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James Holden

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  • Adept's Hidden Value: Its Patent Portfolio [View article]
    Kinect is an example of where smart vision is today. This article is speculative of where vision is going. Adept is a leader and has been a part of its revolution for a while. Here is a mention of a few patent grants.

    With a market cap of little over 20 million a competitor or new industry entrant is more likely to acquire the company rather than get into a patent battle. This is comparable to the smart phone industry 10 years ago. At that time those patents brought little value in the form of profitability but today they are priceless. I am not arguing your comments but stating a speculative point to bring future value as the industry grows.
    Dec 21 10:22 PM | Likes Like |Link to Comment
  • Solar's Tricky Investment Landscape Today [View article]
    Solar stocks move together and it is hard to pick one clear winner. There will definitely be clear losers as some companies fail. Winners will pick up the losers quality assets and the industry should win in the future… if your time frame is long-term. By picking an ETF you get most of the results with less of the company specific risk. Long-term is the key since you can get whiplash watching daily changes.

    9:48 on December 2, 2011
    KWR 4.40 up 2.33%

    LDK 3.57 down 1.52%
    JASO 1.88 up 0.53%
    YGE 4.64 up 2.46%
    TSL 8.19 up 3.61%
    STP 2.53 up 4.12%
    JKS 6.23 up 1.19%
    FSLR 49.26 up 3.60%
    ENER 0.33 up 3.84%
    SOL 1.97 up 3.19%
    GTAT 8.42 up 3.19%
    SPWR 7.56 up 2.49%
    WFR 4.35 up 4.32%
    Dec 2 10:41 AM | Likes Like |Link to Comment
  • Is The U.S. Following An International Lead Out Of The Housing Crisis? [View article]
    I think things may meet in the middle. A home in most Australian markets is far cheaper to rent than own. In the U.S. it is now cheaper to own. I think parity lies where these two values meet in each market. Yes, I do think the U.S. market will go up and the Australian market is a bubble started by first time homebuyer incentives. The time frame and how things will change is in question. With almost exclusively recourse mortgages, international markets are more likely to flatline as the cost of rental catches up.
    Nov 30 01:55 PM | 1 Like Like |Link to Comment
  • Is The U.S. Following An International Lead Out Of The Housing Crisis? [View article]
    I might be too much of an optimist but the fact that real estate values are increasing in most parts of the world improves our chances of a more rapid comeback. This also begs the question, how did the U.S. do so much worse than all these other nations? My family is international and I see a brighter side. The quickest way to get out of this mess would be to open the gates for foreign investment dollars and incidentally make many citizens renters to foreigners on our soil. I would only compare that to how we thought sending our manufacturing elsewhere was a good idea, but an idea none the less.
    Nov 30 11:10 AM | Likes Like |Link to Comment
  • Is The U.S. Following An International Lead Out Of The Housing Crisis? [View article]
    As foreclosure inventory returns to more normalized levels all will benefit. I believe it is important to comb through financials in considering any of these investments now. I would not be looking AGNC and mortgage backed securities until after I could consider buying a builder. My order of opportunity is below: Any of these would make a watch list and not a buy list unless speculation was the goal. I am in the process of procuring a few rental properties. Those that do not have management experience would be more advised to look toward residential REITs for the opportunity.

    #1 Residential REITs to catch those that can’t or don’t want to buy
    #2 Builders as foreclosure inventory reaches normalized levels and new homes are more competitive
    #3 Mortgage backed securities as clarity on risk also reaches normalized levels

    Additional regulation will cause the industry to be less lucrative but more consistent in the future.
    Nov 30 10:43 AM | Likes Like |Link to Comment
  • The Future Of NeuroMetrix [View article]
    I would just sit on the sidelines with NeuroMetrix for now. I see them attempting to raise more cash than current market cap as a slap in the face. I believe the company will have difficulty raising this cash and anyone who bites should be solicited as a buyer of the company. Shareholders best interest would involve looking for a suitor over raising any additional cash. I would only consider this good news if Nipro Diagnostics would take a position in the company. I have sold my position and will be looking for an entry point later on after more proof of success.
    Nov 29 09:04 PM | Likes Like |Link to Comment
  • While Others Are Occupying Wall Street...Investors Should Be Watching Executive Compensation [View article]
    Ethical issues aside, it would be foolish not to take advantage of a broken system. The comments I make are based on an ideal.

    I think apple shows the epitome of what public markets have become. Apple has almost 30 Billion in cash, over 60 Billion in cash and cash equivalents, and no debt. With that being said, they have no dividend and still offered 400 million in stock based compensation this year alone (indirectly out of shareholder pockets rather than their own).

    In a perfect system, when cash is not necessary for survival, there would be no dilution at all. A company would have to build a bank of treasury stock in order to offer stock based compensation. There would be required inflation of demand (buybacks) relative to inflation of supply (stock compensation).

    Executive compensation aside, I am worried more about Google than Apple’s future dividend stream. Apple is staying closer to their niche market while Google is exploring outside. Google is not a clean energy company; they are gambling with investors’ future dividend stream.
    Nov 26 09:26 AM | 1 Like Like |Link to Comment
  • While Others Are Occupying Wall Street...Investors Should Be Watching Executive Compensation [View article]
    Thank you for that correction, I will make that change.

    "Many public executives are given pay packages which consist largely of stock options or restricted stock. Apple (AAPL), for instance, granted $400 million in restricted stock this year alone."

    Excessive restrictive stock granting is no better than stock option granting if it is excessive. Either way, companies are abusing the public markets more than in the past and many shareholders are going for the ride. The conservation of cash is the only positive. I don't think as many companies would go public if the current situation was changed.
    Nov 24 02:00 PM | 1 Like Like |Link to Comment