TATyszka's Comments

Lithium-Ion Batteries and Electric Vehicles: Upgrading the Storm Watch to Storm Warning

Wed, 06 Jan 2010 20:30:57 -0500

Ask Mr. Obama what happens when you try to tell people about changing their wasteful ways. The opposition party jumps all over you with infantile "reductio ad absurdum" campaigns such as their Tire Gauge Energy Policy" stunt.

My Hardware Picks: More Value, Less Glamour

Fri, 18 Dec 2009 19:23:33 -0500

On Dec 15 12:46 PM ZZQUINCE wrote:

> Gee, I need to find some of this filter screeners. Somebody, please,
> get me started with some basics.
**********************...
With the demise of MSN Money's Investor's Toolkit and the great stock (free) stock screener they offered, I've been trying to find a new screener to use. So far, Google Stock Screener is the best I've found.

www.google.com/finance...=

My Hardware Picks: More Value, Less Glamour

Mon, 14 Dec 2009 13:43:59 -0500

(Sigh.) The same old hackneyed response as so many other ignorant turds. Besides the fact that this is simply a discussion about stocks, not a pitch to sell anyone on stocks he owns, do you think everyone has unlimited resources to buy every stock they find that looks like an interesting investing candidate? I know I don't. If you need his blessings on a stock in order to reassure you about investing in it, maybe the stock market is not where you belong. Put your money in a passbook account.

On Dec 14 09:29 AM mdpath wrote:

> So after doing all that work and analysis you own none of these stocks?
> Not very reassuring to a potential investor.

Forbes' 200 Best Small Companies Through the Magic Formula Screen

Sat, 05 Dec 2009 15:04:42 -0500

I was actually concerned with how you got the overall MFI score, but now I see it's merely the sum of the EY and ROI rankings, so the lower the MFI score, the better.

Thanks.

Understanding the Dollar's Reversal: Who Will Feel the Pain?

Sat, 05 Dec 2009 13:38:40 -0500

On Dec 04 05:47 PM Rmetzler wrote:

> Companies will put off layoffs during the holiday season
> if they can.
>
> On Dec 04 05:11 PM Alan Young wrote:

Having witnessed or experienced more than a few layoffs, I can state categorically, that this is not true. Companies don't care if your holiday is spoiled, or whether your income is eliminated during your highest (credit) spending season. They are more concerned with avoiding holiday pay for time not worked, or holiday overtime pay if they do work.

Hemispherx Biopharma Could Become a Nice Rebound Story

Wed, 02 Dec 2009 12:35:33 -0500

Hemispherx BioPharma Inc. /quotes/comstock/14*!h... (HEB 0.70, -0.50, -41.67%) shares fell more than 41% to 70 cents after the FDA rejected its treatment for chronic fatigue syndrome.

Forbes' 200 Best Small Companies Through the Magic Formula Screen

Wed, 02 Dec 2009 10:59:36 -0500

Not everyone is hip to this Magic Formula. You think you could give us a little perspective? What's a good score? As low as possible? As high as possible? A particular range?

Procter & Gamble: A Valuation Opportunity

Sun, 22 Nov 2009 12:18:42 -0500

So, how did your short position work out for you? Are you set for retirement after that heart-stopping 8% plunge in PG in August?

On Jul 22 10:41 AM LoveShorting wrote:

> Full disclosure - - was thinking of shorting PG and based on your
> article I now definitely will. Thesis - - it's just soap and toothpaste
> and that doesn't warrant a PE of 13 in the post-Oct'08 world. Also,
> they now own the former Gillette plant in Andover, MA and inside
> sources describe the place as, well, having a few problems, let's
> leave it at that. Finally, they are too big to succeed (opposite
> of too big to fail).
> Game on.

Common Usage Errors on the Seeking Alpha Site (#2)

Fri, 13 Nov 2009 14:58:34 -0500

Have you noticed, also, how many writer's form plural's with apostrophe's? It literally drives me crazy.

