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  • Why Sprint Spark Won't Spark Sprint [View article]
    Sprint Chair Masayoshi Son is not going to sit back to remain second to anyone in any of his world grand poker games. It may be a cunning move on his part to hold back on Sprint's 4G LTE build-out, in order to make a better case with US regulators for a S/TIMUS merger. He certainly has not given up on that, even if it looks like a long shot at present. And it would be a game changer.

    My investments in S and SFTBY are a bet on Son's zeal, savvy, international connections, deep pockets, and Alibaba windfall.
    Apr 17 12:51 AM | 3 Likes Like |Link to Comment
  • Orange Is Turning Green [View article]
    ORAN and VOD are both competing for same customers in Europe (Spain), Africa, and the Middle East. Is there room for 2 big telecoms? If not, VOD seems set to win out. After the VZW sale, it has the deeper pockets.
    Apr 17 12:16 AM | 1 Like Like |Link to Comment
  • 3D Printing Debunked, Part 1: Consumers [View article]
    AH, a (G. v. Bouillon style) true crusader.

    Greatly appreciated, as always, are any/all factually objective contributions that educate readers to reach more informed investment decisions. Unfortunately, crusaders easily get carried away by righteousness and emotions, as they are on a mission.

    3DP, prototyping or whatever variation one prefers, is here to stay. The argument is only about best in class applications for this (no more so) new technology. Some 3DP applications will be more successful (and financially rewarding) than others. But to suggest that most readers/people (other than AH) are not competent enough to understand and judge 3DP technology sounds more than a little patronizing and condescending. 3DP is not rocket science or astrophysics.

    We look forward to AH's future essays on the 3D subject and hope he'll stay cool and carry on.
    Apr 16 02:22 PM | Likes Like |Link to Comment
  • Yahoo!'s CEO Discusses Q1 2014 Results - Earnings Call Transcript [View article]
    MM is getting traction. Over her first 20mos on the job, she's followed a plan and a strategy to invest in areas consumers and advertisers are interested in. Most importantly, she has directed great efforts towards mobile apps, merging 7 new companies/talent into Y!, expanding into totally new Y! offerings, and broadening Y!'s outreach into APAC and the rest of the world has been nothing short of amazing.

    At the same time, MM has strengthened relationships with partners (and even competitors) in information and social media. Finally, and perhaps most importantly, MM has instilled confidence and pride into her own team again and is starting to bring back the old Yahoo!, the company was once famous for.

    M&A, hiring great talent, and initiating constantly new attractive programs takes time and costs money. But the bottom line will follow when crowds of viewers and advertisers make Y! their go-to site again. And don't forget the 24% Alibaba steak coming to your Y! investment soon.

    Job well done. Kudos to MM!
    Apr 16 12:37 AM | Likes Like |Link to Comment
  • voxeljet: Is There A Bottom In Sight? [View article]
    VJET is in a good business but has terrible management, bent on destroying shareholder value. Stay away until management changes, which may not happen, however, until investors lost their shirt.
    Apr 15 06:06 PM | 1 Like Like |Link to Comment
  • 3D Systems: More Downside Ahead? [View article]
    No offense, but is this the same company the had a reverse stock split of 1:50 in 2007 and another 1:1.95 in 2012? And valuations continue to be quite high: P/E-T 123, P/E-F 27, P/B 7.8, regardless.

    Plus, ARCW it's a microcap ($225M) with on avg. <45K shares trading daily. One could be in a pinch quickly in a "bad news/rumor" sell off. Use your "speculative" money you can lose, if you invest at all, would seem prudent.
    Apr 15 01:09 PM | Likes Like |Link to Comment
  • This Might Not Be The Last Round Of Funding For The National Bank Of Greece [View article]
    The EU has pumped $200B into Greece since the great recession. To no avail. Greece keeps going down and their "best/last hope", young Greek minds and achievers, are leaving their country in droves.

    Without Greece adopting its old (drachme) currency, there just isn't any hope for the Greeks to make it and regain some quality of life (Greek comfort). So political turmoil, strikes, and radicalism will continue and probably get even worse. Not a prescription for economical/political recovery a la Ireland, Iceland, Latvia, Slovakia et al. EU countries

    Alas, the author is dead on: Greece and the NBG are not facing a bright future.
    Apr 15 12:26 PM | 1 Like Like |Link to Comment
  • Google: Early Thoughts On The Split [View article]
    The compensation will likely be a one time return of cash or additional shares. There also could be a stock split (with differing ratios) in the offing at that time. And, of course, GOOG could decide to pay a dividend, that could be used to level the playing field between A and B share holders.

