Deswell Industries Inc (DSWL-Q) Stock Predictions - Stockchase
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Deswell Industries Inc (DSWL-Q)

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Deswell Industries Inc

DSWL-Q

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Deswell Industries Inc (DSWL-Q) SAVE Apr, 19, 2019, 5:20 am

3.01 0.02 (0.67%)

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PAST TOP PICK

(A Top Pick Jan 8/14. Down 9.19%.) Sold his holdings in the $2 range. It looks like it has so much potential. Trading at about a 3rd of its BV, has no debt, and has cash in the bank. The major problem is that they keep on losing revenues. If they can continue the dividend and start moving into black ink, it could be a Buy for him again.

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(A Top Pick Jan 8/14. Down 9.19%.) Sold his holdings in the $2 range. It looks like it has so much potential. Trading at about a 3rd of its BV, has no debt, and has cash in the bank. The major problem is that they keep on losing revenues. If they can continue the dividend and start moving into black ink, it could be a Buy for him again.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$1.880
Owned Owned
No

PAST TOP PICK
Deswell Industries Inc(DSWL-Q) 

December 23, 2014

(A Top Pick Jan 8/14. Down 7.83%.) Sold his holdings at $2.14 and took a tax loss. Had bought this at $3.04. This is a funny company. They have no debt and they pay $.05 a share every quarter as a dividend. Have pretty good revenues, but they have been cascading downwards.

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(A Top Pick Jan 8/14. Down 7.83%.) Sold his holdings at $2.14 and took a tax loss. Had bought this at $3.04. This is a funny company. They have no debt and they pay $.05 a share every quarter as a dividend. Have pretty good revenues, but they have been cascading downwards.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$1.970
Owned Owned
No

COMMENT

Metal/plastic fabrication. A Chinese company, so this gives him some diversification. Revenues have come down a tremendous amount, about $40 million from over $100 million at one point. Has a yield of 9.3% payable quarterly. Has a lot of money in the kitty, plus if you add in the cash equivalents that they have, it trades for less than cash value. It’ll be interesting to see what happens this quarter with their new CEO. One of the few losers he has so it is a conundrum for him. On the one hand, it has so many good things going for it, clean, clean balance sheet with no debt and on the other hand, when revenues fall that much, it is a danger signal.

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Metal/plastic fabrication. A Chinese company, so this gives him some diversification. Revenues have come down a tremendous amount, about $40 million from over $100 million at one point. Has a yield of 9.3% payable quarterly. Has a lot of money in the kitty, plus if you add in the cash equivalents that they have, it trades for less than cash value. It’ll be interesting to see what happens this quarter with their new CEO. One of the few losers he has so it is a conundrum for him. On the one hand, it has so many good things going for it, clean, clean balance sheet with no debt and on the other hand, when revenues fall that much, it is a danger signal.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.180
Owned Owned
Yes

TOP PICK

Had thought about taking a tax loss on this last year. The major problem is that revenues keep on going down. Down 22% last quarter. However, the Book Value is almost $6. No debt and about $25 million in the bank. They keep paying a dividend so he thinks people keep thinking it is going to go up. Target price of $11.

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Had thought about taking a tax loss on this last year. The major problem is that revenues keep on going down. Down 22% last quarter. However, the Book Value is almost $6. No debt and about $25 million in the bank. They keep paying a dividend so he thinks people keep thinking it is going to go up. Target price of $11.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.274
Owned Owned
Yes

TOP PICK

Cut and then reinstated their dividend and it’s a pretty nice payout. Management is fairly conservative. Revenues have slipped quite a bit as there is a lot of competition. Have absolutely no debt and cash in the bank, which is a good thing. Dividend yield of 8%.

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Cut and then reinstated their dividend and it’s a pretty nice payout. Management is fairly conservative. Revenues have slipped quite a bit as there is a lot of competition. Have absolutely no debt and cash in the bank, which is a good thing. Dividend yield of 8%.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.590
Owned Owned
Yes

PAST TOP PICK
Deswell Industries Inc(DSWL-Q) 

December 14, 2012

(A Top Pick Dec 6/11. Up 22%.) Revenues have gone down, 9.2% year-over-year. This is a Chinese company and wages have gone up along with the Yuan. They are in kind of breaking even territory. Pays a nice dividend. About $27 million in the bank and no debt.

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(A Top Pick Dec 6/11. Up 22%.) Revenues have gone down, 9.2% year-over-year. This is a Chinese company and wages have gone up along with the Yuan. They are in kind of breaking even territory. Pays a nice dividend. About $27 million in the bank and no debt.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.560
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Aug 25/11. Up 28.11%.) Chinese company in metal and plastic fabrication. Great balance sheet with over $30 million in cash. No debt. Revenues went down about 20% year-over-year. They managed to just about break even again. Declared a special dividend again. Conservative management. Have cut costs dramatically. Can see this one in double digits when things recover.

