Seeking Alpha
View as an RSS Feed

James Hillmeyer  

View James Hillmeyer's Comments BY TICKER:
Latest  |  Highest rated
  • 3D Systems: Bankruptcy And Goodwill Impairments Aren't The Real Threats [View article]
    Finally a good article on 3D. Almost everything else appearing here on SA, and elsewhere, has been biased, garbage. Stone Fox, thanks for giving us something based on sound, rational thinking with good application of fundamental principles. You directed your article to the fortunes of the company relating to investment and sound business prospects.
    Feb 23, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • Update: 3D Systems' Risk Profile Keeps Rising After The BotObjects Acquisition [View article]
    Not much here, AR P. One thing, though: you criticize their strategic direction by pointing out a concentration on metals and medical at the expense of consumer products... so now they throw a little love at consumer products and you seem to think that's a boo-boo. Do you often argue with yourself on other things, too ?? The factionalism on 3D is little more than the same thing as fans from one sports team in a city hating on the fans from another city's team. Outcomes are all that matter, and anyone's right or wrong is speculative drivel until then.
    Jan 6, 2015. 11:39 AM | 3 Likes Like |Link to Comment
  • There's Only One Way For 3D Systems To Overcome Weakness [View article]
    Can we please get something new, fresh, and therefore worthwhile, from the cast of DDD article writers on SA? For the most part all these DDD articles of the past several months are little more than a regurgitation of the numbers....which anyone following the stock already knows. The attempt at a reasonable contribution of some value (repeat: we already know the fundamentals) seems little more than one author after another's simple opinion coming out of the beaten-to-death data.
    Sep 25, 2014. 12:19 PM | 1 Like Like |Link to Comment
  • Ford's Market Share In Russia Is Wiped Out [View article]
    papayamon, the Moscow Olympic facilities you refer to were built when the Russian economy was the SOVIET economy, not the RU market economy of today. Big difference. Did you happen to catch it that last year's summer Olympics at Sochi had a record construction budget, even though a few accommodations weren't completed on-time? A very lavish, first-rate presentation... Russia has the second-most billionaires in the world (U.S. first, of course). I saw lots of BMW's cruising the streets of Moscow. A clumsy country politically, but a population that doesn't want to go back; and resources galore to fuel global trade and domestic prosperity.
    Sep 16, 2014. 05:46 PM | 2 Likes Like |Link to Comment
  • Why You Should Sell 3D Systems And Buy Stratasys [View article]
    Mr. Gandhi, you are all over the place with this. It seems your primary slam against 3D is the primary factor for being positive Stratasys: too many acquisitions by 3D, yet your Stratasys case is built on acquisitions. And your conclusions strike me as very capricious, very speculative. The opinion element here reads more like shilling for one company over another.
    Jul 24, 2014. 01:24 PM | 6 Likes Like |Link to Comment
  • Ford May Need A More Definite Route [View article]
    Statistics, graphs, charts, etc. are fine for first-looks into a company, but a more holistic (I hate that word, but...) view is the way to see into the horizon. Ditto, viewing stats from the back-end as a mirror of previous performance. So, stats and all that aside, here is how I see Ford: it weathered the '08-'09 global downturn of everything better than any other American car-maker, and about as well as any company anywhere outside of China.

    Ford is a good investment whose shares will hit mid 20's, climb into the 30's, and long-term rise to 50's, as long as nothing catastrophic happens, and as long as the current top-flight management strategy holds, the reins being continually passed on. The fact is, Ford makes really good vehicles that people want to buy, unlike the other 2 U.S. automakers. F now knows what to sell, how to make a good machine, and how to run a business. The car market keeps on expanding because world populations keep on growing. There is no such thing as a "matured" automotive market, unless people stop having babies. Onward and upward for Ford.
    Jul 12, 2014. 11:17 AM | 3 Likes Like |Link to Comment
  • 3D Systems: Bottomed Out And Rallying. Here's How To Maximize Gains [View article]
    baerrus, like Hopf, come across as full-of-themselves contrarians trying to show intellectual and professional prowess in proving that the blue sky is really green, and that a giraffe is actually a cow.

    Tri Duong's article, here, is one of the best I've ever read on SA. The man displays common sense logic and prudent thinking in his pattern of analysis and strategy. By the way, baerrus, your reference to "English...is the problem here" is more than snippy. It's rude and classless. We are what our words show us to be.

    Good job Tri. Let's hear more!
    Jun 20, 2014. 11:14 AM | 7 Likes Like |Link to Comment
  • 4 Solid Reasons To Stay Away From 3D Systems [View article]
    Writing this just to pile on. Every comment listed here with the exception of Evansb01 is right-on. I'm in full agreement. HP is a joke. Meg Whitman's "announcements" are a joke(s).
    Jun 19, 2014. 11:46 AM | 1 Like Like |Link to Comment
  • Are Ford's Bonds Preferable To Ford's Stock? [View article]
    F is a great company. Good article explaining bond workings, and application to F in particular. My only one complaint about the article (as pointed out, also, by Non-Plused ): F's flat stock price appreciation in the past 10 yrs is not valid as a true indicator of the stock's real performance. This and other stocks have to be looked at with the 2008-09 market crash caveat. This is ESPECIALLY true of the U.S. auto 'big 3'. When F emerged so brilliantly (on its own, no less!!) from all that, the stock went from sub-$2 a share to around $19, and close to it now. I thought it was a steal at $2 and I bought in big. The price fall of and around '08 misleadingly skews the true picture of F share pricing over the past 10 yrs.
    Jun 18, 2014. 12:25 PM | Likes Like |Link to Comment
  • 3D Systems: A Look At Analyst Day And The Future [View article]
    Sorry, ONeil Trader, but your article doesn't really say anything factually new, and your point is........well, what is your point ???
    Jun 12, 2014. 11:14 AM | 1 Like Like |Link to Comment
  • 3D Systems: Bullish Or Bearish? [View article]
    Thanks, Nicholas. I'm taking your advice on these kinds of companies; I'm going to dump all of my shares of Tesla immediately !
    May 12, 2014. 11:08 AM | Likes Like |Link to Comment
  • Why 3D Systems Isn't Worth The Risk [View article]
    Suggested reading for you, Valuentum: Malcolm Gladwell's BLINK. Sometimes investment decisions are better arrived at according to Gladwell's idea of "thin slicing" rather than analysis-by-paralysis.
    May 11, 2014. 04:29 PM | 1 Like Like |Link to Comment
  • 3D Systems: Another Miss Or Warning Could Be Lethal [View article]
    So, why invest in them at all if their momentum value is based on just that, "momentum"? Seems like this is just calling the worth of these companies as nothing more than production of empty air. Empty-air stocks worth $26, $96, or something in between? Seems like 'nothing' is worth 'nothing' if basis of momentum comes from 'nothing.' Hard to figure out what a lot of you guys are saying, other than just your own empty air.
    Apr 25, 2014. 01:17 PM | 2 Likes Like |Link to Comment
  • 3D Systems: Consumer 3-D Printing Gets A Boost [View article]
    Hopf, why don't you take a trip to Staples and 3D yourself when it is up and running. You do seem to know so much that there should be at least one more of you!
    Apr 16, 2014. 11:28 AM | Likes Like |Link to Comment
  • 3 Reasons Why 3D Systems Is A Buy-On-The-Dip Opportunity [View article]
    What's that about "140 characters", A.H.? Practice what you preach.
    Mar 31, 2014. 11:49 AM | Likes Like |Link to Comment
COMMENTS STATS
54 Comments
69 Likes