I thought I could get even lower priced shares. Then a few days later it seems to have started to go up with my boat only half loaded. Anybody follow this stock and have an opinion regarding continuing to buy or just holding tight and let this ship sail only half loaded? |
Killernut
Registered Member
Username: Killernut
Post Number: 5941
Registered: 10-2003
| | Posted on Thursday, October 01, 2009 - 02:45 pm: |
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Some discussion a couple years ago about OMN. At the time I was real negative on them. I think that they have turned the ship around and may be worth a look. I personally will not buy any of their stock as one of their divisions is a direct competitor to my employer etc. Decent earnings announced today being discounted by the market.
Previous discussion cnp below.
Afterburner
Registered Member
Username: Afterburner
Post Number: 385
Registered: 11-2003
Posted on Friday, January 27, 2006 - 10:14 am: Edit Post View Post/Check IP Move Post (Moderator/Admin Only)
Thanks K/N for OMN. Easiest money I've made all month.
This may merit watching and counter-trading Cramer more often.
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Afterburner
Registered Member
Username: Afterburner
Post Number: 382
Registered: 11-2003
Posted on Friday, January 27, 2006 - 03:04 am: Edit Post View Post/Check IP Move Post (Moderator/Admin Only)
KN: Never mind, I just didn't read closely enough.
PH: Nice quote. Very appropriate.
Thus conscience doth make cowards of us all.
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Afterburner
Registered Member
Username: Afterburner
Post Number: 381
Registered: 11-2003
Posted on Friday, January 27, 2006 - 12:42 am: Edit Post View Post/Check IP Move Post (Moderator/Admin Only)
KN: Do you anticipate any particular precipitating event (i.e. trigger) that will turn the stock price down, or are you looking at OMN as a long-term short just based on them being less competitive, and the Cramer pop as a good entry point?
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Killernut
Registered Member
Username: Killernut
Post Number: 3237
Registered: 10-2003
Posted on Thursday, January 26, 2006 - 10:50 pm: Edit Post View Post/Check IP Move Post (Moderator/Admin Only)
I guess Cramer touted OMN tonite.
They just recently went profitable after a long period of struggling. They are a direct competitor to the company where I work. At least their decorative products division is a direct competitor. I believe that this Cramer pop is a great time to take a longer term short. I have been wanting to for some time but figured that they may jump at some point.
Overall they compete in very competitive businesses and their management has never impressed me although they have made some real progress at cutting costs. Unfortunately for them they are losing some good employees. They are coming to work for my company. I have no shorting margin currently but hope to generate some shortly and will short them given the pop lasts long enough. |
Gldndog
Registered Member
Username: Gldndog
Post Number: 556
Registered: 12-2004
| | Posted on Monday, August 31, 2009 - 11:04 pm: |
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I am sorry to keep this short without back up. However, does anyone have an idea on how to play TIVO. With the lawsuits seemingly going in their favour over patents on how dvds work, does anyone think going long is a better bet than going short?
