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rhamilto21

rhamilto21
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  • 3D Systems (DDD) and Stratasys (SSYS) both catch downgrades from William Bair in a note titled "Waiting for Expectations to Align With Reality." Neither firm, says Bair, appears well-positioned to be the leader of a "3rd industrial revolution ... many investors are buying shares of these two companies, at least in part, for the wrong reasons." Both are off 1.5-2% in the premarket. [View news story]
    Sometimes I think it's these "grading" companies that dictate the market. If DDD and SSYS isn't a 3rd industrial revolution pioneer, then who is? I think they probably said the same thing about AAPL and MSFT. I am long on DDD and will remain so.
    May 16 09:01 AM | 5 Likes Like |Link to Comment
  • 3D Systems Corporation: The Boom Isn't Over [View article]
    I believe as well, that come this Christmas buying season of 2013, there will be many purchases of the 3D printers offered by DDD. Staples is already stocking them in their stores. The Home market is where the influx of this technology will educate the masses on the "possibilities" of what this new technology could do. While Stratasys (SSYS) will dominate the Manufacturing market in a parallel growth. More importantly is the supporting products around the technology. The software companies like Dassault Systemes SA ADR (DASTY) and the "3d Ink" that feed the printers will eventually be where the monies lie, as the printers will lower in price as the ability to make them comes down. I believe we have only begun to scratch the surface of the possibilities 3D printing will being to the world.
    May 11 07:20 AM | 3 Likes Like |Link to Comment
  • The board of directors at Coca-Cola (KO) will become younger over the next few years as a number of directors in their 80s and 70s are expected to step down. The company has drawn some criticism over having six directors with more than 20 years of tenure on the board. What to watch: A reconstituted board could push for more aggressive M&A plays in faster growing drink categories (Monster Beverage?). [View news story]
    This is a good thing for KO. Fresh ideas are what keeps business surviving.
    Apr 24 08:20 AM | 1 Like Like |Link to Comment
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