imapedestrian

CCUR: Unknown Stock, Huge Opportunity

I wanted to write this one up myself... Steve beat me to it.

I agree... I think it has bottomed here and that the risk/reward profile is pretty clear.

You get a company with a stable balance sheet, not too much debt and pleny of cash. Revenues appear to be growing, even if it is not at an impressive rate so far. Also, you have a new management team that has shown signs of actually changing things.... cutting costs, refreshing marketing efforts and development strategy.

If this thing goes down more it will because the entire economy is tanking.

I spoke with Kirk Somers recently who mentioned that CCUR has had initial discussions with YouTube and Hulu about intergrating the MH4500 VOD software on to existing servers. They currenlty stream videos pretty inefficently and there is huge opportunity for improvement. CCUR is the only VOD supplier I know that is hardware agnostic and could pull this kind of thing off. All other providers require the buyer to use their hardware. In this environment, who wants to buy hardware if you do not have to?

King probably has a very bad taste in his mouth (as do I) because he used to be very bullish on this stock when it was much higher (see Yahoo message board posts). I have a blackeye and a broken jaw from this thing, but have to admit that even though I experienced the giant tumble I am pretty excited about it here. Sold most of mine a bit higher than it is now, and am getting tempted to get back in.

Disclosure: Slightly long, somewhat bruised and beaten but feeling a bit better.

As the Dollar Continues to Collapse, Where Will You Put Your Money?

Do not count on a fixed rate mortgage being fixed forever! When I saw the loan modification program for homeowners I quickly realized that it was setting a precident for the future. When government owned banks start to struggle because they are locked into 30 contracts at 4.5% and they are paying interest on savings at 8% you just wait and see what happens.

We are entering some very strange and uncertain times.

On another note, I would convert any IRA account into a regular account ASAP. Pay the penalty, pay your taxes and escape while you can. That is real money that I would wager will not be "yours" much longer.

The Ag Industry: Another Credit Crisis Casualty?

Your article made no sense.

I think you were trying to argue that Ag is dead? But, the focus of your article was that farmers will not be planting anywhere b/c of either low prices or lack of credit. That tells me supply is contracting sharply.

In the meantime, the credit crisis did not kill 500 million people, or make every one of them unable to eat, right? Demand is still there. US grain demand has pulled back because of dollar strength, not because people are not eating.

Did we not have shortages, physical shortages last year of certain crops.

Sometimes you read an article and it hurts your brain.

Is the Price of Gold Artificially Depressed?

GLD has become the PRIMARY tool of gold price manipulation. Boycott it and buy CEF or GTU.

Does anyone really understand how GLD works? GLD was created to transform gold from a real asset into a financial asset. The manipulation goes on and expands.

Like other ETFs, there are several entities that are allowed to create units of GLD, and also destroy units, according to supply and demand.

When demand is high, these entities are supposed to create units and then purchase either gold, or gold futures to back it up. The purchases will then add to demand and create additional pressure on the price of gold.

However, there is nothing stopping these unit creators from not purchasing either the gold or the futures contracts. It is risky, but then again, these are the same guys who want nothing more than the public to give up on gold.

Imagine, investors are panicking, and flock to GLD as a "safehaven," creating intense demand. Millions of "units" are created, but only a portion, if any of the money is actually put in to the gold market. Investors do not see any real movement, and may see a decline, causing them to loose faith in gold, then sell, causing more decline.

Stay away from GLD. It is the tool of the same folks who shorted the European central bank gold.

Diving Into the Water ETF

You sound too much like an accountant. If you wait until you actually see big numbers or water becoming meaningful then you are too late. Like you said, the crisis is not happeningnow, but will evolve over the next few decades. IMO, outfits like GE will benefit greatly, but you canot see it NOW. Same goes with many of your other passes. Finally, PIO will be a much better performer over the long -run.