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Vartu

Vartu
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  • "We're going to patent it all," Steve Jobs declared in '06 after Apple (AAPL) paid $100M to settle an IP suit. The result would be a huge patent portfolio Apple is now wielding against rivals amidst complaints many patents cover obvious and/or existing software concepts. Apple's "unified search" patent was rejected in '04, with an examiner calling it "an obvious variation" on existing ideas. It would be rejected 8 more times before getting approved last year, and then successfully used against Samsung. [View news story]
    When the Google CEO sits on Apple's board and then Google comes up with the copy-catting Android OS that they give away for free to Apple's competitors, Apple should do everything in its power to stop them.
    Oct 8 10:15 PM | 5 Likes Like |Link to Comment
  • Avoid Armour Residential [View article]
    With articles like these driving the share price down, the interest rate ATM is over 15% which will bring in new investors and drive the share price back up.
    Mar 14 12:24 PM | 4 Likes Like |Link to Comment
  • Why Malaysia Will Underperform Against Southeast Asian Neighbors [View article]
    Aha, even now for political purposes, some continue to distort the truth even though Lynas has gone to great pains to adhere to all local and international requirements.

    How could Lynas build a $600+ million plant in secret?
    Dec 18 09:24 PM | 4 Likes Like |Link to Comment
  • Is It Finally Time To Sell American Capital Agency Corp? [View article]
    So, is it time to sell NLY?
    Feb 8 05:51 PM | 3 Likes Like |Link to Comment
  • 3 Reasons To Buy Tasman Metals [View article]
    These are mostly very young companies that are still trying to develop their properties. Profits for most are a year or more away.
    Jun 21 08:11 PM | 3 Likes Like |Link to Comment
  • Use Linn Energy To Build Income Now [View article]
    Problem is that very few people are accountants or oil experts, so much of the analysis is simply examining the "experts" opinions to see who makes the better case.
    May 15 09:07 AM | 2 Likes Like |Link to Comment
  • Apple: Great Artists Steal [View article]
    " However, doesn't it strike anybody as odd that while the iPad Mini is selling out, the iPad 4 is readily in-stock?"

    Not especially odd. Maybe they under-estimated the mini sales and planned the iPad 4 just right. Or maybe the iPad 4 sales were over-estimated. Whatever, not a big deal.

    Jobs said a lot of things. You can't necessarily take his statements as what he really believed.
    Jan 3 01:38 PM | 2 Likes Like |Link to Comment
  • Why Malaysia Will Underperform Against Southeast Asian Neighbors [View article]
    The way Australia's Lynas has been treated in Malaysia is probably making some companies think twice about investing in Malaysia.
    Dec 18 08:54 AM | 2 Likes Like |Link to Comment
  • "Rates go down you get killed, rates go up you get killed," says hedge fund manager Brad Golding, summing up the situation for mortgage REITs. The days of double-digit yields are over - at least at Annaly (NLY) - where new co-CEO Wellington Denahan-Norris calls it "fantasy" to think the company can just jack up leverage to replicate the returns of the past. [View news story]
    I have a feeling that if we haven't bought any mREIT shares in the last day or two, we may have missed an opportunity.
    Oct 16 04:18 PM | 2 Likes Like |Link to Comment
  • Gasoline Price Increases: Prelude To The Next Recession? [View article]
    We went into recession because of the sub-prime mortgage mess rippling thru every part of the economy. High priced oil simply reduces our ability to buy other stuff like food, vacations, new cars, etc. Shifting to natgas, whose value isn't set in world markets (tough to export efficiently), isn't a cheap and quick process.

    That story of the Saudi pipeline explosion may have been false, certainly the Saudis want everyone to think they are full control of their oil-producing region, but we had better be prepared for higher energy costs for the next few years.
    Mar 4 11:34 AM | 2 Likes Like |Link to Comment
  • Bakken Update: How Good Is Kodiak's New Acreage? Part I [View article]
    Always enjoy your stuff. That link is to Northern Oil (NOG). Any opinion on their Three Forks acreage?
    Nov 20 01:50 PM | 2 Likes Like |Link to Comment
  • Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
    Can you explain that a bit more for me? BRY closed yesterday at $48.56 and Linn is paying $46.24 for those shares.
    Apr 26 05:10 PM | 1 Like Like |Link to Comment
  • Avoid Armour Residential [View article]
    CorvetteKid, looks like you feel that almost every positive or neutral comment about ARR means you need to bash ARR again.

    We get your point!! You don't like the way ARR is managed. Your comments are getting tiresome.
    Mar 17 08:57 AM | 1 Like Like |Link to Comment
  • Northern Oil And Gas: Inside The Numbers [View article]
    "It's more like a mutual fund of drilling interests in the Wiliston basin."

    NOG has been described as an ETF for the Bakken.

    " Who would want to take over a company not in control of it's production?"

    Someone who likes the value if the land NOG is controlling.
    Feb 17 02:06 PM | 1 Like Like |Link to Comment
  • The Malay Dilemma: Is Malaysia A Safe Emerging Market Investment? [View article]
    I had been thinking about this ETF recently, so your article is very timely. Thanks.
    Jan 24 06:26 PM | 1 Like Like |Link to Comment
COMMENTS STATS
76 Comments
46 Likes