Seeking Alpha

Izzy1

Izzy1
Send Message
View as an RSS Feed
View Izzy1's Comments BY TICKER:
Latest  |  Highest rated
  • 3D Systems Confident Of 30% Organic Growth [View article]
    This is a pump article and nothing more. They will not hit 30% organic next QT or next QT or next QT on and on. Management focused on acquisitions. Top management not focused on Organic growth and definitely not on margins. What the CFO said was really a hope and prayer. Ari has no clue what is happening with internal growth just obsessed with acquisitions. Stock will really crash after next QT results. If it reaches $25 or less I am a buyer but not before
    Sep 15 06:56 PM | 1 Like Like |Link to Comment
  • Does 3D Printing Offer A New Investment Dimension? [View article]
    3D's top management appears to be focused mainly on acquisitions. Senior management should focus on getting the best results possible from organic sales. Very concerned about the time Avi is putting in to make the existing business a leader in this industry. Buying a large number of small may not be in the best overall interest of 3D. Sold all my 3D and SYSS.
    I did buy very large number of shares in ONVO. Starting to sell 3D manufactured live tissue to drug companies to test toxicity to humans of potentially new drugs.
    Sep 14 01:32 PM | Likes Like |Link to Comment
  • Does 3D Printing Offer A New Investment Dimension? [View article]
    3D manufacturing is without any doubt the future of manufacturing. On paper DDD should be leading the way with respect to a manufacturing revolution. But 3D continues to under perform to targets they basically set.
    A 4 point drop in margins is a major problem. Showing little growth in organic sales is a problem. Not making profit numbers is a major problem.
    If the company does not return to previous form they will be pounded after the 3rd Qt results. I have lost confidence in their management team to grow this business at a minimum of 30% for organic products and improve margins to earlier targets
    Sep 11 05:17 PM | Likes Like |Link to Comment
  • 3D Systems: Looking Beyond The Short-Term Pain [View article]
    If DDD does not show organic growth significantly better then 10% and reverse a 4% drop in margins investors will not pay a premium for this company. It does not deserve a stock price based on future earning and growth.
    Aug 6 03:10 PM | Likes Like |Link to Comment
  • 3D Systems' (DDD) CEO Avi Reichental on Q2 2014 Results - Earnings Call Transcript [View article]
    This is not going to be an overnight winner. This is a stock you buy and forget about for at least two years. I feel very confident that in two years it will be selling form well over $100.
    They have excellent management. Just look at how easily they mesh acquisitions into their structure. DDD, SSYS, ONVO and OXONE are at the beginning of a major revolution in manufacturing. In ONVO's case it is manufacturing human organs.
    I am buying more DDD, SSYS and ONVO. Yes it could even go down tomorrow buut in the end these stocks will do very well.
    Aug 1 12:58 AM | 3 Likes Like |Link to Comment
  • 3 Reasons Why 3D Systems Is Good For Investors In The Long Run [View article]
    I totally agree with you but I own a substantial number of shares with an average price of $54.91. In fact I purchased more shares today at $56.22. This stock will eventually go straight up but over the next year or so it will test ones inner strength.
    If it has a great 2nd qt it will take much pressure off the stock and some of the other 3D stocks. But the economy is still not running on all cylinders. CEOs are still tentative about investments in capitol equipment.
    Jul 16 06:44 PM | 5 Likes Like |Link to Comment
  • Why Stratasys Will Outperform 3D Systems In The Long Run [View article]
    The 3D market will explode over the next few years. We will see a tidal wave of change in manufacturing processes that will reduce costs, manufacture better products and allow the design of new products that were just to difficult or impossible to manufacture with current technology. I retired a few years ago but did work for a company that used this technology to make samples quickly. We could manufacture a complete sample in a few days for our customers. The old fashioned way could take weeks or even months. We won many new orders at our price with this advantage.
    DDD appears to have the better management and SSYS may have some advantage in products. Who cares, both of these companies will do very well over the next 5 to 10 years.
    I believe the real money maker will be ONVO. Roche uses ONVO manufactured tissue to test new drugs. Not one of the standard methods found a new Roche product to be toxic to humans. ONVO supplied tissue for testing and it quickly discovered the Roche product to be toxic. It saved Roche million by not proceeding with the product. ONVO is working on printing human organs. A few of America's finest scientist believe that ONVO will solve all problems and will manufacture organs using their patented methods. I brought 5000 shares at an average of $6.84 and have added to my position. One day this stock will be worth many hundred of dollars if not thousands. But it will not happen tomorrow or the next day but it will happen sooner then you think.
    Jul 4 01:18 AM | 7 Likes Like |Link to Comment
  • SolarCity Leases And PPAs: Counting On Uninformed Customers And Investors? [View article]
    In California SolarCity is in great demand. From the day they come out to layout the job it takes about 70 days before they can complete the installation. Some of the delay is due to getting all sorts of permits and approvals but their crews are working flat out to keep up with demand. They hate going to overtime because they pay their installers very very well at regular rates.
