hi pomp, wow 9 people sent me the report. i would like to thank each and everyone of you. most helpful thread i have ever been on.
i belong to an investment group...old friends, close family (my own 3 adult offspring and spouses), thread friends, two former business partners. we share e-mails daily. several of them are regular contributors to this, g&k, and other threads. tonight i sent this out....someone suggested i post it here.
i realize that i am jeopordizing my reputation with this...whatever that means...LOL...but i gotta tell ya i have bot the gmst story.
trying to change winter guest schedule a bit to attend the kagen interactive and digital tv conference in new york on 29 feb - 1 mar. (living in south florida means you own a BB this time of year for friends and family, but i expect to make it...if not another of our group will attend.) one of our group will be at rmbs shareholders' meeting in palo alto this week. i will be at the bellagio in las vegas next friday and saturday. can i buy anyone a drink? other than that i will be fishing in south florida. unclewest
am recommending that everyone get the long term position they want in gmst solidified in the next few days. earnings and conference call is on feb 15.
we will get a good explanation of the e-book transactions and the thomson tv with epg for europe...although the rollout is next year remember that other gmst products are rolling out in uk and germany now. not to mention the usa and asia.
anything seems to make gmst jump...that tells me shares are tight and hard to come by....a news release of some sort prior to earnings should be expected. imo we should all have our positions now and hold tight...ride the dips...are you listening (name deleted) ?
(name deleted) was in the market buying gmst last week. gmst now has 8 analysts and 8 strong buys!!!
institutions now control 87% of the float and bought almost 3% last quarter...i am telling you, i have never seen such a compelling story.
you all know, i never give timing advice for buying and selling...never have...and never intended to... but in this case, my advice is if you are not in, get in....this is not a trading stock...this is a buy and hold long... period....all of my market instincts are on gmst alert...this is a place for 5-10 year money.
if i am wrong, i will buy everyone dinner....remember i said buy it on the dip to 34 in october...i prefer dips...well we have one now. just not as low.
since october, we have been to 88...the run was just a bit too fast...i think we are set to go again. if not this quarter next quarter for absolute certain... please do not sell this stock....you are going to be shocked at the enormity of the earnings growth over the next 18 months. |