Replies to post #37580 on Savvy Trades and Investments

[hweb2]

Thanks for the DAIO math, dave. Great post! Yeah I'm surprised the stock has fallen so much after a blockbuster earnings report and a very exciting conference call. But I think it's a terrific buying opportunity before this one heats up again. Only a matter of time imo, as there's just too many positives.

DAIO is teaming up with some large players to be a leader in embedded security. Surprised investors aren't enthusiastic about the upcoming launch of their 'potentially game changing solution' (the CEO's words on the last CC). Those revenues will begin later this year and start ramping up in 2018. And it's not priced into the stock at all imo. But it will be soon. I wouldn't be surprised if a bigger fish didn't swallow up tiny DAIO for $10-$15/share, but they'd better act fast.

[jockinmikeg]

DAIO: great post, and thanks for breaking down the math. I have been buying anything under $8 and consider it a bargain.

[Trent Blair]

DAIO I agree this is a great long term investment and you can get it now at 18x PE with a good balance sheet.

[wadegarret]

Southacres- DAOI & automotive sector

Dave, how much in revenues and earnings are attributable to this sector ? I went to the 10K and couldn't find a breakdown, however they did say the automotive sector was a large contributor. Dave, is there any concern that the auto sector sales may have peaked, and that this(likely large) part of DAIOs revenues/earnings going forward may have peaked ?