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  • Marijuana May Be The Next Big Growth Sector In The U.S. Stock Market [View article]
    If anyone has tried growing Marijuana or even Tomatoes for that matter, it's not as easy as it looks. Also growing is one thing getting a plant to flower or produce buds in this case is quite another. Getting high quality or high quantity is yet another. It takes time and money investment, plus the amount you can grow yourself without industrial equipment is not going to be much. By this reasoning, farmers and food production business shouldn't exist because it's viable for anyone to easily and cheaply plant their own vegetable garden and have some hogs around the house in case they need bacon. Yes of course a few hardcore hobbyists will grow it successfully, just like the craft brewing industry has sparked a home brew revolution, but beer is still 100 B/year industry, and the homebrewing revolution has given rise to new startups similar to Sam Adams like Sierra Nevada, Dogfish, etc.
    Dec 17, 2012. 10:04 AM | 4 Likes Like |Link to Comment
  • Is The Tech Sector Going To Undergo Large Changes? [View article]
    Great response and agree 90% - would be 100% if you removed Apple from the 5 list. GOOG, FB, are not tech companies they are marketing companies. correct! But the next paradigm shift is lurking in the shadows, it's not Groupon, Linked in, or likely any other such Web2.0 app, it's likely something from Raytheon or some startup we've never heard of that will change the way we live in next 2 years.
    Oct 23, 2012. 07:27 PM | Likes Like |Link to Comment
  • Is The Tech Sector Going To Undergo Large Changes? [View article]
    James, you obviously have a higher than normal understanding of the tech industry. You are right, and you speak like an analyst. Most investors of AAPL however in our opinion are less from your perspective and more about hype - even some institutional investors. Anyway that's the point of the article, just to raise the point that with situations like AAPL and GOOG we may be pricing more hype than they are worth. Yes they have brought earnings, but in a depression we are heading into, like with food inflation, consumers may choose staples over disposable luxuries like IPADs which leads to the point we can live without IPADs but not without mainframes, thus causing the revenue of such companies to decline severely (AAPL, GOOG) while IBM may only have a slight increase, the spread will narrow. I can attest to this as an end user of tech which was the origin of the article not as a stock analyst; when business turns down we can easily cut back on Google adwords spending but if we cancel new orders of servers from Intel (IBM if we are bigger company) we are out of business.
    Oct 23, 2012. 07:23 PM | Likes Like |Link to Comment
  • Is The Tech Sector Going To Undergo Large Changes? [View article]
    agree - it is all about valuations.. on a deeper level, we're suggesting in this article HOW to spot the next GOOG before it explodes, in other words, there are soon going to be technologies that are mission critical techs similar to the mainframe but much more advanced, which are on the infrastructure level, not on the end user level. The services industry has been a growth industry although they contribute little intrinsic value. And you are right, with all the great R&D IBM does their share price has not moved much - in fact this is the exact argument when speaking to big stock traders which is valid. From a tech perspective, MSFT is a legal / licensing company which is fine, but very little development going on. MSFT buys companies tech and sells it. AAPL was riding the wave but it's a new world and we need to look beyond what was the norm last 30 years.
    Oct 23, 2012. 07:16 PM | Likes Like |Link to Comment
  • Is The Tech Sector Going To Undergo Large Changes? [View article]
    Thank you - yes it is agreed about growth overseas. Also, yes mainframes still run most of the world and in any crisis, we cannot live without mainframes that run the system but we can live without ipads, no offense. Most in technology are big on gadgets and gizmos so nothing against them, but would you want the NASDAQ to be run on an ipad?
    Oct 23, 2012. 09:54 AM | 1 Like Like |Link to Comment
  • Is Google Error A Sign Of Things To Come? [View article]
    The article is less about Google (that may be topic for another GOOG article) but more about the human element, which we have seen in many markets. Any corporation no matter what their PE or hot new product is always a slave to their management. No one knows where the next Tyco CEO is, or the next Ken Lay, but they are out there. Most stock investors don't take that into account they look at only the numbers.
    Oct 19, 2012. 11:16 AM | Likes Like |Link to Comment
  • Market recap: Stocks began on a negative note after initial jobless claims exceeded estimates, then several tech stocks plunged midday after the surprise early release of Google's Q3 results, which fell well short of expectations. GOOG shares slid 8%. China's Q3 GDP grew 7.4%, down a bit Q/Q but in-line, providing support for stocks. NYSE decliners led advancers two to one. [View news story]
    Oct 19, 2012. 12:50 AM | Likes Like |Link to Comment
  • Short-Term Euro To Break Out Higher, Then It's Time To Short [View article]
    Thanks for that.. it was changed.
    Sep 16, 2012. 11:37 AM | Likes Like |Link to Comment
  • Europe's Crisis Much Deeper Than Euro Currency [View article]
    Good observation, the problem is that solutions are created by politicians, not businessmen or traders (or god forbid engineers / analysts). Political solutions take the form of what politicians are good at, half-measures that please the maximum amount of constituents (folks) that do very little for actually solving the problem. Like any crisis, solutions are usually existing in their toolbox but they need to use them. But if there was a perfect system, with no problems, the markets would be flat and traders would have no opportunity as there would be a constant equilibrium!
    Sep 5, 2012. 12:06 AM | 1 Like Like |Link to Comment
  • EUR/USD: Is 1.35 Plausible? [View article]
    1.35 not plausible. Good technical analysis, but too many fundamental factors holding it back.
    Aug 28, 2012. 07:42 PM | Likes Like |Link to Comment
  • Will Bernanke Disappoint At Jackson Hole? [View article]
    Bank of America issued a "Code Red" warning to investors of a potential market sell-off, as the markets have already priced in QE3, so if no QE3 is announced equity prices may collapse.
    Aug 28, 2012. 04:01 PM | Likes Like |Link to Comment
  • Is The SNB Going To Unpeg The EUR/CHF? [View article]
    Thank you so much George for that clarification. We know that the SNB is not a peg in the true sense of the word, as it is with HKD and currencies with 'hard pegs' - more specifically the SNB maintains the 1.20 level on EUR/CHF because that is what they decided for whatever economic / monetary reason. They can do this because they can print unlimited Swiss Francs (they said so) to buy Euros, (i.e. long EUR/CHF) they keep EUR/CHF artificially inflated at 1.20 (see price from July / August last year 2011).
    Aug 21, 2012. 10:22 AM | Likes Like |Link to Comment
  • Is The SNB Going To Unpeg The EUR/CHF? [View article]
    This link is a good resource, thanks George. Regarding expiry, it says 'as long as possible' in the article, some banks / brokers will limit you as far out you can go. In this case we're betting on an unpeg, if they stay pegged option is worthless, if they unpeg option very valuable. Low probability, high impact trade.
    Aug 20, 2012. 05:41 PM | Likes Like |Link to Comment
  • UUP: U.S. Dollar Long-Term Buy Of 2012 [View article]
    Yes, Euro bearish. If Euro goes down, US dollar goes up.
    Aug 7, 2012. 01:52 PM | Likes Like |Link to Comment
  • UUP: U.S. Dollar Long-Term Buy Of 2012 [View article]
    Royal Dutch Shell has confirmed it is pulling funds out of banks in the worst-hit economies, with its chief financial officer Simon Henry reported as saying he would rather deposit $15billion in US bank accounts and US government bonds.

    A spokesman GlaxoSmithKline said: ‘We have been sweeping our money out of the southern eurozone states – in fact everywhere but Germany – over the past year. We’re taking cash back into the British banks to assure our position.’

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    Aug 7, 2012. 01:51 PM | Likes Like |Link to Comment