Seeking Alpha

Joe Springer's  Instablog

Joe Springer
Send Message
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who... More
My company:
The Wall Street Exclusive
My blog:
The Wall Street Exclusive
View Joe Springer's Instablogs on:
  • Weight Loss, Cash, And Fuel Cells

    (click to enlarge)

    3 Things in Today's TWSE Daily Show:

    1) Orexigen's weight loss drug Contrave had unexpected safety data - unexpected because the drug had excellent heart safety data at an interim analysis, and unexpected because the some at the FDA did not want Orexigen to release the data. Nevertheless, Contrave should do quite well in the US and be approved in Europe as well.

    2) The stock market is for your long term money, so sitting in cash waiting for a crash is an attempt at timing the market. There are few if any people that have timed the market well and consistently, but there are a number of people who have had a lot of success doing individual stock analysis.

    3) Hydrogenics reported its first profitable quarter in company history, growing quickly in fuel cell lines for busses and industrial vehicles, as well as utility scale fuel cells in a Korean joint venture. Its power-to-gas business converts surplus renewable energy into green energy storable in the natural gas system.

    Tags: OREX, VVUS, ARNA, HYGS, TSLA, FCEL, BLDP, PLUG
    Mar 09 6:24 PM | Link | Comment!
  • 3 Points About This Generational Bull Market, Plus Cybersecurity

    (click to enlarge)

    4 things you should know on today's show:

    1) Negative real interest rates are here to stay, and the strength of the bond market will continue to put upward pressure on the stock market, which should to have multiple expansion into the 20s.

    2) Negative real interest rates should put a floor beneath the stock market, as sellers of stock have few alternatives and bond holders have strong hands. The last few years of a bull market have people fearful of a top, so this looks like an opportune time to sell insurance.

    3) We have a look at 4 cybersecurity stocks that have been hot lately -- CyberArk bears watching after its secondary and lock up, but we don't like Fireeye's huge sales growth funded by huger losses...unless prophetic insiders make a move.

    4) Negative real interest rates should persist and lift all asset boats, including gold. Gold's store of value quality should appreciate, and by writing short dated calls in an unduly fearful environment gold can yield more than 20%.

    We hope you enjoy the show, and we appreciate feedback, thank you.

    Tags: SPY, VO, GLD, FEYE, FTNT, CYBR, PANW, NUGT
    Mar 05 4:27 PM | Link | Comment!
  • Why PE Ratios Are Like Age

    Today we dive in deeper with retirement strategy, talk about how PE's in the 20s represent the "New Value", and we compare vertical vs. horizontal integration.

    Tags: BRK.A, BRK.B, AMX, VZ, T, GOOG, S, TMUS, DISH, MFRM, HD, LOW, QTWO
    Mar 03 5:34 PM | Link | Comment!
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Most Commented
  1. Fire Away ( Comments)
  2. I Am You See ( Comments)
  3. What Is Tonix Worth? ( Comments)
  4. Hooked On Tonix ( Comments)
  5. Seattle Super-Tonix ( Comments)
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.