On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
Don't forget to add Pennsylvania to your list... As I understand it recently GOD has lost status in the Democrat party so who is it that you and Obama are praying to these days?
That say this article has merit should SHE choose a looser for enough 6 years of Democrat control. I will use these thoughts here to position my portfolio safely until someone steps on the Federal Reserve for turning to the dark side.
Long oil service and mining stocks but not yet oil or gold commodity securities or EFTs. In Jan. 2, 2009 Gold was $860 and gasoline sold for $1.79 / gal.
I hear someone else is running for president and I think I am here to endorse him. That is what SHE told me to do.
Ford Ends The Dog Days Of Summer On A Hot Streak [View article]
I agree with the earlier comment above. I am not sure what will move the bar for Ford stock outside of a few quarters of solid double digit earnings, but as a consumer I am also not happy with how they are positioning the Lincoln brand. They do not seem to want to compete with in the full size luxury sedan market with the BMW 700iL serious or the A6 or A8 Audis. Ford sedans just never had the cache unless you are a State Trouper.
On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
I think we should bring out the purple ink bottles and put them in the polling places around the country for folks without ID. No need for voter repression. What will the Democrat argument be then? People without fingers with be disenfranchised?
America needs a system to insure one vote for one American and a ways to insure it in order not to diminish process in our Republic. It is that simple.
I still am having trouble getting my head around the concept of electric cars in America. Batteries technology of today is just not viable. Fuel cells can work but are too expensive. I suppose Ford has little choice but to continue spending millions in development costs to stay ahead of the curve in case our current crop of government policy wankes force the change. After all it was they that gave us the SUVs when they force cafe standards on consumer cars and stationwagons.
What we need is a technological break through in portable energy storage and generation. The energerizer bunny and recharging stations is not it.
Google (GOOG) is cutting 20% of Motorola Mobility's workforce, or over 4K employees. Google has already let go of 40% of Motorola's VPs and made a CEO change. The cuts are part of an effort to create a streamlined Motorola focused on a small number of smartphone and R&D projects. Reports have indicated Motorola's cable hardware unit will soon be on the block. Motorola had an operating loss of $38M in its first 6 weeks under Google control. [View news story]
I think we should let the Democrats and Republicans and the American voters work out how to fix the US economy. I do believe the Motorola purchase was a good move, however, Google should focus on profitability, shareholder value and return on investment. It is time for them to throw the stockholders a bone. While they are at it they should do the same to Google's corporate structure. In my opinion they employ a ton a smart employees that have returned very little to the bottom line. Firing a few may change their country club atmosphere.
Boeing, Pratt & Whitney and Honeywell are among major companies using 3D printing to make parts for aerospace products and are exploring ways to widen the deployment of the technology. Another use could be for making car parts on spec. 3D printing is still limited, but companies that could benefit include 3D Systems (DDD). [View news story]
I do not own this company but do believe in the technology. I believe it will spawn a new wave of advances in manufacturing and design. What is needed to change the paradigm is a faster way to go from engineering drawing to actual prototype in the material needed for republication. They are close.
I put this stock on my watch list 06/20/12. It is currently up 5% in the last month. There are other companies in this space. DDD has not yet become the HP printer in the 3D sector, but it is a player that is helping to advance the reduction in cost and subsequent build out of the technology.
Hopefully, I will have a chance to buy in on the next market correction.
With the U.S. economy weakening, BNY Mellon's Michael Woolfolk says investors in commodities better watch out - not just commodity futures, but also companies tied to raw materials. Investors should steer away from big miners such as BHP, RIO and FCX; oil stocks such as XOM, BP and CVX; and companies that supply these industries, like CAT and SLB. [View news story]
When does Mike suggest we buy commodities? When they double in price as the economy turns up?
The single biggest obstacle to our weak US economy WILL go away in November 6th. Now is the time to do your research and make a shopping list of good companies. Until then sell on up days and buy on down days or just stay in cash if you have no stomach for this roller coaster market caused by bad government policy, and world news.
I have long ago given up on investing in Cisco as a growth company. Now this article makes me want to walk away from Cisco as a consumer of their products. What marketing idiot drops support and renders existing consumer equipment useless even for a short time? I find this hard to believe.
8 months after Google (GOOG) rolled out Android 4.0 to positive reviews, only 10.9% of Android devices run it, according to Google's own data. By contrast, Apple (AAPL) manages to get iOS upgrades to a majority of iDevices within a couple weeks of a release. Android's share of U.S. smartphone users appears to have flatlined this spring, and between a new iPhone and Windows Phone 8 launches, Q4 might represent its first quarter of meaningful share loss in developed markets. [View news story]
What exactly does version 4.0 android OS do that version 2.3 does not do on the road? At home or in the office I don't use phones to do anything but take calls. My new Verizon Andoid works fine in Verizon 4G areas and does the job. The price was right and their are an unlimited number of apps to choose from. Most of them are free.
