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  • SolarCity: Failure To Close The Electricity Loop Looms Large  [View article]
    R U short SCTY? Do you plan to short the stock in the next few days
    Jan 14, 2015. 05:32 PM | 5 Likes Like |Link to Comment
  • These Headwinds Make Organovo A Short Candidate  [View article]
    ONVO had relationships with some of the best pharmaceuticals in the world. Yale and Harvard have reviews the science behind ONVO and both gave it a thumbs up. In fact Yale and ONVO are about to work together on development of this amazing tissue produced by ONVO.
    Each drug could easily require 3 to 5 test at $150,000 to $250,000 for the liver product. The science has proved over and over that ONVO can save millions of dollars by identifying a problem much earlier and more accurate then any other technology.
    We are at the beginning of an entire new industry that one day may include the manufacturer of organs using DNA from the patient to reduce the potential for the body to reject the organ.
    At these prices I have already accumulated over 30,000 share and will be buying more tomorrow.
    Dec 10, 2014. 05:37 PM | 12 Likes Like |Link to Comment
  • 3D Printing: Revolutionary Industry, Terrible Investment  [View article]
    The real issue with 3D printing stocks is this. There are two leaders in this market. DDD and SSYS. DDD and it's bigger then life President have not hit any of their numbers in the past 18 months. Throw in a significant drop in gross margin and investors ran for cover. SSYS has hit their numbers about half the time but still far too many misses for a new industry that should be growing at least 30% a year.

    If DDD had hit their revenue numbers and kept gross margin high these stocks would still be selling for at least $60 and $120 respectively. The technology improves every year. Recently HP announced 3D printing with a much faster through put time. Eventually this will be the way the world manufactures product.

    3D technology has the potential to wipe out millions of jobs around the world. It will be very difficult for operators of todays machines to find jobs 10 years from now.
    Scientists, engineers, doctors, computer engineers etc will always find work. But jobs requiring a basic education have been slipping away for some time.
    Eventually the top 30% will have to take care of the bottom 70% or face a revolution.
    Nov 7, 2014. 08:31 PM | 10 Likes Like |Link to Comment
  • 3D printing stocks sell off after Stratasys cuts EPS guidance  [View news story]
    ONVO is not a traditional 3D stock It is a Bio type stock.
    Nov 5, 2014. 10:30 AM | 2 Likes Like |Link to Comment
  • 3D Systems: The Takeover Thesis Could Resurface Following The HP Spin-Off Announcement  [View article]
    The only way DDD moves up is by beating margin and organic revenue growth for at least 2 or 3 quarters. Otherwise they are doomed to $20 to $25 at best.
    Oct 12, 2014. 12:52 PM | 1 Like Like |Link to Comment
  • 3D Systems: The Takeover Thesis Could Resurface Following The HP Spin-Off Announcement  [View article]
    I also commented in another article that Meg has done nothing with HP. She realized this monster is going nowhere. Anyone small acquired by even 1/2 HP will get lost in the corporate BS.
    Epson owns the photography and Media markets for printers. I assume the margins on Laser printers in down to nothing because it is a corporate commodity. HP probably trying to figure out how to increase prices on laser printers but that will not happen. Few companies standardize on HP computers and HP does not write software for enterprise. Oracle, Microsoft and IBM own the software market.

    Buying DDD would doom the company to below average management. But lately DDD management appears to be heading in the same direction. They must get the margins up or this stock will be selling for $5
    Oct 9, 2014. 08:30 AM | 1 Like Like |Link to Comment
  • 3D Systems: The HP Threat Resurfaces  [View article]
    Tell me one thing that Meg has done while at HP. She promised to turn the company around in a few years and it did not happen. She does not have a clue what to do next. The easy solution was break up the company and keep the so called good stuff for herself. Yes the stock went up but they are not profitable by any decent standard. Revenue and Gross Profit remain flat.
    HP computers are not the choice of most businesses. HP printers are not even close to Epson printers with respect to technology. Epson owns the photography and media markets. I suppose they sell laser jet printers.
    Enterprise-Software is becoming the dominate play in this market. Companies like VMW are the future while hardware is becoming a commodity.
    Last but not least is the great HP software. Oh what software. IBM, Oracle and Microsoft own this markets.
    So you think this is the company that will lead the world in 3D and 4D manufacturing?
    Meg has been talking about the Israeli 3D technology for a few years. No one has ever seen it or heard of it besides her. I think Meg is confusing 3D with a laser jet pinter.
    Oct 7, 2014. 07:08 PM | 2 Likes Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth  [View article]
    The picture, by my name, shows what I think of DDD right now. If DDD was still private I could understand Avi's approach to the business. But as a public company, that wants investors, it has to do a better job managing results. I am certain that DDD will eventually perform but it could take a few years and other companies will start to take market share from them.
    Sep 28, 2014. 11:07 AM | 1 Like Like |Link to Comment
  • Does 3D Printing Offer A New Investment Dimension?  [View article]
    No but I do own 25,000 shares. When it reaches $500 a share I will sell and never talk about it again
    Sep 21, 2014. 10:22 AM | Likes Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth  [View article]
    If I owned the stock today not sure what I would do. I don't believe DDD will increase margins by at least 4 points just to get back to where they were. I doubt they will grow organically 30%. So I expect the stock to drop before financial results are released and I expect it to drop more once the results are released.
    Also believe that SSYS at $130 is crazy. Profit takers & Shorts will beat it down to $100 again.
    Sep 21, 2014. 10:19 AM | 1 Like Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth  [View article]
    The only way the Chinese make a 3D printer is if they steal all the technology. China is one country where the people have't had an original thought in 500 years.
    That's why the government supports hackers along with the military.
    Sep 21, 2014. 10:14 AM | Likes Like |Link to Comment
  • 3D Systems Confident Of 30% Organic Growth  [View article]
    Sorry we had a dog named Ari. Must be a Freudian slop
    Sep 21, 2014. 10:11 AM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 05:17 PM | Likes Like |Link to Comment