Seeking Alpha

Kip Largo

Kip Largo
Send Message
View as an RSS Feed
View Kip Largo's Comments BY TICKER:
Latest  |  Highest rated
  • Microvision Worth Keeping An Eye On [View article]
    MVIS is no where close to commercializing pico-projectors. The stock is a quick trade after every PR release because nothing ever materializes after every "partnership". Even though the technology of micro-displays is exciting, this stock is not the future of that eventual trend. At some point, maybe someone will buy them to protect themselves from a patent infringement case, and if you are lucky on that day, after probably losing 50-90% of your money in the stock, then good for you. Also, Sony (or nay number of companies) would've of bought MVIS years ago (or now) if the technology was worth anything. Apparently it's not even worth $2 a share and a market cap of $80 mil. This stock story is a broken record.
    Oct 16, 2014. 10:39 AM | Likes Like |Link to Comment
  • Alliance Fiber Optic Products: A-FLOP Or A-POP? [View article]
    The fiber buildout in the US is a long time coming. We thought in the mid-late 90's it would happen. It didn't. However, it eventually has to happen and I think the catalysts is between Telcoms, Cable companies and Google to control the consumer living room (entertainment, online experience, games, movies, etc). The competition is reaching critical mass and each will have to outdo the other in the next 5-7 years or risk losing incredible marketshare and possible cutting into their core businesses. AFOP at current price should do an investor well with anywhere to 50%-100% upside as early as 6-12 months. Also, wait until the US government gets on board with this infrastructure play. It will come up in the next election to make the US more competitive with other 1st world countries as far as internet speeds.
    Sep 26, 2014. 01:50 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: Is The Street Missing Forest For The Trees? [View article]
    The iPhone 6 doesn't really need Sapphire, especially at the cost of sapphire glass which would probably increase the price of the Iphone 6 by $20-30. Sapphire will eventually happen, but costs for making it will have to come down as it's too expensive to warrant it over Gorrila glass. The Apple Watch could easily make a move on sapphire, as that gives GTAT a year to reduce costs and meat production estimates. Also, look for Samsung to put a rush on Sapphire, simply to try an beat Apple to it.

    Apple put this company on the radar, but like other commenters have smartly noted, Sapphire is not the core business of GTAT, solar is. Sapphire is a bonus growth area.

    GTAT will probably drop to around $8 and as low as $6 with so much downward pressure on it. So it may be wise to wait for a far better price and just see how it trades.
    Sep 16, 2014. 01:08 PM | 2 Likes Like |Link to Comment
  • Apple Watch: 3 Things You May Want To Know [View article]
    I think the Apple Watch will sell to many of those who have and are considering a Nike Fuelband (and maybe a Fitbit) + most of the existing wearers of smart watches (which isn't all that many) + the hardcore Apple and lovers + general early adopters/trend setters.

    That number is probably not going to meet whatever numbers the market will place on the Apple Watch. I believe mass market acceptance will probably take the next iteration of the Apple Watch. I think this may be a product, unlike most apple products that builds gradually rather than going gangbusters off the bat.

