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gmmpa

gmmpa
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  • Google, Fidelity investing $1B in SpaceX (updated) [View news story]
    I don't believe Google and Fidelity are investing in a private space delivery service to launch expensive satellites for Internet access. There are two other private investment groups competing for a permanent government contract to deliver supplies to the International space station since Putin is sticking a figure in Obama's NASA by not offering the service anymore. NASA is too busy doing Muslim out reach to support the American commitment to the space station. It remains to be seen how much this project will actually cost Google. The risk reward made be favorable.

    Those stockholders that are critics should sell their long positions stop whining and go short if they do not like the move. They don't have voting control of Google anyway. They are only on board for the ride into space like it or not.
    Jan 27, 2015. 12:47 PM | Likes Like |Link to Comment
  • Google Q4 2014 Preview: Core Business Deteriorates; Focus Shifts To Non-Core [View article]
    That is a good thing as long as the acquisitions and agreements they make grow shareholder value.
    Jan 26, 2015. 07:38 AM | Likes Like |Link to Comment
  • Google, Fidelity investing $1B in SpaceX (updated) [View news story]
    Just curious.... What exactly can the African people do themselves after reading it on the Internet? They are living in huts without electricity and pissing in their drinking water. Even if they had free Obama phones they would have no place to plug them in to charge them.
    Jan 24, 2015. 10:20 PM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    It is a real place in NYC near the NYU law school campus.
    http://bit.ly/1D1n8jG

    It just isn't noted for having any wall street giants there that should be taken seriously.
    Jan 23, 2015. 11:57 PM | Likes Like |Link to Comment
  • Brazil blackout sparks power rationing fears [View news story]
    @dude... What exactly is a "tax giveways"? Is that something like money earned by someone through hard work that was not yet given away to unemployed Stoner Dudes sitting in their jammies at the kitchen table posting worthless twerp on serious investment information seeks?
    Jan 23, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Cellceutix: A December To Remember May Turn Into A 2015 To Forget For CTIX [View article]
    Bleeker... , My daughter lived on Bleeker street in the west village for may years. I know that part of town well.

    Shorting a start-up Micro Cap BioTech with no earnings is a good bet, but what if you are wrong about this one? I hope you have not taken too short a position for your sake.

    I am someone that has taken the other side of this trade. Most BioTechs do fail, but a small number with good IP succeed. I think this one is special.
    Jan 23, 2015. 11:21 AM | 10 Likes Like |Link to Comment
  • U.S., Russia, Saudi Arabia: Who Is Going To Win In The Oil Price Stand-Off? [View article]
    Well Alexlander, you got the part about free markets working in the oil production correct. The increase in oil production in the western hemisphere has affected the world price of oil to the extend that the free market in oil the cartels cannot total control it completely. At least until the governments of the world get involved to destabilize it again through bad energy policies and taxation.

    Regarding your partisan comment on the "anti-science Republicans running the Congress" is very confusing to me. You must be joking. Even if that was true they have only been in control for 3 weeks. For 9 years now America has been run be liberal ideologies that have destabilized the American economy and tried unsuccessfully to destroy the American oil industry and American way of life. What is happening here is the American people saying enough. Time to do something different.

    What will determine the future price of oil is what North and South America does with its oil reserves. The free market will ultimately invent a new source of energy for the future as it always has done not government populated with anti-science Liberal ideologies and Republican lawyers controlled by moneyed lobbyist.

    The free market created the industrial revolution. It discovered Electricity, Oil, Transportation, Flight, Air Conditioning, Appliances... not government.
    Jan 23, 2015. 08:06 AM | 2 Likes Like |Link to Comment
  • Google, Fidelity investing $1B in SpaceX (updated) [View news story]
    Maybe the governments of Africa should focus on good sources of running water, electricity, good health of their population and stable economic systems before spending even 5 cents a month for the Internet services.
    Jan 21, 2015. 09:25 AM | 1 Like Like |Link to Comment
  • Google, Fidelity investing $1B in SpaceX (updated) [View news story]
    Interesting...

