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Surprised no interest in IPW. Available around $1 yest AH. Then jumped up to the $1.20's for a quick 20% gain. This morning premarket back down around $1. Hit a high of $1.33 already after the open. For another 30% gain. Loving this bubbly market!
Schwab shows TDA realized gain/loss history only through gainskeeper - go to account history, then realized gain/loss, then gainskeeper.
Schwab-how do we see the "Realized Gain/loss" at any point(mainly year-to-date)after this transition from TDA? Showing zero for my different accounts? What am I missing or doing wrong?
KEQU yeah terrific run
I’ve still got a bit. Can’t figure out why it suddenly went nuts, but not complaining.
CSPI...Nerges continues his buying spree...
https://www.sec.gov/Archives/edgar/data/356037/000121465924009050/xslF345X05/marketforms-65875.xml
SSKMP Managed Index (As Of 5/14/24)
Daily Performance
+0.07%
YTD Performance
+2.52% (Best Levels of 2024 and Overall)
Overall Performance
+483.19% (Including Options Trading +347.17%)
SCKT - It does take a very special market to like SCKT, like a meme stock market or dot.com bubble market!
In other news, Mr. Bass picked up his buying again. He bought another 30k shares recently.
Don't know much about IPW but I grabbed a few around $1 after they posted adjusted quarterly earnings of .05/share vs a loss last year-
https://finance.yahoo.com/news/ipower-reports-fiscal-third-quarter-200500266.html
SVVC Firsthand Technology Value Fund Announces First Quarter Financial Results, NAV of $0.02 Per Share... ......... hall of shame money managers.
Finally, a Mocket that Likes Socket
You know the markets has been in funky bull mode when you read this: from Barrons.com, 'Robinhood Stock is a Pick-and-Shovel Play on Meme Mania.....'
PSIX(3.98) Thanks again KIK ! This can double and still be cheap.
almost 10 days in a row, I was up 4% or more, and
by the end of the day I was down. Yesterday I was up 8% at one point and lost for the day. Today I was up 7% at one point, and am now down. I have now lost back almost 20% in less than two weeks Now for those saying this is a great market, more power to you. However for me, and the last six or so stocks I've played over the last two weeks, I've lost my butt !
Wow congrats to those who still have KEQU! This one had that 'load up' feel back in September when they posted their first of several huge quarters...and the stock was trading around $17.
KEQU wazz up? I'm Cuckoo for KEQUpuffs!
SNFCA - That's always a good thing. From the 10-Q issued today:
On April 15, 2024 the Company executed a 10b5-1 agreement with a broker to repurchase shares of the Company’s Class A Common Stock. Under the terms of the agreement, the broker is permitted to repurchase up to $1,000,000 of the Company’s Class A Common Stock, with purchases to commence no sooner than May 15, 2024. The agreement is subject to the daily time, price and volume conditions of Rule 10b-18. The agreement expires on December 31, 2024.
SNFCA(7.21) Thanks for the timely alert !
Looks like they will be doing some buy back starting tomorrow
SNFCA($6.78) reports Q1 $.34 vs $.06
Book value is about $13.90/share
...hasn't hit the wire yet..
Gave up on GERN($3.70) for now
Great rally from $1.70 to $4, and decided to bail around $3.80. My position is, the FDA will likely give approval, but with either a black box warnings on the side effects, or some other negative. I say this mainly for the hugely negative attitude the FDA had on GERNs drug Imetelstat in general, and especially on the side effect concerns. So while I still think GERNs drug Imetelstat will be a huge winner eventually, I think it isn't worth the risk of holding into the FDA announcement around $4. Either way, June 16(PDUFA date) will be a huge day for GERN.
Good luck on DWSN. Things do seem to be heading in the right direction. They also just paid a hefty special dividend earlier this month...got to think business is pretty strong.
I wouldn't hold into the Q2 report because of potential seasonality, but the stock could still see $2+ with those big Q1 earnings sitting there.
Could be right on DWSN but new management team seems extremely focused on the bottom line...
I liked these "goals" from the PR: improving margins on our seismic acquisition services, reducing general and administrative expenses, and improving our operating cash flows
Schwab - Bummer on the shortcomings of Schwab's site. I spoke with a broker at Schwab yesterday who had migrated over from Ameritrade, and he was surprised that there wasn't an option for the bid and ask columns on the positions page. He said he would pass on the suggestion. I'm not holding my breath. I'm also going to shoot an email to my account rep today. I'm going to try to be the squeaky wheel on this issue.
HHS I agree ... insider buying is always great. I don't necessarily think its short term.. next quarter or even two... but I think it says something about managements confidence in their mid-term plans.