I am in Marina Del Ray, CA at this moment. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2557
Registered: 07-2005
| | Posted on Tuesday, August 04, 2009 - 04:20 pm: |
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Does anybody know if preferred shares of GM have any value? I know the common shares were wiped out when they switched to motors liquidation corp, but how about the preferred? Any help would be appreciated. |
See2see
Registered Member
Username: See2see
Post Number: 110
Registered: 10-2003
| | Posted on Thursday, July 30, 2009 - 05:41 pm: |
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Anybody follow IPSU? I'm long 2000 shares and considering buying long calls. They suffered an explosion of a refinery and rebuilt it. Back on line fully for Q4 this year. I have to believe it is state of the art and more efficient than competitors if possible. Seems that they made 2 or 3 dollars a share a few years ago and sugar may be in a shortage situation and is not very linked to the economy, so I think it does well no matter what. Only legal issues over the 14 deaths from the explosion remain to be finalized but may be insured. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2551
Registered: 07-2005
| | Posted on Sunday, July 26, 2009 - 09:53 am: |
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I'm up 13% on the ACI Calls. I may sell soon. It may not be prudent to hold onto anything very long in this market. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2544
Registered: 07-2005
| | Posted on Friday, July 10, 2009 - 11:15 pm: |
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I bought some BIG today. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2528
Registered: 07-2005
| | Posted on Wednesday, July 01, 2009 - 03:34 pm: |
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I bought some ACI Jan11 $15 calls today. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2518
Registered: 07-2005
| | Posted on Sunday, June 28, 2009 - 12:31 pm: |
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I think those calls are a good play. I'm not sure whether I should buy them straight, or use a bullish
call spread given the fact I'm basically a chicken when it comes to buying calls. |
Public_heel
Moderator
Username: Public_heel
Post Number: 10109
Registered: 12-2003
| | Posted on Sunday, June 28, 2009 - 10:54 am: |
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Why not buy yourself some January 11 $15 calls? |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2516
Registered: 07-2005
| | Posted on Sunday, June 28, 2009 - 08:29 am: |
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Is the world done using coal forever? It seems to me stocks like ACI are a screaming if one has a long time horizon. I'd guess they are being hurt by cap and trade fears, but I can't believe coal won't have another run at some point.
(Message edited by Tree-sloth on June 28, 2009) |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2515
Registered: 07-2005
| | Posted on Saturday, June 27, 2009 - 12:38 am: |
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It took over a year, but I am finally solidly up on the KUB position I bought in May 2008. I'm very surprised at how well they have rebounded.
I'll probably sell on Monday as the last couple of days may be nothing more than end of quarter window dressing.
(Message edited by Tree-sloth on June 27, 2009) |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2445
Registered: 07-2005
| | Posted on Thursday, April 30, 2009 - 11:11 am: |
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Heel..SKX..I know some soccer moms who won't put anything else on their kids feet. It's almost like a badge of honor with them.. No matter now, all the easy money has been made in this stock already.. |
Public_heel
Moderator
Username: Public_heel
Post Number: 9807
Registered: 12-2003
| | Posted on Thursday, April 30, 2009 - 10:59 am: |
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I was never able to get over the fact that SKX's headquarters is a smallish building a block from the Manhattan Beach Pier. I walk by there all the time. I just couldn't take them seriously... |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2444
Registered: 07-2005
| | Posted on Thursday, April 30, 2009 - 10:00 am: |
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I sold SKX way too soon. My nice return could have been a fantastic return.. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2443
Registered: 07-2005
| | Posted on Thursday, April 30, 2009 - 09:52 am: |
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Heel,
I'm sorry I sold the PENN calls now. I'd like to sell the stock, but the calls are too expensive to buy back. I haven't read it, but there must be takeover speculation again for the stocks to act like this. |
Public_heel
Moderator
Username: Public_heel
Post Number: 9769
Registered: 12-2003
| | Posted on Thursday, April 23, 2009 - 11:14 am: |
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T/S - I am short some WYNN calls, and have been watching the whole sector go nuts over the last six weeks.
WYNN uses any excuse to go up. The last 20% or so was when they rolled over some debt. The market treated like they had discovered oil or something. Banks have no choice but to roll over loans, so what's the surprise? |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2440
Registered: 07-2005
| | Posted on Thursday, April 23, 2009 - 10:11 am: |
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A few months ago I sold Jan10 35 calls above my PENN position. I didn't think they would have a chance in hell of finishing in the money. It won't break my heart if my PENN gets called at $35. |
Public_heel
Moderator
Username: Public_heel
Post Number: 9688
Registered: 12-2003
| | Posted on Friday, April 10, 2009 - 09:26 am: |
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T/S - Glad to hear it. PENN seems to have partaken in the monster rally in the gambling group.
