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  • Dissecting The Complex Semiconductor Industry: Where Is It Heading Over The Next 5 Years? [View article]
    Obviously a superior effort in supplying a general overview of the industry that is mostly lacking in the highly detailed information in most posts about semi conductors. It is after all a business with customers, product, design, implementation, marketing, supply and all that follows as you have described. One point I see as really interesting is the likely hood of disruptive technologies occurring more frequently from the fabless models rather than foundry producers. They are not dragging billions (or trillions?) of dollars of manufacturing behind them that keep them from thinking outside the box. They operate in a mostly synthetic reality of software that is faster to conceive, produce, model and test. A great article which I will recommend to friends.
    Sep 19, 2015. 03:04 PM | 2 Likes Like |Link to Comment
  • Enterprise Products Partners - A Tricky Situation [View article]
    arnebey= What categories are you including in alternative energy to get 11.2%?
    Sep 8, 2015. 11:14 PM | 1 Like Like |Link to Comment
  • Enterprise Products Partners - A Tricky Situation [View article]
    To use a presumptive argument that alternative energy will take any major role in energy production in the next 30 years is like a belief that Yugo cars will sell more autos than Toyota.
    Sep 3, 2015. 12:51 PM | 2 Likes Like |Link to Comment
  • A Sea Of Change At Intel [View article]
    Iot is a perfect marriage for big data and with it, lots of servers. The same kind of algorithms that are projecting what you want to watch next on Netflix will be turned toward every facet of life. Everything that can be 1's and 0's will be crunched for predictive behavior of large masses of people that will get targeted to more specific analysis as the data gets better. If you think advertising is invasive now, just wait. The chips will be in everything they can be as new predictive income streams are developed and exploited.
    Jul 8, 2015. 02:35 PM | 1 Like Like |Link to Comment
  • Northstar Is Far From An Intelligent REIT Alternative [View article]
    I bought NRF in 2007 as a bet on a depressed real estate market and a smart management team. In that time it has done really well although they have moved into areas more leveraged over time. I like the move into Europe for the same reason I bought in 2007. I have sold off substantial amounts and moved those funds into safer "buffet" like companies that are easier to understand. However I must say that an inability to understand a company is not a good reason in itself not to purchase it if there are other compelling market forces going on. If everyone followed this precept no one would have bought Google, Facebook, Amazon etc. You are investing in market forces ,certain amount of Zeitgeist (spelling) and your personal strategy in just about every investment you make.
    May 18, 2015. 04:33 PM | 2 Likes Like |Link to Comment
  • Turkcell up 2.3% as Russia's Alfa Group bids for control [View news story]
    I find it unbelievable that the ADR's are still traded due to no shareholder meeting(s) for years. My understanding that this was a requirement for listing. Aside from that why would anyone invest in TKC with the plethora of problems the company, the country, the currency and the region is undergoing. Certainly Erdogan is as far out of step with the younger population in Turkey as Putin is in Russia.
    Mar 17, 2015. 01:21 PM | Likes Like |Link to Comment
  • Intel: With Irrational Exuberance Gone, It's Time For Another Look [View article]
    "Remember, stocks never trade at fair value. They trade at what people are willing to pay for them."

    The value of something is what it will bring on the open market. Nothing to remember there. However, most fortunes have been made by recognizing value before other people do, hard work and focus.
    Mar 13, 2015. 08:53 PM | 5 Likes Like |Link to Comment
  • Pengrowth Energy: 6 Takeaways From The Recent Quarter [View article]
    Whenever I need a shot of optimism, misplaced or not, I scan the authors blogs.
    Mar 2, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • Turkcell Iletisim Hizmetleri's (TKC) CEO İlker Kuruöz on Q4 2014 Results - Earnings Call Transcript [View article]
    Blah, blah, blah. Not only has this company decreased substantially in value in the last 7 years from Its highs, it no longer pays a dividend and the political climate in the countries where it operates have deteriorated substantially. Not exactly a money maker.
    Feb 17, 2015. 04:47 AM | Likes Like |Link to Comment
  • Slipping ruble punishing telecoms [View news story]
    Seriously, does anyone still own TKC after all the years of non payment of dividends?
    Jan 31, 2015. 10:04 PM | Likes Like |Link to Comment
  • The Intel Trend Continues: Sell The Ticks, Buy The Tocks [View article]
    If you look at the world where leveraged intelligence has brought about a decrease of oil usage, (take a look at oil usage in western economies), as well as an expansion of oil production by the use of computerization and the application of applied intelligence it is hard to make a case where the foremost leader in the creation of leveraged human intelligence thru microprocessors doesn't have an expanded market. It is hard to make an argument in my opinion that intel's future isn't as bright as it ever has been in the internet of things with or without ticks and tocks.
    Jan 14, 2015. 09:13 PM | 3 Likes Like |Link to Comment
  • Gran Tierra Energy: On Sale For Half Price [View article]
    There are so many political reasons for the push for lower cost oil right now that investors really need to be careful. Who gets hurt by lower oil, who benefits? What political agendas are augmented? Are there unseen hands at work here? While I am not given to conspiracies in general there are way too many agendas going on to not give this some consideration in your investment strategy.

    lower oil hurts Iran, Russia, Venezuela, Nigeria producers with a break even point of greater than $70.

    lower oil benefits non oil dependent economies, diversified economies, US political interests (augments effect of sanctions in Iran and Russia) stops exploration in the Arctic, stops deep water drilling....
    Nov 27, 2014. 01:54 PM | 2 Likes Like |Link to Comment
  • ENI S.p.A. Offers A 19% Upside With A Nice Margin Of Safety [View article]
    I hold "E" for similar reasons stated in your article. While domestic business management quality in Italy has a lot to be desired, it's global foot print has become truly staggering. Hopefully the poor quality of management at home does not affect it's overseas operations and upstream production. However, once again there is no information about "E's" breakeven point for production per barrel of oil and I suspect given the diverse portfolio this is an unknown at this point. The spread of oil per barrel in 2015 is projected to be from $34. (catastrophic for most upstream suppliers) to $70. This is a long way from over $100. Most of the deals in the last 2-3 years were based upon or encouraged by the higher pricing. Folks need to know, or have some idea, what the breakeven cost is before investing in any oil "deals" right now. Some estimates of Saudi production breakeven without hidden costs are as low as $4./ barrel. That is a hard nut to crack if Saudi's want to keep prices low to put the hurt on Iran and Russia.
    Nov 26, 2014. 01:42 PM | 1 Like Like |Link to Comment
  • Gran Tierra Energy: On Sale For Half Price [View article]
    I hole some GTE and in a normal oil environment I consider it a buy. Given the amount of work that went into the article it would be good to get a sense of the price per barrel where GTE breaks even. Currently the projected spread on price on oil in 2015 runs from $75./ barrel to $34. Given that the Saudi's hold the good cards right now and they have political reasons to watch oil prices fall, this is a key piece of information that should be examined for any "deal" in the upstream market.
    Nov 26, 2014. 01:28 PM | 1 Like Like |Link to Comment
  • Intel: A Dividend Hike May Occur In 2016 [View article]
    What it interesting about iINTC is rarely the financial history but rather the products and ideas for the future.
    Nov 17, 2014. 07:36 PM | 1 Like Like |Link to Comment