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Sandy Lighthouse  

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  • Chevron And Exxon Mobil: Swirling Near The Drain? [View article]
    Gary, Thanks for a great article. Your thought process is sound. I give your conclusion of dividend cuts a high likelihood of proving to be correct. I don't know where you find the patience to calmly reply to so many irrational posts. Good luck to you.
    Aug 16, 2015. 07:28 PM | Likes Like |Link to Comment
  • Apple: Finding iPad's Future [View article]
    The Ipad is stuck between a rock (Chromebook) and a hard place (large screen smart phones).
    Aug 12, 2015. 07:34 PM | 3 Likes Like |Link to Comment
  • Tesla's Executive Exodus Continues [View article]
    I hope you shorts clean up. But I think maybe you're over playing this director of service thing. If Tesla does an equity raise, watch out longs. But Musk isn't stupid, has already stated that TSLA is overpriced, and would take advantage of that while the getting's good. I suspect the next major catalyst will be model X sales. If I had to guess, X sales will initially impress, then fall off a cliff. Good luck shorts. You have more guts than me.
    Aug 10, 2015. 10:46 PM | Likes Like |Link to Comment
  • Stop Panicking, Especially About The Wrong Things [View article]
    Damn Dana. I had the exact same bad timing as you '97, and ignorance in'06.
    Aug 10, 2015. 03:41 PM | Likes Like |Link to Comment
  • The Golden Years For China's Economic Growth Have Come And Gone - Part One [View article]
    Thanks for the unique perspective and interesting article Michael. I place value on first hand accounts.
    Aug 10, 2015. 03:16 PM | Likes Like |Link to Comment
  • China's Ghost Cities Will Haunt The World [View article]
    Assume for a moment that China somehow muddles through. Brazil, Australia, Canada, Chile, Russia, Africa, etc. are still so screwed by low commodity prices. If China does go down...
    Aug 10, 2015. 10:45 AM | Likes Like |Link to Comment
  • Stop Panicking, Especially About The Wrong Things [View article]
    China drove world wide economic growth for the last twenty years, with a debt binge thrown in. Those games are over. The crazy amount of liquidity sloshing around world markets encourages bubble creation. When bubbles pop, things get interesting. Bottom line: deflation and market instability. Not my idea of a good backdrop for putting money to work.
    Aug 7, 2015. 05:16 PM | Likes Like |Link to Comment
  • What Twitter Proved Last Night [View article]
    OK Dana, here's a truly weird take on why Twitter is doing so poorly as a business. Because corporate headquarters are located in San Francisco- the center of the universe for not getting it and stylish but unworkable ideas.
    Aug 7, 2015. 04:57 PM | Likes Like |Link to Comment
  • After The Recent Rout Micron Is A Very Strong Buy [View article]
    All commodity businesses are crazy, crazy, businesses. You've gotta be crazy to get into them. You've got to be crazy to invest in them.
    Aug 6, 2015. 02:57 PM | 1 Like Like |Link to Comment
  • Does Tesla Management Have Any Credibility Left? [View article]
    I'd like to propose a new ticker symbol for Tesla. How about CULT?
    Aug 6, 2015. 02:53 PM | 4 Likes Like |Link to Comment
  • Apple Sells Off As China Gives Off Bad Vibes, But The Bears Have It Wrong [View instapost]
    Doc, you nailed it when you stated the importance of the Chinese market to Apple. And your analysis of the Chinese market is interesting, and possibly correct. I have steered clear of any investments based on a China thesis for the last fifteen years, and will continue to do so.
    Aug 5, 2015. 03:40 PM | Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    Good article Paulo. Apple is indeed the "Iphone company". I would add that owning AAPL right now is pretty much a bet on Apple sales in China, as that's where most of their sales growth is. Writing about Apple is a double edged sword: you get the clicks but also a lot of emotional comments. Kind of a cult.
    Aug 4, 2015. 03:12 PM | 1 Like Like |Link to Comment
  • Iwatch: You've Got To Be Kidding Me [View instapost]
    Glad you're enjoying your Iwatch. Noticed that Iwatch was down played during earnings.
    Aug 3, 2015. 11:52 AM | Likes Like |Link to Comment
  • Why Twitter's Future Is Not As Gloomy As Jack Dorsey Suggests [View article]
    Super simple investment thesis for TWTR: Twitter can't show a profit after ten years and MAU is flat. But Twitter has potential. Wait until a new CEO is chosen, and place your bets. A good CEO could make this thing work. A not so good CEO will kill it and put it out of it's misery. Dorsey is like an old flame who's moved on, but has volunteered to come back and house sit until the new owner moves in.

    Note to next CEO: get rid of the limit on length of posts. DUH! Limit VIEWABLE post to two lines that must be clicked to expand. Then my feed won't be clogged up with tweet storms all day. Then limit posts to one per hour or whatever, otherwise they become sub-posts that can't be seen unless original post is expanded. That would force a minimum of discipline on tweets and improve their quality. Reign in the tweeters, and give the viewers more control, thereby increasing relevance, which is Twitters real problem.
    Jul 31, 2015. 10:49 PM | Likes Like |Link to Comment
  • Why Twitter's Future Is Not As Gloomy As Jack Dorsey Suggests [View article]
    Koac, Great comment. Better than the article. Just the facts, Ma'am.
    Jul 31, 2015. 10:02 PM | 1 Like Like |Link to Comment