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1.  Re: Q4 2009 Earnings and CC Comments 
I saw the announcement today that we are maintaining the dividend at .18 again this quarter. Algo, we were in Texas oil country a few weeks ago and there appeared to be a fair amount of...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Amcol International Corp. (ACO)
  steve_382   9-Feb-10 05:09 pm
 
2.  Morgan Stanley has target of $50 per share 
Morgan Stanley Sees Emerson Electric's View As Overly Conservative, Raises PT To $50 (EMR) - 2/8/2010 8:28:05 AM By Chip Brian, SmarTrend Analytics Team 2/8/2010- Morgan Stanley analysts believe that...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Emerson (EMR)
  steve_382   8-Feb-10 02:27 pm
 
3.  Re: Spansion Court Case 
Found a little mention at the Law360 site, but didn't register for the entire article: Spansion, Aehr Reach Pact On $18.5M Claim Law360, New York (January 20, 2010) -- Bankrupt chip maker Spansion Inc. has agreed not...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aehr Test Systems (AEHR)
  steve_382   5-Feb-10 05:30 pm
 
4.  Wm Blair Inst Holdings 
I was looking at the latest SEC filings and noticed that Wm Blair had started increasing their position in OFI agaom the last couple of...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Overhill Farms, Inc. (OFI)
  steve_382   5-Feb-10 01:18 pm
 
5.  Re: Question/Answer2 
Great summary Trains. I have also been impressed with how management handled the labor problem and also the proposed buyout from the BOD member. I think they have done a...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Overhill Farms, Inc. (OFI)
  steve_382   4-Feb-10 10:59 pm
 
6.  Re: Earnings out-very decent 
I agree, very good results. This quarter is the third best ever for earnings and the fourth best ever for revenues. OFI could easily earn .80 to .90 this year. Assuming these...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Overhill Farms, Inc. (OFI)
  steve_382   4-Feb-10 09:58 am
 
7.  EMR posts good results - good sign for SLI? 
The only reason I mention this is that at least some EMR's businesses are related to SLI's businesses. We won't see SLI Q4(12/31) results until mid March or...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  SL Industries Inc. (SLI)
  steve_382   2-Feb-10 01:50 pm
 
8.  Q1 Earnings Soon 
These results were released on Feb. 6 last year and should be out soon. I don't expect much improvement until Q2 or Q3, but picked up some more shares to day.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Overhill Farms, Inc. (OFI)
  steve_382   1-Feb-10 03:31 pm
 
9.  Re: Spansion Court Case 
Hard to say. Really two questions. Will Spansion be enough of a going concern after emerging from bankruptcy to need as much AEHR product as before, and if not, who will take up the slack on orders...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aehr Test Systems (AEHR)
  steve_382   1-Feb-10 02:28 pm
 
10.  Wall Street Transcript Mentions MGRC 
We don't get much ink, so I thought I would post this. http://www.twst.com/yagoo/hoganinvestingstrategiesTWO.html TWST: What are some examples of your core holdings that you've...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  McGrath RentCorp (MGRC)
  steve_382   1-Feb-10 11:31 am
 
11.  Cash and equiv of about $1.10 per share 
According to my calculations, AEHR should have about $1.10 per share in cash and equivalents. Normally that would be great, but if they can't start finding...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aehr Test Systems (AEHR)
  steve_382   29-Jan-10 03:08 pm
 
12.  AEHR sells Spansion claims for 65% of value 
Not sure if this helps or hurts the commons, but here it is anyway. ITEM 1.01. Entry into a Material Definitive Agreement. On January 25, 2010, Aehr Test Systems (the "Company...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Spansion Inc. (SPSN)
  steve_382   29-Jan-10 02:34 pm
 
13.  Re: Spansion Court Case 
Looks like they were able to sell their remaining receivables for a better price than we thought. The recent price action indicates that someone...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aehr Test Systems (AEHR)
  steve_382   29-Jan-10 02:26 pm
 
14.  Re: pfe and myl file form no act 
From the SEC website: No Action Letters An individual or entity who is not certain whether a particular product, service, or action would constitute a violation of the federal securities law may...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mylan, Inc.
  steve_382   27-Jan-10 08:42 pm
 
15.  Re: SEC filing: greater than or equal to 5% acquisition 
It looks like Hotchkis has gone from from about 137,000 shares to 1.7 million in the last year. Check out this link which shows their historical holdings of OFI (it doesn't...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Overhill Farms, Inc. (OFI)
  steve_382   27-Jan-10 09:42 am
 
16.  8K Filing for Director Insurance Policy 
Looks like they are taking out an insurance policy to cover lawsuit against directors. Many companies have done this, but it's probably not a coincidence that this...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CRAFTMADE INTL INC& (CRFT.PK)
  steve_382   27-Jan-10 09:18 am
 
17.  Q4 and 2009 Results Are Out 
http://finance.yahoo.com/news/Graco-Reports-Fourth-Quarter-bw-1893112624.html?x=0&.v=1 There will be a CC tomorrow at 11 AM Eastern time. A quick glance at the PR shows that GGG just barely earned enough...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Graco Incorporated (GGG)
  steve_382   25-Jan-10 07:29 pm
 
18.  Re: Q4 2009 Earnings and CC Comments 
I would say the dividend is safe. They are earning nearly twice what they are paying out and have a long history of paying dividens. I wouldn't expect the dividend to be...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Amcol International Corp. (ACO)
  steve_382   25-Jan-10 05:53 pm
 
19.  Q4 2009 Earnings and CC Comments 
Well, I listened to the CC again today and still didn't hear anything to make me nervous. In the big picture, revenues were down 20% for FY 2009 compared to 2008, but earnings were...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Amcol International Corp. (ACO)
  steve_382   25-Jan-10 02:45 pm
 
20.  Re: Spansion Court Case 
Good post. Your numbers would also make sense considering the 30 cents on the dollar or so that Fulcrum paid for the part that AEHR sold. The cash infusion will help AEHR...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aehr Test Systems (AEHR)
  steve_382   21-Jan-10 06:32 pm
 

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