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  • The Next MoMo Stock, Part 2: Printing Profits With ExOne [View article]
    The short float and rebate rates were commented on above, and they certainly indicate surprise potential. That said, I don't expect much from this report. Hopefully just updates on ExCast and maybe new metals. I figure shipments that were supposed to go to Russia or Eastern Europe will be delayed indefinitely. That's not of much concern to me; the company has been doing the right things to grow their market organically, demonstrating that they are in this for the long haul, unlike many investors.
    Mar 19 11:45 AM | Likes Like |Link to Comment
  • Energy Recovery: Is Silence Golden? [View article]
    Filings tend to be conservative and Oil & Gas revenue could take up to 2 years to realize even once contracts are inked. That doesn't change the expectation that the stock would move on such announcements, which have been predicted to take place in the next six months.
    Mar 18 11:43 PM | Likes Like |Link to Comment
  • The Next MoMo Stock, Part 2: Printing Profits With ExOne [View article]
    It's just under 22%. There have been a # of analysts noting the potential upside. As always, the most convincing arguments are just common sense.
    Mar 18 11:35 PM | Likes Like |Link to Comment
  • Consumers noticed the Amazon Prime price hike [View news story]
    @Andrei I read quite carefully. The price hike takes effect April 17, 2014, which means it is just before the next anticipated earnings date. See the string of comments I linked to above. The price hike is not meant to affect revenue, but it will produce a bump in subscribers for the next earnings report and a reduction in churn.
    Mar 17 03:13 PM | Likes Like |Link to Comment
  • Consumers noticed the Amazon Prime price hike [View news story]
    Yeah, but consumer surveys always exaggerate the reaction, and despite the spin this actually shows that Amazon did a fantastic job estimating what the reaction would be and just how much of a bump they could get away with. Yes there will be a little trade off, but it's probably well worth it. See

    http://bit.ly/1qMp1MD

    I anticipate that the reversion to mean in AMZN will continue and be complete by the next earnings report, which should show the benefits of this move.
    Mar 17 02:53 PM | 2 Likes Like |Link to Comment
  • Quantifying The Floor And Ceiling For Amazon [View article]
    Although the article tries to spin it negatively, this consumer survey is actually pretty indicative that Amazon did a great job of trying out their price hike in Europe first and anticipating the response in the states.

    http://cnb.cx/1qMdj4r

    Consumer surveys in the wake this sort of thing always tend to exaggerate the reaction, and a mere 10 pt drop from an all-time high is pretty trivial compared to a 25% gain in revenue, plus a bump in subscriptions and churn reduction.
    Mar 17 02:48 PM | Likes Like |Link to Comment
  • 3 Convincing Reasons Why Buying InvenSense Makes Sense [View article]
    It was relatively cheap just a year ago when I wrote my first article saying so:

    http://bit.ly/157I6zN

    At that point INVN had a forward PE of 17, compared to 31.7 today. That article also has a powerful example of how investors who chased growth too far with INVN either sold for a substantial loss or have put up with dead money for over two years, despite the stock having doubled since it was written.

    They key is always to look at what's changing for the business model. That's what's produced gains for INVN, and is now starting to produce them for ERII. My first article on that is no longer public, and the second won't be for much longer, but investors should do their own DD anyway.

    The point is that the author is correct when he says INVN is not cheap. Does it offer reasonable risk/reward? Yes, but that simply means would-be investors should be choosy about their entry-points.
    Mar 17 02:33 PM | 1 Like Like |Link to Comment
  • 3 Convincing Reasons Why Buying InvenSense Makes Sense [View article]
    Yes, if you look through my history of comments on InvenSense you'll see that the rumors have very consistently been wrong.
    Mar 17 12:49 PM | Likes Like |Link to Comment
  • 3 Convincing Reasons Why Buying InvenSense Makes Sense [View article]
    When you say, "the company is seeing a number of solid design wins at various customers" what are you referring to? The article doesn't seem to back that statement up. I've seen lots of rumors concerning Apple and the Galaxy S5, non of which appear to be substantiated, though they do seem to be driving the stock for the moment. Have you seen anything new since the revenue diversification I cited here

    http://seekingalpha.co...

    when the stock was over 10% lower?
    Mar 17 12:15 PM | 1 Like Like |Link to Comment
  • It's 1997, Not 1999 [View article]
    I agree. There's been a spate of articles recently claiming the end is near, but the macro stuff that I that I look at indicates we've got quite a way to go. I warned about this with Amazon in particular, and we're already seeing a reversion to mean:

    http://seekingalpha.co...
    Mar 17 11:41 AM | Likes Like |Link to Comment
  • Why InvenSense Is Worth The Premium [View article]
    Knowles is a microphone and speaker manufacturer, and InvenSense is an integrated sensor and software provider, developing SoCs. The two don't really compete, other than in MEMs microphones, which is a very small part of InvenSense's business. It's not appropriate to post about Knowles here.
    Mar 14 12:53 PM | Likes Like |Link to Comment
  • How Good Are The Terms Of Tesla's Latest Bond Offering? [View article]
    NJ.com is also running a poll asking readers whether or not they think Tesla should be able to sell cars directly:

    http://bit.ly/1iJIFaL

    At the moment, more than 80% of responders do. Unlike the White House petition, above, enough press of this sort might actually produce some action.
    Mar 14 12:15 PM | Likes Like |Link to Comment
  • Efforts afoot in New York to ban Tesla Motors' direct sales method [View news story]
    The comment links to the petition as well as the link to the story that this "breaking" news item documents, almost an hour earlier.
    Mar 14 11:29 AM | Likes Like |Link to Comment
  • Efforts afoot in New York to ban Tesla Motors' direct sales method [View news story]
    Yes, this was reported before market open.

    There's also a (fairly non-sensical) White House petition to overturn the NJ ban:

    http://seekingalpha.co...
    Mar 14 10:37 AM | 1 Like Like |Link to Comment
  • How Good Are The Terms Of Tesla's Latest Bond Offering? [View article]
    Here's a white house petition to overturn the NJ ban:

    http://1.usa.gov/1lxAZWp

    I don't really see what this has to with the White House, as it is unlikely to go meddling in what is clearly a state matter.

    Next up NY:

    http://bit.ly/OpX9yD
    Mar 14 09:39 AM | Likes Like |Link to Comment
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