I feel like a freak on this thread ... I looked back to see only JHY and Demo commenting on the "Most Recent Posting Listings" ...
Are we only interested in these companies during earnings season? [I apply this to more than just the LRCX thread.]
I call LRCX every week or two to get an update. I call my other companies with varying frequency to do the same. I always want to discuss what I own. I want people to ask questions. I want to ask people questions. I like when people post random news stories that have a bearing on the industry and/or the company.
I realize that most of you do not "do this investing thing" for a living. It is very difficult to "do research" during office hours ... though, I would argue that when the stock is more active (up, especially) we see a whole lot more activity. For most, this forum is interesting, but not altogether useful. [Hey, for all I know ... there are hundreds of people that read this ... they just do not want to shell out the cash for a subscription ... I understand that completely ... but, the cash component does keep out the twaddle that one sees on the Yahoo threads ... though, there are some smart people over there (e.g., Rune and his alter ego on the bear side ... can't remember his name offhand ... cognitive dissonance!).]
For me, SI is becoming more of a personal scapbook -- a diary if you will. I have posts where I am the only poster ... HMN, RHD, VSEA, etc.
Is anyone interested in VSEA (Varian's Ion Implant business)? Seems like it could be tremendously interesting if it gets tossed with the bathwater ... most of the Healthcare Products guys do not understand this business ... and do not care.
I understand why people could care less about HMN ... how exciting is auto insurance (though it gets certain folks in Omaha pretty worked up ... but, HMN is no GEICO ...)? RHD ... yeah, it is cheap, but where is the catalyst? Venator? That company is going out of business. CFMT? Call me when the settle the lawsuits and/or start earning money again.
Sometimes I just like to vent. Feel free to ignore all of the above.
--Duker |
