Bernd - Danke für deine Einschätzung. Denke es ist notwendig das Enphase hier am Montag reagiert (entweder die Quartalsergebnisse vorzieht oder sonstige Klarstellungen bringt).
Richtig, Prescience hat deren (angeblich nur ein 1-Mann Unternehmen) These im Detail dargestellt. Dieses Unternehmen darf man trotzdem kritisch sehen, u.a. eine "History" von einem yahoo User. Rescience ist außerdem mit hohen Beträgen als Short Trader investiert.
Im April 2018 hat dieses Unternehmen Kellogg folgendes unterstellt
"We believe the company is engaged in an unsustainable accounting charade to mask revenue and profit shortfalls and will be forced to choose between cutting its dividend and losing its credit rating; shares could fall 35%," reads part of the 35-page report.
Danach die gleiche Panik wie jetzt bei Enphase, hat sich als haltlos rausgestellt und Kellogg ist gestiegen!
Wie schon oft gesagt, am Ende sollte man sich (sofern man höher investiert ist) aus sehr vielen Quellen Infos besorgen und ohnehin gilt jeweils die alte Regel "breit streuen".
Prescience hat in seiner Einschätzung jegliche Wachstumsfaktoren wie die zahlreichen Partnerschaften nicht berücksichtigt. Außerdem ist das Ergebnis im ersten Quartal gut - jedoch auch nicht überragend gewesen.
Warten wir einmal die kommenden Tage ab.
Kellogg | K - April 26, 2018 - Price is up
§Celadon Group | CGI - April 5 to Dec 21, 2017 - Cannot determine, will assume that price dropped
§Cheetah Mobile | CMCM - Oct 26, 2017 - Price relatively unchanged
§Stamps.com | STMP - July 4, 2016 - Price is up significantly
§ULTA Salon | ULA - Feb 18, 2016 - Price is up significantly
§Chicago Bridge & Iron | CBI - Jun 17, 2014 - Cannot determine what happened in 2014 or 2015, but started going down in sometime 2015
§LKQ | LKQ - Jan 15, 2014 - Price is up
§Fleetmatics | FLTX - Sep 19, 2013 - Cannot determine. Most SeekingAlpha articles after PPs article were positive. Then FLTX got acquired.
§Innerworksings | INWK - Apr 30, 2013 - Price dropped for approx. 2.5 years but has recovered most of it since then
§Boulder Brands | BDBD - Feb 26 to Mar 5, 2013 - Cannot determine, was acquired. Several bearish articles on SeekingAlpha after PPs. Will assume price dropped.
§Active Network | ACTV - Oct 31, 2012, Feb 12, 2013 - Cannot determine. Will assume price dropped
§US Antimony | UAMY- Sep 19, 2012 - Price was low from 1997 to 2011. Then it popped. Since 2012, it declined back to 1997-2011 levels.
§Student Transportation | STB - July 26, 2012. - Price was flat for next 3 years, then it went down and now it is higher
§Yongey | YONG - Dec 13, 2011 - Cannot determine. However, back then, it was widely known that many of the reverse takeover listings from China were fraudulent.
§China Gerui Advanced Material | CHOP - Oct 28, 2011
§A-Power Energy Generation | APWR - June 27, 2011 - Price had already been plummeting before PPs article.
Of the above, I will exclude YONG and CHOP because many people were writing negative articles about them at that time. I will also exclude APWR. Of the rest, Ive been unable to find price action for 5 of them. Of these, Ill assume that the prices went down for 4 of them. Of the remaining 8, I was to able find the price action for these. Of these, price dropped for only two after PPs articles.
Richtig, Prescience hat deren (angeblich nur ein 1-Mann Unternehmen) These im Detail dargestellt. Dieses Unternehmen darf man trotzdem kritisch sehen, u.a. eine "History" von einem yahoo User. Rescience ist außerdem mit hohen Beträgen als Short Trader investiert.
Im April 2018 hat dieses Unternehmen Kellogg folgendes unterstellt
"We believe the company is engaged in an unsustainable accounting charade to mask revenue and profit shortfalls and will be forced to choose between cutting its dividend and losing its credit rating; shares could fall 35%," reads part of the 35-page report.
Danach die gleiche Panik wie jetzt bei Enphase, hat sich als haltlos rausgestellt und Kellogg ist gestiegen!
Wie schon oft gesagt, am Ende sollte man sich (sofern man höher investiert ist) aus sehr vielen Quellen Infos besorgen und ohnehin gilt jeweils die alte Regel "breit streuen".
Prescience hat in seiner Einschätzung jegliche Wachstumsfaktoren wie die zahlreichen Partnerschaften nicht berücksichtigt. Außerdem ist das Ergebnis im ersten Quartal gut - jedoch auch nicht überragend gewesen.
Warten wir einmal die kommenden Tage ab.
Kellogg | K - April 26, 2018 - Price is up
§Celadon Group | CGI - April 5 to Dec 21, 2017 - Cannot determine, will assume that price dropped
§Cheetah Mobile | CMCM - Oct 26, 2017 - Price relatively unchanged
§Stamps.com | STMP - July 4, 2016 - Price is up significantly
§ULTA Salon | ULA - Feb 18, 2016 - Price is up significantly
§Chicago Bridge & Iron | CBI - Jun 17, 2014 - Cannot determine what happened in 2014 or 2015, but started going down in sometime 2015
§LKQ | LKQ - Jan 15, 2014 - Price is up
§Fleetmatics | FLTX - Sep 19, 2013 - Cannot determine. Most SeekingAlpha articles after PPs article were positive. Then FLTX got acquired.
§Innerworksings | INWK - Apr 30, 2013 - Price dropped for approx. 2.5 years but has recovered most of it since then
§Boulder Brands | BDBD - Feb 26 to Mar 5, 2013 - Cannot determine, was acquired. Several bearish articles on SeekingAlpha after PPs. Will assume price dropped.
§Active Network | ACTV - Oct 31, 2012, Feb 12, 2013 - Cannot determine. Will assume price dropped
§US Antimony | UAMY- Sep 19, 2012 - Price was low from 1997 to 2011. Then it popped. Since 2012, it declined back to 1997-2011 levels.
§Student Transportation | STB - July 26, 2012. - Price was flat for next 3 years, then it went down and now it is higher
§Yongey | YONG - Dec 13, 2011 - Cannot determine. However, back then, it was widely known that many of the reverse takeover listings from China were fraudulent.
§China Gerui Advanced Material | CHOP - Oct 28, 2011
§A-Power Energy Generation | APWR - June 27, 2011 - Price had already been plummeting before PPs article.
Of the above, I will exclude YONG and CHOP because many people were writing negative articles about them at that time. I will also exclude APWR. Of the rest, Ive been unable to find price action for 5 of them. Of these, Ill assume that the prices went down for 4 of them. Of the remaining 8, I was to able find the price action for these. Of these, price dropped for only two after PPs articles.