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  • 3D XPoint Technology Found Its Match... Not [View article]
    Thanks for this review. I have considered NLST for years and understand the same way you do. Also, checking employee happiness at Glassdoor reveals an organization with issues.
    Nov 24, 2015. 01:39 PM | Likes Like |Link to Comment
  • Iconix Brand Group craters after revising financial results [View news story]
    I bought a few thousand at 7.20. Seems like you get their brands at a 20% discount to minimum valuation plus the peanuts movie, whatever that's worth.
    Nov 6, 2015. 09:13 AM | Likes Like |Link to Comment
  • Multi-year low for Deckers Outdoor after downgrade [View news story]
    You can safely ignore the last month or so of a google trend chart since those charts are revised dramatically over time. I would trust the long term trend there more than the recent squiggles.
    Oct 27, 2015. 10:14 AM | 1 Like Like |Link to Comment
  • Time To Start Looking For A Bottom On International Shipholding [View article]
    I took a gamble on a few shares this morning around $1.80.
    Oct 19, 2015. 11:33 AM | 1 Like Like |Link to Comment
  • Neustar: 80%+ Downside Within 13 Months [View article]
    One thing that has me a little confused is the increase in debt. Management is fully aware of what the statements will look like when NPAC goes away. That we know. So why take on additional debt? At this point I had expected them to have paid off a large chunk of debt. Perhaps they're miscalculating the return on recent investments. Another confusing point: why didn't they try to outbid Telecordia in the initial round? They had to have known Telecordia would lowball. Their behavior implies they had a political friend that turned out to be not so influential after all. Either way, I can only conclude that management isn't very good and so wouldn't invest with them.
    Oct 15, 2015. 08:19 AM | 4 Likes Like |Link to Comment
  • Bullard: Fed goals have been met [View news story]
    "The Committee has arguably achieved its objectives as well
    today as it has at any time since 1960." I think this says it all. He can shut up now.
    Oct 13, 2015. 08:29 AM | 1 Like Like |Link to Comment
  • Even At $16, Lumber Liquidators Can Keep Falling [View article]
    It did fall a little after this article, but I hope you covered your short. I sold of my best performers for the year.
    Oct 9, 2015. 01:39 PM | 1 Like Like |Link to Comment
  • OvaScience Is A Stock Poised For Ample Growth [View article]
    Maybe. A biotech with three decent products in the pipeline and a management that can turn on the pump machine selling for $200-400 million market cap and having $5 cash. Toss with insider buying. The wheels on the biotech bus go round and round...didn't someone say that somewhere?
    Oct 8, 2015. 08:28 AM | Likes Like |Link to Comment
  • OvaScience Is A Stock Poised For Ample Growth [View article]
    This the the nature of biotech. Take the gift when it's given to you.
    Oct 5, 2015. 04:24 PM | Likes Like |Link to Comment
  • Bullard: Fed still needs to hike [View news story]
    The Fed likes to fight yesterday's battles. In this case, Bullard is fighting battles from the 1970s. Does he really think this economy could support inflation with weak wages and weak exports? He's a little too confident considering his past record of predicting the economy has been horrendous. He needs to crawl under a rock.
    Oct 2, 2015. 03:06 PM | Likes Like |Link to Comment
  • Hilsenrath: Jobs report shouldn't affect rate hike plan [View news story]
    Looks like Hilsenrath's book is deep under water. Swimming naked is okay as long as you think you're wearing a bathing suit.
    Oct 2, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • OvaScience Is A Stock Poised For Ample Growth [View article]
    I'm getting closer to buying OVAS, but one more question. What is the incentive for IVF clinics to adopt Augment when most of the profits go to OVAS? Seems like OVAS is asking IVF clinics to substitute a much less profitable Augment cycle for a highly profitable 3-4 average cycles. I see the market for OVAS equipment sales, if that were the case, to IVF clinics. But I don't see the incentive for a drop in replacement for personnel and service. If you were running an IVF clinic, would you allow OVAS to come in with its own personnel and equipment and take over first line IVF? I would think OVAS would have to start it's own clinics and compete.
    Sep 29, 2015. 11:45 AM | Likes Like |Link to Comment
  • OvaScience Is A Stock Poised For Ample Growth [View article]
    I'm having a difficult time understanding why Augment cannot be duplicated by anyone capable of cytoplasm transfer which has been around a long time. Just because the cytoplasm comes from stem cells instead of donors doesn't make it any more difficult to reproduce. Thanks.
    Sep 14, 2015. 09:09 PM | 1 Like Like |Link to Comment
  • Insiders Signaling More Upside In Amtech [View article]
    Seems like a cheap valuation at $5.0. I bought a few. Will buy more if a few key insiders buy, like a CFO or SVP.
    Aug 27, 2015. 10:39 AM | Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    "I don't need to ask what DGI enthusiasts get out of writing and praising these articles."

    Indeed I think you should ask what they get out of it. Most of these DGI articles are simply cloaked pump jobs for REITS, BDCs and MLPs. Notice how most of these DGI stock lists are comprised of top blue chip stocks like PG which are supposed to lend credence by association to a low grade investment like DLR.
    Aug 26, 2015. 02:06 PM | Likes Like |Link to Comment