Common Usage Errors on the Seeking Alpha Site (#2)

Fri, 13 Nov 2009 11:15:53 -0500

>Bimonthly / Semimonthly
>Bimonthly = Twice a month;
>Semimonthly = Every other month;
>“Founded as a quarterly journal in 1970, the magazine was >relaunched as a glossy bimonthly semi-monthly magazine in >2000”

Not according to Merriam-Webster:

Main Entry: 1bi·month·ly
Pronunciation: \(ˌ)bī-ˈmən(t)th-lē\
Function: adjective
Date: 1845
1 : occurring every two months
2 : occurring twice a month : semimonthly

The terms are interchangeable, and, M-W points out, any given 1st definition is not deemed by the editors as "the preferred" one.

5 Profitable Smallcaps that Haven't Participated in the Tech Rally

Sun, 01 Nov 2009 11:53:48 -0500

Danny, thanks for the tip on ALIF. After reading this blog and doing some quick DD, I decided to keep an eye on the stock, looking for a good buy-in point. I didn't have to wait long. On Aug. 26 I saw it spiking on high volume, and got in at 84c. After the 3M news, and the resultant recognition of ALIF by many more investors, I think we can look forward to a lot more days like we saw this past week

Thanks again.

Why Apple Is Worth $80

Tue, 27 Oct 2009 10:45:29 -0400

That's why I quit selling on ebay.

On Oct 26 09:14 PM GSlusher wrote:

> isn't the point of a "free" market that something (including a share
> of stock) is "worth" what someone will pay for it? I may contend
> that a Ventures LP I have is "worth" $1,000, but, if I can only get
> $1.98 for it on eBay, it's "worth" $1.98.

Access Pharma: Clinical and Commercial MuGard Updates

Fri, 16 Oct 2009 09:14:33 -0400

Mike, I appreciate all the research and knowledge you share with us here. After watching ACCP for a couple of months, I went long on Oct 2 when I saw it breaking upward on high volume. It's up 20%, since, and I anticipate a nice long uphill ride. I was in (June) and out (Aug) of ONTY for a nice short-term gain, and I'm waiting for the right moment to get back into that one for the long-term.

Thanks again.

Stocks ready to open higher again, with futures striking new overnight highs following strong production data just minutes ago. Dow +0.6% to 9662. S&P +0.6% at 1052.50. Nasdaq +0.5%. Treasurys are moderately higher, with 10-year +0.23%. Euro +0.1% vs. dollar. Yen +0.7%.

Wed, 16 Sep 2009 09:46:36 -0400

"with futures striking new overnight highs following strong production data just minutes ago. "

WTF? Futures reached new highs overnight FOLLOWING data just released a few minutes ago?

Due for a Correction? Market Is Already Priced for Grim Future

Thu, 03 Sep 2009 09:11:51 -0400

Let me clean that up a bit:

P/E Q1 2009 116
P/E Q1 2008 60
P/E Q1 2007 22

On Sep 03 09:10 AM TATyszka wrote:

> On Aug 31 07:08 PM Bjarne Jensen wrote:

Due for a Correction? Market Is Already Priced for Grim Future

Thu, 03 Sep 2009 09:10:06 -0400

On Aug 31 07:08 PM Bjarne Jensen wrote:

> Nick, when i go to your link it shows a P/E of 18?

Bjarne, I followed the link, then clicked on Index Level Fundamentals; it shows this:

S&P 500 Index Level Fundamentals
Ratio 1Q 2009 2008 2007
PE 116.205 60.688 22.190

Is a Crash Impending?

Thu, 03 Sep 2009 08:55:36 -0400

On Aug 31 12:30 PM logicalthought wrote:

> Personally, I don't know if Denninger's timing is right or wrong,
> but I just love the phrase "used dogfood stock"...
>
> I think the only thing lower is a "used dogfood stock with fleas"!

I think the usual pair-up with used dog food is maggots -- a not-inappropriate sobriquet for the perps in this game of Russian (Wolfhound) roulette.

How PHEVs and EVs Will Sabotage America's Drive for Energy Independence

Wed, 26 Aug 2009 12:23:16 -0400

John, there's an interesting article from LiveScience.com, reprinted by Yahoo News
news.yahoo.com/s/lives...
It peretains to the health care debate, but is equally pertinent to the EV/Battery debate. Here's an excerpt:

<"Irrational thinking

A totally rational person would lay out - and evaluate objectively - the pros and cons of a health care overhaul before choosing to support or oppose a plan. But we humans are not so rational, according to Steve Hoffman, a visiting professor of sociology at the University of Buffalo.

