Bryan Gomez

Cree: Shining on the LED Lighting Market

For the complete interview on cree,

www.stockinvestingcoac...

Bullish Divergence in the Dollar

Thanks for the concise answer. The chart you presented tells a lot of untold story.
Anyway, the only thing going for the US is that because of a weak dollar, their products become competitive in a global market and this would eventually be positively incremental to their trade. Remember that its major index, the Dow, is comprised of approximately 40% earnings coming from operations overseas. I think the demand for US goods from overseas will never wane until those things can be bought and manufactured in their local markets. Money created lifts standards of living overseas. It seems that this is the path the US is taking. Their weakness in the dollar is buying them time.

I am not going to debate you on this but it seems that your stagflation thesis is well thought out. I would like a copy if you want a fresh look at your theory. The simplest solution that I think can bring them out of this burden and align the strength of their economy with the strength in their currency is only through innovation. Standards of living is close to being leveled, information democratized, and the US has to step up once again and create something that has never been created before. They have to set that noveau standard of living.

Bullish Divergence in the Dollar

Something happend in 2003 that established this inverse relationship. Is it the internet? Is it China? Is it global trade?

Looming 'Overboughtness' in the Markets

A flash fire in a movie theatre; cash from the bomb shelter. What can I say. I am going to use them soon.

A123 Systems IPO Meets with Great Success

Mark, this same comment I had with a litany of other stuff about how to trade or invest in young industries like this which were comparable to what used to be a young solar industry. Did not seem to be Seeking Alpha article material but mire instablogging material. For those who want to know how I do things, I moved to stockinvestingcoach.bl... Cars are close to becoming just "one of my gadgets". Since the ipod, you have to be a well designed gadget to be a successful consumer product. IMHO.

A123 Systems IPO Meets with Great Success

We can analyze all we want about searching for the future winner of this young industry but the truth is, just the same as MJ said in his HOF speech, "you didn't find me, I just came along and happened" (sort of ). The leader will just happen. The market will choose whatever it wants. Place your bets on everything.

How Growing HEV Markets Will Impact Battery Manufacturing Revenues

Now that Volvo chose Ener1, how about that now? Should we include it in our list?


On Jun 15 10:39 AM John Petersen wrote:

> Isaac, the Frost & Sullivan slide presentation has a lot of data
> on the newly emerging start-stop micro-hybrids and the limited boost
> mild hybrids. The only one I can identify off the top of my head
> that has announced plans is Volvo, but they haven't identified their
> supplier. Right now it's primarily a European phenomenon because
> their CO2 standards have been in place longer. But it's a virtual
> certainty that the trend will rapidly migrate to the states. The
> download link for the complete PDF is:
>
> awbriefing.com/present...

Lessons from a Market 'En Fuego'

In my humble unsolicited opinion of this article, I honestly feel this is a confession of a fund manager who missed the big rally. Seems to me that this is an admission of being too scared and analytical when stocks were falling off a cliff and now what's next, be late to the party?

Sometimes, I think we are looking too much at the big picture and not focusing on buying businesses. The big picture seems to me has a hold on our emotions and it keeps us from doing what we are supposed to do at the right place at the right time.

Can I say "People are too focused on the very long term periods of time."?

Rebuilding Your Portfolio with Engineering Stocks

Basically not buying back the stock for reinvesting reasons is pretty good for as long as their ROE is decent.


On Sep 10 10:13 AM Gravity404 wrote:

> FWLT is up today on an analyst comment. In the article he mentions
> the reason for not buying back stock with their cash is they are
> looking at acquisitions.
>
> I would apprecaite any thoughts on potential targets. Anyone have
> any ideas?
>
> Im long on FWLT, JEC, MD and trade ABB and FLR.

3 Market Scenarios for the Coming Years

i use finviz

3 Market Scenarios for the Coming Years

My three scenarios are directions the market may take in the future.

Unlike your three ways of how the market moves, mine has only two ways.

1) Magnitude - directional up or down
2) Duration - consolidation

The trend most of the time is always determined late in the game, almost always, is credited to hindsight. Along the way, there is magnitude and duration or to simplify it even further, swings.

I really don't want any predetermination of market direction affect my trading and investing. These three scenarios only sets up a road map. Combining it with fundamental analysis, at the least I know when to buy values and when to buy growth, when to increase allocation value stock and hold and when to just trade them.

There is really no hard and fast rule or rule set in stone. Strategies change over time. I just have to keep up with it.


> 1) Trend - They move in the same general direction - up or down -
> over a period of time. (30% of the time)
> 2) Counter-Trend - Also known as a "Sideways Market", this is where
> the prices change little, but move in a range for an extended period
> of time. (60% of the time)
> 3) Breakout - Also known as a "Spike", this is where prices "break

Dollar Weakness Keeps Oil Buoyant

why review price action during depression?


On Sep 03 04:59 PM [e-mail] wrote:

> good stuff, i am smoking the same.
> i have calculated (using dow/gold, gold/oil, gold/silver + reviewing
> price action during depression 1) that oil should bottom at around
> 5 bucks.

3 Market Scenarios for the Coming Years

The terminology "muddle through" comes from John Mauldin.

Five Healthcare Information Technology Drivers

Stimulus fund should go to small practices.

Five Healthcare Information Technology Drivers

Digitizing healthcare data is a push towards medical consumerism. America is all about choice and I don't think this limits their choice. But if you think that this is all about preventing doctors to do what they do, then that is your opinion. I don't think they would be doing this if everything is working well and everyone has a healthcare insurance.
From what I see, America is socializing healthcare. Everyone has to have it. And I believe in that. The marginalized has to have a health security blanket somehow and those who can pay always has a choice.