Being a new company in a new industry has its problems, but I would rather have $XONE's problems than $DDD's.
I’ve been watching the 3D printing sector since DDD hit my radar over 1 yr ago. After reading about XONE (http://seekingalpha.co...), my focus has shifted from DDD to XONE.
XONE = $539.23M for May 17, 2013 (Up from $350M in ’12) / DDD = $ 3.52 B XONE = Industrial Mkt / DDD = Home Mkt XONE = Many Materials / DDD = Plastic only XONE = Deep capital budgets to fund purchases / DDD = Downward pricing/margin pressure of Home purchases
It is much easier to move from $539M to $3B, than $3.52B to $10B.
The ExOne Company Reports Strong Revenue Growth In First Quarter 2013 - The Street.xom http://goo.gl/iSvoQ
XONE Reports Revenue Growth on Higher Machine Sales in Fourth Quarter 2012 http://bit.ly/10pyeM5
Although the two-day slump in refiners might tempt some investors to buy the dips, Simmons analysts say it's too early; lower outlooks for Q2 and full-year 2013 are not yet fully reflected in the stock prices. But the firm favors Gulf coast refiners such as TSO and VLO over those in the Midwest such as HFC and CVI. Tudor Pickering cuts EPS estimates for TSO and HFC but still sees "significant value" in VLO, MPC, DK and PSX. [View news story]
I predict the lobbyists will get more favorable conditions for the refiners, just like the Health lobbyists got the medical reimbursements reinstated - see HUM, UNH, etc..
The U.S. economy is in a bubble inflated by “phony money” from the Fed and will burst within a few years, David Stockman warns; when it bursts, the U.S. "will descend into an era of zero-sum austerity and virulent political conflict." Paul Krugman calls Stockman’s conclusions "pathetic and embarrassing... full of big numbers that are scary because they’re big numbers.” [View news story]
You're right, fiscal sanity has left the building and we're all headed the way of Stockton, CA. Good job CA, can't wait until GASB exposes the B.S. in CA:
"Back in February the California Public Policy Center (CPPC) published a study entitled “How Lower Earnings Will Impact California’s Unfunded Pension Liability,” where, using various rates of annual investment earnings, the number ranged between $128 billion and $576 billion. This study and others highlighted the fact that starting in 2014, not only will Moody’s Investors Services begin using a much lower investment projection in their credit analysis, but GASB – the Government Accounting Standards Board – will require government entities to recognize this liability on their balance sheets." http://bit.ly/ZB6a90
The U.S. economy is in a bubble inflated by “phony money” from the Fed and will burst within a few years, David Stockman warns; when it bursts, the U.S. "will descend into an era of zero-sum austerity and virulent political conflict." Paul Krugman calls Stockman’s conclusions "pathetic and embarrassing... full of big numbers that are scary because they’re big numbers.” [View news story]
I agree, Capitalism is under assault. You call it Crony Socialism, I call it Statism (The practice or doctrine of giving a centralized government control over economic planning and policy), either way, the Govt is out of control.
The bubble is forming & the debt is growing - the key is to keep the funds out of the way of the falling knife this time.
The U.S. economy is in a bubble inflated by “phony money” from the Fed and will burst within a few years, David Stockman warns; when it bursts, the U.S. "will descend into an era of zero-sum austerity and virulent political conflict." Paul Krugman calls Stockman’s conclusions "pathetic and embarrassing... full of big numbers that are scary because they’re big numbers.” [View news story]
I understand your position, but what happens when rates go up (Get the US GDP to 4%...)? Fed will get killed on those bonds they're holding as the price drops.
Can they really hold to maturity if rates rise to 6-7%?
5 Reasons To Buy 3D Systems After Sell Off [View article]
I’ve been watching the 3D printing sector since DDD hit my radar 1 yr ago. After reading about XONE (http://seekingalpha.co...), my focus has shifted from DDD to XONE.
XONE = $350M / DDD = $2.5B XONE - Industrial Mkt / DDD - Home Mkt XONE - Many Materials / DDD - Plastic only XONE - Deep capital budgets / DDD - Home purchase
It is much easier to move from $350M to $3B, than $2.7B to $10B.