I have no idea why these stocks have rallied so much. WYNN, for one, looks like one of the most overvalued stocks around... |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2432
Registered: 07-2005
| | Posted on Friday, April 10, 2009 - 08:04 am: |
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Heel,
If you remember, I got crushed when I sold the naked puts on PENN and the takeover deal fell through. I've held the shares until now, and believe it or not, I'm not too far from breakeven. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2424
Registered: 07-2005
| | Posted on Thursday, April 02, 2009 - 03:27 pm: |
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SKX 25% in two weeks.. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2419
Registered: 07-2005
| | Posted on Saturday, March 14, 2009 - 08:58 pm: |
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These are the only sneakers my daughter wears. They did have a weak quarter and they got pummeled. I guess the theory is that everybody is going to buy shoes from Walmart. Still, I think they are worth more than $6.
http://finance.yahoo.com/echarts?s=SKX#symbol=SKX;rang |
Sivleyd
Moderator
Username: Sivleyd
Post Number: 812
Registered: 10-2003
| | Posted on Tuesday, March 03, 2009 - 03:45 pm: |
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ADC was down around 10% today. And they just renewed their dividend. Small caps have been dumped more than the general market recently. That alone has my interest. |
Public_heel
Moderator
Username: Public_heel
Post Number: 9521
Registered: 12-2003
| | Posted on Tuesday, March 03, 2009 - 03:41 pm: |
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Thanks... it certainly is much less solid than ADC. The German guy who just bought $112m of stock must be royally teed off about their cutting the dividend. Could he have known they would do that and not waited until afterward?
Still, if SPX removal cuts the stock price low enough, I may take a flyer... |
Sivleyd
Moderator
Username: Sivleyd
Post Number: 811
Registered: 10-2003
| | Posted on Tuesday, March 03, 2009 - 02:31 pm: |
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DDR is much more leveraged and lost money in the most recent quarter. It failed my screen on both accounts. I wanted a company with less leverage (less than 50% debt to capital) and earnings sustainability in the positive range. |
Public_heel
Moderator
Username: Public_heel
Post Number: 9520
Registered: 12-2003
| | Posted on Tuesday, March 03, 2009 - 02:24 pm: |
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Sivleyd - when looking at ADC, did you look at DDR?
From the stock price behavior, clearly not as strong. Also turned 20-cent dividend into 2 cents and stock (last night). Finally, they are bottom of the totem pole in the S&P 500, and their removal will likely be announced tonight or tomorrow.
Still, their assets "appear" to be as sound as ADC's (my totally superficial evaluation), they have just gotten a major cash infusion from a German investor (at a much higher stock price), and they would seem to have a higher upside than downside, at this point.
Unless more bad news comes out, I will probably buy them, on-the-close, the day they are removed from the SPX... |
Public_heel
Moderator
Username: Public_heel
Post Number: 9519
Registered: 12-2003
| | Posted on Tuesday, March 03, 2009 - 10:54 am: |
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I never thought GE would go that low.
And they never would have, if Jack Welch had not turned them into a bank.
No doubt CNBC will continue having him on as a guest, genuflecting all the while. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2405
Registered: 07-2005
| | Posted on Tuesday, March 03, 2009 - 10:46 am: |
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GE cut its dividend and is trading at $7. I never thought GE would go that low. |
Sivleyd
Moderator
Username: Sivleyd
Post Number: 810
Registered: 10-2003
| | Posted on Monday, March 02, 2009 - 09:38 pm: |
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Mall owners will suffer along with retailers. But as long as the retailer is solvent they have to pay their long term leases. So it is less of a drag on the mall owners, and there is time for the economy to recover. Of course, if the economy never recovers.... |
Public_heel
Moderator
Username: Public_heel
Post Number: 9516
Registered: 12-2003
| | Posted on Monday, March 02, 2009 - 08:23 pm: |
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ADC/BMR
ADC - Gee, I don't think I could bring myself to own a mall stock. I think retail may well end up being worse than we can even imagine. And when you're in a mall, a few stores going down can "curse" the rest, and losing an anchor store is even worse.
BMR - Do you know the nature of the companies they rent to? if it's Genentech, that's one thing, If it's startups, that's another.
