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  • Ascent Solar Technologies: Not A Sunny Future [View article]
    I read it as a pretty balanced article. The balance sheet is a legitimate concern. Ascent has burned through a massive amount of cash to get where it is right now. The positives are discussed. The author isn't short so maybe what the author is "trying to do" is drive the stock down to buy at a lower price. It's Probably not a good short at the current price. You risk getting squeezed on a big news event. But would've been a great short at $2. I've always though of it as a buyout candidate (maybe it has had offers but wants to go it on its own). I like the potential. If it hadn't went into consumer gadgets it would probably went to the graveyard long ago.
    Apr 5, 2015. 10:49 AM | Likes Like |Link to Comment
  • MicroVision: Why We Don't See The Vision [View article]
    It's no surprise that Mr. Guttag would favor the technology he has helped develop over a competitor's technology.

    M. Guttag....

    So, how about citing the opinion of a non-biased engineer?

    Author makes argument that Microvision's tech is so-so based on tech that is several years old (the original projectors). I have to agree with another readers comment that this is sleazy. So far, all evidence suggests that the new module (used in PicoAir) is leaps and bounds improvement.

    Another part of the bull thesis isn't mentioned...the automotive HUD market, where MVIS likely has Jaguar/Land Rover as a partner.

    I have to agree that the article is weak on substance (basically just reiterating the same dull points the shorts have used in the past).

    How would the shorts like another surprise announcement? On the automotive HUD front? Or another consumer electronics partner?
    Mar 26, 2015. 07:14 PM | 1 Like Like |Link to Comment
  • Transocean Slashes Dividend By 80%. Now What? [View article]
    Well, you guys make a good case for ESV vs. RIG. And for the time being it probably doesn't matter much as they're essentially trading in lockstep. A couple of interesting things, though. 1) Icahn owns RIG but no ESV. I wonder why he likes RIG better. 2) Much bigger short interest in RIG. I wonder why the shorts dislike RIG more? Maybe the dividend cut was foreseeable?
    Mar 8, 2015. 01:16 PM | 4 Likes Like |Link to Comment
  • Transocean Slashes Dividend By 80%. Now What? [View article]
    Loss of opportunity where? Overheated and overpriced momentum stocks like FB, TSLA, NFLX? Sure, if you're looking for 3 month investments, go with those. If you want to buy and hold for 3 years, oil companies/drillers should be considered.
    Mar 7, 2015. 04:34 PM | 6 Likes Like |Link to Comment
  • Transocean Slashes Dividend By 80%. Now What? [View article]
    Chris, I too get the feeling that there is now an extreme disconnect between the price of oil and the actual demand for this commodity. I've heard it said that oil is the most manipulated market there is. I think if one has a long enough time horizon (5+ years), they'll be handsomely rewarded as long as they don't pick a company that goes bankrupt. RIG has a long operating track record and has weathered many storms.
    Mar 7, 2015. 04:15 PM | 3 Likes Like |Link to Comment
  • Transocean Slashes Dividend By 80%. Now What? [View article]
    Yes, I realize it's not a good thing that they'll be losing the revenue on those rigs. But what I was thinking is that if no new projects pop up in the next year or so, nobody will be getting new contracts and perhaps many of these companies will need to scrap some rigs rather than pay whatever costs are associated with keeping a rig stacked. I don't know much about the industry so I'm not sure what the costs are for stacked rigs. But my reasoning was that if several of them are forced to scrap some rigs, wouldn't it be much better to be scraping a 25 yr old rig rather that a 10 yr old one? Certainly if RIG scrapped 1/3 of its rigs, revenue would go down substantially. But it would also slash expenses significantly - no?
    Mar 7, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • Transocean Slashes Dividend By 80%. Now What? [View article]
    Is there not a positive aspect to having a fleet of older rigs? If it becomes necessary for some players to scrap rigs in order to stay in business, it seems it would be much better to scrap a rig that has provided 20 yrs of service than needing to scrap a rig that only has 10 yrs.

    Based on what the author has said, I would be inclined to think that RIG could scrap a third of its rigs without much pain, specifically because they are so old. 20 years seems pretty old anyway - is that not near the normal lifespan?