XONE Reports Revenue Growth on Higher Machine Sales in Fourth Quarter 2012 http://bit.ly/10pyeM5
Bank of America (BAC) is biggest so it's only natural it should lead by a wide margin in mortgage-related complaints made to the CFPB, according to the bank, which blames its #1 spot on the Countrywide acquisition. BofA accounts for 29% of all complaints filed to date, compared to #2 Wells Fargo (WFC) with 16%. [View news story]
The CFPB will report “unfounded” complaints along with legitimate complaints. That seems unethical to me.
It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
BennyProfane / Abegaz - See if you can find any language that protects “insured’ deposits under the Dodd-Frank's "orderly liquidation" provisions. I’ve looked, still can’t find it.
In 2009, one set of Chrysler's creditors (Indiana's state pension fund) was told to swallow $6 million in losses. The government shuttered "Old Chrysler" before the Supreme Court could hear Indiana State Police Pension Trust v. Chrysler.
The FDIC can issue Receiver Certificates to anyone they feel could hold “an interest” in an institution they felt compelled to liquidate. Dodd-Frank is now the rule, not SCOTUS or Congress. Regulators can seize a company and do what ever they feel is “necessary to protect the financial system of the US”.
It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
It’s about seizure of funds, Dodd-Frank's "orderly liquidation" provisions are triggered whenever the likes of the FDIC feel compelled to do so. There is no language, that I have found, that protects “insured” funds in the "orderly liquidation" provisions.
WSJ - “When the federal government replaced "Old Chrysler" with "New Chrysler" in 2009, it told one set of Chrysler's creditors (Indiana's state pension funds) to swallow $6 million in losses. Indiana attempted to defend its employees' pensions in court, but the government shuttered "Old Chrysler" before the Supreme Court could hear Indiana State Police Pension Trust v. Chrysler. Our states face the same threat because they have invested in the debt of financial companies that can be liquidated under Dodd-Frank.” http://on.wsj.com/Yim755
General Electric Shareholders Should Revolt [View article]
I agree, Lampert did a number on the stock. When he did his "request" to repurchase shares, Scottrade sold my parents Sears out from under them - they were out of the country and couldn't respond to the request to opt out of selling.
General Electric Shareholders Should Revolt [View article]
#1 - the Sear's shareholders received shares in all the spin-offs. http://bit.ly/X82XjN
"...(Sears) announced it would spin off 80 percent of Dean Witter, Discover & Co. and sell the remaining 20 percent in an initial public offering...Sears said it will begin mailing on July 12 its 136.17 million shares of Dean Witter, Discover to stockholders of record as of June 28 (1993). Investors will receive 0.39031 shares of Dean Witter, Discover for every Sears common-stock share they own. Sears, which had 348.8 million common shares outstanding as of June 28, will pay any fractional shares in cash."
I would argue that GE should follow Sear's example to unlock vaule...
NYTs - “Bank of America Settles Suit Over Merrill for $2.43 Billion” http://nyti.ms/RnI3Hv
As stated above, BAC is still full of Countrywide hell: " .... and I don't even think Brian Moynihan really knows how many foreclosed homes are still on the company's books."
"Warren Buffett has held Wells Fargo & Co. (WFC) for a very long time, but this is the first time Wells Fargo is the biggest position in Berkshire Hathaway's 13F portfolio(see Q3 filing). Warren Buffett's holding company increased its holdings to nearly 440 million shares, and combined with changes in price, this made Berkshire's stake in the bank more valuable than its 400 million shares of Coca-Cola (KO) (see Buffett's favorite stocks). Wells Fargo was, in fact, one of the five most popular financial stocks among hedge funds (find more financial stocks hedge funds loved); billionaire John Paulson's Paulson & Co. was one major shareholder with a position of 3.5 million shares(research more stocks Paulson owns)." http://seekingalpha.co...
So you all know something that GS and Buffet don't??? BAC's diaper is full of Countrywide shit, wouldn't touch it for anything...