Are you all consumers or investors? When your two year contract is up you can make another choice. Investing in Google involves more than what version of the OS in on the latest mobile phone.
If Google wants to make a different it should do some out-of-the box thinking about its core products and stop waiting to see what everyone else is doing like Microsoft. Steve Jobs at Apple is gone. He was a true genesis. When his product pipeline ends Cook will be on his own to produce the next great thing.
Research In Motion (RIMM) might hawk its BlackBerry business to Amazon (AMZN) or Facebook (FB); sell or open up its messaging systems to Apple (AAPL) or Google (GOOG); or keep the company whole and sell a large stake to Microsoft (MSFT), Sunday Times says ($$). For now, keep an eye on Q1 earnings this week. [View news story]
And the smartphone shake out begins. Just 3 years ago RIMM was a best of breed player in the sector. RIMMs management was not paying attention and now is paying the price. They have no products developed to compete and they are loosing market share and market cap daily. They need to do something to stop the bleeding.
Google (GOOG) international commerce chief Stephanie Tilenius is leaving the company to join VC firm Kleiner Perkins. Tilenius helped kick-start Google Wallet, and the fact she was reassigned to another unit in January fueled concerns Google's mobile payments efforts were in trouble. (Larry Page) [View news story]
It seems to me that Google should focus on getting markets share of the cell phone market first before working on other initiatives like mobile payment systems. Google needs to limit the number of products and development staffs toward those products that will bring the best growth opportunities and return to the stockholders. It can use its free cash flow to develop or purchase a software company or partner with a financial institution to develop mobile payments.
Google should focus on its core businesses and not true to immediately offer all products to all people and be the master of none.
I'm long Google now and believe it is the best of breed in tech sector. However, Google management should throw an occasional bone to its stockholders to remind them and the markets that they are still a growth company.
In contrast with both recent market share and consumer survey data, 44% of non-tablet-owning IT professionals surveyed by IDG said their first tablet would be an Android (GOOG) device, compared with just 27% who said it would be an iPad (AAPL). IDG points out emerging markets buyers had more of a pro-Android tilt - that's likely a result of both lower price points, and the dominant share held by Android smartphones in many of those markets. [View news story]
This does not surprise me. Open architecture, good functionality, cheaper price will win ever time. Regarding the android tablets... The key thing to keep them competitive and desirable is high speed processors and high resolution. Cost is important but I believe that IT professionals will pony up for performance. Google's android OS is OK. I believe Google recognizes that it is key to the smartphones as well as other mobile platforms. They will keep it current and feature competitive with Apple and Microsoft.
Google seems to understand that a marketing strategy to forgo short term profits for their android devices will payoff. It must get them in the hands of the consumer to gain market share. Hopefully they are right and it will payoff for shareholders in the future.
I don't believe that smartphone platform will ever yield the advertising opportunities of the traditional PCs but the Tablets will. They will be the new netbooks, Kindles, Nooks, mobile video conferencing devices and maybe even the laptop replacements. I personally will not tolerate too many advertising distractions on my smartphone. I don't think that will happen. There are other active uses for smartphones that could generate profits that will also benefit the end uses. Time will tell as this build out unfolds. It will take a few years for the sector to mature. History repeats itself. So do the investment opportunities if we pay attention.
Mounting Pressure On Google To Position Itself More Aggressively [View article]
This news should not be a surprise to anyone. It is "game on" for the smartphone build out wars. Competition is good. I dought that Apple will destroy Google or vise versa. In the 80's IBM tried to control consumer PC choices and the market with their Microchannel architecture. It was successful for several years, but in the end it was too over priced and too restrictive in its design. The industry forced IBM to abandon the design in favor of a more open source as the industry grew. By 1995 PCs became just a cheap common commodity. The Internet build out was under way.
Apple's iphones and ipads will suffer the same fate regardless of what apps or services it offers on their proprietory hardware. The smartphone industry promises to be too big for any one company or architecture to corner the market.
Buy Nvidia: A Deployment Of Capital Would Be A Catalyst For A Rally [View article]
This was a good read. I would have liked the article more if there was a little more written on the backgrounds and stories of the management team. It may be time to listen in on the next few conference calls to get a feel for how the management team wants to utilize their excess cash. This is an issue with many of the tech companies. Sitting on a pile of cash is certainly better than a mountain of debt but the management must decide as we all do how long to sit on a cash position in a low interest rate environment.
On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
That say this article has merit should SHE choose a looser for enough 6 years of Democrat control. I will use these thoughts here to position my portfolio safely until someone steps on the Federal Reserve for turning to the dark side.
Long oil service and mining stocks but not yet oil or gold commodity securities or EFTs. In Jan. 2, 2009 Gold was $860 and gasoline sold for $1.79 / gal.
I hear someone else is running for president and I think I am here to endorse him. That is what SHE told me to do.
Ford Ends The Dog Days Of Summer On A Hot Streak [View article]
On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
America needs a system to insure one vote for one American and a ways to insure it in order not to diminish process in our Republic. It is that simple.
