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Jason Tillberg

 
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  • Cree: Improving The Economy For All - But Needs To Improve On Quality And Cashflow
    Yesterday, 6:17 AM CREE 9 Comments

    Summary

    • Households can save on average $164 a year in electricity by converting from incandescent light bulbs to LED light bulbs.
    • Cree's LED light bulbs help put American household economies on solid rock foundation.
    • Some quality and cashflow concerns at Cree give reason for patience on buying shares.
    • Cree's LED bulbs, however, I still believe to be terrific investments.
  • Oil Price Collapse Justified: Some Reasons Why
    Wed, Dec. 10 XLE, OIL, USO 20 Comments

    Summary

    • World aggregate energy production and consumption per capita has been soaring since 2004.
    • It is around 2004 when the price of oil began to soar.
    • The all powerful invisible hand of economics has been displacing oil with mostly coal and natural gas.
    • The world still runs on oil as it is still the leading energy source in the world.
  • Do-It-Yourself Home Improvement - Can We Afford It?
    Editors' Pick • Mon, Nov. 17 HD, LOW 48 Comments

    Summary

    • Time use survey of time spent on home improvement is in decline.
    • Consumer spending survey also suggests spending as a percent of gross income on home maintenance is in decline.
    • I sympathize with the idea that it's becoming more and more unaffordable for Americans to do home repairs.
    • Home improvement retailers are reinventing selves and adapting to new environment.
    • Investors should have low expectations for continued strong rebound in home improvement due to lack of affordability.
  • Home Depot: Expecting A Substantial Pullback
    Mon, Oct. 27 HD 26 Comments

    Summary

    • Home Depot has become a glorified dollar store in terms of the quality of the goods it now sells, turning away customers like myself.
    • Home Depot has become addicted to share buybacks, compromising the soundness of its balance sheet.
    • Home Depot's share price has reached bubble like valuation levels that are primed to pop.
  • GrubHub: Share Lock-Up Expires October 1, More Shares Un-Lock November 24
    Sun, Sep. 28 GRUB 13 Comments

    Summary

    • From initial IPO on April 3rd, 2014, 70,980,172 shares of 78,385,786 were restricted from sale until 181 days after date of prospectus, October 1st, 2014.
    • After the follow on offering on August 25th, 2014, the lock-up on Approx. 52 million shares moved out to November 24th.
    • Based on my opinion of valuation concern, coupled with lock-up expirations, I expect a pullback in Grubhub shares in the coming weeks and months ahead .
  • GrubHub: Potential Remaining 40% Decline
       • Sat, May. 10 GRUB 35 Comments

    Summary

    • First-quarter results prove strong growth momentum, but shares overpriced and prone for a pullback.
    • On October 1st, 2014, up to 70,980,172 shares become unlocked and eligible for sale out of a total of approximately 77,635,000 shares opening up a potential wave of heavy selling.
    • Business model is open to potentially fierce competition as local entrepreneurs enter the business of online food order and delivery services.
    • Going public may have been to gain exposure to liquid market for initial investors to cash out.
  • Profiting From America's TV-Watching Obsession
    Wed, Apr. 30 AAPL, AMZN, CMCSA Comment!

    Summary

    • As Americans work less, they are watching more television and/or streaming video with their freed-up time.
    • With more time devoted by Americans to television watching and/or streaming video, companies that deliver content stand to continue to profit handsomely.
    • Competition amongst content providers, however, will be fierce.
  • Price Cuts At Cree: Expect Bulb Sales To Soar
    Fri, Mar. 21 CREE 41 Comments

    Summary

    • Cree LED bulb has become the best-selling LED bulb in America and that trend is set to continue.
    • Economics of LED light bulbs remain superior to all others.
    • Cree should prove to be the company that will reap the benefits as LED light bulbs make their way toward 100% market adoption.
  • LED Bulb Wars: Cree Vs. Wal-Mart
    Oct. 9, 2013 CREE 41 Comments
  • Oil Consumption Re-Balance To Cause More Financial Earthquakes
    Sep. 13, 2013 FXE, FXI, UUP 8 Comments
  • It's Peak Oil For U.S. As China Takes Greater Share
    Sep. 10, 2013 CREE, TSLA, OIL 30 Comments
  • Why Productivity Growth Is More Important Than Demographics
    Sep. 9, 2013 3 Comments
  • Cree: Society Has Yet To See The Light
    Sep. 4, 2013 CREE 34 Comments
  • Summer Infant: 40% Upside If It Can Meet 2014 Estimates
    Aug. 8, 2013 SUMR 1 Comment
  • Heeding Martin Armstrong's Dow Forecast: 30,000 + By 2015
    Aug. 4, 2013 DIA 14 Comments
  • Why America's Economy Is Stuck In Low Growth
    Aug. 3, 2013 CREE, DE, DIA 41 Comments
  • Implications Of Rising Interest Rates
    Jul. 31, 2013 MUB, XLF, TLT 5 Comments
  • Ben Bernanke: Greatest Financial Firefighter In Chief - Or Not
    Jul. 10, 2013 GLD, SLV 21 Comments
  • The Economics Of Cree's LED Bulbs Are Awesome
    Jul. 9, 2013 CREE 8 Comments
  • Public Construction Spending Will Prove Stagflationary
    Jul. 8, 2013 CEF, GLD, SLV 19 Comments
  • Fairway Group Holdings: Expect Large Pullback In Price
    Jun. 21, 2013 FWM 19 Comments
  • CECO Environmental: Solid Growth Strategy, But Pricey
    Jun. 11, 2013 CECE 4 Comments
  • Inflation: Making Sure It Doesn't Happen Now
    Jun. 2, 2013 CEF, TLT, UUP 15 Comments
  • Deflation Spell Could Send S&P 500 To 825 In 2015
    May. 21, 2013 BUD, CLX, SJM 31 Comments
  • U.S. Retail Sales Set Up For Major Decline
    May. 9, 2013 CLX, HOG, MCD 1 Comment
  • Worst Jobs Report Since April 2009?
    May. 3, 2013 SPY 16 Comments
  • Martin Armstrong Again Warns On Gold
    Apr. 23, 2013 CEF, GLD, SLV 25 Comments
  • Why Slovenia Could Be The Next Cyprus
    Mar. 29, 2013 CEF, EWP, FXE 60 Comments
  • February's Jobs Report Confirms Recession Imminent
    Mar. 8, 2013 16 Comments
  • The Next 3-Year, $924 Billion Tax Increase Will Hurt Economy
    Mar. 5, 2013 DIA, TLT, SPY 9 Comments
  • Using Market Cap To GDP To Evaluate Global Markets
    Feb. 27, 2013 EWJ, EWM, EWS 9 Comments
  • China Is Why Gas Prices Are Going Up And Heading Much Higher
    Feb. 25, 2013 F, GM, HMC 201 Comments