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Windwood Trader

Windwood Trader
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  • Quickchat#272, June 16, 2014 [View instapost]
    >SHB-

    "there seems to be something broken in their sales and marketing departments that prevents them from increasing the price enough to break even."

    I had mentioned previously that I believe these folks have a terrific, marketable product but they seem content to just plod along without really trying to grow the business. A decent management team would have directed their sales force to visit each and every oil well operation, waste recycling and land-fill operation on the continent- Probably just send out some postcards instead.

    I think it's possible that a decent sales and marketing department just do not exist here. With Capstone it could be a part of the Building and Grounds department.

    We've seen it time and time again in the pharma/bio industry so why not in the tech area as well? Remember when Bill Gates first went to IBM and proposed a joint effort btw IBM and Microsoft back in the 70s? They wouldn't even talk to him! Some managerial types just can't think outside the box.

    I made some money with CPST but most of it in scalps. I don't regard this company as a good investment until they can get their act together.

    WT
    Jul 21 01:44 PM | 6 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >DG-

    Re: Russell 2000-

    I did some light research and put together a line chart using:

    The S&P 500,
    The NASDAQ
    The DJ Ind and
    The RUT

    The default comparison was for 200 (calendar) days going back to mid October.

    The best of breed was the S&P up 18.8 %
    Next the NASDAQ up 16.2 %
    Next the DJIA up 13 %
    Finally the Russell 2K up 6.4%

    Interestingly about July 1 the RUT was up 11.6 % but fell all the way down over 5 percentage points to 6.4% in a little over 2 weeks. It was down to 4.8% a couple of days ago but came up today.

    I'm going to throw a link in here- see if it works.

    http://bit.ly/1tfnQFs

    WT
    Jul 18 05:31 PM | 6 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Maya-

    "...threat of a major correction"?

    They going to save you from being corrected?

    Did these guys have black shirts and yellow ties? LOL!

    WT
    Jul 18 09:58 AM | 5 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    Re: Secondaries-

    Thanks!

    Got my attention, Maya- I guess finding them is the task at hand.

    WT
    Jul 17 09:32 PM | 4 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    Retail doesn't have very good numbers overall and I believe the fact that we just don't have an adequate number of workers earning good wages to do the necessary shopping is the main reason. They may be willing but the wallet is thin- the number working thinner yet.

    This is an interesting piece on the Labor Participation rate (lowest since the '70s) and why people think it is a key issue.

    http://bit.ly/1pgColz

    WT

    The links in the article are worth the read.
    Jul 17 08:52 PM | 6 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    Re: Bric Development-

    Seems to me that it is a push to move the Renminbi into the cat-bird seat as the default reserve currency instead of the greenback to negate and obviate in the future- the US sanctions on Russia.

    Bring in South Africa for price control of the supply of Gold and other PMs.

    WT
    Jul 17 10:01 AM | 5 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Robert-

    "I have a severe problem with a profession that seems to have dishonesty, intentional deception and intellectual discourteousness as a core element and prerequisite for success."

    It seems that there are less of us Don Quixotes every day, a badge that I wear proudly.

    The major question most politicians face is whether to become a full-fledged charlatan before or after being elected to public office.

    WT
    Jul 17 09:53 AM | 6 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >MJ-

    Thanks-

    Looks to me like this cabal will be much more cohesive than the EU ECB.

    South Africa must be the Poster Child for the world to see.
    I'm curious as to the choice, possibly the Gold and other PMs?

    WT
    Jul 16 10:48 AM | 4 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator June 7, 2014 To August 16, 2014 [View instapost]
    >MJ-


    LOL!!! I was thinking the same thing! I'm switching to Maya's broker! :-)}

    I DID get some at $4.26 though!

    WT
    Jul 16 10:20 AM | 5 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >D-Inv-

    Re: Intel Q2-

    Agree- It looked pretty solid to me.

    Ever since Apple started utilizing Intel chips, their outlook became much less anchored to Microsoft and more open to other devices as well.

    WT
    Jul 16 10:15 AM | 3 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    Politicians:

    They way you can determine if one is lying is if their lips move- Dead giveaway.

    WT
    Jul 16 10:12 AM | 7 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    Re: Finding Value in the Markets-

    I too subscribe to the demand for yield and look for that to a great extent in my large cap mostly value stocks with a predictably constantly growing dividend payout over the last ten plus years. These represent 40% of my core holdings and grow at a slow but constant basis. I'm probably not alone in this type of investment. Hi-yield bonds and internationals another 30%.

    I too hold MLPs incl (NYSE:KMP) although I did sell half the position a week ago for a 40% LT gain. With the drop in crude prices for the last month of 5% for WTI and Brent I wonder about a year out forecast demand, if $116 is a valid number. Euro countries are backpedaling a bit as well. I feel MLPs may be seeing reduced contract prices when they next negotiate.

    Ever increasing PEs in the face of guidance which doesn't support such gains troubles me. My PUT contracts on the indexes are currently under water but do show some life in the down blips. I'll not dump these "insurance policies" just yet.

    The bios with their wonderful volatility provide option writing income and in some cases hope for a big pop- from the likes of (OTCQB:ULUR) and (OTCQB:SBOTF).

    WT
    Jul 15 04:10 PM | 5 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator June 7, 2014 To August 16, 2014 [View instapost]
    Re: Biotechs ala Yellen-

    Well, at least we have an enriched (NASDAQ:NVAX) trading channel now.

    WT
    Jul 15 01:40 PM | 4 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    The whole thing depends upon whether or not people see value in the stock market. Right now the majority do since the alternatives are not as attractive. Bonds produce little- except for hi yields and precious metals continue to be in the dumps.

    Rising interest rates- probably not until 2015 - Late 2015.

    Steer the course? Why not? Where is the better alternative?

    MHO

    WT
    Jul 14 11:51 AM | 4 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Div-

    Thanks-

    Re:(EBIX) This looks interesting.

    No clue as to the big extended drop? Looks like a disappointed response to something big that didn't happen maybe?
    Something like that may not have been considered noteworthy, like (NVAX) raising cash and hiring a gunslinger for an acquisition that I'm still waiting for. LOL!

    WT
    Jul 12 12:40 PM | 3 Likes Like |Link to Comment
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