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3D Systems (DDD -1.7%) is selling off for the second day in a row. Yesterday, SA's Gray Wolf...

3D Systems (DDD -1.7%) is selling off for the second day in a row. Yesterday, SA's Gray Wolf Research offered a lengthy bear case for the 3D printer maker: it argued 3D's organic revenue growth is overstated thanks to acquisitions; that it's losing share after having "significantly underinvested" in R&D relative to Stratasys (SSYS -0.2%) and other rivals; and (citing sources) that 1H results were inflated by channel-stuffing from recently-acquired Z Corp.
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Comments (7)
  • Dale Napier
    , contributor
    Comments (26) | Send Message
    More to the point, the market is down and DDD is down with it. Let's see what happens after the market is up for a couple of days. This author has heavily shorted DDD, which means he wants DDD down. If it holds or rises, his short position will leave him screwed, blued, and tattooed. A lot of folks are predicting a short squeeze on guys like him - which means we have good reason to hope for a short-term pop, at the very least.
    24 Oct 2012, 02:16 PM Reply Like
  • The Autonomous Guy #23
    , contributor
    Comments (209) | Send Message
    DALE : Sounds like you hit it out the park. I totally concur with you.


    I have been long DDD for some time now. Sounds to me like Jim


    Cramer's move. Mr. short himself.
    24 Oct 2012, 03:24 PM Reply Like
  • barnsterb
    , contributor
    Comments (20) | Send Message
    I agree, I'm not saying DDD is the next Apple but I believe it has tremendous up side Long.
    24 Oct 2012, 04:30 PM Reply Like
  • HarryPothead
    , contributor
    Comments (259) | Send Message
    You tell 'em, Dale!


    So sad to watch these feeble attempts.


    Long DDD, SSYS, ONVO
    24 Oct 2012, 04:31 PM Reply Like
  • Garandman
    , contributor
    Comments (3) | Send Message
    3D Systems' VAR channel is a mess, their 3D printers (from V-Flash on up) have proven unreliable, and their response seems to have been to invest in their job shop customers. Start asking them about their system sales (a number they no longer disclose) and do the math.
    24 Oct 2012, 04:47 PM Reply Like
  • bernie123
    , contributor
    Comments (155) | Send Message
    They should not have a firm like Gray Wolf on writing about stocks where many of their friends shorted the stock. Looks like a class action for you attys out there. Might be worth 3 years of law school.
    24 Oct 2012, 08:21 PM Reply Like
  • bernie123
    , contributor
    Comments (155) | Send Message
    Start covering your shorts Gray have a terrible record for evaluating stocks. You cost your "short friends" a lot of money.
    25 Oct 2012, 08:44 AM Reply Like
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