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Henrik Alex article that I can't see:
https://seekingalpha.com/article/4717346-applied-optoelectronics-stock-earnings-mixed-results-improved-outlook-hold
I think there's somebody on this board that a Henrik Alex follower but can't remember who.
Hi Rado,
I just sold all my shares for $23.50. Looks like people were buying today ahead of earnings. I couldn't resist taking profit (and risk) off the table with it being up so much in the last 2 weeks. Maybe we'll see that increased capacity kicking in?
Side note, I couldn't see for sure if they actually announce earnings dates? Just going by what I couldn't find on the web.
FEIM fireworks at the close today. Looks like a big buyer wanted in before Monday. Could be interesting come Monday if sellers don't step in. I've been holding this one to see if it gets another pop in this market (that still seems to have some room to move north with the slightest bit of good news.)
Edit: we are post the $1 divvy cutoff, so this move is more significant than the chart would otherwise indicate.
An older one I still hold, AVNW, is looking good at current prices. Stock is down for no reason besides boring quarters for the past year and probably another boring quarter ahead.
The credit card thing just brought back something to mind I dealt with about a year ago. . .I recently became unemployed after working for a horticulture startup co. Long story short, I brokered a "direct from a Chinese factory deal" for some motorized ball valves for three of my former companies' facilities. Met the sales rep through Alibaba, but my company wouldn't pay through Alibaba because they didn't meet our accounting standards. So we did the payment direct to China with, you guessed it, credit cards. 40k worth of valves. I couldn't believe there wasn't another way offering us some protection, maybe HOUR has a similar reason.
The valves turned out to be great, they were unbelievable quality for the price, and I saved my co. close to 100k vs domestic source.
Re SMCI
Truth is, AI is here to stay. SMCI is probably undervalued if you're willing to wait. Yes, there was a big rush of initial business, but AI is going to continue to be a big part of business for the next X number of years even in a slow economy. (X is the number of years until we accidentally create a sentient AI that tries to wipe out humanity).
PDEX- Anybody here still holding/trading it? I have a small position I took in the mid 16's as a technical trade and selling @ 20 seems worth it considering the recent choppy quarters.
I agree. That's why I just sold 98% of my position. Multiple reasons-
-It was 45% of my entire portfolio and 80% of my Roth, need to diversify.
-PPS vs immediate forward outlook has never been a more favorable ratio for selling over the last year than now (no official metric here, just from my experience with Bel)
-Theres a lot of technical resistance in the low 70's and I don't see a catalyst to break that resistance.
-I was up approx. 380% (not relevant besides bragging rights)
Thanks for your gut feeling on this one, I think you're correct.
Re BELFB
Hi Hweb, I still have my entire position and just got done listening to CC, (I was somewhat distracted so best to listen yourself) There wasn't much good news to expect in Q3 . . .any new potential growth was projected to be Q4 and later.
I would expect gross margins to still be in the 38-40% range as they were this quarter as Bel has a strong history of conservative estimates and then over delivering.
There was a lot of talk of AI and getting into the AI market segment, perhaps that is the main reason for the upswing. Some other positives where the growing cash position and share buybacks.
Re cspi
I didn't get to watch it either, (yet).
You can watch it here by making an account, you don't even need a real email address:
https://www.databreachtoday.com/showOnDemand.php?webinarID=5538
Loved the last earnings report, I think CSPI is headed in the right direction.
CSPI - And Nerges has been buying again in the mid to upper 30's. I love how he always sets a nice floor for us after a big leg up.
Related however, he does have an agreement with with the co. to not exceed 15% ownership and he's at 13.75% currently.
Re CSPI still have all my shares 2morrow,.including the recent ones I picked up for $16. I agree the timing of any more deal announcements along with the split will tell whether it goes any higher.,.although it feels really "toppy" to me after today.
Re BELFB
Your gut was right again hweb, sadly I wasn't able to check the market all week due to work (never join a startup company if you value your sanity).
Taking a big hit AH on my portfolio, but there is a buyback announced and BELFB is a long term for me with a history of under promising and over delivering, so I'm not stressing about it.
I appreciate the boards input when I asked for advice last week, at minimum I had decided to hold at least 50% of my original shares.
Having been to China many times I can confirm a decent 2 bedroom apartment is about $70,000 USD and a newer 3 bedroom house is in the $100k to 200K USD price range.
20k housing sounds like new like govt subsidized "hazardous" housing
Big grats on this one 2morrow, I sold way too soon in the $3.90's if I recall correctly. But I'm still with you on CSPI and haven't sold a share!
