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PSIX($3.95) is a back-door AI play, IMO
While Q1 revenues were down 18% overall, the company reported a revenue increase of $17.3 million in the power systems end market (from $44.6M to $62M). According the Q1 PR, "Higher power systems end market sales are primarily due to increased demand for products across various applications, with the largest increases attributable to products used within the packaging market such as enclosures serving the fast-growing data center market ..."
Power Systems revenues accounted for an impressive 65% of Q1'24 revenues, versus just 38% in Q1'23. Also, I would argue that Power Systems revenues are more profitable than the company's other segments, as overall gross margin rose from 20% in Q1'23 to 27% in Q1'24.
Trading at a trailing 12-month P/E of just 3, PSIX remains a very compelling value in my opinion.
I've only shorted <5 times over the years so I don't have any input on that issue. Thanks for your input on Schwab
Question for my fellow new-Schwab account holders...
Has anybody run into difficulty trading another Schwab account in addition to their own. I manage a couple accounts for family members and when I tried to log on to one yesterday, it locked me out and him out! Now it appears he has to submit a request to allow me to trade the account, and I have to fill out some on-line form. Grrr
TSRI getting bought out at $13.40/share
Everybody got their DJIA40000 hats ready? :)
SNFCA($6.78) reports Q1 $.34 vs $.06
Book value is about $13.90/share
...hasn't hit the wire yet..
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
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
Does DTRK qualify?
Not that it's any of your business, but I have 13000 SKAS at an average cost of $5.15
Why do you ask??
SKAS($10.12) printing 7-year high; P/E soars to 4
re PSIX($2.53): the 2024 EPS estimate according to Yahoo Finance has moved from $1.22 60 days ago, to $1.55 7 days ago, to $1.75 currently. Also, the analyst's price target is $10/share
I'm adding again today...
Buy AAOI?! Less than an hour ago you said "I don't trust management guidance of $500M next year. They've come short every quarter on guidance. Amazingly investors seem to believe them- too much for me"
I've never really understood the appeal of this one
...ain't that the truth! Agreed
AAOI($10.87) whipsaws investors; now up and powering higher
I didn't see anything in the report to account for the reversal, did you?
...I guess you could say the stock is Back in (the) Black?
PSIX($2.16) reports Q1 EPS $.31 vs $.16 on continued margin improvement
Q1 revenues fell to $95M from $116M last year. But it's very noteworthy that in the PR the company forecasts full-year 2024 revenues to be up 3%, suggesting that the upcoming 3 quarters of 2024 will show revenues averaging about $126M. Given the strong margins that PSIX has been reporting for several quarters now, the EPS that they will report on $126M in revenues should be significant!
PSIX remains one of my largest positions.
https://www.otcmarkets.com/stock/PSIX/news/story?e&id=2851568
FACO($3.08) reports Q1 EPS $.18 vs $.03; revenue up 48% to $145M
I estimate trailing 12-month EPS at $.67, suggesting a P/E of less than 5. Also, book value is now $3.87/share
https://www.otcmarkets.com/stock/FACO/news/First-Acceptance-Corporation-Reports-Operating-Results-for-the-Quarter-Ended-March-31-2024?id=439631
This is a bizarre post for someone who has 8000 fictional shares!
IART($25.34) sliding hard...this post nailed it
Good eye NNS!
Don't like all those share issuances year-to-date, but the P/E is still just 4 nonetheless. And the tone of the PR, including the stock buy-back, struck me as very bullish for 2024.
The float is just 1.2M despite all those additional shares issued this year...
Grabbed a few DTRK($.40); P/E is 1
This morning, the company reported diluted 2023 EPS of $.38. And then there was this from the PR; they reported
"Closing the company’s largest sales contract in a decade that provides seven-figure
recurring revenue for the company for the next several years and likely to expand into
additional future revenues."
https://www.otcmarkets.com/otcapi/company/dns/news/document/74354/content
Hey manjb, have you called the AYSI people again since this post? Have you heard when/if the $$ will hit our accounts? TIA
re GL: nasty stuff; no position...
re GL: obviously the easy money has been made; there's some really nasty stuff in the short report so I'd stay away...JMHO
And the stock actually dropped below $40/share after my post before rebounding 100%! Wish I'd taken my own advice...grrr
Good luck on SMCI; some would say the year-to-date tripling of the stock is a little overdone
:)
re AYSI: I sent an email to that site on Monday(4/15), and haven't heard anything back yet...
The site is well laid-out and informative. I'm expecting to hear about the 4/4 meeting soon...
TSSI($.78) on fire over the past week; hearing anything?
Nice 13% pop on MAMO today! Great call
SOWG($16.20) lowers the boom on shareholders today; tees up $15M offering...
Were you able to lock in any $20+ sales?
Helluva buy on SOWG! Stock printed $22 today ?!
Anybody watching GL($58.75)? Stock getting whacked 44% on a short report.
A tempting bounce-back play IMO...
https://fuzzypandaresearch.com/globe-life-american-income-life-david-zophin-steve-greer/
Thanks Bmr and r59
I'm not up on "Buffet's indicator"...what's that?
Wow...DJIA tumbles 600 points off today's high! Anybody hear any chatter why?
DTI trading at $4+... helluva a call gil!
Thanks larry
re VTSI($14.83): larry, did you get a look at Roth's 2024 and 2025 EPS estimates for VTSI? TIA