"People get deeply attached to their beliefs," Hoffman said. "We form emotional attachments that get wrapped up in our personal identity and sense of morality, irrespective of the facts of the matter."

And to keep our sense of personal and social identity, Hoffman said, we tend to use a backward type of reasoning in order to justify such beliefs. >

Thanks, John, for your efforts in keeping the discussion fact-based.

The Market Bubble Is About to Pop

Thu, 13 Aug 2009 11:11:53 -0400

While I agree with every other point in your article, Dr. Leeb, I must side with marky5 on this one. I can't turn a web page or TV channel without reading or hearing bullish commentary on commodities.

On Aug 11 11:34 AM marky5 wrote:

> "Looking at stock market commentary, we continue to be amazed that
> no one mentions commodities"
>
> I've seen lots of commentaries that talk about commodities. I'm not
> sure what he's looking at.

Investing in the Smart Grid

Sat, 08 Aug 2009 09:44:01 -0400

It's a common practice by many commenters, presumably because tossing about acronyms and lingo as if everyone should know them will make the commenters appear to be more knowledgeable than they in fact are.

On Jul 12 11:38 AM unclemike7849 wrote:

> If you would have defined "EV", "RE", etc., your comment may have
> made some sort of sense.

Carlos Ghosn and the 'Leased' Battery

Tue, 04 Aug 2009 09:46:48 -0400

Jack and John,
One issue I never see the lithium cheerleaders (or, the Li-chee nuts) address, when they talk about the cost-effectiveness of lithium vs $x oil, is that of the incredible increase in demand for lithium leading to a commensurate increase in its price. Lithium could be forever chasing its cost-effectiveness tail, and never reach the mass acceptance, or use, they envision.

BongoBing Opposes Microsoft Trademark Application for 'Bing'

Fri, 31 Jul 2009 10:06:51 -0400

You don't think that if the table was turned, and BongoBing was the johnny-come-lately, MSFT wouldn't be hitting them with legal guns blazing?

Maxwell Technologies Strikes Distribution Deal

Sat, 18 Jul 2009 10:55:09 -0400

Maxwells supercaps are superior and reliable, but expensive. In any application where "good enough is good enough," regular caps that are good enough will be used.

On Jul 17 03:32 PM Gregman2 wrote:

> "However, the rate of penetration of ultracapacitor technology into
> broader markets, higher cost structure for ultracapacitor production
> and earnings dilutive issuances present downside potential for the
> near-term." I'd be interested to hear more on this. I've been following
> the disk drive industry--do Maxwell's ultracapacitors have any application
> relevance to NAS or other storage platforms? See:
> www.ioSafe.com/1

Oh, So Now There Are No Green Shoots?

Sat, 04 Jul 2009 11:00:35 -0400

I don't know what you said that warranted the down thumbs. I think you make a pretty good argument. They say savings have been increasing. With the weakness in the last couple of Christmas season retail sales, this year might just be the one where consumers loosen their grips on their wallets and put a rosey glow back into the economy.

On Jul 03 12:10 PM waf76 wrote:

> We will go lower in 3Q due to the seasonality of the market along
> with disappointing bank numbers since Q1 were artificially increased.
> With that being said we're going higher in October, not because of
> fundamentals, just because. By Xmas we will be looking at 2 years
> of recession and there will be some pent up demand just waiting to
> buy buy buy.

Oh, So Now There Are No Green Shoots?

Sat, 04 Jul 2009 10:49:14 -0400

"Some other network should bring on the same kind of show only to bring business pundits on to tell the truth. "

Unfortunately, news programming falls under the same standards as the commentary programming by Rush, Beck, and that ilk. The truth is not as entertaining as the hyperbole and falsehoods spewed by the hatemongers. There's no profit potential in broadcasting the truth.

