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ZenStudent

ZenStudent
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  • Why 3D Printing Stock Sigma Labs Will Continue To Outperform [View article]
    Good overview of SGLB, this is one of the stronger 3D players right now. I believe it has a bright future although the entire sector is struggling short term. Personally I am long and plan to stay that way unless something fundamental changes (particularly their leadership which has been firing on all cylinders and gives me great confidence). As an engineer I see tremendous value in their QA technologies which are the missing link with a lot of other 3D companies.
    Apr 28 07:26 PM | 5 Likes Like |Link to Comment
  • 3D Systems: Another Miss Or Warning Could Be Lethal [View article]
    Regardless of the author's short bias or lack of it the article is well stated and in general I agree with his conclusions for the short term. But for patient investors 3D stocks will pay off in a big way longer term. Momentum has faded and may never come back to its previous levels. Adoption may take a number of years. Industrial revolutions are not made in a single fiscal quarter and that's what this is... a revolution. For those of us old enough to remember the early days of personal computing the tone is much the same, small maker conferences that remind me of the early PC swap meets, big companies saying it can't be done with the new technology, lots of speculation and wild price gyrations in the market, mergers and... yep, I remember it all and its happening again.

    Proudly long AMAVF, ONVO, SGLB, DDD, SSYS, XONE, VJET for as long as it takes
    Apr 25 11:51 AM | 4 Likes Like |Link to Comment
  • How I Retired At 45 [View instapost]
    Great post and I agree with you about the lack of financial education in high school or college. It's not surprising that so few people have anything approaching financial security in their lives. My parents did their best to teach me their excellent financial habits born of the great depression but alas I was a poor student until I got older. My Dad is in his 80's and still a millionaire even though he retired at 56, saw the world and did everything he wanted to in life.
    Feb 19 06:09 PM | 1 Like Like |Link to Comment
  • Galena Biopharma Issues Letter to Shareholders [View article]
    Still not convinced by this press release, comes very late and leaves a lot unanswered. Still think this is a falling knife that hasn't hit bottom. Staying out and hope I feel stupid by the end of the month because there is a good core business here... Just too much noise.
    Feb 15 01:40 PM | 3 Likes Like |Link to Comment
  • Makism 3D Corp. - Why This $75 Million Company Could Drop By 75% Or More [View article]
    I'm invested in tons of 3D companies but not $MDDD... their only viable product is an expensive slick direct mail flyer. These junk companies inevitably soar for a day or two (or an hour or two) and take a lot of people's money immediately afterwards. Its become a blood sport for me every time I get one of these flyers, fun to track the results which as the author says seem to follow a predictable pattern. I guess if I had no ethics and too much money I could make a bit of change playing these but the casino is more fun and I still work for a living :)

    Thanks for the great article... you are doing a public service!
    Feb 1 02:03 PM | 1 Like Like |Link to Comment
  • Galena Biopharma -6.4% as Jim Cramer says take profits [View news story]
    Buying opportunity.... Cramer is just wrong on this one
    Jan 17 11:28 AM | 4 Likes Like |Link to Comment
  • How Alarmed Should We Be About The Rise In Part-Time Work? [View article]
    Thanks Ed for the excellent analysis... a data-rich antidote to recent political rhetoric :)
    Jan 16 10:34 AM | Likes Like |Link to Comment
  • The Young And Restless Retirement Portfolio: Is It Time To Dump Ambarella? Absolutely Not [View article]
    I had been waiting for an entry point and this was it... glad to be back in AMBA and sorry I ever sold.
    Jan 9 12:39 PM | 1 Like Like |Link to Comment
  • Today's Market: How To Continue Playing 3D Printing [View article]
    SGLB also has a retired military officer hooking them up with profitable government contracts. There is huge opportunity here while they are still off the radar at ~.18/share.
    Nov 14 07:01 PM | Likes Like |Link to Comment
  • voxeljet AG Reports Financial Results for the Third Quarter and Nine Months Ended September¬†30, 2013 [View article]
    Those of us holding VJET will have a good day tomorrow
    Nov 14 06:47 PM | Likes Like |Link to Comment
  • 3D Systems: How Market Dynamics Have Created A Bubble [View article]
    These reports are like bugs on the windshield... I'll choose to just keep driving. 3D printing is here to stay and I'm in this for the long haul.

    Long DDD and SSYS with covered calls on both (and plans to increase my position after the split)
    Feb 20 06:48 PM | 1 Like Like |Link to Comment
  • 3D Systems: A Sobering Reality [View article]
    I'm old enough to remember the "AD Cycle" philosophy during the C.A.S.E. movement in the 80's. They said you could never do serious work without a mainframe and tried to build an industry around obsolete thinking. That didn't work out well then and it won't this time either. 3D printing is just coming into its own and will be just as transformational as PC's were then. We are in the first inning of a very long game.

    I tend to agree with the author that DDD has gotten a bit ahead of itself but I can be very patient and am still way in the black. In my view DDD, SSYS and a few others are disruptive highly investable companies for long term investors who are willing to tolerate the volatility and believe in the investment thesis.

    Long DDD and SSYS with covered calls on both
    Feb 17 01:26 PM | 1 Like Like |Link to Comment
  • Volatile 3D Systems (DDD -5.6%) continues to sell off in the wake of Citron Research's bearish report. Some industry peers are also falling: PRLB -4.1%. XONE -3.7%. SSYS -1.6%. Fidelity recently disclosed it bought 3.1M shares of 3D Systems in Q4, raising its stake in the company to 6.1%. [View news story]
    Not sure I'm quite ready to catch a falling knife yet... but may change my mind Monday morning. I'm highly bullish on DDD and SSYS long term but with sequester trumping normal market dynamics we are in for a wild ride for awhile.

    Long DDD and SSYS with covered calls on both
    Feb 15 01:43 PM | 1 Like Like |Link to Comment
  • Zynga - Shares Hit Yet Another Record Low, Valued At Merely Its Cash Balances [View article]
    ZNGA is one of my worst investments in recent years but despite the dismal operating results I still think there is hope over the long term if they do several crucial (and painful) things:
    1. Recognize that they are facing an existential crisis and hold leadership accountable. Their CEO should accept responsibility and muzzle himself despite his 50% voting rights.
    2. Find a solid operating executive to turn the company around. This individual needs to have a high profile reputation as a turn around artist. He needs to be given free reign to fix Zynga.
    3. Stop the talent drain, bringing in better leadership will help but they will need to take other steps as well.
    4. Sell their overly expensive building. While symbolic this would be a great start in restoring investor credibility and flush a lot of bad memories of money wasted.
    5. Their culture is toxic, find effective coaches to help fix it.
    6. Focus on new opportunities like online gambling and mobile, dump unprofitable lines of business and speculative R&D stuff unless it is likely to generate revenue soon.

    Long ZNGA with covered calls out to Jan '14
    Oct 5 11:23 AM | 1 Like Like |Link to Comment
  • Adobe And Microsoft: 2 Great Buys After This New Announcement [View article]
    XP has been discontinued by Microsoft, they should welcome this and encourage other companies to follow suite. A good percentage of the new systems sold with XP are likely to be pirated anyway, there is no revenue hit.
    Sep 18 05:00 PM | Likes Like |Link to Comment
COMMENTS STATS
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23 Likes