Mykiemon

Michael Hassan

Mykiemon’s Activity

Yesterday

Pro Boards Post

Mykiemon replied to the Pro boards. 9:19 PM

One Boards Post

Mykiemon replied to the One boards. 4:09 PM

Pro Boards Post

Mykiemon replied to the Pro boards. 3:57 PM

NL

Boards Post

Mykiemon replied to the Value Hounds board. 2:19 PM

Re: SA

I don't know the percentage of bullish vs bearish articles on Seeking Alpha, but I personally like the
bearish articles.


Me too,

I always read the comments below any article that I have read since that is where the [more]

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 2:09 PM

Re: afop and fiber optic spending

I think why it sold off so much is that they were too enthusiastic in their quarterly revenue predictions of "above $25 million" (with no upper limit). That probably has caused some loss of faith in their predictions, but Geez, at $13 [more]

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 1:49 PM

Re: AFOP reports; growth is slowing

revenue flat from last quarter due to lower than expected orders from 1 key customer

* guiding flat revenue for next quarter too


So, other than flatness sequentially and in the guidance, which isn't the end all, anybody [more]

Mon Jul 28

NL

Boards Post

Mykiemon replied to the Value Hounds board. 4:00 PM

Re: I wish!

One never stops, one just changes direction.

Denny,

You have said a mouthful there. I have only come to this perspective after 12 years of "retirement" in other words, it took me 12 years to figure out what my body [more]

NL

Boards Post

Mykiemon posted to the Saul's Investing Discussions board. 3:27 PM

SZYM

I haven't vetted this poster so caveats to you:

In regard to insider selling, Wolfson currently holds over 3 million shares, 4.4 percent of the outstanding shares. All directors and officers as a group hold 11.9 percent of the [more]

NL

Boards Post

Mykiemon replied to the Value Hounds board. 2:59 PM

Re: Poll: How many of you are retired.

And then maybe a discussion of just how much is enough to retire on? I am having difficulty knowing when to stop.

Hi Monster fluff,

There's a ton of info on how much you would need to live as you want so instead, I will [more]

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 2:20 PM

Re: AEYE Deep Dive

I think we're going to learn a lot really quickly when the Q2 announcement comes out, regarding the quality of the $3 m of revenue, and their ability to collect on their sales.

Wow, Mekong,

That was great and I can recognize [more]

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 2:08 PM

Re: Converting EPS to Adj EPS

Now regarding UA, I've been thinking of selling my remaining shares for a while. Tax considerations have been one reason I've not pulled the trigger. Also, not having an accurate adj EPS number has held me back [more]

Sat Jul 26

NL

Boards Post

Mykiemon posted to the Saul's Investing Discussions board. 4:30 PM

Z

Hello all,

I own Z like probably many of you do and it has almost doubled for me in 5 months such that I didn't get a chance to increase my position. But now, their price seems to me to be exuberant. At what point do you cash in for a profit [more]

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 4:18 PM

Re: UA

I hope some of you will take a serious look at UA. The macro picture looks awfully good to me. And you should read Karl Thiel's excellent report on UA that came out in RB's Friday.

Just some food for thought on a new one for us to
[more]

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 4:05 PM

Re: Reflections on investor-friendly companies

The Container Store was recommended twice by the way. The first recommendation is down 60% compared to the S&P, the second is down 49% to the S&P. What can I say?

I think you said it all.

I didn't like the concept [more]

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 3:45 PM

Re: syna

</>Makes me wonder whether ISI is a short seller.

Saul

In this age of too much information, it certainly would help to know which analyst had which rating. If you (the collective you) listen to all the people printing articles [more]

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 3:41 PM

Re: syna

Thanks GauchoChris,

I read the URL you posted but still didn't see much reason for the nice drop in price, so I'm thinking of increasing my position in SYNA.

Are you happy with the price (valuation) at $75?

I sometimes [more]

Pro Boards Post

Mykiemon posted to the Pro boards. 12:22 PM

Fri Jul 25

Options Boards Post

Mykiemon replied to the Options boards. 11:00 PM

NL

Boards Post

Mykiemon posted to the Saul's Investing Discussions board. 10:53 PM

Grantham

Interesting article from J. Grantham.

http://www.advisoranalyst.com/glablog/2014/07/20/jeremy-gran...
Mykie

NL

Boards Post

Mykiemon replied to the Saul's Investing Discussions board. 10:50 PM

Re: AEYE valuation (sales based)

With all that said, this is still a penny stock that only a few quarters ago was making less than a $1M in annualized sales, so as many people have said, don’t allocate too much of your portfolio in AEYE.

Hi Wouter,

I just [more]

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Boards Stats & Trivia

Big red star, 1000 posts Motley Fool One Everlasting Fool
Board Posts 1287
Recs Received 670
People who have rec'd these posts 216
Recs to Posts Ratio (last 30 days) 6.10
Threads Started 152
Threads Started Percentage 11.81 %
Most Frequent Board Saul's Investing Discussions
Very First Post A RBS: LinkedIn post. (4/30/2013)
Percentage of Posts Rec'd 26.88 %
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