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gmmpa

gmmpa
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  • KKR to enter joint bid for SAI Global [View news story]
    So we should expect a higher return on equity and shareholder value for KKR soon? I have not seen it yet. It is trading up 4% since the acquisition. This is just hot dog money. Not exactly the growth one would expect from a VC firm.
    Jul 11 09:28 AM | Likes Like |Link to Comment
  • Google to establish European venture capital fund [View news story]
    I agree with David at Imperial Beach... If the current USA government refuses to reduce taxes of foreign profits, American companies like Google and Apple flush with cash should invest their cash where the cash is made. The EU may be socialist but there is good technology created by smart capitalists over seas that need non-Socialist funding sources to help them grow their ideas. Parking the cash in the EU banking system makes no sense for American companies. VC is a better return on equity as long as the Socialist governments do not interfere with their operations. It will also serve notice to the EU countries like France that extremist socialist economic tax garbing policies will not attract venture capital.
    Jul 11 09:14 AM | Likes Like |Link to Comment
  • Samsung Blinked - Its Decision To Call Down The Quarter May Be An Indicator Of Slowing Markets [View article]
    Interesting... Since we seem to like to do smartphone reviews on seeking Alpha comments why not get into the weeds.

    Exactly what works better? Different apps of WIFI? What type of WIFI does China use? 3G or 4G? CDMA or GSM? What other phones do the Chinese have to choose from?

    Maybe you can provide more detail since some of us don't read Chinese or Korean.

    http://bit.ly/1jaXC6d
    http://bit.ly/1jaXC6e
    http://bit.ly/1jaXC6f
    Jul 8 07:16 AM | Likes Like |Link to Comment
  • Samsung Blinked - Its Decision To Call Down The Quarter May Be An Indicator Of Slowing Markets [View article]
    That is why they call them emerging markets. Growth measured from zero is always higher. At least that is what I learned is Economics 101.
    Jul 2 06:05 AM | 1 Like Like |Link to Comment
  • Samsung Blinked - Its Decision To Call Down The Quarter May Be An Indicator Of Slowing Markets [View article]
    bjnflicks... You really need to get out more. You got the $50 phone right. They will never go away any time soon. 3G on the hand will over time disappear replaced with 4G's higher throughput. Telcomm companies with phase out all 3G over time because it is too expensive to maintain both. All new towers will be 4G. They will offer smartphone contracts with two year terms for under $200 that will be lightly fast with very high resolution that will do what any Apple can do and maybe even more using Android open source and chip sets from Qualcomm, Nivida, Intel and several others. Maybe even BBRY. More features will move out of the OSs in the hardware chipsets as soon as the important features are established. Few consumers in there right mind will pay over $400 for something that they will throw away in two years unless they dropped it in the toilet by accident and had no insurance contact.

    All this talk about how Apple is greatly is over hyped. The days of high end feature rich smartphones from Apple or any other manufacture are over. I can remember when Apple issued phones with 4G on the phone but could only do 3G because they were not ready. I was in the UK watching their evening news claiming the UK consumers were outraged because the new phones did not work or were very slow compared to their old models. The real reason they didn't work was because the 4G build out happened in London and Apple was still running 3G.

    Don't misunderstand me. There are people that will pay $4500 for a pair of designer sneakers or $35000 for a designer handbag so I am sure they will pay $600 for a Apple 6s but no sane person without a two contract. No electronic device is special for more than one year. Not even Apple.
    Jun 30 09:04 PM | Likes Like |Link to Comment
  • Samsung Blinked - Its Decision To Call Down The Quarter May Be An Indicator Of Slowing Markets [View article]
    I believe there is too much going on in the smartphone market and consumers are getting weary of upgrading to new phones and devices or even entering the market until they see what shakes out from all the rumored changes coming down the pike. Multiple OSs, the flood of APPS (some open source and some proprietary), different physical sized, changes in WIFI speeds and security protocols. WIFI network service build out issues.

    Samsung is the biggest contributor to all this confusion with the introduction of its own OS. It has good products but consumers are not willing to lock themselves into a single manufacturer unless you are an Apple zealot. I am not criticizing just stating my observations both as investor and a consumer. I don't like any of them right now.

    I am long both Google and Apple but am considering adjusting my Apple position after the next series of product announcements in the fall. I am not sure what to do with Google. It is bigger the a smartphone box. I will rely on earnings growth projections and management behavior, product announcements and technical analysis to help determine my Google position.
    Jun 29 09:08 AM | 1 Like Like |Link to Comment
  • Barrick Offers Investors A Golden Opportunity [View article]
    So how much upside would you think GG has? Can I get a double at the current price of gold? It is up 25% this month. Please tell me what I can expect from GG by year end.

