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I have 30 consecutive profitable trades of 15% or better. How is this possible? Every day there are hundreds of stocks setting new highs, no matter what happens in the overall market. Many of these stocks are still at very reasonable valuations. Afraid of buying stocks at their highs? Think of it this way: a new high is really a future floor for companies with solid financial underpinnings. Quantitative momentum modeling makes it easy to identify stocks that can continue this upward momentum trend. Why does this happen? It's really very simple..ask me about what investors and cows have in common. I am $$$ MR. MARKET $$$. I AM HUGE!!! Bring me your finest meats and cheeses. You can join in on the fun. Register for free and you'll be able to post messages on this forum and also receive emails when $$$ MR. MARKET $$$ makes his own trades. ($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
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  1. #11
    Join Date
    Jun 2009
    Location
    NJ
    Posts
    580

    Default

    COHR missed on both top and bottom, so the pain will continue for a while. however, based on this statement and continued momentum from IPGP in this sector, I am hoping COHR will need another 3-6 months to come around.

    "We experienced a surge in demand across a number of end markets during our second fiscal quarter. Orders for high power fiber lasers were up significantly from metal cutting OEMs in China, Tier 1 automotive component suppliers and EV battery manufacturers. Semiconductor capital equipment orders benefitted from high fab utilization rates and Chinese IC investments as part of Made in China 2025. Bookings across the OEM component and instrumentation space were up due to annual buys in bioinstrumentation, strength from medical OEMs and increasing opportunities in defense and aerospace.

    Our Fiscal 2018 outlook on the FPD business is largely unchanged and the supply chain issue discussed last quarter has been resolved. FPD service demand was similar to last quarter and is expected to accelerate into the second half of the year," said John Ambroseo, Coherent's President and Chief Executive Officer.

    "We also made our first investment in the metal additive manufacturing market with the acquisition of privately-held OR Laser, which has developed a compact tool to enable process development across multiple markets, as well as provide production capability for the dental, medical and jewelry markets. OR also developed proprietary software that is intuitive to use and does not require third party add-ons to go from CAD modeling to printed parts. Future projects will be directed towards the automotive and aerospace markets. In addition to the OR investment, we have continued making voluntary prepayments on our debt. The most recent prepayment of EUR60 million brings the total voluntary reduction to EUR285 million," Ambroseo added.

  2. #12

    Default

    Quote Originally Posted by tiedyed1 View Post
    COHR missed on both top and bottom, so the pain will continue for a while. however, based on this statement and continued momentum from IPGP in this sector, I am hoping COHR will need another 3-6 months to come around.

    "We experienced a surge in demand across a number of end markets during our second fiscal quarter. Orders for high power fiber lasers were up significantly from metal cutting OEMs in China, Tier 1 automotive component suppliers and EV battery manufacturers. Semiconductor capital equipment orders benefitted from high fab utilization rates and Chinese IC investments as part of Made in China 2025. Bookings across the OEM component and instrumentation space were up due to annual buys in bioinstrumentation, strength from medical OEMs and increasing opportunities in defense and aerospace.

    Our Fiscal 2018 outlook on the FPD business is largely unchanged and the supply chain issue discussed last quarter has been resolved. FPD service demand was similar to last quarter and is expected to accelerate into the second half of the year," said John Ambroseo, Coherent's President and Chief Executive Officer.

    "We also made our first investment in the metal additive manufacturing market with the acquisition of privately-held OR Laser, which has developed a compact tool to enable process development across multiple markets, as well as provide production capability for the dental, medical and jewelry markets. OR also developed proprietary software that is intuitive to use and does not require third party add-ons to go from CAD modeling to printed parts. Future projects will be directed towards the automotive and aerospace markets. In addition to the OR investment, we have continued making voluntary prepayments on our debt. The most recent prepayment of EUR60 million brings the total voluntary reduction to EUR285 million," Ambroseo added.
    Valuation is very attractive.
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$

  3. #13
    Join Date
    Sep 2003
    Posts
    4,891

    Default

    COHR making a big comeback today, with a 13% one-day jump!

  4. #14
    Join Date
    Nov 2006
    Location
    Los Angeles / Philadelphia
    Posts
    1

    Default

    Mr Market, when did you sell this one off? It had to be at a loss, no? Is there a list of losing trades I'm not seeing on this forum?

    Thanks for your analysis, as always.

  5. #15

    Default

    Quote Originally Posted by socalguyturnedwharton View Post
    Mr Market, when did you sell this one off? It had to be at a loss, no? Is there a list of losing trades I'm not seeing on this forum?

    Thanks for your analysis, as always.
    I still own it. All of my trades are posted on this forum.
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$

  6. #16
    Join Date
    Sep 2003
    Posts
    4,891

    Default

    Sold my COHR today for $224. While it's not a winner for me, it's better to take the $224 now, than settle for the $214 or $217 buyout, whichever it may be. Saw the news that they had bumped it up 1% from the original buyout target of $214, so maybe $224 reflected speculation of a bidding war? Anyway, that got me to sell out... (Only a 10% loss, too. I'll take one small loss along with 30 winners any day)

  7. #17
    Join Date
    Sep 2003
    Posts
    4,891

    Default

    Quote Originally Posted by jiesen View Post
    Sold my COHR today for $224. While it's not a winner for me, it's better to take the $224 now, than settle for the $214 or $217 buyout, whichever it may be. Saw the news that they had bumped it up 1% from the original buyout target of $214, so maybe $224 reflected speculation of a bidding war? Anyway, that got me to sell out... (Only a 10% loss, too. I'll take one small loss along with 30 winners any day)
    WOAH, my bad! Guess it ain't over 'till the fat lady sings, eh?

  8. #18

    Default

    it's a 3 way horse race...all we need is a 15% premium over the latest bid!
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$

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