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  • Tata Motors: A Good Long-Term Buy  [View article]
    Interesting. Considering some of the major US companies, like Starbucks as an example, which have been trying to tap the market in India for a while now, TaTa already has a foothold in that market.

    I'm not too impressed with it's other major markets, South Africa, UK and Spain specifically, who are economic disasters right now. It's unfortunate to see they have not tried to put their cars in other asian growth countries, like Indonesia or Singapore.

    It's hard to build a market in the US Auto industry. You don't see SMART For-Two's driving around too much anymore, but you couldn't find one to buy once gas initially spiked to $4 with how fast they left the lots. TaTa would have to have some compelling models and excellent brand marketing to get any foothold in the country - You better be long for a LONG time if you are into TaTa now without any solid plans for increasing their markets.
    Nov 5, 2012. 08:51 AM | Likes Like |Link to Comment
  • The Fall Of The Electric Car... And The Rise Of The NGV  [View article]
    I have always read and believed in the power of NGV. The infrastructure to build the recharging stations or having a tank at home to recharge with seems to make it difficult. I have not read into these cars, mind you, just the idea and purpose of NGV.

    How long does a recharge take?

    What is the cost in building the infrastructure to make this a convenient alternative? (Americans will not support something that isn't convenient)

    What profit is there to be made in NGV?

    Who is (and is the opposite) the venture capital companies trying to expand (or contract) interest in these vehicles?
    Nov 5, 2012. 08:33 AM | 1 Like Like |Link to Comment
  • Microsoft Launches Windows 8 And Surface; Stock Has 30% Upside Potential  [View article]
    I'm long in MSFT as well - I think the XBOX 720 is going to dominate the gaming market and the W8/RT platform will increase the XBOX's objective to become >the< gaming and entertainment resource nexus in the home. In the meant time, W8/RT is fun to use and I'm interested in seeing if Surface goes on sale this holiday season.

    Having the HD video output, USB (2TB External HDD anyone?) are going to greatly impact it's use. MSFT needs to spend a lot of money promoting Surface in my eyes so that it can get put into people's hands. Or potentially subsidize the items to HSN and QVC for the popular "Flex Pay" programs. MSFT MUST get the Surface into people's hands.
    Oct 29, 2012. 03:28 PM | Likes Like |Link to Comment
  • 4 Stocks Trading Below $6 That Could Be Poised To Double  [View article]
    Alot of Execs from CHTP left in July 2012 --- including the founder and CEO. Talk about a risky item.
    Oct 24, 2012. 04:36 PM | 1 Like Like |Link to Comment
  • Ben Bernanke has told close friends he probably will not stand for another term at the Fed even if Obama is re-elected, reports Andrew Ross Sorkin (his term ends in January 2014). At the top of the list for his replacement under Obama would be Larry Summers. Under Romney, it's Glenn Hubbard, who has described Bernanke as "a model technocrat" who deserves a 3rd term. That would seem to disqualify Mr. Hubbard.  [View news story]
    Bernanke has "staved off" massive inflation, which we will still feel, just over a longer period and less like getting pistol whipped.
    Oct 23, 2012. 09:26 AM | Likes Like |Link to Comment
  • Microsoft Gets A Pass  [View article]
    I can agree an appreciate this article. I am long in MSFT for a few different reasons, but none the less I am hoping that the W8 mobile platform is very successful but that the Surface tablet is free of severe malfunctioning issues that the Xbox is famous for (Red Ring of DEATH.)

    Most people forget that there are quite a few All-in-One PCs in the marketplace right now from companies like HP and Dell, and that has great upside to using a platform like W8 and the navigation features.

    How this operating system impacts gaming is yet to be proven and a few peoples opinions matter naught, however it's a valid risk to be concerned of and only time will tell how developers build/adapt to W8's platform.

    Do I think more people will go out and spend the money it costs to purchase an Apple laptop over PC? No, I don't think so. I believe that consumer sentiment will still be on the more broadly priced products that appear more affordable and I believe most Consumers will have W8 installed on their PCs because it was a recent purchase, not because they chose to upgrade. To be honest, I still run XP, hoo-yeah!