I added some HHS on that news. CEO bought over 7,000 shares and the CFO bought over 4,000 shares. Pretty dang bullish!
https://www.sec.gov/Archives/edgar/data/45919/000145262924000002/xslF345X05/wk-form4_1715636981.xml
https://www.sec.gov/Archives/edgar/data/45919/000125999324000004/xslF345X05/wk-form4_1715636713.xml
S&P trying to make it nine consecutive up days....
Yeah very tough market?? Look at GME and AMC the past couple days. I would say the exact opposite of a very tough market. Lots of small stocks running and the Dow had like a 10 day win streak.
OPXS delivers a good quarter as expected. Fiscal Q2 earnings of .16/share vs .07/share last year. Q2 revenues up 34%. 10Q reveals they expect revenues to increase further for the rest of the fiscal year. $9.1M in Q3 and $9.5M in Q4. They exceeded their target in Q2 so maybe they will again. According to that $3.8M order win PR last week, their backlog is now over $47M. Stock has run...but I think we could see this one at $10+ later this year.
https://finance.yahoo.com/news/optex-systems-holdings-inc-announces-130000804.html
DWSN report caught my eye as well. Big Q1 but it sounds like Q2 & Q3 might be quarters where they lose money. Stock could still shoot higher.
From the 10K-
Our operations in Canada are also seasonal as a result of the thawing season, and we have historically experienced limited Canadian activity during the second and third quarters of each year.
Thanks for all the KINS info! Looks pretty good to me. Was hoping to grab some in the low $4's but she gapped over my orders. Snagged a few and hoping to accumulate more on a pullback.
Thanks Nelson! I've been camped out bidding at 3.90 after KINS last earnings report....might have to raise that bid a bit. There was a lot of overhead selling after the Q4 report and the lack of liquidity will probably bring out some long term holders looking to reduce their holdings.
DWSN($1.75) impresses with Q1 EPS $.19 vs ($.02); I grabbed a few for a trade...
https://www.otcmarkets.com/stock/DWSN/news/story?e&id=2858558
KINS pretty good conf call. In response to a question, they said that they felt their balance sheet was strong enuf to carry their growth initiatives, and if it was necessary they could always reduce their quota share. Now thats not a guarantee that they don't raise cash.. I've seen others say similar shite only to announce an offering a month later..... but it does lower the short term risk of that happening.
I mean everything seems positive right now.. but note that the qtr reported was a bit of a lucky one weather wise.
They also stated (this is probably baked in their guidance) that they have a bunch of debt instruments coming due soon that were paying lower rates, and can now be reinvested in higher rate bonds.
And finally, their new reinsurance begins on July 31 (I think they said January .. if so that was a mistake). Their guidance assumes reinsurance costs will be flat year over year. But in early discussions with the reinsurers, they feel its possible that these costs will go down a small amount. I doubt its a huge number, but Reinsurance is their biggest expense so thats is nice, and perhaps could lead to a small bit of guidance upside.
best.
HHS decent sized insider buys by the CFO and CEO
re 'Very Tough Market' I mean yes, the market could crash starting today, who knows. But this has been one of the easiest markets in a very long time. Markets are up a ton. Most sectors are up a ton. Indexes are up a ton. Large Caps are up strongly, and most recently Small Caps have move much higher.
If you want to say its a dangerous market right now.. I might agree. But to base everything on a couple of stocks... on AAOI which had a horrific quarter.. and SMCI which has moved up an absolutely incredible amount.. to base everything on a few outliers, well I don't get that.
Very tough market
I can see that the stocks that might normally fly on no earnings now, but hopes of great earnings 6-12+ months out, are fizzling(ie AAOI). I am seeing the AI stock craze slowing considerably(SMCI looks dead for now), and I think this could mark the end of the insane 16-17 month rally we've seen. I don't know how to make out in this market(being that we've likely seen the highs for the year), but it won't be tech, financials, energy, consumer staples, housing, or even roads and bridges anymore. If I had to guess maybe were to hide, it would be healthcare. Of course, shorting the market for the next several months wouldn't be the worst idea either.
KINS I own her. Quarter was about where I expected, I mean a bit better than the guide they gave just a couple of weeks ago, but thats b/c they had some prior year positive development. But their guidance is more than solid, upped quite a bit from what they gave last quarter.. around 50% increase on the low end, and 22% on the high end. The March quarter is seasonally their worst quarter, December second worst, but note that they have had very bad June and Sept qtrs in recent years. If they can make their mid guidance of .92/share which I think is very attainable, then that would mean about .80/share in earnings over the next three quarters, of which in general the following two are seasonally stronger. And it would take too many things going right to make the higher part of their guidance. So could be some pretty big numbers coming up.
