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Lou Basenese

 
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  • Is Second Sight Medical Products The Most Interesting And Disruptive Technology IPO Of The Year?
    Wed, Nov. 19 EYES 7 Comments

    Summary

    • After successfully commercializing technology to restore hearing to the deaf, billionaire Alfred Mann is now setting out to restore vision to the blind.
    • Company has no direct competitors and is already commercializing its high-margin technology (roughly 90 patients treated to date).
    • Dominant IP portfolio provides distinct competitive advantage in a large addressable market.
    • Expansion plans into direct cortical stimulation holds potential for Second Sight to own a platform technology.
    • Heavily oversubscribed IPO, plus unique Long Term Investor Right could lead to significant price increase in first day of trading.
  • Skyworks: The Explosive Growth Catalyst Management Can't Talk About
    Editors' Pick • Tue, Nov. 11 SWKS 61 Comments

    Summary

    • Skyworks' business is firing on all cylinders, thanks to highly visible industry tailwinds.
    • "Connecting the dots" from public filings reveals a development agreement for a disruptive technology that could transform the company's profitability in a matter of months.
    • Margins for RF filters could increase as much as 55%.
    • A rare opportunity to exploit informational advantage.
  • Park City Group: ReposiTrak And The Billion-Dollar Food Safety Opportunity
    Thu, Oct. 16 PCYG 4 Comments

    Summary

    • Confirmed billion-dollar opportunity for ReposiTrak, plus core business growing at healthy double-digit rates.
    • SEC filings demonstrate clear plan and history of maximizing upside potential in ReposiTrak for PCYG shareholders.
    • Any assertions that ReposiTrak is an "imaginary customer" funded by PCYG stock transfers are not accurate.
  • Refuting The Short Thesis On Imageware (That I Predicted)
    Wed, Sep. 10 IWSY 25 Comments

    Summary

    • As I predicted last week, an anonymous short article was published on Imageware.
    • Although financing and execution risks remain, the short thesis completely overstates all other risks, especially technology. It also leaves out key facts and paints inaccurate pictures of commercial partnerships.
    • Expect shares to be volatile until management can announce another meaningful contract and provide concrete evidence the non-government business is ramping.
  • The Most Significant Apple Development No One Is Talking About
    Tue, Sep. 9 AAPL 37 Comments

    Summary

    • With the most anticipated Apple event in history about to kick off, a specific feature, not a product, promises to be the most significant development.
    • Rumors, backed by credible evidence in the form of a patent application suggest Apple's iWatch will offer wireless charging capabilities.
    • Apple is uniquely positioned to bring about the tipping point for consumer awareness and in turn, mass adoption.
    • Energous is the only pure play stock. It's novel RF approach makes it the potentially biggest winner of a wireless charging boom, sparked by Apple.
  • In Anticipation Of A Short Attack On ImageWare
    Thu, Sep. 4 IWSY 9 Comments

    Summary

    • Given the 40% rally since August 1 for IWSY, it's only a matter of time before bears attack.
    • The most likely arguments lack merit, while one in particular is downright laughable.
    • IWSY's success hinges upon signing more definitive agreements with large, recognizable customers.
    • In general, shorting disruptive technology stocks is a bad idea.
  • Imageware Makes It Official. With Wal-Mart?
    Tue, Sep. 2 IWSY 6 Comments

    Summary

    • Credible sources indicate definitive agreement signed with Wal-Mart.
    • If not Wal-Mart, evidence points to deal with another household name - Costco or the Home Depot.
    • Lake Street initiates coverage with a "Buy" and $4 price target.
    • Time to protect profits.
  • 2 Smart Grid Takeover Targets
    Tue, Aug. 19 SSNI, ITRI Comment!
  • Is Imageware's Inflection Point (Finally) Upon Us?
    Thu, Aug. 14 IWSY 8 Comments

    Summary

    • Just announced a "transformative" 3-year agreement in principle with one of largest international retailers.
    • Additional new revenue streams expected Q3 and Q4.
    • Foundational IP, plus a high-margin, recurring revenue model makes the company a natural takeover target. Fujitsu is an obvious suitor.
    • Up-listing to Nasdaq likely.
  • Why Twitter Investors Were Just Duped
    Wed, Aug. 6 2 Comments
  • Is It Time To Call Wall Street's Bluff?
    Fri, Aug. 1 SPY, DIA, QQQ 42 Comments
  • CEOs Suffer Through The Same Recurring Nightmare
    Fri, Apr. 4 SPY, DIA, QQQ 1 Comment
  • The One Sector Where Crash Helmets Are Advised
    Thu, Apr. 3 IBB, XBI, BIB 5 Comments
  • Why The Economy's Future Hangs In The Balance
    Tue, Apr. 1 SPY, DIA, QQQ 7 Comments
  • Wall Street 'Bloodbath' Captured On Live TV
    Thu, Mar. 27 AAPL 45 Comments
  • Caveat Emptor: 25% Of New ETFs Could Be 'Toxic'
    Wed, Mar. 26 GCC, SPY, NASH 8 Comments
  • Secret Ivy League Society Leaks Market's Next Move
    Tue, Mar. 25 SPY, QQQ, DIA 3 Comments
  • Conspiracy Theorists Finally Get Their 'Magic Bullet'
    Mon, Mar. 24 TSLA, BLDP, PLUG 6 Comments
  • Stress Test 'Red Flags' A Global Banking Giant
    Thu, Mar. 20 VGK, FEZ, IEV 2 Comments
  • The Scariest Margin Call Since 1792
    Mon, Mar. 17 SPY 53 Comments
  • Frozen Credit Markets Foreshadow Next Lehman Fiasco
    Thu, Mar. 13 FXI, PGJ, GXC 8 Comments
  • Bankruptcy Warning: RadioShack
    Tue, Mar. 11 RSH 38 Comments
  • A Hot Trend Warren Buffett Guarantees Will Continue
    Wed, Mar. 5 BRK.A, BRK.B 3 Comments
  • An Insidious Currency Even Scarier Than Bitcoin?
    Fri, Feb. 28 SPY, BTU, CYB 6 Comments
  • Warning: Expect The Internet To Get Hijacked Today
    Wed, Feb. 26 NFLX 20 Comments
  • Blackstone Introduces Weapon Of Mass Destruction
    Mon, Feb. 24 BX 17 Comments
  • Why Warren Buffett Might Sue Me Tomorrow
    Thu, Feb. 20 GLUU, XLK, VGT 21 Comments
  • Largest Bet Against S&P 500 In History ($1.3 Billion)?
    Wed, Feb. 19 SPY, QQQ 9 Comments
  • Why Does This Sector Keep Bludgeoning Investors?
    Tue, Feb. 18 JCP, SHLD, RSH 4 Comments
  • 2 Market Bubbles Finally Burst, Crush Shareholders
    Fri, Feb. 7 DDD, TWTR, DIA 11 Comments
  • The Ghost Of Benjamin Graham Takes Revenge
    Thu, Feb. 6 SPY, QQQ, DIA 6 Comments
  • China's Secret 'Doomsday' Weapon Has America Defenseless
    Thu, Jan. 30 KEYW 22 Comments