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notaspecultor

notaspecultor
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  • 3D Systems: A Sobering Reality [View article]
    the article mentioned four or five industries where these printers can be used.what products have these industries produced?
    iif these printers are so great some engineers or whomever should provide a list of products , say 20 for starters, that are in the market place and the total revenue and profit that sales are producing.

    all we hear is that this and that industry can use them but i wonder how many are used for more than giving a designer an idea of what a car might look and certainly they are not building auto parts for production.let's take the simple case someone mentioned of replacing a handle on a fridge. first you have to match the color and the material[ how do u determine that? call ge>customer servive} an if u can do that than you have to get the same luster. it is cheaper just to buy the part.

    but before you even start u have to know what the broklen part is made of to duplicate it. how how the paint........how do you match the color.? it would seem to produce one part yopui may need many printers ex. one for paint , another for the plastic, another for any metal and then you have to have molds to melt and mix. it is getting ludicrous.

    a far as making metal parts, how do you determine what the material, the type of metal is, where do you get the raw material and then how do you blend them.

    the other issues are costs, production runs, different print heads must be needed for each type of material and these likely to clog quickly.. the metal has to be placed in vat than poured into another and then into the printer.how long will it take to build a car door, paint it etc.. by the time it finijshes, 100 doors or more will have been proced if not 10 times the one coming from the printer.

    from what i have read these printers assuming they can make a part are extremely slow.

    maybe they can be used to produce a sample but to suggest that they can build all the parts for a car or a stove or anything consisting of muti materials and then place the items in a production line is seems like super hype.

    i have seen some nice plastic designs with the notation expect to produce .at a far greater price than you can buy it for.

    i wonder also how these printers get programed to to produce something. must you also become a code programmer??

    it is time that we talk about how useful these printers are today and what products are being produced and by whom and the total revenue each of the the products have produced along with the cost savings as well as how many items each printer has produced and how these fit into the production line and were they producing at a rate greater or less than normal production methods............lets get to specifics.
    Feb 26 06:47 PM | Likes Like |Link to Comment
  • Domino's - Buy The Pizza But Sell The Shares [View article]
    i don't agree with your analysis.
    the earnings are growing at about 15% so why use a 13.5 pe which apparently includes an outlier pe during the recession?
    .
    i took a quick look at doyle's selling and for the last two years. he is selling his vested options with low basis points and a 200%+ profit so i don't see their importance.
    Nov 26 11:25 AM | 1 Like Like |Link to Comment
  • 4 Natural Gas Producers: Which Will Energize Your Porfolio? [View article]
    why have you concluded that cog"is no bargain" would have you let me know how you reached that conclusion.
    the current pe is about 75 and the egr is about 71= peg 1.05

    the 2012 eps are .66 and the 2013 are 1.13= diffence of .47 which is a 71% increase producing a peg of 1.05

    this seems fairly valued as the pe falls to 44 at the current price of $50.00

    please let me know how you arrive at your premium valuation.
    Nov 20 05:12 PM | Likes Like |Link to Comment
  • 4 Natural Gas Producers: Which Will Energize Your Porfolio? [View article]
    ...


    THESE FACTS ARE INTERESTING BUT I WONDER HOW VALUABLE THEY ARE in trying to reach a company's stock price.

    I WOULD LIKE SOME OF THE AUTHORS TO TAKE TWO COMPANIES IN THE E&P SECTOR NAMELY, NAT GAS PRODUCERS,THEN, OILY PRODUCERS,PIPELINE AND LASTLY REFINERS AND PROVIDE THE METRICS THEY USE TO COME UP by comparing both companies to each other.

    IN AN EARLIER ARTICLE A WRITER HAD MENTIONED USING CASHFLOW AS A METRIC [4-6 TIMES] FOR A COMPANY WHICH HAD A PE OF 443 BUT THEN WENT ON TO MENTION THE FORWARD PE WAS ONLY 44 OR SO WHICH CONFUSED ME AS TO HOW HE VALUED THE CO..

    STILL WHILE THE ARTICLE WAS FILLED WITH A LOT OF FACTS And figures noting was said what they meant to the stocks's price.
    I HAVE TRIED TO APPLY CFLO TO MANY COS. IE COG, WITHOUT MUCH SUCCESS .
    FINALLY I PRESUME THE PURPOSE OF PROVIDING ALL THESE FACTS And figures is to arrive at a price but i don't think any of the writers ON ALPHA DO PRICE ANALYSIS THOUGH MAYBE I HAVE MISSED THEM.
    Again i am sure everyone is using these facts to VALIDATE CURRENT PRICES arrive at Future prices and it would be exceeding helpful to share that info with the rest of us trying to get a handle on these sectors.
    thanks for your help
    20 Nov, 10:56 AM Reply EditLike 0Load All CommentsCancel
    notaspecultor
    Nov 20 11:18 AM | Likes Like |Link to Comment
  • Triangle Petroleum: 2012 Could Be Its Year [View instapost]
    ALL THE ABOVE FACTS ARE INTERESTING BUT I WONDER HOW VALUABLE THEY ARE in trying to reach a company's stock price.

    I WOULD LIKE SOME OF THE AUTHORS TO TAKE TWO COMPANIES IN THE E&P SECTOR then NAT GAS PRODUCERS,THEN, OILY PRODUCERS,PIPELINE AND LASTLY REFINERS AND PROVIDE THE METRICS THEY USE TO COME UP byu comparing both companiers to each other.

