w2j2’s Activity

Wed Feb 25

NL

Boards Post

w2j2 posted to the It Is What It Is board. 9:35 AM

Josh Brown

Does anybody else read this guy's blog?

For 38 years old, he is a very wise man.

http://thereformedbroker.com/2015/02/25/scarcity/

Tue Feb 24

NL

Boards Post

w2j2 replied to the It Is What It Is board. 10:46 AM

Re: MOre cyber security

Swamp:

I have learned those lessons also. It took years and lots of pain.

TR was trying his best to spare us that pain with this board!

wj

Mon Feb 23

NL

Boards Post

w2j2 posted to the Cree Inc. board. 5:06 PM

"Cree has a Bright Future"

Seeking Alpha Article:

Bottom Line

Market growth, introduction of new products, and price-reduction initiatives have led the analysts to believe that Cree's earnings will grow by 33% to $1.45 per share in 2016. The growth in [more]

Fri Feb 6

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Boards Post

w2j2 posted to the It Is What It Is board. 2:54 PM

Linked In?

Blasting off!

http://stockcharts.com/h-sc/ui?s=LNKD&p=D&yr=1&m...

Sun Feb 1

NL

Boards Post

w2j2 posted to the Cree Inc. board. 6:48 AM

Generic LED Article in "Slate":

Take light bulbs. Seriously.
If you could make an investment that would return all the capital in two years, and then pay a 50 percent dividend for each of the next 18 years, it would be pretty phenomenal. It would double your money in four [more]

Tue Jan 20

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Boards Post

w2j2 replied to the Cree Inc. board. 10:30 PM

Re: conference call items

Regarding LED product margins, he said they are cutting costs in their factories to maintain margins. Volumes are down and will stay down.

New contractors (Lextar, et al) manufacture cheap mid-brightness chips which Cree can put into Cree [more]

NL

Boards Post

w2j2 posted to the Cree Inc. board. 4:54 PM

Earnings

These numbers are dismal, as expected.


The LED Products revenues are down 10% sequentially.

Lighting Products Revenues are up 3%.

Power & RF revenues are flat.


Cree is in a commodity [more]

Sun Jan 4

NL

Boards Post

w2j2 posted to the Cree Inc. board. 7:46 AM

Health problems from LED Light?

...

Just one example of this is a study released this month showing use of tablets, ereaders and phones with LED screens at night can cause some people to have insomnia.

More worrying in the long term, however, is the increasing [more]

Tue Dec 9

Thu Dec 4

NL

Boards Post

w2j2 replied to the Cree Inc. board. 7:11 AM

Re: Credit Suisse conf: Lextar, etc.

"FY 2015 will be transition year."

Transition to what?

2 words that always should worry an investor are "transition" and "pivot".

imho

wj

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2995
Recs Received 4663
People who have rec'd these posts 394
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1546
Threads Started Percentage 51.62 %
Most Frequent Board Cree Inc.
Very First Post Re: new solar cell (4/19/2001)
Percentage of Posts Rec'd 62.64 %
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