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gmmpa

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  • Positive Clinical And Commercial Updates From Avita Medical [View article]
    OzChill, good comment. It had originally viewed a YouTube video that led me to the science of Avita Medical in July 2012. I have not done any new searches for new videos since. Your comment led me to do another search. I found this one I like a little more. http://bit.ly/PYtDkh
    Apr 8 09:06 AM | Likes Like |Link to Comment
  • Will Google Continue To Outshine Apple? [View article]
    That's what Carl Icahn said! I say no one has a voice. Certainly not you with a couple of 100 shares. You need to just live in hope like the rest of us and stop pumping the pet.
    Apr 7 12:08 PM | Likes Like |Link to Comment
  • Apple's Dividend Will Hit $20 Within 5 Years [View article]
    Ok, All these bullet points sound good. Only thing is that the market has not bought in to your comment. Last I heard China is not impresses with the the last iPhone release. There is no mobile payments system release announcement other than hot air. What iWatch are you referring to? I don't believe point 5 is true either. The difference in cost and function just are not worth the Apple cache when the government is out there draining the consumer's wallets.

    This new earnings season should have Apple reporting an upside surprise if you are right. The Market is saying you are wrong based on how Apple has been trading of late.

    I am long both Apple and Google and want both to succeed, however, I think there is a problem somewhere is Apple's strategy or its internal execution. I think they will work it out but the real truth will be in the coming earnings reports for both.
    Apr 5 11:05 AM | Likes Like |Link to Comment
  • Stock Split Could Doom Google [View article]
    Watching the two Google shares trade it occurred to me that GOOGL and GOOG over time do not have to trade alike even with a slight premium toward GOOGL. They don't even have to have similar PEs. What if Google continues to report outstanding earnings. Both share types will grow accordingly over time. What if Google chooses to split GOOG for some reason and not GOOGL. The move would have no affect on their voting control and change the stock price of GOOG and the PE how it trades dramatically.

    How does an investor determine the relative value of Google the company with such a complicated capital stock structure? Can they even choose to pay dividends to one and not the other? We know that they plan to issue GOOG stock options and grants to employees and do acquisitions with GOOG. That will increase the float of one over the other and effect the price of both. How will the market evaluate Google then?
    Apr 4 04:02 PM | Likes Like |Link to Comment
  • Positive Clinical And Commercial Updates From Avita Medical [View article]
    Avita Medical is trading literally all over the map. It is .12 Australian on their home exchange. .06 in Frankfort. .08 in Berlin. 17.50 in Twain. There is no way Avita will be listed on the NASDAQ unless it dramatically increases in market price or does a reverse split or both.

    Avita Medical management needs some help in planning their approach toward managing the capital stock section of their Balance sheet and how to list their company. Perhaps they need a new investment banker to help them figure it out. Maybe they should just sell themselves to someone that has a better cash position and is already properly listed.

    Apr 4 10:43 AM | Likes Like |Link to Comment
  • Positive Clinical And Commercial Updates From Avita Medical [View article]
    It is not easy to propose or bring an M&A deal to a company management asleep at the switch and likes their personal roles within the company. Neither Avita's earning nor its stock price are giving an incentive to buy for a suitor or an investor. I've owned this company since April 2012. The good science got my attention. Here in the USA it has not been properly brought to market and has not structured the FDA clinical trials to wake up the companies in the target market that could use the science.

    In short they are not selling themselves or their science well enough to get the market's attention.
    Apr 3 08:47 AM | 1 Like Like |Link to Comment
  • Will Google Continue To Outshine Apple? [View article]
    That market does not seem to agree with you. You should have straddled your bet between the two. They are both going higher for different reasons. Next year's stock market will decide which it likes more. Both companies only have indirect input into the decision. Time will tell.
    Apr 2 11:20 AM | Likes Like |Link to Comment
  • Positive Clinical And Commercial Updates From Avita Medical [View article]
    When the Recell bus in on the road there will be no more tickets left to buy. You will have to go to a scalper if you want a seat. You should plan ahead or you will be left at the curb waving goodbye. That is how the game is played.
    Apr 2 11:10 AM | 1 Like Like |Link to Comment
  • Investors sue a dozen banks for currency manipulation [View news story]
    I final gave up on the large bank stocks for awhile. I ended my positions in JPM and DB for now. Between what the government did and is still doing to the banking system before and after TARP with the constant new regulations and the daily announcements; All the legal shit that is now hitting the fan for pass banking system behavior and the pressures on the system to maintain earnings; It is just too much work to pay attention to the news and what is going on in the sector. The QE's were a good ride but I don't want any more surprises.

    I may be too pessimistic but I want to take the summer off from the banking sector until after the election. Maybe we can vote in leadership that will stop using the banking system for social engineering and a cash cow to extort contributions for their pet legislation and campaign donations.
    Apr 1 08:58 AM | 4 Likes Like |Link to Comment
  • Will Google Continue To Outshine Apple? [View article]
    Apple's time horizon is what the market says it is. Cook will share the life span of the fruit fly if nothing changes by Christmas particularly at a 2% yield.
    Mar 31 03:02 AM | Likes Like |Link to Comment
  • Stock Split Could Doom Google [View article]
    All this speculation on how the market will react to Goggle's handling of the capital stock side of the balance sheet is a huge waste of time. In the end the sum total of both stock types times the number of shares time price of each will determine if it was good or bad deal for shareholders. I have never seen a split like this and prefer to just wait and see how the two issues trade over the next few weeks. I will make my trading decisions purely on a technical basis when chart patterns begin to develop.
    Mar 31 12:53 AM | 1 Like Like |Link to Comment
  • Will Google Continue To Outshine Apple? [View article]
    You are right, however you should also understand. You can't short a company with $160 billion in cash and going nowhere, but investors will demand "change" in price or in leadership if stock price does not improve over time with a dividend yield that stays at 2%. Opportunity cost of money is just as real as the do-bobs Apple sells to its customer base. You would think the revenue growth and stock buy backs would increase shareholder value but it must be reflected in the market price over time. The market is looking for change up or down one way or another. That is how the game is played.

    Not more of this.
    Mar 30 10:23 AM | Likes Like |Link to Comment
  • CEMIG: Headline Risks And 10-20% Dividend Rewards [View article]
    My understanding is that CEMIG does not service Rio's population. Does anyone know what the percentage breakdown of power generation by source for CEMIG? It is not clear to me how power rationing effects CEMIG's returns if rates are allowed to rise other than you can't sell what you don't have. How is Brazil currently funding their power generation infrastructure?

    It seems to me that the Brazilian government needs to back off its control over the power generation resources and provide more incentives for private sector investment to help increase their electrical infrastructure before they focus on expanding economic growth and invite the world to their country for tourism.
    Mar 30 09:30 AM | Likes Like |Link to Comment
  • Turkey blocks YouTube ahead of weekend elections [View news story]
    And Obama wants to give up oversight of the Internet to the so called free world. Such a 21st century concept. Maybe we should take one step backwards into the 20th century rules of engagement.

    I am long TUR and scratching my head wondering how to read the behavior of the governments of the emerging market countries. Not that the developed nations of the world are better or more predictable.
    Mar 29 10:37 PM | Likes Like |Link to Comment
  • Apple's Dividend Will Hit $20 Within 5 Years [View article]
    You need to check with the shoe shine guy to get his perspective first. Then maybe the cab driver and get his analysis.
    Mar 29 09:39 PM | Likes Like |Link to Comment
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