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  • Apple's Dirty Little Rare Earth Secret [View article]
    Wow... I am suffering with comment overflow.

    This is a fairly good article on the value of REEs in the tech industries but it should not and will not effect Apple stock in any way. Neither will Chinese export policy of REEs effect Apple. Perhaps you are aware that the commodity market for REEs has crashed off its 2011 highs. Stock prices of Molycorp and REE companies like AVL have crashed and burned. Mark Smith has moved on to development of NIOBF the only source for this commodity in the USA. The other biggest source for the element in the world is a family owned privately held company in Brazil.

    The REE miners outside of China would love China to restrict supply so that their projects would again gain to favor with investors. Apple could care less. China's GDP is stumping if you can believe the news coming out of China. They have a vested interest in the continued success of Apple products REEs included.

    Currently long AAPL and NIOBF no other positions in any REE miners or mining projects.
    Feb 20, 2015. 11:38 AM | 1 Like Like |Link to Comment
  • CEO Thornton says Barrick Gold to sharpen focus on gold, improved returns [View news story]
    Am I missing something here?

    When central banks introduce an inordinate amount of new money into the money supply doesn't that result in an inflation risk causing the price of gold and "good" gold mining and other commodity stocks and EFTs to rise?

    Also what central bank "directly" buying stocks? Granted excess dollars and lower interest rates cause money to flow into the bond and stock markets but where is the beef or chopped liver here?

    Don't misinterpret my comment. I am not a happy camper with Barrick management or the actions of central banks.

    I believe that Barrick management needs to get back to fundamentals of commodity mining with an eye on shareholder value and try to restore the dividend yield back to an acceptable level as quickly as possible to move the stock price higher. That is how I interrupt the DNA comment.

    If Barrick management cannot attract new investment capital in this low interest rate environment without diluting the stock further then they should sell themselves off to someone that can and get out of the business.
    Feb 20, 2015. 10:53 AM | Likes Like |Link to Comment
  • WSJ: Apple car project is for real, and it's a minivan [View news story]
    EV technology needs more than Elon Musk or Tim Cook can currently deliver today. What is needed for electrical vehicle technology is a break through in battery power technology or some other non-fossil fuel electrical source of power generation with a greater driving range using an SUV sized vehicle. Something closer to a 1000 miles per charge driving range. All this should be delivered at a cost under $200,000 to get the attention of high end consumer's.

    I don't think anyone would care whose logo was on the hood.
    Feb 20, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • U.S., Russia, Saudi Arabia: Who Is Going To Win In The Oil Price Stand-Off? [View article]
    Apologies... My frustration with current geopolitical news and this administration's policies are making me a tad edgy. I know I need to stop taking it so seriously though it makes gaming the market harder when I do.
    Feb 19, 2015. 02:29 PM | Likes Like |Link to Comment
  • Brazil blackout sparks power rationing fears [View news story]
    Thank you so much " Stoner dude". How exciting. Now I'LL be sure to tell my five year old grandson to watch Sesamy street as the go to place for the unabridged socialist dictionary of terms. Then I will be sure to twitter FOX business news the list of Stoner dude's definitions so us republicans can get up to speed with your witty comments here on SA.
    Feb 18, 2015. 09:08 PM | Likes Like |Link to Comment
  • Transocean CEO steps down [View news story]
    Is this like replacing the couch of a loosing football team? Where is the problem? Will this make things better in an environment of low oil prices and investment? Or are we now in rebuilding mode?
    Feb 16, 2015. 02:50 AM | 2 Likes Like |Link to Comment
  • WSJ: Apple car project is for real, and it's a minivan [View news story]
    I am long Google, Apple and I have loved and owned many cars since before I was old enough to drive. I have driven almost every form of new car technology invented to date including the Tesla. That said my opinion of where Apple is going in autonomous car technology is that they should at least include it as part of their R&D budget just like Microsoft, Google and Mercedes is doing today. I suspect that most all other car companies are also quietly doing this.

    I believe cars serve as the penultimate form of consumer product right up there with shoes and TVs though some here may argue that iphones rank higher. I believe you can often tell a lot about a person from what he or she chooses to drive or how they choose to get around.

    I believe this is a no-brainier and the cost of doing business. Almost every company that sells consumer electronics must include automotive technology trends into their R&D. Where they take it in the future will depend ultimately on the personal needs and trends of the consumer and government mandate.
    Feb 14, 2015. 06:45 AM | 1 Like Like |Link to Comment
  • Higher Rates And Improved U.S. Labor Market Hold Back SLV [View article]
    What you say sounds logical, but I do not believe it works exactly like that. First thing that will happen is that most of the marginal workers will lose their jobs. Those workers that stay will get raises, but will have to work much harder to pick up the labor short fall or be fired because there are unemployed people waiting in line to take their jobs if they don't perform these expanded job duties. Employers and industrial engineers will have a strong incentive to automate the simpler job functions eliminating even more of the minimum wage jobs that remain. Over time this creates higher permanent unemployment in the unskilled work force. Unable to gain any entry level skills necessary to enter the work force there will be a greater disparity between the unskilled, uneducated, unmotivated workers and those currently employed. That is how free markets work.