3/25/2013 - “Goldman Sachs reported on Monday that it views Citigroup (C) and JPMorgan Chase & Co.(JPM) as better buys than Bank of America (BAC).” http://bit.ly/ZoZK9R
2/14/2013 - “…the latest portfolio update for Berkshire Hathaway. Warren Buffett continued to add to his favorite companies such as Wells Fargo.” Wells Fargo & Co (WFC) – 439,857,861 shares, 20.0% of the total portfolio. Shares added by 4.1% http://onforb.es/YdxI5j
General Electric Shareholders Should Revolt [View article]
More research on your part is needed…Jack De Gan with Harbor Advisory stated GE’s financing arm has little to do with financing GE projects. http://bit.ly/ZlOnms
He doesn't think spinning off the financial unit is a good idea either.
Shocking Results At ExOne [View article]
I’ve been watching the 3D printing sector since DDD hit my radar over 1 yr ago. After reading about XONE (http://seekingalpha.co...), my focus has shifted from DDD to XONE.
XONE = $539.23M for May 17, 2013 (Up from $350M in ’12) / DDD = $ 3.52 B
XONE = Industrial Mkt / DDD = Home Mkt
XONE = Many Materials / DDD = Plastic only
XONE = Deep capital budgets to fund purchases / DDD = Downward pricing/margin pressure of Home purchases
It is much easier to move from $539M to $3B, than $3.52B to $10B.
The ExOne Company Reports Strong Revenue Growth In First Quarter 2013 - The Street.xom
http://goo.gl/iSvoQ
XONE Reports Revenue Growth on Higher Machine Sales in Fourth Quarter 2012
http://bit.ly/10pyeM5
XONE Reports Huge Growth As Expected
http://seekingalpha.co...
XONE Awarded Order for New M-Flex Platform
http://bit.ly/179s5bH
5 Reasons To Buy 3D Systems After Sell Off [View article]
Wait till $WMT & $COST jump in - $DDD up $20+
Although the two-day slump in refiners might tempt some investors to buy the dips, Simmons analysts say it's too early; lower outlooks for Q2 and full-year 2013 are not yet fully reflected in the stock prices. But the firm favors Gulf coast refiners such as TSO and VLO over those in the Midwest such as HFC and CVI. Tudor Pickering cuts EPS estimates for TSO and HFC but still sees "significant value" in VLO, MPC, DK and PSX. [View news story]
The U.S. economy is in a bubble inflated by “phony money” from the Fed and will burst within a few years, David Stockman warns; when it bursts, the U.S. "will descend into an era of zero-sum austerity and virulent political conflict." Paul Krugman calls Stockman’s conclusions "pathetic and embarrassing... full of big numbers that are scary because they’re big numbers.” [View news story]
"Back in February the California Public Policy Center (CPPC) published a study entitled “How Lower Earnings Will Impact California’s Unfunded Pension Liability,” where, using various rates of annual investment earnings, the number ranged between $128 billion and $576 billion. This study and others highlighted the fact that starting in 2014, not only will Moody’s Investors Services begin using a much lower investment projection in their credit analysis, but GASB – the Government Accounting Standards Board – will require government entities to recognize this liability on their balance sheets."
http://bit.ly/ZB6a90
Another very good read to get more info:
http://bit.ly/LlE3a2
The U.S. economy is in a bubble inflated by “phony money” from the Fed and will burst within a few years, David Stockman warns; when it bursts, the U.S. "will descend into an era of zero-sum austerity and virulent political conflict." Paul Krugman calls Stockman’s conclusions "pathetic and embarrassing... full of big numbers that are scary because they’re big numbers.” [View news story]
The bubble is forming & the debt is growing - the key is to keep the funds out of the way of the falling knife this time.
The U.S. economy is in a bubble inflated by “phony money” from the Fed and will burst within a few years, David Stockman warns; when it bursts, the U.S. "will descend into an era of zero-sum austerity and virulent political conflict." Paul Krugman calls Stockman’s conclusions "pathetic and embarrassing... full of big numbers that are scary because they’re big numbers.” [View news story]
Can they really hold to maturity if rates rise to 6-7%?
5 Reasons To Buy 3D Systems After Sell Off [View article]
XONE = $350M / DDD = $2.5B
XONE - Industrial Mkt / DDD - Home Mkt
XONE - Many Materials / DDD - Plastic only
XONE - Deep capital budgets / DDD - Home purchase
It is much easier to move from $350M to $3B, than $2.7B to $10B.
