cautious

What Does Warren Buffett See in General Electric?

The author seems masterful at saying nothing with complexity.

I bought at $20.01 and am thrilled to have done so.

Short anything at your own peril with prices like these. Soon the shorts will be crushed by a big bounce back rally as investors rediscover their nerve.

SunPower Beaten up to Buying Opportunity Levels

I'm not sure Buffet is a big fan of triple digit P/Es.

Where is Garmin Leading Us?

Haters and Shorties getting sqweezed, boo yeah! Irrational negativity on it's way out - GRMN shares coming back from the dead. Bet against this great growth company at your own peril.

Garmin: Clearly Something's Not Right

yesterday's WalMart guidance re: year to date earnings:

"Our initiatives in electronics have improved customer access to leading brands and made Wal-Mart the retailer of choice for entertainment products," Castro-Wright added. "The U.S. stores continued to generate triple-digit comparable sales in flat-panel TVs and GPS units, as well as double-digit growth rates in laptop computers, video games and digital cameras."

biz.yahoo.com/prnews/0...

Garmin appears to have all six of Wal-Mart's top selling GPS units:

www.walmart.com/search...=

Garmin Hits New Lows, Despite Booming GPS Biz

Check out Garmin’s web-site to see how they’re selling pure software for Blackberries, Nokia and now Samsung. Garmin also has a growing fleet management line of products to assist businesses. Nuviphone, dedicated PNDs, Avionics, Marine, hiking/fishing, pet monitoring, real time traffic and weather, collaborations with Google, etc. - the diversity of their product offerings is amazing. They are poised to make big money off those who want dedicated PNDs AND those who want smart/cell phone GPS. Buy the stock now while the media herd universally adopts the Jim Cramer universal gadget theory of Garmin’s demise. The fools don’t understand Garmin’s business and spend too much time with urban techno yuppies who think nothing of plunking down $800 every year on the latest unigadget. The rest of us prefer more cost effective technology solutions that are user friendly and tailored to our needs.

Is the GPS Golden Age Already Over?

I agree with the first post: mp3-enabled phones have not decimated ipod sales nor have cell phone cameras eliminated the popularity of dedicated digi cameras. PNDs are here to stay. Consider the possibilities: taxis, package & pizza delivery, retiring and traveling boomers, rental cars, teen, pet and furlougee monitoring, aviation, marine, hunting, cycling, fitness, etc. Use your imagination re GPS and you should be able to see how important this technology is likely to become. Garmin is already doing many of these things with growth. Universal gadgets are too expensive & complicated for all but the biggest gadget heads and people would rather have dedicated, user friendly devices tailored to their preferences that can be upgraded piece meal.