    Also, I do not see Office 2013 flying off the shelves immediately, though overtime building an expansive pipeline of revenue and profit.
    Oct 23, 2012. 09:10 AM | Likes Like |Link to Comment
  • Nokia Lumia 920 Price: Champagne Taste And Beer Money  [View article]
    Interesting read. Nokia does have some challenges to gain traction in a market it lost a long, long time ago, in the days of Blackberry. Those times have passed too as we can see that Blackberry (RIMM) no longer has a meaningful share of the smart phone market.

    I'm eager to try Windows 8 mobile platforms; very eager to try out a Surface. I think the tile (window) idea is neat and seems like it is meant to be a content consumer and creator.
    Oct 19, 2012. 07:53 AM | 4 Likes Like |Link to Comment
  • Office Will Need To Prop Up Microsoft's Earnings Ahead Of Windows 8  [View article]
    Disclosure: I am long MSFT.

    I think Microsoft has a lot to gain from where it stands right now. Here is a reminder of future product launches:

    * XBOX 720
    * Office 2013
    * Windows 8
    * Surface Tablet
    * Kincect labs

    A lot of people online show serious interest in the Surface. Also to note, Windows 8 was meant to be constructed for developers --- so people who wish to create the next big app hopefully have more tools available to them to create masterpieces.

    If we find that to be true, we will have a huge room for growth. The next would be to get a cheaper model available, sub $250 range, that may hold less storage or be smaller in size. This may help Microsoft provide tablets to all budgetary needs.

    Xbox 720 is going to be a huge hit. You couldn't convince me that it won't be. Hopefully, it is less plagued by issues than previous model launches. We all have seen that MSFT lacks a bit in the hardware area, hopefully they learned some lessons.

    Kinect is becoming a huge boon for MSFT beyond just the gaming capabilities. I expect MSFT to continue to exploit to attempt to see just how far this rabbit hole can go and identify Kinects strengths in other areas like robotics and other applications.

    Office 2013 - Office products rock. I don't anticipate though that many corporations or SME (Small to Medium Enterprises/Employers) companies flocking to upgrade. This will be a continued show of dominance for MSFT in the office suite software business.
    Oct 18, 2012. 05:38 PM | Likes Like |Link to Comment
  • Stay Away From Green Mountain Because Of Competitive Threats And Unclear International Expansion Plan  [View article]
    I think the dried milk powder is a huge fault with the Verismo. It may take a bit for consumers to distinguish this important difference between the two machines. GMCR will need to find a way to exploit that difference in their marketing campaigns as a superior reason to get the Rivo.

    Keurigs blew up in popularity, they even exist in hair salons and banks for their customers use, so I expect the growing Coffee craze over the last decade across the US will have consumers clamoring to make these specialty espresso drinks at home.
    Oct 18, 2012. 05:35 PM | Likes Like |Link to Comment
  • Will Green Mountain Go Global?  [View article]
    Agree with markb. GMCR may have announced their plans and "right" to purchase shares back, does not indicate that they plan to do it now.

    I think this will aid in their overall quest to continue to appeal to investors by slowly buying back while working on the expansion. Seems like a strategy to help keep the stock price from sinking like a rock if investors begin to worry that the Rivo is taking too long or the International expansion efforts are moving too slowly to compete with Nestle and Starbucks.
    Oct 18, 2012. 05:34 PM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters (GMCR +8.6%) rallies after an executive hiring suggests international growth is on the company's plate. Though it acknowledges that it's looking at opportunities outside of North America, Green Mountain has been cryptic over where the focus may be.  [View news story]
    The articles I've read on the LavAzza SpA and GMCR collaboration was only based on designing the Rivo machine, not that they would provide a distribution chain. mbagne, do you have a link to some details on that agreement? However, I find it good to note that on 9/11 LavAzza increased its holdings in GMCR - which hopefully signals that it too hopes to profit from the collaboration beyond just helping to design the Rivo.
    Oct 17, 2012. 05:16 PM | Likes Like |Link to Comment