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Sandy Lighthouse  

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  • Apple: The Shift To Asset-Light, High-Margin, Middlemen Businesses [View article]
    Good article. Don't under estimate the Android eco-system. In my opinion, Apple's eco-system is mainly valuable as a deterrence to switching, not as an income producer.

    Investing in Apple right now is essentially a bet on Apple sales in China.
    Jul 31, 2015. 05:54 PM | 1 Like Like |Link to Comment
  • Apple: The Shift To Asset-Light, High-Margin, Middlemen Businesses [View article]
    "How can Apple get away with ...?" Ignorance. Chromebook will erode Mac laptop sales over time.
    Jul 31, 2015. 05:49 PM | Likes Like |Link to Comment
  • Today's Fundamentally-Absurd Gold Stock Levels Aren't Sustainable [View article]
    I don't know if it was Jeff Curry, but Goldman put out a "Conviction buy" note on ABX in Nov. 2014.
    Jul 29, 2015. 03:42 PM | Likes Like |Link to Comment
  • Micron: I Told You To Wait, Now I'm Telling You To Wait Some More [View article]
    Anchor, you just gained a follower. Your arguments are rational and based on facts, with a minimum of speculation. Your investment attitude is right on the money, irregardless of the specific equity in question. Your observation about Samsung running production at full capacity and maximum efficiency as opposed to curtailing production to support prices is indeed a standard tactic of commodity producers, indicating a sound fundamental understanding on your part.
    Jul 14, 2015. 08:15 PM | Likes Like |Link to Comment
  • Know When To Fold 'Em [View article]
    Good article Dana. Counter-intuitive take on the world economy. Different perspectives that are rational are useful.
    Jul 14, 2015. 08:00 PM | 2 Likes Like |Link to Comment
  • Barrick And Newmont May Strike Up Merger Talks Again If Gold Prices Continue To Fall [View article]
    OK, no cost savings. Why merge?
    Jul 12, 2015. 12:28 PM | Likes Like |Link to Comment
  • Apple Watch Is Not The End Of Movado [View article]
    Not only is Apple Watch not the end of all watch makers, it is not the beginning of a new tech trend. The intention behind the AW design is to bolster the Apple eco-system and milk more cash out of Iphone buyers. The design does not serve user's needs, has no killer app, and is more of a distraction than a tool.
    Jul 11, 2015. 09:36 PM | Likes Like |Link to Comment
  • Don't Sell Your XLF [View article]
    Very sound reasoning and well put together article. Thank you.
    Jul 11, 2015. 09:24 PM | 1 Like Like |Link to Comment
  • Barrick And Newmont May Strike Up Merger Talks Again If Gold Prices Continue To Fall [View article]
    So where exactly do the cost savings come from? More purchasing leverage for supplies at Nevada mines? Cost savings in refining the gold? Lower management costs? I'm just curious.
    Jul 11, 2015. 06:33 PM | 1 Like Like |Link to Comment
  • After The Recent Rout Micron Is A Very Strong Buy [View article]
    Micron is what it is: a manufacturer of undifferentiated commodity parts. It's always best to be number one in these businesses, as everyone else has to dance to your tune. Samsung is number one in the memory business. Could a break through technology upend the current hierarchy? Possibly. I really hope that Micron does well for everyone invested in it.

    It looks to me like investors who normally would not be interested in commodity businesses are giving Micron a hard look. To me, this makes a statement about the state of the technology market in general: there are few if any reasonable valuations to be found. The tide has lifted all ships. I prefer to wait for the tide to go out, however long that may take. Investing in commodity businesses, whether it's steel, airlines, or memory chips, is not for the faint of heart.
    Jul 11, 2015. 05:32 PM | Likes Like |Link to Comment
  • 'Ye Of Little Faith' What Has It Cost You? Part 1 [View article]
    If you're going to be optimistic, you'd better stick to mutual funds or ETF's. Optimism when investing in individual stocks is a good way to get your teeth kick in.
    Jul 11, 2015. 10:07 AM | 1 Like Like |Link to Comment
  • Near-Term Outlook Shady For Rio Tinto [View article]
    Good article. Among commodity producers, RIO looks to have particularly strong management. Picking a bottom in commodities is always tough. Like Downtown, I'm working my way in on pullbacks.
    Jul 8, 2015. 04:24 PM | 1 Like Like |Link to Comment
  • After The Recent Rout Micron Is A Very Strong Buy [View article]
    You got it Stan. It takes a lot to make money investing. Knowledge, experience, instinct, independent thinking, and a little luck. So when commentators are righteous, excessively speculative, one sided, or egotistical, that immediately raises red flags. Just remember that talk is cheap and you alone will bear the financial consequences of your investment decisions.
    Jul 8, 2015. 03:33 PM | 4 Likes Like |Link to Comment
  • Why Chevron Is At Least 25% Overvalued [View article]
    Check out Chanos on "Wall Street Week" on youtube. He doesn't like CVX either.
    http://bit.ly/1KIdKsn
    Jul 6, 2015. 07:23 PM | 1 Like Like |Link to Comment
  • After The Recent Rout Micron Is A Very Strong Buy [View article]
    Samsung reminds me of the old Steve Prefontaine quote: "The best pace is a suicide pace, and today looks like a good day to die." If you want to run with Samsung, be prepared for some pain.
    Jul 6, 2015. 06:57 PM | Likes Like |Link to Comment
COMMENTS STATS
136 Comments
137 Likes