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Dana Blankenhorn

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  • Cyclical Recession? No, It's A Secular Depression [View article]
    Austrian Economics is like the steady state view of the universe. They don't understand that technology makes valuations more like that predicted in quantum mechanics.
    Apr 17 02:04 PM | Likes Like |Link to Comment
  • Insiders Are Selling Global Payments [View article]
    At its current price of $68/share, GPN P/E of 21 still trails those of Visa V and MasterCard by a lot. I think that's what drove last year's move in the stock's price.
    Apr 17 02:03 PM | Likes Like |Link to Comment
  • IntercontinentalExchange: Bet On The Dealer [View article]
    ICE got NYSE Euronext because of anti-trust considerations on other deals. I don't know if those might emerge concerning ICE should it make a move for the CBOE.
    Apr 17 02:00 PM | Likes Like |Link to Comment
  • What Plug Power, FuelCell Mean [View article]
    Like all momentum or speculative stocks, Plug Power is subject to rumors and news that has nothing to do with the sector. Right now speculation is out of fashion and people are turning to more "solid" tech companies. But fashions change.
    Mar 24 01:29 PM | Likes Like |Link to Comment
  • AES Finding Smart Grid Sweet Spot [View article]
    Well, this is a year old article, so I guess folks caught up.
    Mar 17 12:03 PM | Likes Like |Link to Comment
  • Can Anyone Extract Value From Yahoo? [View article]
    He damns with faint praise! <g> Actually, you're right.
    Mar 17 12:02 PM | Likes Like |Link to Comment
  • IntercontinentalExchange: Bet On The Dealer [View article]
    Price stability is bad for action. Traders want action. They want price instability. Sorry I didn't make that clear.
    Mar 17 12:01 PM | Likes Like |Link to Comment
  • What Plug Power, FuelCell Mean [View article]
    Part of the bullish case for FCEL is based on nat gas. Its fuel cells use it as a feedstock. The argument is getting electricity from gas directly will cost you less, in gas and money, than having the utility do it. In many applications, like data centers, that makes some sense. Same with hospitals. Combine it with circuits to level power, and you have a more complete back-up system than with batteries alone.
    Mar 17 12:01 PM | 2 Likes Like |Link to Comment
  • It's 1997, Not 1999 [View article]
    I admit to having called the 90s top early. And the one in the last decade -- I called it in 2006. We'll see what happens this time, but the indications are that there are many sectors that remain relatively undervalued, and enough bearish sentiment to cause shares to rise further.

    Unless the Russians turn us into ash, of course. http://nbcnews.to/1cQR8Gw
    Mar 17 11:58 AM | Likes Like |Link to Comment
  • Buffett Should Break Up Bank of America [View article]
    I think the break-up value would still exceed today's price. But I have some anyway. Bought it a few months ago.
    Mar 13 10:36 AM | Likes Like |Link to Comment
  • A Better Way To Play Net Neutrality [View article]
    You're right. Didn't say it was a huge problem. Should have qualified it. Good pick-up.
    Mar 13 10:34 AM | Likes Like |Link to Comment
  • Time For Under Armour To Buy Lululemon? [View article]
    It made sense to me that UA, which is primarily a male brand, would want a female component and that UA, which sells through channels, might also want a direct channel. But I could be wrong.
    Feb 25 12:12 PM | 1 Like Like |Link to Comment
  • Who Might Berkshire Hathaway Buy Next? [View article]
    I think you have some good ideas there. I added TIF at the last minute, after noting he has a couple of other diamond merchants already.
    Nov 4 03:21 PM | Likes Like |Link to Comment
  • Who Might Berkshire Hathaway Buy Next? [View article]
    You would get either cash or BRK stock in a takeout..not a bad deal.
    Nov 4 03:20 PM | Likes Like |Link to Comment
  • Who Might Berkshire Hathaway Buy Next? [View article]
    GIS has a market cap of $32 b. Doesn't mean he couldn't do it. Means he's unlikely to wipe out his cash in one go like that unless he does a lot of due diligence first. That's why I excluded it.
    Nov 4 03:20 PM | Likes Like |Link to Comment
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