Other notes -
- their A/P is falling and their A/R is rising. I don't know why, but that's good.
- do you know if they have more of those swaps? They took a real bath on the ones they just closed.
- they did great selling all that new stock last year, at 3+ times today's price
- they are down over 20% since announcing Q4 earnings, which I would normally consider a bad thing, but I guess is a good thing for someone who has already decided to buy
- the interest rates they are paying on their various debts are great, which means they can only get worse
- they seem to have a lot of preferred stock. I am superstitious about that. Makes me wonder what the preferred buyers might know that the common folk don't.
- they would seem to be depreciating at a very low rate. $100m/year for $3b in assets does not seem right.
- what are those "derivative instruments"? More swaps, I suppose. Looks ominous, but I guess it could always be a good thing...
OK, I'm tired of trying to sound intelligent about something I'm completely ignorant of..... |
Sivleyd
Moderator
Username: Sivleyd
Post Number: 809
Registered: 10-2003
| | Posted on Monday, March 02, 2009 - 05:29 pm: |
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I agree that the extra high yield is a red flag. There are lots of stocks that will be reducing those fat yields. And yes, I bought about 30 minutes from close. But with the market sinking like a rock, I figure that may not make much difference. |
Public_heel
Moderator
Username: Public_heel
Post Number: 9513
Registered: 12-2003
| | Posted on Monday, March 02, 2009 - 05:24 pm: |
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I hope you got those at the end of the day, and not the beginning!
I kinda wonder about very-high-dividend stocks like that... given that so many people are desperate for yield, might not the stock price be inflated above where it would be otherwise? |
Sivleyd
Moderator
Username: Sivleyd
Post Number: 808
Registered: 10-2003
| | Posted on Monday, March 02, 2009 - 04:33 pm: |
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Amidst the downturn and bloodbath....
Bought $20k each of two stocks with high div, low debt, small cap and pretty solid and stable income. They are down considerably with the market. Both appear to have some downside protection to income with long term leases:
BMR - BioMed Realty - leases space for biotech research
ADC - Agree Realty - leases space for malls |
Tobersella
Registered Member
Username: Tobersella
Post Number: 11
Registered: 11-2008
| | Posted on Tuesday, December 02, 2008 - 08:29 am: |
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Yes, just from my reading of a few items it seems this management group, or the CEO, is a little overly exuberant. I like your analysis. Thanks! |
Cmac
Registered Member
Username: Cmac
Post Number: 616
Registered: 03-2004
| | Posted on Tuesday, December 02, 2008 - 08:22 am: |
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Good Morning.
Management claims the Mexico facility is prepared to ramp at this point if the orders come. However, in previous conference calls management has claimed that big potential end users have been hesitant to commit to fiber (in some cases) because they questioned the ZOLT's ability to meet the order flow. I think that is why they are building inventory.
The Company could move counter-trend on meaningful news. Things that come to mind would be Tesla receiving significant Gov't incentives, a GE supply contract, a major automotive contract (Evo ?), an airliner supply contract for substructures, or a specific policy statement by the new administration supporting wind power. |
Tobersella
Registered Member
Username: Tobersella
Post Number: 10
Registered: 11-2008
| | Posted on Tuesday, December 02, 2008 - 07:55 am: |
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Morning cmac,
It seems that we are close to a bottom in the overall market but how long we stay here no one knows. Certainly any up days this stock will move with the market. The question is will they be able to ramp up the new factory in Mexico in a reasonable time to get to their $500,000,000 a year revs? That seems a stretch. At any rate, this is a small company that will be volatile which is no major revelation.
I am thinking about buying a little here. Maybe a couple hundred shares |
Cmac
Registered Member
Username: Cmac
Post Number: 615
Registered: 03-2004
| | Posted on Tuesday, December 02, 2008 - 12:33 am: |
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Margin improvement should follow capacity utilization. Precursor inputs to mfg. the fiber rise and fall with the price of oil, so margin should be better in the coming quarter. With the expansion of their facility in Mexico, they are currently overbuilt.
