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1.  Re: 2011 Dividend tax rate at marginal 40% 
Question is what will the CEO (and 30% owner) do to the div policy.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Ark Restaurants Corp. (ARKR)
  truth.monger   4-Feb-10 03:34 pm
 
2.  Re: Someone brought this stock to my attention.. 
FYI - when XRTX crashed in 2008 the fundamentals were bad. Significant endless losses were anticipated. But they cut expenses and we soon...
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   4-Feb-10 02:57 pm
 
3.  Re: If Cramer has one point... 
Excellent points.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Seagate Technology (STX)
  truth.monger   4-Feb-10 12:20 pm
 
4.  Re: Someone brought this stock to my attention.. 
Agreed, but these 5% morning decline gifts will end soon, if they have not already. There is no rational reason for XRTX to be where it is.
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   2-Feb-10 03:35 pm
 
5.  Re: Down 20% in the last two weeks 
It may be a good time to sell other media holdings with less upside and buy more EVC. EVC mgmt seemed very confident at the investors conference a couple of months ago. That seems to...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Entravision Communication (EVC)
  truth.monger   2-Feb-10 03:01 pm
 
6.  XRTX will exceed a billion, easy. 
2010 revenue should easily exceed a billion. From the conference call we already know they have a strong revival of orders on the capital equipment sales side of the business (going to STX, WDC, etc). And...
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   2-Feb-10 02:50 pm
 
7.  Re: XRTX = WDC Capital Equipment supplier 
XRTX does look primed for an easy 10% upside run. Probably looking at greater than 25% by the next release. Their first quarter ends February. Sales, margin and earnings outlook...
Business & Finance > Investments > Stocks (A to Z) > Stocks W  >  Western Digital Corp. (WDC)
  truth.monger   2-Feb-10 01:38 pm
 
8.  Re: XRTX = STX&&39;s capital equipment supplier... 
XRTX does look primed for an easy 10% upside run. Probably looking at greater than 25% by the next release. Their first quarter ends February. Sales & margin outlook is...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Seagate Technology (STX)
  truth.monger   2-Feb-10 01:34 pm
 
9.  Re: Q1 Results in 35 trading days 
Agreed, maybe a climb to 19. Should be in the $20's after the next call. XRTX has historically been valued in the 20's with weaker sales...
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   1-Feb-10 06:39 pm
 
10.  Q1 Results in 35 trading days 
The next earnings report is 35 trading days away. We'll probably climb much like XRTX did last quarter. Eventually the market will accept this business is very strong for a long time to come...
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   1-Feb-10 01:19 pm
 
11.  Q4 GDP "Equipment and software increased 13.3 percent" 
Few parts of the economy have an outlook that is as certain as storage. Over the past month earnings, outlooks, and new information has assured the future performance of this...
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   29-Jan-10 01:26 pm
 
12.  Re: looks good at first, but... 
Sorry, you are correct, in december for one year. Pledged everything it seems.
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hardinge Inc. (HDNG)
  truth.monger   22-Jan-10 09:58 pm
 
13.  Re: looks good at first, but... 
No, they did not refi their large fully drawn line of credit. That is why their debt is classified as current debt. It is due in a few months. Current debt...
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hardinge Inc. (HDNG)
  truth.monger   22-Jan-10 09:52 pm
 
14.  Good conf call 
The call was good. A lot of analyst interest this time. Many good questions. Momentum is building. Backlog expected to continue to grow and margin are expected to...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Twin Disc, Incorporated (TWIN)
  truth.monger   22-Jan-10 04:24 pm
 
15.  Re: Disappointed Again 
Right, considering the poor market today the reaction to the small loss was not bad. It is apparent the worst is behind twin. It may be good to stand back and consider that they only...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Twin Disc, Incorporated (TWIN)
  truth.monger   21-Jan-10 05:02 pm
 
16.  Any bets on the outlook? 
Seems trains, planes, and automobile stocks have been doing well lately. I'm hoping the positive outlook extends to the sea as well as twin's other...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Twin Disc, Incorporated (TWIN)
  truth.monger   20-Jan-10 10:55 pm
 
17.  STX - telling a great storage story! 
2010 demand expectations are very high. As XRTX had said STX's and other's capital spending plans have been raised to meet unit demand. STX...
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   20-Jan-10 10:37 pm
 
18.  Re: Thoughts - Min Wage, legal fees, retirement 
Steve Jobs is important to Apple’s image, but he is not required for day to day operations. ARKR has no image, it is not branded, but Weinstein...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Ark Restaurants Corp. (ARKR)
  truth.monger   18-Jan-10 03:19 pm
 
19.  Intel & tech 
If Intel is bullish tonight folks will be looking for the few remaining strong revenue, earning and margin growth tech bargains with renewed vigor.
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   14-Jan-10 10:50 am
 
20.  2010 $2 earnings @ < $25 
How many techs with a superior bal sheet, strong revenue growth, and a $2+ 2010 earnings estimates are selling under $25?
Business & Finance > Investments > Stocks (A to Z) > Stocks X  >  Xyratex Ltd. (XRTX)
  truth.monger   14-Jan-10 09:54 am
 

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