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Matthew Pixa  

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  • How 2014 Could Be Like 1929 [View article]
    Exactly... http://on.fb.me/1bumRwB
    Feb 25, 2014. 09:30 AM | Likes Like |Link to Comment
  • How 2014 Could Be Like 1929 [View article]
    It's truly amazing how many people completely ignored how this misleading chart was scaled (more like not-scaled)

    http://on.fb.me/1bumRwB

    With a proper basing you'll quickly see there is no pattern or correlation.
    Feb 21, 2014. 05:09 PM | 2 Likes Like |Link to Comment
  • The Most Boring Tech Company Should Be In Your Core Portfolio [View article]
    I think you just nailed something most INTC bashers don't add into the equation. It's no secret but while we're patiently waiting for Intel to do something shareholders are accumulating about 4% more than they would be getting just sitting in their money markets. QCOM isn't going anywhere soon but it's on our watch list as one we would buy on a sizeable enough correction.
    Oct 14, 2013. 01:38 PM | 1 Like Like |Link to Comment
  • MAKO Surgical Gets Its Happy Ending [View article]
    So glad to see this torture end. We owned this for a while and it took an 82% day for us to be finally rid of the misery...

    #sold $MAKO
    Sep 26, 2013. 01:48 PM | Likes Like |Link to Comment
  • Cramer's Lightning Round - The Cisco Kid Is A Friend Of Mine (9/17/13) [View article]
    Darn...CSCO has been on our radar for some time now and we're big fans of INTC. According to some research it might be time to go long the ones he's bearish on!

    http://on.fb.me/1doyhyD
    Sep 18, 2013. 08:42 AM | 1 Like Like |Link to Comment
  • Silver Bottom Likely Seen [View article]
    "Captain Brian" pretty much summed up the core of this in the first sentence of his comment.

    I'll shorten it up even further: Confirmation Bias

    We'll all find something in this (or other topics) that we want to find...

    http://on.fb.me/1cmWIj8
    Aug 10, 2013. 09:59 AM | Likes Like |Link to Comment
  • Silver Bottom Likely Seen [View article]
    True...but perhaps his fingers need a break after all that typing?
    He writes well but with all due respect I'm not too sure there is as much substance as we may be led to believe. You also have to be careful of anyone that claims to have the "most successful publicly verifiable long-term track record...etc"). If you dig a bit under the hood that's debatable.
    Silver might go up from here but it could also be a falling knife and in for another dip or two. The author , like everyone else, does not know.
    I thought silver was fairly attractive earlier and it continued to get whacked. It's all speculation and anyone saying otherwise is usually just telling a good story...
    Aug 10, 2013. 09:51 AM | Likes Like |Link to Comment
  • Intel Stock: Getting Its Mojo Back [View article]
    When we bought Intel earlier this year it was met with lots of yawning. We had INTC "take it all" in our 2013 March Madness Investing bracket too and while the year is still young...we couldn't be happier.
    http://seekingalpha.co...
    Jun 12, 2013. 01:13 PM | 1 Like Like |Link to Comment
  • Independent Review Of The Permanent Portfolio Fund [View article]
    I think his point, or at least the part I agree with, was with regard to not being a fan of mutual funds. Why pay more for what typically underperforms?
    Jun 11, 2013. 11:23 AM | Likes Like |Link to Comment
  • Independent Review Of The Permanent Portfolio Fund [View article]
    Thanks Murray,

    I couldn't agree with you more! This piece was done just because in our practice we often come across several investors who seem to be convinced about owning certain mutual funds.
    As a firm we rarely use any mutual funds for some of the very reasons you state but also due to lack of relative performance and fees/expenses. As a matter of fact, please click on the link in the first sentence of our last paragraph (in the Conclusion) for our take on most mutual funds.

    Thanks again for your comment.
    Jun 10, 2013. 03:20 PM | Likes Like |Link to Comment
  • Independent Review Of The Permanent Portfolio Fund [View article]
    Thanks for the comment and what a treat it must have been to correspond with Mr. Browne!
    Jun 10, 2013. 10:53 AM | Likes Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    You nailed it! People seem to have short memories and frothy markets inevitably catch some of the same folks multiple times.
    May 30, 2013. 04:00 PM | 1 Like Like |Link to Comment
  • Has Natural Gas Finally Hit Bottom? [View article]
    Great question...and to be candid Clean Energy (CLNE) is not the only stock we like in natural gas; it just happens to be right around the corner from us and is truly positioning itself to be a market leader in this space. We'll dig more into this in future articles but Westport Innovations (WPRT) is another well covered stock that has potential.
    One company that is also quite appealing is TravelCenters of America (TA). This may actually present the best near-term opportunity of the bunch for those investors who are not as patient.

    The bottom line is this...there are a number of companies that will jockey for position but our take is that even though it's early...this is a play on "fuel of the future".
    May 11, 2013. 10:17 AM | Likes Like |Link to Comment
  • Has Natural Gas Finally Hit Bottom? [View article]
    Agree...this will be a bumpy and long ride but for those who are patient I think the upside and the long-term story is there.

    Thanks for your comment
    May 9, 2013. 09:29 AM | Likes Like |Link to Comment
  • Has Natural Gas Finally Hit Bottom? [View article]
    Thanks Ron. I checked out your site as well...Good stuff.
    May 9, 2013. 09:26 AM | Likes Like |Link to Comment
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