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(A Top Pick Aug 25/11. Up 28.11%.) Chinese company in metal and plastic fabrication. Great balance sheet with over $30 million in cash. No debt. Revenues went down about 20% year-over-year. They managed to just about break even again. Declared a special dividend again. Conservative management. Have cut costs dramatically. Can see this one in double digits when things recover.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.820
Owned Owned
Yes

PAST TOP PICK
(Top Pick May 31/11, Down 6.21%) Had difficulties because wages went up in China, but management has done a great job and it is breaking even. Has a dividend. He could see it going to Double digits at some point if they get revenues up.
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(Top Pick May 31/11, Down 6.21%) Had difficulties because wages went up in China, but management has done a great job and it is breaking even. Has a dividend. He could see it going to Double digits at some point if they get revenues up.
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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.580
Owned Owned
Yes

PAST TOP PICK
(A Top Pick April 25/11. Down 9.92%.) Plastic and metal fabrication in China and Macau. Selling for less than half book value. Over $20 million in the bank. No debt. A year ago, they lost $4 million in their quarterly earnings and this year lost $400,000. A real negative is that sales went down 31%. Usually when this happens, the company takes a huge bath. This didn't happen, which shows management is looking after their costs. Still likes. Remains on his Buy list.
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(A Top Pick April 25/11. Down 9.92%.) Plastic and metal fabrication in China and Macau. Selling for less than half book value. Over $20 million in the bank. No debt. A year ago, they lost $4 million in their quarterly earnings and this year lost $400,000. A real negative is that sales went down 31%. Usually when this happens, the company takes a huge bath. This didn't happen, which shows management is looking after their costs. Still likes. Remains on his Buy list.
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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.620
Owned Owned
Yes

PAST TOP PICK
(Top Pick Apr 1/11, Down 21.81) This past quarter, revenues went down. The losses are moving in the right direction. Re-instated a dividend. Lots of cash and no debt.
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(Top Pick Apr 1/11, Down 21.81) This past quarter, revenues went down. The losses are moving in the right direction. Re-instated a dividend. Lots of cash and no debt.
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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.230
Owned Owned
Yes

COMMENT
Deswell Industries Inc(DSWL-Q) 

February 16, 2012

Has been wrong on this one for quite a while. He still owns it and it is still on his buy list. Their major problem is big wage increases they've had to deal with. Laid off a lot of their labour force. Their cash has gone down quite a bit over the last couple of quarters which he doesn't like. Still have quite a bit of cash and absolutely no debt. Often pay a dividend.
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Has been wrong on this one for quite a while. He still owns it and it is still on his buy list. Their major problem is big wage increases they've had to deal with. Laid off a lot of their labour force. Their cash has gone down quite a bit over the last couple of quarters which he doesn't like. Still have quite a bit of cash and absolutely no debt. Often pay a dividend.
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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.130
Owned Owned
Yes

TOP PICK
Made money for years but had a lot of difficulties recently. Losing money recently. But no debt, they pay a dividend. They can turn things around.
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Made money for years but had a lot of difficulties recently. Losing money recently. But no debt, they pay a dividend. They can turn things around.
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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.290
Owned Owned
Yes

TOP PICK
Metal and plastic fabrication. No debt. Selling at cash value. Trading at third of book value. Stopped paying a dividend then re-instated it recently. Problem with it was the problems sin Japan. Recent contracts they signed have increased margin. Lots of upside potential.
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Metal and plastic fabrication. No debt. Selling at cash value. Trading at third of book value. Stopped paying a dividend then re-instated it recently. Problem with it was the problems sin Japan. Recent contracts they signed have increased margin. Lots of upside potential.
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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.400
Owned Owned
Yes

TOP PICK
Chinese company. Negatives are inflation in China, wage increases, and Yuan value. Company makes money for the most part but recently had a losing quarter so management eliminated the dividend. Recent quarter was even and they reinstated a dividend. They have no debt.
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Chinese company. Negatives are inflation in China, wage increases, and Yuan value. Company makes money for the most part but recently had a losing quarter so management eliminated the dividend. Recent quarter was even and they reinstated a dividend. They have no debt.
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Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.880
Owned Owned
Yes

TOP PICK
Over $3 a share in cash and absolutely no debt. Insiders have been big buyers. Tremendous upside potential and can see it hitting double digits. Didn’t make money last 6 months partially because of write-offs. Re-established the dividend of $0.05. Fairly conservative management. In china, which he likes for geographical diversification but Yuan is increasing in value due to inflation. Wages went up twice in the last year, 20% each time so company cut the workforce from 4,100 to 2,100.
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Over $3 a share in cash and absolutely no debt. Insiders have been big buyers. Tremendous upside potential and can see it hitting double digits. Didn’t make money last 6 months partially because of write-offs. Re-established the dividend of $0.05. Fairly conservative management. In china, which he likes for geographical diversification but Yuan is increasing in value due to inflation. Wages went up twice in the last year, 20% each time so company cut the workforce from 4,100 to 2,100.
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Benj Gallander

President, Contra the Heard Inv...

Price Price
$3.190
Owned Owned
Yes

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