KINS was a mess for a while.. the newish CEO and team came in and has done a pretty good job... I mean some of it is luck in the Inusrance biz.. but they modernized the company, got it heading forward, cutting costs etc. Then they gave some focus to the company, particularly geographically, exiting non-core areas.. most notably NJ where they were losing a ton (and still are, but very little left).... now mostly NY only. They also raised rates.
One thing to note is they filed an S-3 last month. Not they hadn't had one effective for a while... maybe since '20 or '21. And most every insurance company has one out there just in case. So I'm not sure whether they intend to do anything short term. You'd hope with their guide that they'd wait for higher prices (all P&C Insurers raise cash from time to time), but who knows. I don't think they actually need a lot more cash unless they want to expand, and thats not what they want now. They just want to increase market share.
I don't think she deserves a big multiple. But .92/share at a seven multiple gets you to $6.40. Although thats is more of a stretch looking at it from a price the price to book side.
Anyway, I am not sure where she goes tomorrow, we'll see where she settles. But barring some wacky weather or other negative (or stock sale cash).. seems like they will have some real nice eps quarters coming up.
best.
KINS in with a good Q1 report and they raised guidance. Looks like a cheap stock in the $4's if there's a quiet storm season. But KINS was trading down near $1 a year ago, so it's already moved up a bunch. Any thoughts?
https://finance.yahoo.com/news/kingstone-reports-second-consecutive-quarter-201500569.html
SSKMP Managed Index (As Of 5/13/24)
Daily Performance
+0.47%
YTD Performance
+2.45% (Best Levels of 2024 and Overall)
Overall Performance
+482.87% (Including Options Trading +346.85%)
ThinkOrSwim...Am I missing it or did the Schwab version of ThinkOrSwim do away with being able to change the cost basis method when making individual trades? I see it on Schwab's web site, but it's gone on ThinkOrSwim.
I used it a lot w/ TDA.
Schwab - that is correct. TDA was much more suitable for frequent traders. Formerly I used TDA's website for trading but now I'm using ThinkorSwim which is much better than Schwab's website for placing trades and managing open orders .... ThinkorSwim has the duplicate trade feature, also one can click on the bid or ask to place an order and cancel open orders quickly with 2 clicks. I preferred the TDA website for order management over ThinkorSwim, but now ThinkorSwim is the best option for frequent traders.
Snagged a few more BURCA. Anyone else? Solid Q1 report and a fat 7.3% dividend. One where I'd like to know what the sellers are buying instead. If there's other stocks with a combo of lower P/E & better dividend yield than BURCA, would appreciate the tickers...
AAOI- obviously there are trust issues
I may give it up on this one. Tomorrow/Wednesay they're speaking at the Needham tech conference. I'm sure they'll get plenty questions about their 800G transceiver orders for late 2004, and 2005. I may wait to see what they say before selling
Schwab positions page - It looks like there is no option for putting bid and ask columns on the positions page at Schwab. Is that right?
Fidelity does have auto sweeps and you can pick from a couple of options for sweep accounts, but like nelson I don't care for the Active Trader Pro app. It is the worst of the broker apps that I use.
A-Trade - I'm not sure why I was at $4.95. I did have an Ameritrade Izone account that was $5 a trade, and I also had a Scottrade account that was acquired by Ameritrade.
$4.95 at tda? Man, I've been paying $6.95 over the years. I guess I should have known and spoken up!
CSPI...Re: Slide 18...Pfizer is the pharma company that deployed AZT PROTECT across their global manufacturing (IMO). You never know but look at the numbers on slide 18 and compare them with Pfizer...
From the slide...
- 2nd Worldwide Largest Pharm Manucaturer
- 40 manufacturig facilities wolrdwide
- 80,000 Employees
- $55B in anual sales.
Pfizer...
- https://currentaffairs.adda247.com/biggest-pharmaceutical-company/
- Our global manufacturing network includes more than 35 sites across six continents.
https://www.pfizercentreone.com/pfizers-global-manufacturing-network#:~:text=Our%20global%20manufacturing%20network%20includes%20more%20than%2035%20sites%20across%20six%20continents.
- Full Time Employees: 88,000
https://finance.yahoo.com/quote/PFE/profile
- $55B+ in annual sales
https://finance.yahoo.com/quote/PFE/financials
https://www.databreachtoday.com/showOnDemand.php?webinarID=5538
SS- IART, thanks
for your view, and explaining about the integra skin unit. I still think the stock is way over sold based on guidance. However I understand your point about investors having lost confidence in management. Hopefully they find a new CEO soon, and things get turned around for the better. Personally I think the upside potential is so great, that this is one of the best plays out there. I like AAOI a lot too, after listening to the CC. I mean $600M in 2025, and that stock could triple from here.
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