Mgmt. has had a generally contentious relationship with analysts, in part due to falling short of concensus. Nonetheless, it's nice to see a small growing company that is profitable in alternative energy.
I bought a little at $6 last week and sold most of it. I've been a loser on it too. I think they become more interesting down here, but buy & holders in the stock are living on hope.
I see that they released earning about an hour ago. Thoughts?
Oh, Tobersella - you would be challenged spell as poorly as i. |
Tobersella
Registered Member
Username: Tobersella
Post Number: 9
Registered: 11-2008
| | Posted on Monday, December 01, 2008 - 11:07 pm: |
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Hello CMAC....I meant "weak" of heart in my last post. I need to reread my posts. Yes, seems like a company with real potential. I have no position but am considering. I would like to see their margins expand but it does seem to have rev. growth potential. |
Cmac
Registered Member
Username: Cmac
Post Number: 613
Registered: 03-2004
| | Posted on Monday, December 01, 2008 - 10:04 pm: |
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Tobersella,
I know a little. It was one the few companies that I could find that is somewhat a pure play on wind. Run by Rumy (sp) Zolt. It's his baby. Main potential in large diameter (> 60 meter) blades or in offshore high wind environment; mooring cables for deep offshore rigs (still in testing); and automotive. Supply the Tesla electric car, some parts for BMW. |
Tobersella
Registered Member
Username: Tobersella
Post Number: 8
Registered: 11-2008
| | Posted on Monday, December 01, 2008 - 09:36 pm: |
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ZOLT....has anyone ever followed this company? Carbon Fiber etc. They clain that in 2 years they will effectively triple their revenues. Very volatile stock. Not for the week of heart. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2355
Registered: 07-2005
| | Posted on Monday, December 01, 2008 - 02:06 pm: |
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A/B,
The thing about satellite radio is that you can escape Howard Stern by choosing a station that plays music, or whatever you are looking for. On FM it seems that every station has Bob and Tom types who blabber on and on about nothing. Sometimes it is possible to find a good independent station that actually concentrate on music, or a serious subject. I think may be because clear channel owns so many stations now, and that is their modus operandi. Deregulation of radio was the worst thing that ever happened. |
Tobersella
Registered Member
Username: Tobersella
Post Number: 7
Registered: 11-2008
| | Posted on Sunday, November 30, 2008 - 11:45 pm: |
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Hello Super....there are too many bargains out there right now. INTC is just a no brainer. YHOO seems to be in the same area. Both have cash which is what you need now. CSCO and WMT are two more I like long-term. This is a GREAT website with a lot of very smart posters. You all do nice work. |
Afterburner
Registered Member
Username: Afterburner
Post Number: 776
Registered: 11-2003
| | Posted on Sunday, November 30, 2008 - 06:29 pm: |
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Treesloth: You must be referring to Bob and Tom (and their ilk), who got their start in my hometown 25 years ago, were a big hit, and now are national but have devolved into a couple of old farts making junior high school locker room jokes.
But Howard Stern on satellite radio is worse, IMO. What's better? |
Super
Moderator
Username: Super
Post Number: 940
Registered: 10-2003
| | Posted on Sunday, November 30, 2008 - 05:07 pm: |
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Welcome, Tobersella!
Great market, huh? We've been needing an optimist around here lately! Haven't been a lot of new faces since the bubble of 2000/2001, and hardly any optimists! |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2354
Registered: 07-2005
| | Posted on Saturday, November 29, 2008 - 11:50 pm: |
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Have you listened to FM radio lately? Other than NPR it consists of a bunch of blithering idiots who try extremely hard to be funny but don't succeed. No wonder it is fading into oblivion. |
Tobersella
Registered Member
Username: Tobersella
Post Number: 6
Registered: 11-2008
| | Posted on Friday, November 28, 2008 - 07:25 pm: |
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Bought YHOO today. This is a great market. |
