Mosaid

MSD-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about MSD-T

Signal
Opinion
Expert
COMMENT
COMMENT
September 15, 2006
It's in the right sector and thinks it will go higher. If you like technology, he suggests you go with an E.T.F. (XIT-T).
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Mosaid (MSD-T)
September 15, 2006
It's in the right sector and thinks it will go higher. If you like technology, he suggests you go with an E.T.F. (XIT-T).
DON'T BUY
DON'T BUY
August 23, 2006
Semiconductor group has had a very difficult time over the last number of months. Studies show that only 20% of semiconductor stocks have a positive price trend and the rest have been selling off. He looks for sectors that have sold off, but wants individual stocks that despite the weakness did not go down. This is not one of those companies.
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Mosaid (MSD-T)
August 23, 2006
Semiconductor group has had a very difficult time over the last number of months. Studies show that only 20% of semiconductor stocks have a positive price trend and the rest have been selling off. He looks for sectors that have sold off, but wants individual stocks that despite the weakness did not go down. This is not one of those companies.
COMMENT
COMMENT
August 18, 2006
A good portion of the earnings is coming out of their patents. Difficult to put a value on a company with a revenue stream based on patents. Probably cheap but doubt if they would have the same valuation as a company that is actually making a product.
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Mosaid (MSD-T)
August 18, 2006
A good portion of the earnings is coming out of their patents. Difficult to put a value on a company with a revenue stream based on patents. Probably cheap but doubt if they would have the same valuation as a company that is actually making a product.
DON'T BUY
DON'T BUY
August 15, 2006
The driving force of their patent enforcement has left. This is a combination of intellectual property company as well as actual instruments for testing. Their patent portfolio runs out in about 4/5 years.
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Mosaid (MSD-T)
August 15, 2006
The driving force of their patent enforcement has left. This is a combination of intellectual property company as well as actual instruments for testing. Their patent portfolio runs out in about 4/5 years.
BUY
BUY
July 25, 2006
Earnings growth is pretty good. Has slipped in his database to 287. Earnings expected to go from $1.34 to $1.92. Have been successful in enforcing their patent and expects it to continue to be. At 12 X PE it is attractive.
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Mosaid (MSD-T)
July 25, 2006
Earnings growth is pretty good. Has slipped in his database to 287. Earnings expected to go from $1.34 to $1.92. Have been successful in enforcing their patent and expects it to continue to be. At 12 X PE it is attractive.
BUY
BUY
December 8, 2005
Ranks in the top 3rd of the database. Have very good patents on D-RAM memory stuff and they are suing a lot of people. Earnings are expected to grow from $0.86 to $1.25. Reasonably priced.
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Mosaid (MSD-T)
December 8, 2005
Ranks in the top 3rd of the database. Have very good patents on D-RAM memory stuff and they are suing a lot of people. Earnings are expected to grow from $0.86 to $1.25. Reasonably priced.
DON'T BUY
DON'T BUY
December 7, 2005
Has increased its dividend by 60%, but in the meantime the stock is not moving much. Had a nice comfortable niche at one time, but over the last couple of years seemed to have struggled. Not an area that he would be too interested in. Consider having a basket of these stocks to broaden the risk.
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Mosaid (MSD-T)
December 7, 2005
Has increased its dividend by 60%, but in the meantime the stock is not moving much. Had a nice comfortable niche at one time, but over the last couple of years seemed to have struggled. Not an area that he would be too interested in. Consider having a basket of these stocks to broaden the risk.
WEAK BUY
WEAK BUY
July 21, 2005
Just above half in his database model. Earnings estimates have been shaved by 4% over the last 60 and 90 days. Overall earnings for the April 2006 year are expected to go from $0.94 to $1.25.
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Mosaid (MSD-T)
July 21, 2005
Just above half in his database model. Earnings estimates have been shaved by 4% over the last 60 and 90 days. Overall earnings for the April 2006 year are expected to go from $0.94 to $1.25.
DON'T BUY
DON'T BUY
April 6, 2005
Would leave it for the people who know more about litigation. Up and down like a yo-yo. In courts with Samsung and Nvidia (NVDA-Q).
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Mosaid (MSD-T)
April 6, 2005
Would leave it for the people who know more about litigation. Up and down like a yo-yo. In courts with Samsung and Nvidia (NVDA-Q).
BUY
BUY
March 1, 2005
Good cash flow. Solid portfolio. Recieving royalites globally. Very compelling risk vs. return.
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Mosaid (MSD-T)
March 1, 2005
Good cash flow. Solid portfolio. Recieving royalites globally. Very compelling risk vs. return.
WEAK BUY
WEAK BUY
January 20, 2005
A very controversial stock. Had a court case and in anticipation of a settlement, had a wonderful rise from July of last year which meant it was way over bought. AT $20 there should be support. If you buy, set a price you are willing to lose, eg $1 and get out if it hits that. A very speculative stock.
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Mosaid (MSD-T)
January 20, 2005
A very controversial stock. Had a court case and in anticipation of a settlement, had a wonderful rise from July of last year which meant it was way over bought. AT $20 there should be support. If you buy, set a price you are willing to lose, eg $1 and get out if it hits that. A very speculative stock.
BUY
BUY
January 19, 2005
Has cash flow, but the biggest value of this stock is in patents. Won a case against Samsung, but not a lot of disclosure on settlement and length of patent. Difficult to judge fundamental valuations, but if it can have similar arrangements with the major semi-conductor companies, ther is probably more upside than downside.
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Mosaid (MSD-T)
January 19, 2005
Has cash flow, but the biggest value of this stock is in patents. Won a case against Samsung, but not a lot of disclosure on settlement and length of patent. Difficult to judge fundamental valuations, but if it can have similar arrangements with the major semi-conductor companies, ther is probably more upside than downside.
TOP PICK
TOP PICK
December 10, 2004
An intellectual property company. Owns over 100 patents on D-Rams (memory chips). Has a bunch of clients who license out their technology. Mosaid is suing Samsung and Infinion. Feels that Mosaid has a very good case. Very volatile and depends on a coutroom and jury.
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Mosaid (MSD-T)
December 10, 2004
An intellectual property company. Owns over 100 patents on D-Rams (memory chips). Has a bunch of clients who license out their technology. Mosaid is suing Samsung and Infinion. Feels that Mosaid has a very good case. Very volatile and depends on a coutroom and jury.
WEAK BUY
WEAK BUY
December 9, 2004
Ranks poorly in the data base model because chips are going to hell in a hand basket due to large inventories. However, they have an extremely broad patent portfolio and are getting good traction in their patent lawsuit versus Samsung. Wildly speculative.
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Mosaid (MSD-T)
December 9, 2004
Ranks poorly in the data base model because chips are going to hell in a hand basket due to large inventories. However, they have an extremely broad patent portfolio and are getting good traction in their patent lawsuit versus Samsung. Wildly speculative.
PAST TOP PICK
PAST TOP PICK
November 16, 2004
(A Top Pick Aug 24/04. Up 40%.) Just had a breakout. Still a good BUY.
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Mosaid (MSD-T)
November 16, 2004
(A Top Pick Aug 24/04. Up 40%.) Just had a breakout. Still a good BUY.
Showing 31 to 45 of 69 entries