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re: Kemet Corporation (KEM)

Posted on 7/9/18 at 1:47 pm to
Posted by MsState of mind
State of Denial
Member since Aug 2013
2636 posts
Posted on 7/9/18 at 1:47 pm to
I BBOUGHT 13 @ 17.97. wish I would have bought more as well
Posted by cuyahoga tiger
NE Ohio via Tangipahoa
Member since Nov 2011
5825 posts
Posted on 7/9/18 at 4:27 pm to
quote:

mutual funds start buying it could go up more. Not sure of what to do so I will hold for now.


my thoughts as well
Posted by jerryc436
Franklin
Member since Jan 2014
516 posts
Posted on 7/9/18 at 5:13 pm to
Volume was up a good bit today on an up day. I do not know if this is short covering or just a bullish case for stock.
Posted by Jimmy2shoes
The South
Member since Mar 2014
11004 posts
Posted on 7/9/18 at 5:14 pm to
up 52%
Posted by castorinho
13623 posts
Member since Nov 2010
82010 posts
Posted on 7/10/18 at 9:06 am to
Sold at 24.
Posted by 13SaintTiger
Isle of Capri
Member since Sep 2011
18315 posts
Posted on 7/19/18 at 8:08 am to
Anyone think this still has huge upside or did I miss the boat?
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 7/19/18 at 8:20 am to
Very good question. Trying to figure that out myself
Posted by The Egg
Houston, TX
Member since Dec 2004
79110 posts
Posted on 7/19/18 at 8:23 am to
nothing but props to stout for bringing it to the board.
Posted by castorinho
13623 posts
Member since Nov 2010
82010 posts
Posted on 7/19/18 at 8:30 am to
quote:

Sold at 24.

quote:

nothing but props to stout for bringing it to the board.
indeed, Idk why he stopped posting here

Posted by stout
Smoking Crack with Hunter Biden
Member since Sep 2006
167090 posts
Posted on 7/19/18 at 8:43 am to
quote:

indeed, Idk why he stopped posting here




Been busy with other projects, have been traveling a lot (just got back from Fiji a day ago) and I just kind of took some time off the market when it got really volatile and just let my portfolio ride it out.

Still here but haven't had anything I really felt strongly about that was worth sharing. I have just been strengthening my positions in some current holdings.

Glad KEM has worked out for all of us, though.
Posted by castorinho
13623 posts
Member since Nov 2010
82010 posts
Posted on 7/19/18 at 8:47 am to
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 7/19/18 at 9:07 am to
Stout, I’m about to go through their previous presentations, but any thoughts as to their future prospects? I see a few analysts predict EPS growth beyond the already large 4.34 of 6% in 2019 and 10% in 2020. Even after the run up p/e is 16.6
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 7/25/18 at 8:39 am to
Looks like a sell the news day after a beat and big revenue growth guidance raise.
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 7/25/18 at 8:42 am to
This article was posted before earnings was released but has some really good information.

LINK
Posted by ntgreek00
Metairie
Member since Sep 2013
350 posts
Posted on 7/30/18 at 2:24 pm to
Anyone still buying or is this just a hold?
Posted by Rendevoustavern
Member since May 2018
1536 posts
Posted on 8/18/18 at 9:14 am to
Anyone thinking about doubling down? Still up ~40+% YTD. Down ~20% MTD.
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 8/22/18 at 8:33 am to
LINK

Good article, seems to still be a buy given demand that literally cannot be met, increased guidance and capex, and low forward PE
Posted by Jyrdis
TD Premium Member Level III
Member since Aug 2015
12788 posts
Posted on 8/23/18 at 7:26 am to
I’ve thought about jumping back in since I sold. Now appears to be the time to do it after the month long sell off. Though, if I do decide to do so, it’ll be after the 3rd Q CC.
Posted by cuyahoga tiger
NE Ohio via Tangipahoa
Member since Nov 2011
5825 posts
Posted on 9/6/18 at 3:19 pm to
down bigly today....is this China tariff related?
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 9/6/18 at 4:16 pm to
And tech being down. I have this on my list to try and write up an analysis on at some point, hopefully soon.
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