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jlbrown

jlbrown
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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]
    If analysts predictions on various stocks were as accurate as even 50%, in a year or so they wouldn't be analysts....they would be independently wealthy billionaires living off the fat of the land...

    I, too, am staying long on ONVO and DDD....
    May 18 03:49 PM | Likes Like |Link to Comment
  • 3D Systems (DDD -5.8%) spikes lower after Citron Research declares it a "bubble stock" in a new report (.pdf). The short-seller compares the current hype surrounding 3D printing to the dot.com, real estate, and alternative energy bubbles, criticizes 3D's low R&D spending and aggressive M&A strategy (so have some SA writers), and accuses management of providing a torrent of misleading promotional rhetoric. Also lower: SSYS -6.3%. XONE -2.1%. PRLB -7.7%[View news story]
    Long on both; believe in both.
    Feb 14 05:07 PM | 1 Like Like |Link to Comment
  • The swoon in shares of 3D Systems (DDD -10.7%) may be attributed to a Seeking Alpha post claiming the ambiguity of the 3D printing market makes DDD, which has gained more than 260% in the last year, overvalued. Stratasys (SSYS -8.2%) has emerged as a formidable competitor in the 3D printing space, but its shares also trade lower in sympathy. Also, PRCP -11.4%[View news story]
    A First Mover with a revolutionary product - in it for the long, long run....
    Jan 30 09:30 PM | Likes Like |Link to Comment
  • Why Chesapeake May Be Headed Lower [View article]
    Mr. Blankenhorn: Spoken like a true believer of Keynesian economics:-) But I am relieved because if you agreed with my conclusions, I would be frantically wondering where I went wrong:-)...

    On the Kelsey Grammer remark, double-edged that it was, not bad.

    And I actually admire the wit of your last remark...
    Sep 14 01:26 PM | Likes Like |Link to Comment
  • Why Chesapeake May Be Headed Lower [View article]
    I appreciate your thought-provoking statements - particularly about another QE - which is (only temporarily) good for the stock market but devastating to our economy as a whole. As we wait to see today what Feds are going to do and as we consider the terrible policies of this country under Obama for the past four years, it seems almost irrelevant to debate about what's going to happen with one stock - at least, to me, as I believe there is a depression just around the corner, not just ours but a world-wide depression which will be devastating in its length and depth. Don't mean to offend anyone with political comments but - it's all connected. Cowardly and corrupt politicians here and abroad have much to answer for - I am primarily a Libertarian who votes Republican as next-best choice and will be voting for Romney/Ryan on the small hope that they can avert such a catastrophe, painful as the correction will be as they struggle and strive to get our once first, now seventh rated country, onto sound and sane fiscal and monetary policies once again. To paraphrase Jim who states every night on MSNBC, honest capitalism made our free country the greatest on Earth - with the largest middle-class ever known - I hope our America can rise again, if we elect the right politicians and maintain the personal will to make it so...
    Sep 13 12:24 PM | 3 Likes Like |Link to Comment
  • Why Chesapeake May Be Headed Lower [View article]
    Mr. Blankenhorn - please add to my comment of a few minutes ago that you also need to work on your grammar to be more convincing in your articles (won't really work, I suppose, but you could try:-)..."not short CHK. Not long, NEITHER. For informal chatting back and forth, I accept that both are phrases rather than sentences BUT impossible to accept "neither" for "either"....are you SURE you were a reporter/writer???:-)
    Sep 13 11:38 AM | Likes Like |Link to Comment
  • Why Chesapeake May Be Headed Lower [View article]
    I would say "fair enough" except I don't do futile things - let me put it this way, a famous scientist once said of a colleague's new theory - 'That's so bad....it's not even wrong.'