Re BELFB
Any updates thoughts here hweb? With the market seemingly headed higher, would you still confidently short? I'm super nervous pulling the trigger on selling, but slightly more nervous on holding into earnings. This is the first time in my life I've held a position so large that a few % change equates thousands of dollars and the emotions are gridlocking my decision making.
Re BELFB
Still holding all my original shares plus my additional from the Oct dip.
I'm holding into early next week but seriously considering selling all before earnings.
Re CSPI
Hah, you read my mind! Just logged in here to report I successfully got filled at $17.1!
CSPI- blew right past my buy orders, dang it.-eom
Re CSPI
Are you thinking what I'm thinking after the 20% down day?
I'm thinking of adding some. Buying here at $16-$17 is a lot less risky than 3 years ago at $10-$12 when even having a single Aria customer was practically a pipe dream.
Re CSPI
unbelievable, so glad I never sold any. We are now at all time highs, with a consistent stream of good news, in a hot market, with no set technical resistance levels.
A good report would just be icing on the cake.
Re CXDO
I'm also with you guys on CXDO. I picked some up based on seeing a technical bottom at 1.32 to 1.43 but the fundamentals also look good as you pointed out hweb. . . so I'm going to hang onto the shares as a long term hold.
CSPI- 2morrow.
Wow, could this be it? The big dogs are starting to pile into Aria. Not even thinking about selling after consecutive big announcements.
How excited are you? I'm VERY excited!
LMB-
You're telling me, I sold long ago for a 200% gain. Who knew I missed out on another 100+%. . .kicking myself.
Re BELFB continues it's march upward, briefly hit $55 today.
What a great trade this could have made somebody, if only I was a trader. . .
I'm really torn what to do at these levels, I see BELFB $100+ a few years from now, (possibly sooner). I also easily see it flirting with high 30's again in the next 3 months.
Do you have any calls left to sell Swick? I agree with your overall sentiment, and I hope you make out like a bandit!
Re CSPI
You hit the nail on the head Gilead. I've also been saying this for years about CSPI. The "AI" version of their Aria solution is really just the latest version of the same product. So really, this sounds like their first major customer 4+ years into Aria . . .which is huge. It's not huge itself, but marketing to new big customers this is huge, and hopefully they can get more big customers signed up.
If anybody recalls, several years ago a big MSSP company was in the late stages of discussions with CSPI to go with Aria and the deal never materialized, probably due to the issue you raised Gilead
Incredible rebound, BELFB has been beating expectations for the past year, unsure as to why people thought this quarter would be any different.
Re BELFB
Impressive, I kept buying a little on the way down and got a few under 40. With the not so great economic mood, I wouldn't doubt there may be other buying opportunities under 40 in the next year.
Re AAOI
Thanks Wade, I've been following along on AAOI and I agree.with all.your points. Unfortunately, I don't have the cash for another long term investment at the moment. For myself, it would be a gamble on some positive guidance on the next report, which is why I went the route of some short term calls.
I did manage pick up 10 dec 15 calls yesterday, just keeping my eye out for something else with relatively low premiums that I could capitalize on good guidance.
Re AAOI
This looks like a good "gambling" play, and I'm interested in buying some call options.
Does the board have any recommendations for me? I'm fairly new to options and have had mixed results in the few plays I've attempted.
Any recommendations are greatly appreciated!
Re BELFB
Thanks for the commentary as always HWEB, I'm still really bullish long term on bel, so I've been nibbling on this downtrend. That being said, I'll probably hold off for the 30's.
BELFB looking very attractive again, dropping without explanation for the last week.
If this thing tries to fill the gap between $30 and $37 I'm backing up the truck.
CSPI heating up again on low volume, but no filings from Nerges. Could there be another buyer? I know I wouldn't be buying at this price . . .
Re Lentiman's blog
https://martinmanley.bizarrepedia.com/index-2.html
Re CSPI
I bet your right Hweb, the floor in the mid 19's before the close has Nerges written all over it. If I was him, this recent run up would put even more pressure for him hasten his buying plans.
Re CSPI
I also couldn't bring myself to sell, I share your sentiment 2tomorrow. I know for me it's rooted in my hopeless optimism with a dash of greed, but sometimes (not usually) that pays off.
Re CSPI
Looking to sell here, a little disappointing to sell core shares for a measly 60% after holding 4 years, but I guess you can't lose winning.
I stupidly sold at $18.
Thanks whoever first mentioned this one!
I wouldn't stress it, I wasn't much older than 14 when I started following Bobwins on ragingbull forums a . . .long long time ago.
Just turned 40 this year. Time flies.
CSPI
The great thing about CSPI. . . it's been has been a great buy under $10, the bad thing about CSPI is it's been a great sell over $12. Really hoping for some decent growth soon.