XONE Reports Revenue Growth on Higher Machine Sales in Fourth Quarter 2012
http://bit.ly/10pyeM5
XONE Reports Huge Growth As Expected
http://seekingalpha.co...
XONE Awarded Order for New M-Flex Platform
http://bit.ly/179s5bH
Bank of America (BAC) is biggest so it's only natural it should lead by a wide margin in mortgage-related complaints made to the CFPB, according to the bank, which blames its #1 spot on the Countrywide acquisition. BofA accounts for 29% of all complaints filed to date, compared to #2 Wells Fargo (WFC) with 16%. [View news story]
It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
In 2009, one set of Chrysler's creditors (Indiana's state pension fund) was told to swallow $6 million in losses. The government shuttered "Old Chrysler" before the Supreme Court could hear Indiana State Police Pension Trust v. Chrysler.
The FDIC can issue Receiver Certificates to anyone they feel could hold “an interest” in an institution they felt compelled to liquidate. Dodd-Frank is now the rule, not SCOTUS or Congress. Regulators can seize a company and do what ever they feel is “necessary to protect the financial system of the US”.
It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
WSJ - “When the federal government replaced "Old Chrysler" with "New Chrysler" in 2009, it told one set of Chrysler's creditors (Indiana's state pension funds) to swallow $6 million in losses. Indiana attempted to defend its employees' pensions in court, but the government shuttered "Old Chrysler" before the Supreme Court could hear Indiana State Police Pension Trust v. Chrysler. Our states face the same threat because they have invested in the debt of financial companies that can be liquidated under Dodd-Frank.”
http://on.wsj.com/Yim755
General Electric Shareholders Should Revolt [View article]
General Electric Shareholders Should Revolt [View article]
"...(Sears) announced it would spin off 80 percent of Dean Witter, Discover & Co. and sell the remaining 20 percent in an initial public offering...Sears said it will begin mailing on July 12 its 136.17 million shares of Dean Witter, Discover to stockholders of record as of June 28 (1993). Investors will receive 0.39031 shares of Dean Witter, Discover for every Sears common-stock share they own. Sears, which had 348.8 million common shares outstanding as of June 28, will pay any fractional shares in cash."
I would argue that GE should follow Sear's example to unlock vaule...
Bank Of America Is Going To $25 [View article]
How exactly has BAC benefited from the ML purchase??
WSJ - “Bank of America-Merrill Lynch: A $50 Billion Deal From Hell”
http://on.wsj.com/Zt7wTl
NYTs - “Bank of America Settles Suit Over Merrill for $2.43 Billion”
http://nyti.ms/RnI3Hv
As stated above, BAC is still full of Countrywide hell: " .... and I don't even think Brian Moynihan really knows how many foreclosed homes are still on the company's books."
"Warren Buffett has held Wells Fargo & Co. (WFC) for a very long time, but this is the first time Wells Fargo is the biggest position in Berkshire Hathaway's 13F portfolio(see Q3 filing). Warren Buffett's holding company increased its holdings to nearly 440 million shares, and combined with changes in price, this made Berkshire's stake in the bank more valuable than its 400 million shares of Coca-Cola (KO) (see Buffett's favorite stocks). Wells Fargo was, in fact, one of the five most popular financial stocks among hedge funds (find more financial stocks hedge funds loved); billionaire John Paulson's Paulson & Co. was one major shareholder with a position of 3.5 million shares(research more stocks Paulson owns)."
http://seekingalpha.co...
Bank Of America Is Going To $25 [View article]
3/25/2013 - “Goldman Sachs reported on Monday that it views Citigroup (C) and JPMorgan Chase & Co.(JPM) as better buys than Bank of America (BAC).”
http://bit.ly/ZoZK9R
2/14/2013 - “…the latest portfolio update for Berkshire Hathaway. Warren Buffett continued to add to his favorite companies such as Wells Fargo.” Wells Fargo & Co (WFC) – 439,857,861 shares, 20.0% of the total portfolio. Shares added by 4.1%
http://onforb.es/YdxI5j
General Electric Shareholders Should Revolt [View article]
He doesn't think spinning off the financial unit is a good idea either.