    Incidentally and not completely irrelevantly, as a reporter, I advise you to check your spelling in such articles - might add a much-needed gravitas:-) I mean "complement" for "compliment", etc. Come on...
    Sep 13 11:29 AM | Likes Like |Link to Comment
  • PepsiCo (PEP) watchers see the resignation of President John Compton and other corporate reshuffling as a sign that CEO Indra Nooyi plans to stay on board for a few more years. Though a number of activist shareholders have pressured Nooyi to warm up to the idea of separating the snacks business from the beverage business, she has held firm with her own plans for growth. [View news story]
    I agree with ernied3 -
    Sep 12 01:40 PM | Likes Like |Link to Comment
  • Why Chesapeake May Be Headed Lower [View article]
    Like I would take advice from a loon pushing solar power - spare me from listening to an "environmentalist" on energy plays.
    Sep 12 11:32 AM | 3 Likes Like |Link to Comment
  • PepsiCo (PEP +0.5%) CEO Indra Nooyi shrugs off the debate over limiting soda intake by telling CNBC her company can make drinks that are both great tasting and healthy. Letting consumers choose will benefit the company, she notes. Nooyi also seems to like the position her company holds with the Y-chromosome market heading into the NFL season: "You can't watch a game in a man cave without doing Doritos, or Pepsi and Lay's." [View news story]
    Don't worry WMARKW - the Bloomburg fool and the Obama fool are just salivating at the thought of managing your life - now, are you comforted? BTW, Pelosi says you'll just have to wait until you see what their plans are and accept before you read the details....
    Sep 6 09:23 PM | Likes Like |Link to Comment
  • Coverage of Chesapeake (CHK +2%) is resumed at Barclays with an Equal Weight rating and $20 target price, as the firm believes progress in executing planned asset sales should help address liquidity concerns. Jim Cramer adds his two cents, saying the CHK controversy has died down and shares will move up if natural gas does. [View news story]









































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































    I hope they have to eat their shorts!!!

















    Sep 6 09:17 PM | Likes Like |Link to Comment
  • A former top exec from PepsiCo (PEP) publicly backs Mayor Michael Bloomberg's plan to curb soda intake in NYC. David Burwick is now the president of Weight Watchers North America (WTW), leading at least a few cynics to question the wisdom of keeping potential customers lean. [View news story]
    I agree with all the above comments - WHAT an IDIOT!
    Sep 6 09:12 PM | Likes Like |Link to Comment
  • Fast food chains such as McDonald’s (MCD), Starbucks (SBUX), Chipolte (CMG) plan to use tech innovations and other strategies to speed up lines during peak hours to maximize their sales. Equipping employees with hand-held ordering systems and encouraging customers to pay by smartphones are two areas in focus. [View news story]
    I do NOT believe in adding gimmicks that cost the restaurant money when the gimmick, whatever it is, can't make the food itself faster. And I certainly don't believe in limited customers to how they will pay - self-defeating.
    Sep 1 02:39 PM | Likes Like |Link to Comment
  • PepsiCo (PEP) continues to tinker with a new artificial sweetener that will help Diet Pepsi stay sweet longer. The company was considering importing versions of the soft drink sold in other countries into the U.S. before hitting upon a better solution. [View news story]
    I agree with exportman 1 and therefore, have no comment.
    Sep 1 02:18 PM | 1 Like Like |Link to Comment
  • The war on soda: A local ballot measure in Richmond, California to tax soda drinks starts to draw national attention in advance of November's election. If the measure passes, Richmond would be the first city in the country that placed a per-ounce tax on sugary drinks and could set off a wave of copycats. Meanwhile in NYC, details on Mayor Bloomberg's anti-obesity plan will be unveiled in less than two weeks and will surely have sugary drinks in focus. [View news story]
    I don't know which Liberals love more: Taxing or Dictating. Well, they've taxed and dictated themselves right into political oblivion and in November we'll celebrate their greed for money and power stopped cold with the election of intelligent people to office - long may they reign - a Republican president, senate and house long into the future and not a minute too soon!
    Sep 1 02:11 PM | 1 Like Like |Link to Comment
COMMENTS STATS
29 Comments
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