    I'm looking into RIG because there seems to be little "value" right now in other sectors. And Carl Icahn has picked it as one of his holdings.
    Mar 7, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • Pozen Inc. Is A Great Opportunity For Investors [View article]
    They didn't exactly say they are "too busy working on other applications". Sure, that's one possibility that could be inferred from their statement. But why do I get the feeling something fishy is going on here?

    But, maybe it is just really low priority. After all, it's just an aspirin-based drug. Patients can take Nexium followed by aspirin if need be. Or just take it after a meal.

    My take on Pozen is that these CRLs are just the beginning of its woes. 2015 might be the year it finally gets punished by the market.

    Not a very good article. And so far, not a good call.
    Dec 17, 2014. 10:00 PM | 1 Like Like |Link to Comment
  • Apple: The $200 Billion Question [View article]
    Interesting. But unless Apple is getting the 64 for the same price as it was getting 32, that would likely decrease its margins (also the display is bigger so I'm assuming it is more expensive for the company).

    Eagles is comparing the ip6 to ip5c. I don't think that's correct. The ip6 is the new ip5s. The 6+ is something new that doesn't have a corresponding model from last year. And it probably won't have nearly the same appeal after initial pent up demand is fulfilled. I think once most people try out such a massive phone they realize it's too big to be practical.

    What could also happen is that people realize they actually like the size of their ip5s and may be inclined to stick with that (afterall, Steve Jobs seemed to think that was the optimal size...or so he said). If that were to happen, ASPs would be lower. We don't know iPad pricing yet, but it looks like Apple is facing enough competition now that it may need to drop prices on iPad (like say, putting the new 12" model at the current iPad air price). That will be interesting and have a big impact on ASP
    Oct 9, 2014. 11:28 AM | 1 Like Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    "If you look at all of Apple's competitors over, say, the past 10 years, all their stock prices are utterly pathetic."

    You could've said the same thing about Microsoft 15 years ago (with Apple being one of its utterly pathetic competitors). But the market is forward looking. Looking at the last ten years and hoping/assuming that will continue isn't the best strategy.
    Oct 6, 2014. 09:37 AM | Likes Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    What your talking about is people's perception of quality, not necessarily intrinsic quality. Marketing also plays a bit role in pricing power and profitability. The fact people are willing to wait a day or longer in line just to be the first to buy a new iphone shows just how ridiculously brainwashed so many people are.

    Eventually, this will come to pass and a new corporate brainwasher will arrive and overthrow the old.
    Oct 6, 2014. 09:07 AM | Likes Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    "Crap" and 'junk"? A lot of experts would now beg to differ with that characterization of the competition. And for many people, even many of those who can afford it, the elegance factor of an Apple product is about as piontless as diamonds or a luxury watch. Fact is, the "crap" is besting Apple on a lot of metrics. You can find better cameras, faster processors, more RAM, higher definition screens, longer battery life and so on in other devices. People love choice and not everyone will choose elegant or trendy, even if when they can afford it.
    Oct 5, 2014. 10:04 PM | 1 Like Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    But it would be okay if it was serving the Longs? Go back and look at all the bearish articles on MNKD and you'll see now, with the benefit of hindsight that they were doing more than "serving the shorts" (I'm sure the longs were claiming something to that effect at the peak of their euphoria). But indeed, those authors were right and were saving the longs from the inevitable rapid decline.

    Analysts, writers and CEOs can influence a stock for short periods of time, but eventually the facts will outweigh them.
    Sep 21, 2014. 10:43 PM | 3 Likes Like |Link to Comment
  • Long-Term Outlook - Bleak! [View article]
    Good point MC, and I think your explanation fits the chart much better. When I saw the Growth Rate chart, I didn't "clearly see" a downtrend. It looks more like a sideways trend with lots of ups and downs. So, it would probably be best to follow the same old sage advice and buy the busts and sell the booms. Ignore "the economy" and all the noise it generates and focus on finding good companies that are undervalued.
    Sep 21, 2014. 10:02 PM | 4 Likes Like |Link to Comment
  • Apple Shares Are Ripe For A Pullback - Time To Take Profits [View article]
    Market will do what market will do. A SA article on AAPL might influence price a percentage point or two on the day of publication. If you can't stomach that then you get a D- on your investment skills. It's not even particularly bearish - take some profits at resistance, after an over-hyped product release - seems very prudent and rational.
    Sep 19, 2014. 09:57 AM | 1 Like Like |Link to Comment