On Jul 03 11:22 AM Warm_Paw wrote:

> I agree on the "manic tone" view.
> CNBC would brow beat anyone who suggested the situation wasn't rosy.
> They'd cut them off and not allow them to finish their take on the
> economy if the news team didn't hear what it wanted to hear.
> Then they'd use buzzers to insure everyone made their point in under
> ten seconds.
> You couldn't watch the show if you had anxiety issues.
> Put epilectics into a coma. :-)
> The reason I'd watch, the nay sayers would point out where weakness
> lies. Whenever Larry Kudlow cut them off I know it was a good place
> to initiate a little research.
> Quite a few nay sayers with good arguments.
> For all this little green shoots talk - the show refuses to discuss
> how much toxic asset is still on bank balance sheets and how plans
> to remove these toxic assets are going. Better yet, no one seems
> to know until they come due, how bad the toxic assets get.
> We may not be able to afford the stimulus needed to help the banks.
> Their fall may be inevitable.
> The accounting rule changes from mark to market to some new form
> where losses get to be reported as gains are going to really bite
> the ignorant investor on the behind.
> The banks don't want to use these changes because declaring a loss,
> a gain means they have to pay taxes on money that's not their or
> that wasn't income.
> As for transparency, FASB rule changes like this haven't been posted
> across the front page.
> Some other network should bring on the same kind of show only to
> bring business pundits on to tell the truth. Examine all sides of
> an issue. As lousy as CNBC is it's the only exposure to news and
> all pundits are thought provoking.

May San Diego Home Sales Increase Data Revised from 89% to 6.5%

Wed, 01 Jul 2009 11:32:45 -0400

Bad numbers from the CA Assoc of Realtors is evidence that , "every single day [we] are being blatantly lied to by an Administration . . ."
WTF????????????????? Go back to your crack.

Earnings Upside Surprises May Not Always Equal Real Growth

Wed, 01 Jul 2009 11:27:21 -0400

Nice 1st comment, 316278.

: - )

ShengdaTech Reports Blow-Out Quarter

Tue, 30 Jun 2009 23:30:09 -0400

I just came across this stock tonight while reading up on PXN. I'm surprised your write-up attracted no comments and there isn't more attention from SA writers. That's all right. It can remain our little secret for now, while I build up a position.

: - )

Ted

Two Nanotech Companies to Watch

Tue, 30 Jun 2009 23:14:53 -0400

You say, "CTT has guaranteed contracts of $25M for 2009 and $50M for 2010." That is simply not so.

The exact wording is that they have , "signed distribution agreements for the device [with] retail sales value of over $25 million for 2009 and about $50 million for 2010."

That is a far cry from the amount the company will actually see. From the CEO: "As the pain management medical device attains mature market levels, we believe it will reach approximately $200 million per year in distributor sales to hospitals and clinics. At that time, our revenue and profits from the device will dramatically exceed those produced by any other technology in CTT's 40-year history, resulting in approximately $20 million per year to CTT."

Note, he says, when the market reaches "maturity," the company will realize 20 million a year. At similar profit margins (and it would be a stretch to expect margins as high) you could expect 2.5 million to CTT at most, for 2009. Even if the company slashes their Cost of Revenues and their SGA costs by half, they still have 3.4 million in operating expenses or a .9 million dollar net loss.

Not trying to pooh-pooh this as a good investment idea; I just think you should present the facts with a little more proper perspective.

Emisphere: Why We're Confident

Tue, 23 Jun 2009 20:42:46 -0400

Got to be wary of an author who refuses to acknowledge any of the valid questions and concerns raised by readers. After supposedly having "done a ton of due diligence and networked with some of the smartest biotech minds on the street," he wasn't even able to glean any of the nasty little negatives that presumably far less diligent readers noticed. I've read many articles on SA espousing the investment-worthiness of certain speculative stocks. What sets them apart from the pump-and-dump crowd, though, is the great measure of integrity they display in responding to readers and elucidating more on their ideas.

Here's an idea, Mr Ramelli, examine this SA article seekingalpha.com/artic...
See how there is give-and-take, Q and A, point and counterpoint, between the author and his readers (to the tune of >200 comments)? Read. Learn. Emulate. And you too may one day list a following of more than 19, and, more importantly, gain a little credibility.