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Simont

Simont
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  • Tesla Model X May Cause More Problems Than It Solves [View article]
    "With a six-figure price tag, the P85D is expensive, meaning its virtues will be experienced by a rare few."

    It is expensive only in absolute terms. If you look at its real competition, from Ferrari to Aston Martin, etc., Tesla is actually value priced if not cheap.
    Sep 3, 2015. 04:18 PM | 1 Like Like |Link to Comment
  • The Bull Market Is Over [View article]
    "we're as "back on our feet" as we can get."

    Is this a joke, or are you out of your mind Mr. "Orange Peel"?
    Aug 23, 2015. 02:30 PM | Likes Like |Link to Comment
  • 3 Reasons Buffett Blew It On IBM [View article]
    Cutting your way to prosperity in consumer businesses worked often times in the past. This "strategy" has never worked in high tech businesses. Not for IBM, not for HP, not for Sun, not for National Semi, not for Dell, etc., etc. If you have a strategic problem you need to find a solution based on a new better strategy. Mindless cost cutting (or stock buybacks for that matter) is anything but a strategy.
    Aug 17, 2015. 06:54 PM | 3 Likes Like |Link to Comment
  • 3 Reasons Buffett Blew It On IBM [View article]
    SSD does not need to beat Buffet to make a cogent well researched argument on IBM, as an investment. I found this piece very educational, well researched and well written.
    Aug 17, 2015. 06:49 PM | 12 Likes Like |Link to Comment
  • Sandstorm Gold Posts Solid Second-Quarter Financial Results [View article]
    Zacks has managed part of my investments for 10 years. Based on my experience with them I would not trust their ratings. Poppy Zacks was someone who had a good reputation, and deservedly so. Mitch Zacks, who inherited the firm, does not have a clue. They have been offering their "tools" for $1 for a while and they are not worth a penny more.
    Aug 14, 2015. 02:05 AM | Likes Like |Link to Comment
  • Micron: Senate Inquiry Tells Us It's Worth At Least $21 [View article]
    His intervention in the Micron case says otherwise.
    Aug 13, 2015. 02:29 AM | 4 Likes Like |Link to Comment
  • Micron: Senate Inquiry Tells Us It's Worth At Least $21 [View article]
    I disagree. That "monkey" management created the new non-volatile memory technology, the Automata, etc. Durcan is simply a bad communicator and he should hire someone at the VP level who can communicate with the media and analysts MUCH better than he is able to.
    Aug 13, 2015. 02:28 AM | 10 Likes Like |Link to Comment
  • Micron: Senate Inquiry Tells Us It's Worth At Least $21 [View article]
    Why would Micron management or BOD consider selling it below $35 or even $40? If they sold MU for $21 they would be sued by their investors for billions for being derelict in their fiduciary duty, and rightfully so. The company is doing well, has lots of cash, good cash flow, good profits and EBTIDA and there is no reason whatsoever to sell, especially not for peanuts, i.e. for $21 or anything close to it.
    Aug 13, 2015. 02:25 AM | 9 Likes Like |Link to Comment
  • Nokia plots mobile comeback [View news story]
    They are indeed beautiful and high quality. The Lumia phones that they sold to Msoft were both, same for their new tablet which is on sale in China only.
    Aug 10, 2015. 11:32 PM | 1 Like Like |Link to Comment
  • Nokia plots mobile comeback [View news story]
    Well, the new NOK tablet has excellent reviews, sells well in China, and I am waiting to buy one in the US. And, I love my Lumia cell phone. While it is now Msoft, I doubt that Nokia has forgotten how to design a phone as good or better. It would be interesting if Nokia bought back its W phone business from Msoft for pennies on the dollar, now that Msoft has practically given up on the business and wrote it of to essentially zero. I bet that Nadella would happily sell it back for $1-2 billion or so.
    Aug 10, 2015. 11:29 PM | Likes Like |Link to Comment
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q2 2015 Update [View article]
    OK, Solocup, I stand corrected. It felt like a rather small operation.
    Aug 3, 2015. 06:50 AM | Likes Like |Link to Comment
  • Micron A Steal Under $20 [View article]
    Goldman built its skyscraper by recommending one thing and doing exactly the opposite. So, beware of their recommendations. That of course does not mean they they are always wrong. Often times when they are right it is because they manipulate the market, which is easy given their size.
    Aug 2, 2015. 06:58 AM | 1 Like Like |Link to Comment
  • Santander's Stock Price Has Disappointed, But Profits Haven't [View article]
    Hm...I have been considering SAN for a while. But your statement above regarding the integrity of management gives me pause. In my opinion and experience as far as management is concerned integrity is more important than competence. So, I will probably avoid this stock. Thanks for the write-up and your response to comments.
    Aug 2, 2015. 04:36 AM | 1 Like Like |Link to Comment
  • Sandstorm Gold Posts Solid Second-Quarter Financial Results [View article]
    Except, most gold miners have no "P" at all due to the low gold price, and that FNV has a P/E of 69 and RGLD a P/E of 61....So, a P/E of 30 would look pretty good for anyone who is aware of what is going on in this sector.
    Aug 2, 2015. 02:50 AM | 5 Likes Like |Link to Comment
  • Sandstorm Gold Posts Solid Second-Quarter Financial Results [View article]
    Well, I did not do the research but I bet that this decrease in shareholder equity is pretty small compared with what has happened with others in the gold sector during the past 2 years.
    Aug 2, 2015. 02:45 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
450 Comments
596 Likes