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Re: gilead23 post# 111777

Thursday, 03/21/2024 10:18:07 AM

Thursday, March 21, 2024 10:18:07 AM

Post# of 113937
Ok on FEIM. But I sure thought things looked better a week ago going into earnings, with the stock at the same price. Now we know management isn't good at forecasting. Why the heck was he talking UP margins on the last call. Only to deliver an ugly Q3 bottom line. Even excluding the charge...revenues ticked a little higher sequentially, earnings would have ticked a little lower. Not exactly setting the world on fire. Again after management was on the prior call talking about hitting the ground running on those large contracts. Didn't happen. Maybe they'll get their act together in Q4. We'll find out in July. I'm happy to keep selling into this strength. Wish I'd bought heavy on the AH selloff to the $8's!

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