Ford Focuses On Battery Efficiency [View article]
What we need is a technological break through in portable energy storage and generation. The energerizer bunny and recharging stations is not it.
Google (GOOG) is cutting 20% of Motorola Mobility's workforce, or over 4K employees. Google has already let go of 40% of Motorola's VPs and made a CEO change. The cuts are part of an effort to create a streamlined Motorola focused on a small number of smartphone and R&D projects. Reports have indicated Motorola's cable hardware unit will soon be on the block. Motorola had an operating loss of $38M in its first 6 weeks under Google control. [View news story]
Boeing, Pratt & Whitney and Honeywell are among major companies using 3D printing to make parts for aerospace products and are exploring ways to widen the deployment of the technology. Another use could be for making car parts on spec. 3D printing is still limited, but companies that could benefit include 3D Systems (DDD). [View news story]
I put this stock on my watch list 06/20/12. It is currently up 5% in the last month. There are other companies in this space. DDD has not yet become the HP printer in the 3D sector, but it is a player that is helping to advance the reduction in cost and subsequent build out of the technology.
Hopefully, I will have a chance to buy in on the next market correction.
With the U.S. economy weakening, BNY Mellon's Michael Woolfolk says investors in commodities better watch out - not just commodity futures, but also companies tied to raw materials. Investors should steer away from big miners such as BHP, RIO and FCX; oil stocks such as XOM, BP and CVX; and companies that supply these industries, like CAT and SLB. [View news story]
The single biggest obstacle to our weak US economy WILL go away in November 6th. Now is the time to do your research and make a shopping list of good companies. Until then sell on up days and buy on down days or just stay in cash if you have no stomach for this roller coaster market caused by bad government policy, and world news.
Mozilla Attempts To Dismember Android [View article]
Thanks.
Amazing Cisco Blunder [View article]
8 months after Google (GOOG) rolled out Android 4.0 to positive reviews, only 10.9% of Android devices run it, according to Google's own data. By contrast, Apple (AAPL) manages to get iOS upgrades to a majority of iDevices within a couple weeks of a release. Android's share of U.S. smartphone users appears to have flatlined this spring, and between a new iPhone and Windows Phone 8 launches, Q4 might represent its first quarter of meaningful share loss in developed markets. [View news story]
Are you all consumers or investors? When your two year contract is up you can make another choice. Investing in Google involves more than what version of the OS in on the latest mobile phone.
If Google wants to make a different it should do some out-of-the box thinking about its core products and stop waiting to see what everyone else is doing like Microsoft. Steve Jobs at Apple is gone. He was a true genesis. When his product pipeline ends Cook will be on his own to produce the next great thing.
Research In Motion (RIMM) might hawk its BlackBerry business to Amazon (AMZN) or Facebook (FB); sell or open up its messaging systems to Apple (AAPL) or Google (GOOG); or keep the company whole and sell a large stake to Microsoft (MSFT), Sunday Times says ($$). For now, keep an eye on Q1 earnings this week. [View news story]
Google (GOOG) international commerce chief Stephanie Tilenius is leaving the company to join VC firm Kleiner Perkins. Tilenius helped kick-start Google Wallet, and the fact she was reassigned to another unit in January fueled concerns Google's mobile payments efforts were in trouble. (Larry Page) [View news story]
Google should focus on its core businesses and not true to immediately offer all products to all people and be the master of none.
I'm long Google now and believe it is the best of breed in tech sector. However, Google management should throw an occasional bone to its stockholders to remind them and the markets that they are still a growth company.
In contrast with both recent market share and consumer survey data, 44% of non-tablet-owning IT professionals surveyed by IDG said their first tablet would be an Android (GOOG) device, compared with just 27% who said it would be an iPad (AAPL). IDG points out emerging markets buyers had more of a pro-Android tilt - that's likely a result of both lower price points, and the dominant share held by Android smartphones in many of those markets. [View news story]
Google seems to understand that a marketing strategy to forgo short term profits for their android devices will payoff. It must get them in the hands of the consumer to gain market share. Hopefully they are right and it will payoff for shareholders in the future.
I don't believe that smartphone platform will ever yield the advertising opportunities of the traditional PCs but the Tablets will. They will be the new netbooks, Kindles, Nooks, mobile video conferencing devices and maybe even the laptop replacements. I personally will not tolerate too many advertising distractions on my smartphone. I don't think that will happen. There are other active uses for smartphones that could generate profits that will also benefit the end uses. Time will tell as this build out unfolds. It will take a few years for the sector to mature. History repeats itself. So do the investment opportunities if we pay attention.
Mounting Pressure On Google To Position Itself More Aggressively [View article]
Apple's iphones and ipads will suffer the same fate regardless of what apps or services it offers on their proprietory hardware. The smartphone industry promises to be too big for any one company or architecture to corner the market.
Buy Nvidia: A Deployment Of Capital Would Be A Catalyst For A Rally [View article]