    How about this question which has more down side potential GG or ABX?
    Jun 24 08:15 PM | Likes Like |Link to Comment
  • Google roundup: EU, domain names, Google Play, Access & Energy [View news story]
    So whose fault is that? It isn't Google's fault that China is in the dark. You all make everything under the Sun for 2 yen an hour and have no freedom to use what you make without permission from the dear leader.
    Jun 23 08:00 PM | Likes Like |Link to Comment
  • LightWave Logic: Ushering In a New Era of Data Communications [View article]
    I gave up on LWLG and ended my position DEC 2013. Only hope for lightwave at that time was to start manufacturing transceivers using their optical polymer with better transmission properties than glass fiber and partner or hope to get acquired by someone that is interested in the IP. Cash position last I heard they had about 10 months of cash on hand. They had no earnings and no prospects beyond that. Price has increase 14% since I ended my position. 3 days of high volume does not change my feelings on Lightwave. I do hope they succeed but have heard nothing that would warrant reentering the position.
    Jun 21 08:09 PM | Likes Like |Link to Comment
  • Barrick Gold unit is accused of bribery in Tanzania [View news story]
    Give me a break! Bribery is the cost of business in banana republics. Everyone knows that. Give me news that is relevant.
    Jun 19 10:23 AM | 2 Likes Like |Link to Comment
  • A Golden Short-Term Opportunity With Barrick Gold [View article]
    You may be right however ABX could be a long term double and worth the wait. Other gold miners have a higher production cost and are more tied to the market price of gold. Barrick needs to decide on its strategic direction which is not tied to current gold prices. Its mining assets have above average value when the market turns.

    Regardless, I believe the price of gold and silver will go higher long term because the central banks of the world are playing with fire with their monetary policy trying to manipulate their economies high. Economic data reporting reflects their political agenda. It is artificial and cannot be trusted. Interference with free markets is never a good idea. That is why a large part of my portfolio is in silver EFTs and beaten down gold miners like ABX. They will rise quickly when the artificially low interest rate environment goes away and the markets reflect the outcomes of their bad behavior.
    Jun 19 08:18 AM | Likes Like |Link to Comment
  • Elephant Talk: An Explosive Revenue Growth Story With Bullish Technicals [View article]
    The problem with ETAK is not its chart. Technical analysis of this stock has only limited value. It is the company's internal governance and accounting practices that are in question. Investors need to have confidence in the management of the company which is not directly reflected in the chart. Negative news on internal accounting issues does not bode well with investors.

    As far as an entry point for this stock... a good safe point is under a dollar until the company can behave normally. Earnings reports should show consistent progress towards growth without negative news on its capital stock through surprises such as execution of large blocks of warrants, stock options and grants that have a delusive effect on stock price.
    Jun 19 07:49 AM | Likes Like |Link to Comment
  • A Golden Short-Term Opportunity With Barrick Gold [View article]
    "The main idea behind the gold-oil relation is the one which suggests that prices of crude oil partly account for inflation. Increases in the price of oil result in increased prices of gasoline which is derived from oil. If gasoline is more expensive, than it’s more costly to transport goods and their prices go up. The final result is an increased price level – in other words, inflation. The second part of the causal link is the fact that precious metals tend to appreciate with inflation rising (in the current – fiat – monetary environment). So, an increase in the price of crude oil can, eventually, translate into higher precious metals prices."

    From: http://bit.ly/13ZSE1N

    Regarding the middle east events...That is why we all invest in gold and gold mining to begin with. If the fire in the middle east spreads and becomes WW III then that could be a different story.

    I don't expect anything to come of the China news. China's contribution to Barrick is only new investment capital which Barrick sorely needs to expand operations. I don't think that will benefit ABX stockholders much unless it is a partnership to help them mine gold in China or somewhere they have mineral rights with good potential.
    Jun 18 09:09 AM | Likes Like |Link to Comment
  • A Golden Short-Term Opportunity With Barrick Gold [View article]
    David I agree with your summary, however, I think all this is discounted into the price of ABX and it will take something more to move the price of the stock higher in the short term. Sokalsky is an unproven CEO. I have not read any news reports on his vision for Barrick other than cutting costs which is really Munk's exit strategy. He could not do an M&A deal with NewMont.

    Barrick is already testing its lows a second time. It seems to me it has nowhere else to go but up if Sokalsky does nothing. About the only thing I can see that may help is a few quarters of good earnings and returning the dividend payout to back to original levels to give confidence to investors that Barrick is back in the game as a player. Currently Barrick is a broken company. It destroyed $billions in shareholder value is Pascua Lama and came up empty. The stock price will rise when that perception changes. Perhaps that is the purpose of your article.
    Jun 18 06:42 AM | 2 Likes Like |Link to Comment
  • Terrorism In Iraq And Turkey: How To Trade It [View article]
    So what's news about that? The Clintons in the US went from being in debt to a net worth over $100 millions in just a few short years. They were not even in power. Almost every Senator in congress is a millionaire. The longer they are there the richer they get. This despite the fact their annual pay is just under $200,000. Hell... Putin and his boys in Russia are all billionaires since they gained power.

    Tell us something about the Turkish economy or its politics that can help us investors decide where to put our money. Are you saying the government there is corrupt and the Turkish economy sucks some stay away from Turkey? Since you are so close to the politics what is your prediction about the current Iraq and Syrian conflict as it relates to the Turkish economy. This is the point of this article. Nothing else matters unless you have family there or you are planning a trip to Turkey any time soon.
    Jun 16 12:47 PM | Likes Like |Link to Comment
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