    A good tactic for Apple would be to purposely make less Apple Watches they they could the first year so they are quickly out of stock, creating a sense of desirability and scarcity.
    Sep 15, 2014. 12:21 AM | 3 Likes Like |Link to Comment
  • GoPro: A 'Must Have' Holiday Gift (And Stock) For 2014 [View article]
    I am torn on this stock. It is a story stock because it has a nice story to make you believe it's the future. I also personally believe that the future is people literally recording every second of their life and others (i.e. google glass). However, the GoPro is for a niche group of people who find their smart phone falling short in recording what they are doing. For most everyone else, a smart phone is more than enough. To me, the mass market would buy the next smart phone over a GoPro. The niche market of surfers, X-gamers and casual thrill seekers are not big enough for me to believe GoPro can grow to warrant its valuation. To a certain extent, it may have already captured a good portion of its audience. At the same time, I can see hype getting people thinking they need this product, them buying it, then realize after a year, they don't really use it.
    Sep 4, 2014. 02:56 PM | 1 Like Like |Link to Comment
  • Positioning For A Stronger Dollar [View article]
    Thanks, Brett. I had not thought about the mining sector as it is such an already depressed sector that I couldn't imagine it getting much worse, but I do see your point and I may unload two of my gold/silver miners.
    Sep 3, 2014. 01:02 PM | Likes Like |Link to Comment
  • Himax Set To Soar With Release Of Oculus Rift [View article]
    My guess is VR is easily a full 2-3 years out at the earliest from being a realistic product in the marketplace, and that's assuming a lot of investment in it from here on out. However, if you asked a person in 1992 when we would have wide spread VR, they would've said by the year 2000, so who knows the time table on this tech.
    Aug 7, 2014. 02:39 PM | 1 Like Like |Link to Comment
  • Who Will Be Swimming Naked When The Tide Goes Out? [View article]
    This is not personal, but I have been disappointed with the quality of financial readers. Many not reading entire articles, yet making vague criticisms in the comment section.
    Aug 3, 2014. 11:59 PM | 22 Likes Like |Link to Comment
  • Glu -5.1% AH; $100M acquisition announced, guidance hiked [View news story]
    A major buying opportunity to load up. The stock had to come down anyway as it went too far too fast. Either way, buyers will be coming in again soon realizing the that $10 is a real upside possibility and the downside is probably no more than $4. So pretty good risk/reward right there.
    Jul 31, 2014. 02:41 PM | 1 Like Like |Link to Comment
  • Automobile Lightweighting Has Begun - 4 Stocks To Own In The Carbon Fiber And Specialty Plastics Sectors [View article]
    Great article. Keep it up. Plan on looking into all companies mentioned.
    Jul 25, 2014. 06:26 PM | Likes Like |Link to Comment
  • OmniVision Technologies: 3 Different Insiders Have Sold Shares This Month [View article]
    For all the worry about lack of camera sensors in iPhone for a couple of years due to Sony, OVTI still ends up reporting good quarters when everyone expects the worse. Going forward, the IOT (internet of things) will have a heavy need for sensors as well as cars at all price points using more and more sensors. Anyway, shorting to me at this point is a little scary considering the low PE and good quarterly track record. There's better shorts out there.
    Jun 30, 2014. 02:25 PM | Likes Like |Link to Comment
  • Amazon: Fire Phone Is A Flop [View article]
    The phone is meant to be a cash register, literally. With that mentality, Amazon won't ever create a great smartphone because that skews thinking and approach.
    Jun 24, 2014. 07:28 PM | 2 Likes Like |Link to Comment
  • Top 10 Plays For Next Week's Russell Rebalancing [View article]
    So glad to see that TAT is on your radar. I'm a long termer on this company.
    Jun 23, 2014. 10:11 AM | Likes Like |Link to Comment
  • Microvision Shares Too Cheap To Ignore With Upcoming 2014 And 2015 Production And Delivery [View article]
    Having had owned this company before, always be cautious with deals. They have in the past collaborated with major companies before, only for their tech to ultimately not end up in anything for reasons they never discuss. The holy grail is getting into a smartphone, but costs, size of the module in relation to device, and quality appear to be the issues.

    Projection from a smartphone is a feature that will eventually happen. It will at some point replace TV's as you'll project onto a wall as your TV (but that's probably 10 years off from the first introduction of the tech). Anyway, the market is huge for whomever can crack this. I personally thought micro display projection would have been in the last phone cycle, but was wrong, and sold my shares realizing that the tech is farther off than I had believed.
    Jun 10, 2014. 10:34 AM | Likes Like |Link to Comment
  • Platinum And Palladium: Changing Dynamics [View article]
    Thanks 1980XLS. It seems if you're mining platinum and palladium, you're probably digging up rhodium as well. It also seems like the metal is alloyed into platinum and palladium already for industrial use, not to mention it is as scarce and as expensive as platinum and palladium. So if this is the best alternative, then there really isn't much of an alternative at the moment from what I can tell.

    Thanks again.
    Jun 4, 2014. 04:12 PM | 1 Like Like |Link to Comment
COMMENTS STATS
53 Comments
69 Likes