    Long Google and happy with Fidelity brokerage services. What would be more interesting is knowing what the thinking is for Google and Fidelity investments towards increasing long term shareholder value. Just Asking. Not criticizing. Not concerned.
    Jan 21, 2015. 09:09 AM | 1 Like Like |Link to Comment
  • Brazil blackout sparks power rationing fears [View news story]
    This is what happens when a country has more Takers than Givers that elect leaders with the same mentality that are clueless or are more concerned with staying in power than making the hard decisions needed to move economies forward into the 21 century. Same goes for Argentina, Venezuela and now the USA. Socialism just does not work any it is tried. Each generation repeats this over and over and gets the same results. It is a very... very... sad trait of humanity.

    I wish there was an remedy for such stupidity.
    Jan 21, 2015. 08:32 AM | 3 Likes Like |Link to Comment
  • American Vanadium Is The Watch List Stock Of The Year [View article]
    Still long this position. The Chart speaks for itself. I don't think it is going anywhere as a grid battery storage green energy play any time soon especially with the price of crude around $50 / barrel. My position is down about 71% from my basis. Position is not worth the trouble to end. I wouldn't enter the position unless there has been a some new catalyst. I do not know of any. The firms investor relations person must have died. There has been no news since this:
    http://bit.ly/17v65wy

    Best bet is to phone the CEO directly. He probably has a lot of time on his hands sitting around thinking about what to do next.
    Jan 10, 2015. 07:30 PM | 1 Like Like |Link to Comment
  • The Google Panic Was Overdone [View article]
    Reading this article and the comments I don't get a sense of excitement for the Google's future strategy that makes one want to keep a long position. That said Google is a different favor of Apple that is the keeper of the information that is the Internet. The part of the Internet I use daily. The part of the Internet that Governments around the world do not want it to keep.

    Maybe it is just me, but I see Google as not only a private investment but as a tool to be used as a window to access the information for all of mankind. That was where I thought Google was going after its IPO in 1997 before it started to effect people's privacy concerns, encroach on copyrights and intellectual property after the authors die and the books go out of print. Now Google's success is threatening the control of governments over their populations worldwide and has painted a target on Google's back by not only the competition but the governments that like to control the narrative.

    I personally think YouTube is the "instructional how to manual" to the world. I use it for everything all the time product reviews, how to do just about anything from experts and amateurs as well. I use it to access unfiltered company information and CEO interviews and information of micro cap companies below the radar. College level seminars on anything I want to stay current on new technologies. Google has yet to monetize this function. It seems to be an uncontrolled information source of public information controlled by the contributors. This is really what the Internet should be.

    I own it not only because it has grown at about 20% per year since its IPO but because I don't want it to go away or change its original charter. I want them to continue to use their free cash flow to maintain and expand its infrastructure and acquire new innovative technologies that need help to grow.

    I suppose these are conflicting goals for Wall street investors that are all about growth and forward looking guidance. Google's management team must stay in the news and throw investors a bone from time to time to keep their interest. Apple does it with a consumer product pipeline and public dog and pony show each year. Google's business model does not have that so they must show bottom line growth at least every other year. Otherwise they become the butt of negative articles and comments from traders and critics alike.
    Jan 10, 2015. 02:05 AM | 3 Likes Like |Link to Comment
  • The Google Panic Was Overdone [View article]
    So you are one of the reminding 25% of markets share of the Internet that work differently. Thank you much for helping Google keep government antitrust cronies off its back. Someone has to do it!
    Jan 10, 2015. 12:17 AM | Likes Like |Link to Comment
  • U.S., Russia, Saudi Arabia: Who Is Going To Win In The Oil Price Stand-Off? [View article]
    They requested membership to NATO, but the best the Ukraine could do was get an agreement from NATO countries for assistance against aggression. WE see how that is working out. Considering it houses much of the old USSR nuclear arsenal NATO should have let them in. The nations of NATO have no clothes.
    Jan 9, 2015. 05:11 PM | Likes Like |Link to Comment
  • Senate Keystone supporters cling to hope for negotiated deal with Obama [View news story]
    Democrats are interested in getting re-elected. They have a sugar daddy donor that has paid $100 million to Obama and the democrats to keep it out of the Senate's agenda.
    http://bit.ly/1BV1iOi
    He made his money in European energy sector so that may have something to do with it.

    It is less clear why anyone in America is for LNG projects other than America is flush with nat gas because of fracking and there is no place to put it. I suppose you must need to follow the money.
    Jan 9, 2015. 10:58 AM | Likes Like |Link to Comment
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