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Sorted by: Date | Top Results
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| 1. |
Re: Question 83 for Commandor? 
I just suffer with money market funds that earn nothing,
but offer maximum flexibility. However, that is partly
why I think this market will have another substancial
up-leg. All the money in MM funds and 2-yr or les
s...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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7-Feb-10 01:49 pm |
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| 2. |
Re: Commandor - Thank You
Hopefully, we will be right. D-ram ASPs have come down
a little, but still remain high, we know demand, among
many end-markets, are strong and we know DRAM has
been aggressively...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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7-Feb-10 01:43 pm |
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| 3. |
Global Warming Croud
(not on this board) has been quiet in recent weeks/month
since Copenhagen. Could it be that this "religious"
movement is discovering some important facts: 1)E
arth...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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7-Feb-10 11:58 am |
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| 4. |
Re: Commandor - Thank You
Tough to guess on how much "Xcel" was shipped,
but just on the regular business sales aught to be
close to $13 million, perhaps $14 million. Given how
much OpX has increased...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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6-Feb-10 04:27 pm |
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| 5. |
Re: Commandor - Thank You
I was not pleased with the guidance for the March Q
and sold some inventory in the $1.60s-down to a level
that I'm comfortable with. Since NENG fell back
to the mid $1.30s it has...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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6-Feb-10 01:15 pm |
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| 6. |
Re: W/R to KTCC
Obviously KTCC held in like a champ the past couple
weeks. It is still cheap and without analyst coverage
and those that bought near the 52 week high will still
be up 50% sometime...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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6-Feb-10 10:19 am |
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| 7. |
Re: Commandor - Thank You
OPWV had a good Q, but the company was reluctant to
raise guidance for the whole year-I think that is
why the stock did nothing. I also bought some SMSI
on 2/4, so I have two wireless software...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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6-Feb-10 10:08 am |
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| 8. |
Re: Musings on 2010
Can't say I catch every word on CNBC, but Larry
Kudlow was talking about Europe and Japan exporting
"deflation" to the US. This "deflationary
scare" that I have been writing about still.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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5-Feb-10 03:02 pm |
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| 9. |
Re: Musings on 2010
Going back to mid Jan I posted that the "market"
will have to have at least one down volume to up volume
of 10/1 on the NYSE before the sell-off would be complete.
On 2/4 the ratio was 36/1. In addition, I...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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5-Feb-10 09:05 am |
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| 10. |
Stock Action
In the $5.50s, IDTI is at an eight month low-even after
several very good quarterly results. In addition,
recent acquisitions and divestitures has IDTI mor
e...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Integrated Device Tech. (IDTI)
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commandor58 |
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4-Feb-10 10:27 pm |
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| 11. |
Re: Stock Action
RSI is 25, implying the stock is way over-sold in the
short-run. Given positive sales and earnings momentum
in the storage and networking end-markets...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brocade Communications Systems, Inc.
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commandor58 |
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4-Feb-10 09:10 pm |
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| 12. |
Re: will most likely buy more shares because...
On the positive side, LTRX will recognize revenue from
both X-port pro and spider duo in the current Q-could
be a chance that sales and eanings will increase Q/Q.
I will look for insider buying over the next few.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Lantronix, Inc. (LTRX)
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commandor58 |
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4-Feb-10 08:07 pm |
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| 13. |
Re: Commandor - Thank You
Bought some DRAM today at $2.85, based on SMOD's
increased guidance. Will be looking to buy more under
$2.50. I remember your concern about share issuance,
I hoping that...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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4-Feb-10 07:54 pm |
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| 14. |
Re: Commandor - Thank You
I picked up some just before the close-very pleased
with results on OPWV. Have not listened to the CC
yet, but I'm a strong hold. Don't expect then
to survive the year as they should...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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4-Feb-10 07:50 pm |
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| 15. |
Re: Sales & Marketing VPs ineffective
I would agree as the sales results were rather punkish.
Certainly, the CEO's definition of "robust"
is much more modest than the rest of the world's.
On the plus side, cashflow...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Lantronix, Inc. (LTRX)
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commandor58 |
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4-Feb-10 05:23 pm |
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| 16. |
Stock Action
BRCD has pulled back 30%+ from recent highs while fundamentals
have a high probability of beating expectations. All
the storage vendors...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brocade Communications Systems, Inc.
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commandor58 |
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4-Feb-10 01:42 pm |
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| 17. |
Re: Commandor - Thank You
It maybe a little early, but this is what I have been
waiting for-NYSE down volume more than 10X up volume.
Bought some of my favorite cash rich stocks:IDTI,
SMSI, OPXT, NVTL and BRCD (not cash...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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4-Feb-10 01:27 pm |
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| 18. |
Re: W/R to KTCC
Since the business is only selling for $1.70 or so,
the liquid part of the balance sheet is worth $3.30/share,
that would imply the P/E is 3 or 4. The reason the
stock doesn't continue...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Key Tronic Corporation (KTCC)
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commandor58 |
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3-Feb-10 10:15 pm |
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| 19. |
Re: Stock Action
Another net plus, beyond what should be strong sales
into the defense and smartphone area for the Dec Q,
is that Blackrock has accumulated a 7.5% position
-filing...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kopin Corp.
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commandor58 |
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2-Feb-10 08:34 pm |
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| 20. |
Stock Action
We will see if the $3.90-$4.00 holds as KOPN has sold
off over the last few weeks. At the time of the 3rd
Q CC, mgt stated increased deployment of troops i
nto...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kopin Corp.
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commandor58 |
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2-Feb-10 03:29 pm |
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