    GOOG will have to do SOMETHING to maintain fairness between A share holders (management) and B share holders (small) investors. They may otherwise face continuing law suites and possible SEC/DOJ actions.
    Apr 14 11:05 AM | Likes Like |Link to Comment
  • Bank Of America: Catching A Falling Knife Can Be Painful [View article]
    Nothing beats borrowing money at 0% interest. Free money will make your (and not just the banks') day any day. FIN101
    Apr 13 12:39 PM | 2 Likes Like |Link to Comment
  • Bank Of America: Catching A Falling Knife Can Be Painful [View article]
    "Bank earnings would be SIGNIFICANTLY HIGHER in a normalized (=higher) interest environment."

    How so? If banks can borrow money from the Treasury at around 0% interest and lend out same (for car loans et al.) at 6% and even home loans at 4.5 to 5.5%, what could be better? Home builders (like BZH) just refi'ed hundreds of millions at about 5.8% for the next 4 years. Not to mention margin loans, credit card loans and other "the sky is the limit" types of loans.

    Am I missing something?
    Apr 12 03:30 PM | 2 Likes Like |Link to Comment
  • Goldman Sachs: The Vampire Squid Strikes Back [View article]
    "One note of caution: I think U.S. is exhibiting classic signals of a move towards late-cycle conditions."

    Really? How so? The jobless recovery seems to be weak enough for the Fed to agree (in near unanimity) to keep interest rates near zero for a long time to come. Consumers (without jobs or afraid so) have been slow to return to the party, and rehiring as well as capex spending by companies big and small has just started picking up a bit. Not exactly "classical signals towards late-cycle conditions."

    Am I missing something here?
    Apr 12 03:12 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Stillwater Mining Will Continue To Soar [View article]
    PAL holds the only other proven Pd resources in N. America. Somebody (probably other than current PAL stockholders) will own them. Why not SWC, to corner the western hemisphere markets and gain control of Pd world market prices (especially if S. Africa and Rusia become non viable)? Remember, Pd demand/prices are already on the way up.
    Apr 12 02:24 PM | Likes Like |Link to Comment
  • The Tortoise Strategy: Part 18 - Why Blackstone Group L.P. Is A Buy Now [View article]
    BX seems more a Buy & Hold than Trade stock to me. So missing the down spike after the open on Fri was a non-issue. I bought at $29 and will be happy, even if BX goes down some more next week (which I doubt).

    Muitos mojitos to RB. Hope you'll enjoy the Soccer World Cup coming soon to a town near you.
    Apr 12 01:59 PM | Likes Like |Link to Comment
  • My Look At Kostohryz's U.S. 2014 Outlook: Implications For The U.S. Dollar And Other Currencies [View article]
    Round #! goes to Kostohryz! Wachtel's punches are mostly (theoretical=) air punches. If we know one perennial truth, it is that Americans are spenders. It's in our genes and jeans. We live in the moment (buying new cars, smart phones, video games etc. at record prices in record numbers) and defer building nest eggs. Until the Japanese take over America, (safe for black swans) America will be business as usual, pulling the world economy with it.

    The one (Kostohryz) graph, I've problems believing, though, is the "Household Net Worth At All-Time High" of $80T. It seems like, the Housing and stock market recoveries haven't been sufficient to restore the Trillions in lost worth in both of these markets as well as the huge losses from evaporated income, life savings, pensions etc. during the great recession. Yes, the 0.01 - 1 percent richest Americans got richer but, hard to believe, to the extent outpacing the 90% losers (as depicted in the graph).
    Apr 12 01:24 PM | Likes Like |Link to Comment
  • Illuminating Canon's Role In 3D Systems [View article]
    3D printing is here to stay and still in its infancy. This technology is original, unique, and irreplaceable by any other technology present and (all but certain) future. So lots more new applications and growth of present applications to come. DDD currently is the undisputed overall leader in the field and recognized as such by contracts with the "big guns" (including Cannon, GOOG, gov't agencies et al.), who wouldn't put their fortunes with losers.

    How much lower DDD will drop in the current WS sell-off is anybody's guess. But, after selling DDD (@$72), I'm a buyer here, despite a P/E >100. DDD has ingested a lot of recent acquisitions which need to be digested. Earnings will follow. Growth prospects and strategic positioning of DDD (after acquisitions of competitors plus patents) are very promising. While stepping out in bubble territory, I'm into 3D printing (and DDD in particular) long term.
    Apr 12 12:04 PM | 2 Likes Like |Link to Comment