LG Display Co. Ltd. (LPL)

All Comments on LPL

  • commenter
    Sep 03 05:04 PM
    Market Gets Nervous About LCD Panels [view article]
    I heard that LG is supposed to be introducing a 40 some odd inch OLED very soon... so if that is true then yes LCDs would be a short bet but they could easily make up in sales of OLEDs. This would make sense in that people are trying to make the stock an easier buy at a lower price to take advantage. Reply
  • commenter
    Sep 03 09:28 AM
    Market Gets Nervous About LCD Panels [view article]
    This news is priced in. GLW was already slaughtered from $28 in Mid may to $20. People of course over-react and sell things off when analysts just re-jig old data. This stock is attractive on a valuation basis and should go back up to $24 by Dec-end on holiday shopping. Reply
  • commenter
    Sep 02 07:53 PM
    Market Gets Nervous About LCD Panels [view article]
    Um, I've read 345 message boards today, and they all swear that their stock is down because of [enter any reason, no matter how ridiculous]. The average myopic investor and poster, is convinced that some item they have been thinking about, has appeared to be greater in significance than they thought (ex. your article). You'd have to hang around Charles Barkley in Las Vegas to understand that normal table games are being distorted by desperate big money bets. I normally like your posts, here and on Barron's, but a word of advice. Clear your short term memory through the clever application of Merlot. Reply
  • commenter
    Sep 02 07:26 PM
    Market Gets Nervous About LCD Panels [view article]
    bullish on corning Reply
  • commenter
    Aug 15 01:18 PM
    My Website
    Netflix, LG Reveal Streaming Capable Blu-Ray DVD Player [view article]
    Netflix needs more than this to combat their recent shipping debacle. Reply
  • commenter
    Aug 07 07:32 PM
    My Website
    Netflix, LG Reveal Streaming Capable Blu-Ray DVD Player [view article]
    That is an awesome gadget! It is right up there with the Motorokr this phone has crystal talk technology, a Mode-shift feature, full HTML browser, and plays music! Technology sure is growing by leaps and bounds! Reply
  • commenter
    Jul 14 03:52 PM
    Corning: Citi Sees Risks Rising [view article]
    Talk about bolting the stable after the horse has left! Look at the chart -- that decline is due to the weak results from the LCD panel vendors over the last month. Reply
  • commenter
    Jul 14 03:14 PM
    Corning: Citi Sees Risks Rising [view article]
    I don't think a "hold" is surprising with overall conditions what they are. I own GLW and will hold it. According to figures from S&P, 45% of GLW's sales come from display panels, and that yields 53% of net income. Telecommunications fiber accounts for 30% of sales and 6% of net. Environment products makeup 13% of sales, and life science (5%) and specialty materials (7%) make up the rest of sales. Over 50% of GLW's sales are in Asia. In addition, GLW owns a stake in Dow Corning, and GLW initiated a $500 million buy back last year. The technical analysis for GLW is of course bearish at this time, but what stock isn't? It would be hard to make a case that GLW is a screaming buy now, since overall economic conditions are slowing down. In my mind it is a good "hold," and I will do that in the hopes of better times ahead. If it gets a little cheaper, I will add to my position. Reply
  • commenter
    Jul 10 05:42 AM
    More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
    wouldn't SKM fit in the 'cheap for Korea' mold? Reply
  • commenter
    May 09 03:22 PM
    Investing in Korea: 4 Stocks, an iShares ETF and a Closed-End Fund (KB, SHG, PKX, LPL, ETF: EWY, CEF: KF) [view article]
    interesting commentary on the kospi. i own kf which is off 50%.
    how do you feel about the korean market now? trying to decide to sell or ride it out. any opinions?
    Reply
  • commenter
    Apr 16 12:27 PM
    Options Trader: Wednesday Outlook [view article]
    And you think you can be understood however you write. Dont even know how to write. Reply
  • commenter
    Apr 16 11:04 AM
    My Website
    Options Trader: Wednesday Outlook [view article]
    Great article! Thank You! Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on LPL
    Is this a buy or a sell? Reply
  • commenter
    Jan 24 08:40 AM
    Under The Radar News - Wednesday [view article]
    Cisco' Quite Cutbacks? Bernanke's Private Horror Stories? Where do you get this baloney? Unverified, low impact, innuendo....geez, I'm just wasting my time reading stuff like this. Do you have any real and actionable information to offer? BTW, try to say things accurately - a 'hiring freeze' is not a 'cutback'. Reply
  • commenter
    Jan 23 11:24 AM
    Under The Radar News - Wednesday [view article]
    Re. the Cisco hiring freeze: I heard that Goldman has implemented a hiring freeze as well. Reply