    IN AN EARLIER ARTICLE MIKE HAD MENTIONED USING CASHFLOW AS A METRIC [4-6 TIMES] FOR A COMPANY WHICH HAD A PE OF 443 BUT THEN WENT ON TO MENTION THE FORWARD PE WAS ONLY 14 OR SO WHICH CONFUSED ME. I HAVE TRIED TO APPLY CFLO TO MANY COS. IE COG, WITHOUT MUCH SUCCESS .
    FINALLY I PRESUME THE PURPOSE OF PROVIDING ALL THESE FACTS And figures is to arrive at a price but i don't think any of the writers here have done that.
    Again i am sure everyone is using these facts to VALIDATE CURRENT PRICES arrive at Future prices and it would be exceeding helpful to share that info with the rest of us trying to get a handle on these sectors.
    thanks for your help
    Nov 20 10:56 AM | Likes Like |Link to Comment
  • Cabot: This Oil And Gas Stock Ready To Soar In Q4 [View article]
    does anyone have an idea on how to value cog as from a pe ratio and cashflow per share basis it seems very overpriced yet the price goes higher.

    please indicate where your target price is and delinate how you arrive at it.

    this article speaks to production but does not address stock price valuation, drilling costs etc.so it is not helpful.
    Nov 20 08:08 AM | Likes Like |Link to Comment
  • Just How Reliable Has J Mintzmyer Been? [View instapost]
    FOR THAT MATTER I WOULD LIKE YOUR OPINION ON MAKO AND THEN PLEASE SHOW BY ANALYSIS HOW U ARRIVED AT YOUR BUY,SELL OR HOLD AND WHAT WOULD IT TAKE TO CHANGE YOUR MIND.

    IF ANY OF THESE STOCKS ARE MOMENTUM STOCKS, WHAT ARE THE KEYS TO VALUE THEM.
    Mar 31 07:06 PM | Likes Like |Link to Comment
  • Just How Reliable Has J Mintzmyer Been? [View instapost]
    IT WLD BE HELPFUL IF U GAVE AN ANALYSIS OF WHY U ARE SHORT QLIK AND THEN INDICATE HOW IT DIFFERS IN VALUATION FROM MSTR
    Mar 31 07:00 PM | Likes Like |Link to Comment
  • 2 Small Bakken Companies Turning The Corner [View article]
    hi

    when u get a chance could u address the following:
    i am a bit confused by your remark that cos. were hurt by the low price of bakeen crude.
    would you indicate what that price was. had the price fallen alot in q4........i presume u are referring to WTI price] .If not please correct me

    also what is the correlation between crude price and ngls i had read an article which indicated using 40% OF CRUDE PRICE as a rule.
    also, are the prices for ngls published anywhere
    thanks

    tom
    Feb 28 11:35 AM | Likes Like |Link to Comment
  • My Take On Jim Cramer's Lightning Round Picks (11/3/11) [View article]
    correction...last sentence

    any ideas how to price this company and similar companies .
    with similar losses.

    what metrics are being used to produce its current price.
    Jan 3 12:36 PM | Likes Like |Link to Comment
  • My Take On Jim Cramer's Lightning Round Picks (11/3/11) [View article]
    why is westport at 34.50.
    why was it at 26.50.

    is it so volatile because of a takeoout play.
    is it because of lack of competition or being the only truck engine conversion co. in this country.

    on the fundamentals, it seems to be a dog.

    any ideas on how to price COMPAANY LIKE
    Jan 3 09:39 AM | Likes Like |Link to Comment
  • Why STEC's Pullback Is Buyable [View article]
    stec has moved up to over 28 after going down to about 25 or so...
    now the shorts are running for the hills............how stupid a move it was to short stec..............these yorkels will never learn
    Oct 6 08:56 AM | Likes Like |Link to Comment
  • Why STEC's Pullback Is Buyable [View article]
    stec owns the flash memory storage space
    companies will say they have a product but no other company but STEC has had its FLASH TESTED BUY THE BIG BUYERS LIKE EMC, IBM ETC. AND IT TAKES AT LEAST A YEAR TO GET THROUGH EACH COMPANY'S TESTING PROCESS.

    STEC'S FLASH IS FAR DIFFERENT FROM CONSUMER FLASH MEMORY AND I DON'T THINK ALOT OF PEOPLE REALIZE THAT FACT OR THAT THE HARD DRIVES IT REPLACES SELL FOR ABOUT $120K EACH AT LEAST THAT IS MY UNDERSTANDING.


    THIS IS A UNIQUE SITUATION
    STEC SHOULD HAVE A FAR HIGHER PE
    Sep 29 11:25 AM | Likes Like |Link to Comment
  • Why STEC's Pullback Is Buyable [View article]
    the short interest is over 30%
    with over 10m shares short

    why is this the case

    anyone explain what seems like an odd situation even more so as the price is over 25% from the high of 42 or so??

    can the shorts drive the stock down more and if so any idea how much

    with such a great company, am i missing something??

    any comments
    thanks
    Sep 29 10:45 AM | Likes Like |Link to Comment
  • S&P 500 Stocks with the Highest Short Interest [View article]
    stec has 30% short interest for several months

    but the earnings are great


    why does stec have such a high short interest 30% of float per yahoo????/

    anyone
    Sep 29 10:04 AM | Likes Like |Link to Comment
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