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1.  Re: This could be why TBT is up plenty today. 
Chinese to sell *non US government* assets. And what will they do with those dollars? Probably buy a lot of treasuries!
Business & Finance > Investments > Stocks (A to Z) > Stocks U  >  UltraShort 20+ Year Treasury ProShares
  dcxavier   9-Feb-10 11:37 pm
 
2.  Re: GUYS this is heading to $42 
Decay in action. TBT vs. 30 year Treasuries yield. 30 year yield way up, TBT goes nowhere. 2/9/2010 TBT...$47.68 30 year...4.58% 11/28/2008 TBT...$48.40 30 year...3.45% or flat 30 year yield, TBT drops...
Business & Finance > Investments > Stocks (A to Z) > Stocks U  >  UltraShort 20+ Year Treasury ProShares
  dcxavier   9-Feb-10 11:33 pm
 
3.  Re: Big cash burn coming up 
TRID used to trade for less than cash minus all liabilities, I owned it then. Now it isn't close. Writeoffs are in the past, management just said that cash burn this quarter will...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trident Microsystems (TRID)
  dcxavier   9-Feb-10 10:46 am
 
4.  Re: GUYS this is heading to $42 
Morons? It's time again for the recurring lecture. ************* Avoid *all* leveraged and inverse ETF's. They suffer from a phenomenon called decay when held longer than a...
Business & Finance > Investments > Stocks (A to Z) > Stocks U  >  UltraShort 20+ Year Treasury ProShares
  dcxavier   9-Feb-10 09:52 am
 
5.  Re: 2nd qtr results 
These guys are hitting on all cylinders. Wonder how the Wal-Mart initiatives are going. I'd like to see another special dividend this summer.
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  RG Barry Corp. (DFZ)
  dcxavier   9-Feb-10 09:48 am
 
6.  Re: GUYS this is heading to $42 
Like all leveraged/inverse ETF's, this is heading to zero in the fullness of time. It's all in the math behind daily leverage.
Business & Finance > Investments > Stocks (A to Z) > Stocks U  >  UltraShort 20+ Year Treasury ProShares
  dcxavier   9-Feb-10 07:55 am
 
7.  Re: Heavy volumes- more BBS Buying? 
BBS = BBS Capital Fund. They own over 1M shares, about 15% of the float.
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  Kona Grill Inc. (KONA)
  dcxavier   9-Feb-10 07:51 am
 
8.  Big cash burn coming up 
$17M - $27M expected next quarter. It's accele rating.
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trident Microsystems (TRID)
  dcxavier   8-Feb-10 05:51 pm
 
9.  Re: john mack: “we cannot control ourselves” 
You should have sold on 11/3, closing price was $33.87. You would have saved yourself some bucks. Maybe they know what they are talking about...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Cymer, Inc. (CYMI)
  dcxavier   8-Feb-10 01:53 pm
 
10.  Re: Question? 
You'll still lose money. TBT vs. 30 year Treasuries yield. 2/1/2010 TBT...$47.77 30 year...4.56% 11/28/2008 TBT...$48.40 30 year...3.45%
Business & Finance > Investments > Stocks (A to Z) > Stocks U  >  UltraShort 20+ Year Treasury ProShares
  dcxavier   8-Feb-10 01:20 pm
 
11.  Re: Backend utilization improving 
Good news from ASX, look at copper comments. SPIL reported 100% bonder utilization yesterday too. ************* ASE sees profit growth in 2009; beats 4Q09 guidance Jessie Shen, DIGITIMES, Taipei...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  Kulicke and Soffa Inds. (KLIC)
  dcxavier   5-Feb-10 09:36 am
 
12.  Re: Backend utilization improving 
But keep in mind how estimates can change. 2009 actual capex was more than twice original esitmate. But that can cut the opposite way just as quickly. *********** PTI meets 4Q09 guidance; sets 2010 capex...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  Kulicke and Soffa Inds. (KLIC)
  dcxavier   4-Feb-10 11:35 am
 
13.  Re: A bad news thread 
More about potential ovecapacity. *********** TSMC and UMC expansion projects may result in overcapacity for 12-inch wafers, say sources Claire Sung, Taipei; Jessie Shen, DIGITIMES [Thursday 4...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  Kulicke and Soffa Inds. (KLIC)
  dcxavier   4-Feb-10 11:26 am
 
14.  Re: A bad news thread 
Hate to throw this in on a good news day, but it could affect wedge bonder sales. Normally don't post analyst views, but this goes against the grain. *********** Merriman Curhan Ford...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  Kulicke and Soffa Inds. (KLIC)
  dcxavier   4-Feb-10 08:42 am
 
15.  Blowout! 
What I like best is $31M free cash flow. If they can keep this up for a couple more quarters, then goodbye debt and no more secondaries. And don't waste it buying back shares at a high...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  Kulicke and Soffa Inds. (KLIC)
  dcxavier   4-Feb-10 07:14 am
 
16.  Re: Industry disconnect 
Large pharmas. Name..Sales($B)..Cap($B) JNJ.....61.9........176.5 NVS.....49.3........123.3 PFE.....49.1........155.3 GSK.....45.1........100.1 Roche..46.4.........N/A SNY.....42.3.........98.2 AZN.....32.3.........67.0 ABT.....30.8.........84...
Business & Finance > Investments > Stocks (A to Z) > Stocks N  >  Nektar Therapeutics (NKTR)
  dcxavier   2-Feb-10 10:00 pm
 
17.  Re: Govt Grab of your 401k and IRA 
Taxes are going up. When people start taking mandatory withdrawals of the IRA's and 401k's, they will pay a higher tax rate on the money than there was when they put...
Business & Finance > Investments > Stocks (A to Z) > Stocks U  >  UltraShort 20+ Year Treasury ProShares
  dcxavier   2-Feb-10 09:33 pm
 
18.  Re: 9th Annual Crappy Stock Picking Contest 
This is cross-posted on the KLIC board. $100 donation has been made to the Boy Scouts National Council. I'm still high on my NKTR pick for the long term. They had...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Cymer, Inc. (CYMI)
  dcxavier   1-Feb-10 07:42 pm
 
19.  Re: 9th Annual Crappy Stock Picking Contest 
$100 donation has been made to the National Council. I'm still high on my NKTR pick for the long term. They had superior results with their NKTR-102 cancer for metastatic ovarian cancer...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  Kulicke and Soffa Inds. (KLIC)
  dcxavier   1-Feb-10 07:41 pm
 
20.  Re: Broadpoint----ALL IN 
Historically, low multiples in the chip equips are seen at market tops. At the bottom, it's losses as far as the eye can see. Remember the prognosis last March? KLIC...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  Kulicke and Soffa Inds. (KLIC)
  dcxavier   1-Feb-10 04:44 pm
 

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