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Alan Brochstein

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  • Alan Brochstein
    $TECD - sales weakness was due mainly to accounting change - EPS very strong - stock trades <1.1X TBV, < 9 PE
    10 hours ago
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      • Alan Brochstein
        $GTAT - $2.40 (2X TBV) may be too low - I need to add likely add some of the cash flow generated as they work off old orders - thinking $3
        10 hours ago
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          • Alan Brochstein
            $RAVN put up a nice quarter
            10 hours ago
            Reply (1)
            • Lin777: Made my portfolio a lot greener
              10 hours ago
              • Alan Brochstein
                $FB - 33 was a steal, but so is 34 probably - will get back to at least 36
                10 hours ago
                Reply (2)
                • Maria Auziliadora: maybe so
                  10 hours ago
                • Maria Auziliadora: AAPL a big winner today
                  10 hours ago
                  • Alan Brochstein
                    These jokers who throw out these dumb-ass targets on $GOOG just to get clicks really annoy me. "670.25 by 2014" C'mon editors - enough!
                    Sat, 8:30 PM
                    Reply (3)
                  • View all 3 replies
                    • Charles Margolis: oh and gotta love that 25 cents on there :) that's like advanced calculus (if only he'd called it a 'bargain' tho right)
                      Sun, 1:54 AM
                    • DAG1996: i know, that's crazy. everyone knows it'll be 671.33 by 2014!
                      Sun, 9:29 AM
                      • Alan Brochstein
                        $GTAT guided Q2 (on new fiscal year) to 105-125mm - consensus was 254mm. EPS .05-.10 vs. .38 consensus.
                        Thu, 4:15 PM
                        Reply (1)
                        • Alan Brochstein: I thought you said it would never get to my "floor" level of 535!
                          Thu, 6:31 PM
                          • Alan Brochstein
                            GTAT really is a turd
                            Thu, 11:14 AM
                            Reply (5)
                          • View all 5 replies
                            • Alan Brochstein: I have been following this stock since the summer and think that there's probably some more downside, as I indicated last night.
                              Thu, 3:31 PM
                            • vireoman: Given that volume was 460% of normal, I would say you are right. I'll be buying more after the dust settles. Thanx 4 sharing ur opinion tho.
                              Thu, 9:37 PM
                              • Alan Brochstein
                                $GTAT has a lot of "cash", but they have customer deposits and deferred revenue too. $350mm cash but $600mm debt, deposits and def rev
                                Wed, 9:29 PM
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                                  • Alan Brochstein
                                    $GTAT TBV = 1.20 roughly - suggests maybe 2.40 value
                                    Wed, 9:28 PM
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                                      • Alan Brochstein
                                        $GTAT trades at 4.5X TBV. WFR = 0.8X, RBCN = 1X, CREE 1.4X
                                        Wed, 9:27 PM
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                                          • Alan Brochstein
                                            $WFR CFO bolts after stock drops almost 50% in 16 months
                                            Wed, 9:14 PM
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                                              • Alan Brochstein
                                                Best way to really play $FB: $GOOG
                                                Wed, 9:13 PM
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                                                  • Alan Brochstein
                                                    $AAPL - thanks for all the bashing everyone
                                                    Wed, 9:12 PM
                                                    Reply (6)
                                                  • View all 6 replies
                                                    • Hillbilly Stock Star: They are my homeboys! Just staying long.....
                                                      Wed, 9:58 PM
                                                    • Alan Brochstein: Diversify, young man
                                                      Wed, 10:03 PM
                                                      • Alan Brochstein
                                                        Why didn't $GTAT guide - they usually include guidance in their press release
                                                        Wed, 9:11 PM
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                                                          • Alan Brochstein
                                                            GTAT orders were a whopping $35mm - HOLY CRAP, that's a 0.1X Book-to-bill ratio
                                                            Wed, 9:07 PM
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                                                              • Alan Brochstein
                                                                $GTAT looks like a disaster. Nice orders - less than the miss
                                                                Wed, 8:57 PM
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                                                                  • Alan Brochstein
                                                                    Is the internet killing $AVP? It sure seems that way in North America
                                                                    May 14, 8:54 AM
                                                                    Reply (4)
                                                                  • View all 4 replies
                                                                    • aholzer: Forced by the facts.AVP made mistake not taking .You assume the new CEO and even the board really is in the know.Looks like roach motel now.
                                                                      Tue, 12:06 PM
                                                                    • Alan Brochstein: I have never been involved in the name, but I did recommend it to a client in the pre-market today. It's not quick money though
                                                                      Tue, 12:42 PM
                                                                      • Alan Brochstein
                                                                        Restaurants are looking interesting to me - $RRGB as a turnaround, $CAKE as a high quality GARP stock with accelerating earnings potential
                                                                        May 14, 8:54 AM
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                                                                          • Alan Brochstein
                                                                            $HD looks like it's finally cracking - been trading above 50dma since early October
                                                                            May 14, 8:48 AM
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                                                                              • Alan Brochstein
                                                                                $STJ upgrade by GS today, MS last week - stock is cheap, but Riata cloud still there
                                                                                May 14, 8:47 AM
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