    Eventually other time when there are more unemployed workers then those working political power will shift to people voting for big government to help the poor and unemployed until the whole system collapses when those that a working cannot support those that are not. This happens slowly over generations and free market capitalism nature of man disappears and you get what we currently have now... 93 million unemployed and growing out a population of 330 million until it becomes unsustainable. You will realize this when you see the middle class disappear with greater disparity between rich and poor worldwide and more dictatorships, bigger autocratic central governments will begin to emerge through popular demand from the voters.

    This continues until people realize what is happening and they start to vote for economic reforms to help economic growth or start revolts internally or war between nations followed by economics reconstruction from the ashes. History will repeat itself because it is hidden by stupid progressives that believe they are smarter with great ideas like minimum wage and other repressive mandates like Obamacare.
    Feb 11, 2015. 07:36 AM | 2 Likes Like |Link to Comment
  • Bloomberg: Google, Twitter strike deal to add tweets to results [View news story]
    Like everything else in investor information sources we must consider the credibility of the sources. Much of Twitter is worthless tripe or disinformation intended to serve someone's agenda. Google's search engine must filter out the noise from the substance to get value from this deal.
    Feb 10, 2015. 05:01 AM | Likes Like |Link to Comment
  • China's Imports Drop 20% Explaining PBoC Action; China Watchers Clueless [View article]
    China is a disaster waiting to happen. It is a communism central planning economy trying to selectively apply free market capitalism in a world that has adopted every other form of economic and government ideology accept capitalism. That includes America if it does not change its politics soon. China either lies about their economy information or withholds it all together hoping their people will not revolt. How can economists let alone foreign investors assess risk/return with any confidence. Why is surprised?

    The only good information out of China is present commodity contractors and the current price of their cheap products. Add to this dilemma the secret monetary policies of the world's central banks and it all becomes as crystal clear as mud. We are all going to wake up one morning wishing for a due over on the financial crisis of September 2008 when things were still fixable.
    Feb 9, 2015. 09:44 PM | Likes Like |Link to Comment
  • Cellceutix Undervalued By 90+%; Expect A Short Squeeze Soon [View article]
    Oh Yes... You are correct. If the SEC was not full of Liberal Democrat bureaucrats there would be much more effective in reigning in Obama administration crony capitalism with many failed green energy start ups. Washington Democrat insider trading might also suffer some if the SEC were really doing their job effectively. Oh and let's not forget the FDA. Another government bureaucracy badly in need of a 21st century makeover. I would rather have root canal than depend on their pace of movement toward raising the bar of progress of American drugs and medical processes.
    Feb 5, 2015. 09:26 AM | 1 Like Like |Link to Comment
  • Northern Graphite Company (H1 2015 Update) [View article]
    Gee Matt, why don't you tell the readers how you really feel. From a purely technical analysis this would not be the time to cash out unless you think the project is destined not secure funding or you believe it will be an out right failure. It is sitting close to its all time low far below its 200 and 50 day MAs. I believe it is at least worth the wait for its next news cycle.

    You are correct that hope has no place in investing. Neither does buying high and selling low. Some of NGC is related to the entire commodities sector being depressed. I will wait for inflation to pick up which will definitely come or the commodities sector to show signs of movement for the same reason before ending this position.
    Feb 1, 2015. 10:53 PM | Likes Like |Link to Comment
  • Cellceutix Undervalued By 90+%; Expect A Short Squeeze Soon [View article]
    Perhaps this will cast a cloud on the Bleecker Street parade. Excellent read Karin. Thanks.
    Jan 29, 2015. 11:28 PM | 3 Likes Like |Link to Comment
  • Google -2.6%; declining ad prices and network clicks take a toll (updated) [View news story]
    bjnflicks... I believe almost every time you use Google you generate click revenue for Google. Keep up the good work. Google and Apple core businesses are very different. If you don't like what Google is doing sell your shares and short it. Put your money where your keyboard is.

    Better yet Carl Icahn believes Apple is going to $203 / share and is sell at 9 times future earnings. Buy Apple and help his prediction come true.

    I am long both Google and Apple. These are both very good companies and I am tired of all the critics that seem to know better how to increase shareholder value in both companies because they use their products and services thinking that makes them and expert on how to spend their free cash flow for future growth.
    Jan 29, 2015. 10:44 PM | 1 Like Like |Link to Comment
  • 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