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Sandy Lighthouse  

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  • SolarCity Through The Eye Of A Needle [View article]
    I like you Dana, and I wish every success. But Jim Chanos is on the opposite side of this trade, and I have nothing but respect for the man. I go with Chanos.
    Nov 25, 2015. 02:41 PM | Likes Like |Link to Comment
  • Potash Stock: Quarterly Dividends Released, Shares Expected To Rise [View article]
    Last I looked POT had a fair amount of debt on it's books.
    Nov 16, 2015. 07:59 PM | 2 Likes Like |Link to Comment
  • PriceSmart: Short For Risk-Embracing Investors, Hold For Long-Term Oriented Ones [View article]
    Thanks for the article. So PSMT is an expensive stock in an expensive stock market.
    Nov 15, 2015. 05:35 PM | Likes Like |Link to Comment
  • Twitter's Future Offers Hope, But Uncertainty Lingers [View article]
    "Twitter's future offers hope"??? Ever heard of "the slope of hope"?
    Nov 10, 2015. 04:31 PM | 3 Likes Like |Link to Comment
  • High Opportunity Cost Of Owning Facebook Stock [View article]
    FB gaap earnings yoy went from 30 cents to 31 cents per share, about 3% growth. The press reported non gaap earnings that didn't include stock compensation.
    Nov 9, 2015. 03:37 PM | 5 Likes Like |Link to Comment
  • Investors Like Facebook, Poke Oil, And Unfriend Whole Foods - Bezek's Daily Briefing [View article]
    Headline FB EPS yoy 3rd quarter non gaap $.57 vs .43. Same numbers gaap are $.31 vs $.30. First three quarters '15 gaap $.75 vs .86 in '14, an actual decline.
    Nov 5, 2015. 09:36 AM | Likes Like |Link to Comment
  • Looks Ugly To Me [View article]
    I agree that valuations are nuts.
    Nov 5, 2015. 09:23 AM | Likes Like |Link to Comment
  • Looks Ugly To Me [View article]
    Here's my understanding of why the markets are rallying: The markets took a hit because China looked like it might blow up and take everyone down with it. Now the sentiment is that China won't blow up.
    Nov 4, 2015. 10:07 AM | Likes Like |Link to Comment
  • Commodities: The Race To The Bottom [View article]
    Yeah, but how about the color?
    Nov 2, 2015. 11:38 AM | Likes Like |Link to Comment
  • Google: Sundar Pichai's Very Good Call [View article]
    Article on Recode says Chrome OS not on the way out- scroll down to the bottom.
    Oct 31, 2015. 09:28 PM | Likes Like |Link to Comment
  • What To Do With Rio Tinto? [View article]
    Some of my favorites include RIO, POT, NEM, XOM, NUE. Not that I'm that knowledgeable on the subject. But I'm learning as fast as I can. What are some of your favorites?
    Oct 31, 2015. 03:50 PM | 1 Like Like |Link to Comment
  • What To Do With Rio Tinto? [View article]
    What to do with commodity stocks? Play it cool and wait. Commodity bottoms can last for years. Never buy commodity stocks until they are so hated that no one even cares any more. And the climb off the bottom is so slow no one notices except in retrospect. And when you do buy, buy only the best.
    Oct 30, 2015. 04:49 PM | Likes Like |Link to Comment
  • Commodities: The Race To The Bottom [View article]
    People in the commodity business are no dumber than people in tech. The tech people just have the advantage of being in a high growth industry that makes them look good. Remember when Uncle Fester laughed at the Iphone and called it a toy? How about Fiorina buying Compaq? Oh yeah, almost forgot Fester buying Nokia. How about Apple's board dumping Jobs for Sculley? And the brown Zune? How about Gates developing OS2 for IBM? How about Gates saving Apple with a cash infusion? How about IBM not retaining the intellectual rights to the first PC OS? We'll see how smart Musk looks five years from now when the government subsidies all evaporate, although it probably won't matter to him because he'll be living on Mars. How about Otellini turning down Jobs to fab processors for the Iphone? How about Verizon letting ATT scoop them for a 5 year Iphone exclusive?

    There's some exceptional people in the commodity business. They're just human like everyone else. And people being human creates risks and opportunities in the markets.
    Oct 30, 2015. 04:36 PM | 6 Likes Like |Link to Comment
  • Continue To Avoid Gold Mining Stocks [View article]
    If by some miracle the fed does raise rates, it will be one and out. Realistically, what's the difference between 0% and .25%? .25% only matters if it's the first step in a trend.
    Oct 30, 2015. 12:32 PM | 1 Like Like |Link to Comment
  • Newmont: Bullish Trends Developing [View article]
    Nice piece. Market seems to disagree with you about CC&V acquisition as Anglo Ashanti stock soared on the news and Newmont dropped substantially.
    Oct 29, 2015. 12:13 PM | Likes Like |Link to Comment