    Jun 1 09:58 AM | 2 Likes Like |Link to Comment
  • SolarCity Leases And PPAs: Counting On Uninformed Customers And Investors? [View article]
    It turns that that that for April and May I paid a total of $10 to SDG&E. My 31 cells took care of our entire electricity needs. In May we ran our home air conditioners nearly 18 hours a day and the pool motor was on for at least 6 hours a day. We had a 100 degree heat wave that lasted nearly 2 weeks.
    We did not pay any money to SolarCity. They own the entire system and we just pay a monthly cost. Any extra power we produce during the day goes onto the system and we can draw down as needed at no cost.
    Jun 1 09:55 AM | 1 Like Like |Link to Comment
  • 3D Systems: Bullish Or Bearish Stance On The Group's Equity Offering? [View article]
    Some 50 years ago the president of IBM could not understand by anyone would buy or even need a computer. Many feel the same way about 3D type printing. This technology is a real game changer and at this time DDD is at the top of the heap.
    They have a smart management lead by a very shrewd CEO. I am certain they will introduce many new printers, materials and technology over the next 20 years. I am just as certain they will introduce some products that the market will not like and get ridiculed by the investors, analysts and others. But in the end they will be at the top or near the top of the 3D printer heap. One can probably say the same about SSYS and even ONVO and others.
    There are 100s of smart people throughout the world designing and even manufacturing their own 3D printer. Somewhere in the group may come the next Steve Jobs. DDD has definitely secured it's place in history. It will become a $50 Billion plus company (today's dollars) within 10 years.
    I know I will continue to buy stock in DDD and SSYS. I also own a small number of ONVO and VJET shares. At their current price I don't have much to lose and who knows what could happen. If ONVO hits it right they will be making livers, hearts, kidneys etc. If you need one to live cost will not be an issue.
    Jun 1 09:45 AM | Likes Like |Link to Comment
  • 3D Systems: Bullish Or Bearish Stance On The Group's Equity Offering? [View article]
    You really have said nothing. On one hand it could be this and on the other hand it could be that. All we know is you are shorting DDD
    May 28 03:34 PM | 7 Likes Like |Link to Comment
  • SolarCity Leases And PPAs: Counting On Uninformed Customers And Investors? [View article]
    San Diego Gas & Electric currently sells homeowners electricity from 17cents to 35 cents in a tiered structure. If you lived in a 2 room apartment you may never reach a tier above 17 cents but most homeowners pay an average of 25 cents. Solar City sell energy at 17 cents no matter how much one uses.
    Our bills were around $500 a month now the are $180. No money out of pocks and zero maintenance cost to me. Best deal I ever made.
    Solar City cannot keep up with demand in San Diego and Orange Counties.
    Cost continue to go down and SDG&E keep raising rates as they lose customers.
    May 25 11:14 AM | 1 Like Like |Link to Comment
  • SolarCity Leases And PPAs: Counting On Uninformed Customers And Investors? [View article]
    There is a certain amount of freedom that comes with a system that can supply nearly 100% of the electric demand for the property. During the day the system makes far more power then we use. (The past 10 days may have been an exception because the temperature was over a 100 degrees for nearly 10 days). Our normal temperature is 70 degrees most of the year. If I had purchased all my electricity from San Diego Gas & Electric I estimate my bill would have been over $625 for the month. With Solar City I pay $180 per month and I may have to pay the utility $75.
    Love my solarCity setup.
    May 19 01:08 AM | 1 Like Like |Link to Comment
  • SolarCity Leases And PPAs: Counting On Uninformed Customers And Investors? [View article]
    Sir,
    I will be happy to send you every document I have from SolarCity. Why in the world would I make that up. If you are anywhere near Orange County, CA. I would be happy to show you the system.
    I was only looking to reduce my electric bill. No investment and it gets reduced from $450 {low end) to $180.00. A no brainer for me. Why in the world would I want to invest in hardware on my roof. I can think of many things to do with $24,000 {purchase price quoted for 31 panel).
    Our neighbor is now talking to SolarCity and he received the same basic deal. I think he can only get 28 panels on his roof.
    No sweetheart deals. Everyday pricing from SolarCity in southern Orange county.
    May 19 01:01 AM | 2 Likes Like |Link to Comment
  • Dow near record and struggling bank stocks don't add up [View news story]
    Obviously this is a strange market. Economy going nowhere but DOW and S&P continue to hit new records. Investors and traders putting money into market because they believe economy ready to take off.
    If we continue to get so so economic data investors will pull back and I could see market drop at least 20%. Maybe the banks are smarter then the rest and they are already pulling back. Housing in trouble, consumers not buying and CEO's not investing. Danger ahead
    May 16 03:09 PM | Likes Like |Link to Comment
COMMENTS STATS
182 Comments
430 Likes