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gmajesko

gmajesko
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  • Domestic Market Strength And Strategic Moves Should Help Cummins Get Better [View article]
    Steady growth for CMI is what investors expect and they have delivered. It is a great stock to have in your portfolio and has been in mine for 8 years.
    Sep 5 09:06 AM | 1 Like Like |Link to Comment
  • Update: Plug Power Appoints New CFO - Impact To My Thesis [View article]
    I don't own or short plug but I have. No one can understand how this company can continue to shore up its stock price. Obviously it is being manipulated in order to make money on the derivatives. The product does not justify the operations, and the GSA. For small companies like PLUG the object is to provide a job with good incomes for the participants. There is nothing illegal in what they are doing but I feel sorry for those who actually believe that the product will be profitable in the future.
    Sep 5 08:55 AM | Likes Like |Link to Comment
  • Cummins Provides A 13% Upside To Investors [View article]
    I have owned CMI for 8 years and agree that the best is yet ahead. The management has positioned the company to benefit from the expansion of natural gas engines and has a JV with WPRT to supplement the research and technology. Yes CMI is a buy and hold and the downside risk is low because energy conversion is true wealth, not paper wealth.
    Aug 26 09:10 AM | Likes Like |Link to Comment
  • Plug Power's Q2 Report: Good But Not Great [View article]
    PLUG has a niche which nobody else wants since the profit margins are slim and the volume is low. Actually the product is made at a loss when you add in GS&A. Natural gas moving vehicles will be cheaper and more efficient and will be the high volume choice since the engines and the supply is developed. The niche may always exist. PLUG will exist as long as the folks who work there can pay themselves and make money on the volatility of the stock, but the company has no future only a present. I do not have any position on PLUG and I would never be long. Being short is where you want to be but it will take another year before the crash.
    Aug 20 08:12 AM | Likes Like |Link to Comment
  • Plug Power's Q2 Report: Good But Not Great [View article]
    PLUG is one of the greatest promotion jobs ever. There is no way they can break even based not on effort but on competition. Short term they have made money for the promoters who hype it up and then sell.
    Aug 19 08:58 AM | 1 Like Like |Link to Comment
  • Plug Power: Is The Dilution Worth It For Shareholders? [View article]
    Manipulation again today as the stock approaches 5. With a cheap stock the manipulators drive up the price via blogs and buy puts and then they sell covered calls and when the stock goes down they win at. both ends. I laugh when they say they don't pay themselves a good salary. You can make 50k a week doing derivatives if you get morons to buy into the blogs. Someone needs to investigate these manipulators of worthless stocks like PLUG and OHRP
    Jul 15 01:15 PM | 1 Like Like |Link to Comment
  • Plug Power: Worth $6 Per Share, Maybe More? [View article]
    Big auto and competition will simply make PLUG just a bunch of guys having a short fling blogging their way to riches via playing options on the volatility. Plug is a fraud and I suspect that many bloggers who talk tech are plug employees who own stock or were paid in stock.
    Jul 13 10:16 AM | Likes Like |Link to Comment
  • Plug Power: Worth $6 Per Share, Maybe More? [View article]
    Yes it ultimately is about profit not technology. We all root for the technology to be successful but in the real world that means efficient in both performance and manufacturing. PLUG does not meet any of the criteria to succeed. They are a bunch of researchers and execs who are hanging by a thread and paying themselves enough to go on. They make money on derivatives trading the incredible volume and they blog the stock up when it goes down. It is worth 0.60 and sadly it will probably go bankrupt and go to zero before it reaches its real value.
    Jul 13 08:46 AM | Likes Like |Link to Comment
  • Plug Power: Worth $6 Per Share, Maybe More? [View article]
    PLUG will go bankrupt...the question is when. If they have proprietary technology it is worth something and can be sold, but no one would buy the company with its overhead and bad management.
    Jul 11 09:24 AM | Likes Like |Link to Comment
  • Plug Power: Worth $6 Per Share, Maybe More? [View article]
    The book values of PLUG is about 0.34 so 0.60 is a fair price for the stock if you are a risk taker. I would buy a few thousand shares at that price and hope that they hit a home run. To pay 4.5 to 6 for this stock is just insane. It needs to go down in price but if it does, they will certainly go bankrupt.

    PLUG as reported is blogging its way to survival. They have a following of wide eyed liberals who believe in alternative energy now. I believe that in 20 yrs we will have developed the materials to make hydrogen and solar energy viable because I was a former engineer and research scientists before I became a business exec and an investor.

    The only question in my my mind is when will PLUG tank to less than $2.
    Jul 7 11:23 AM | Likes Like |Link to Comment
  • iPad Used As Medical Device, Huge Success For Apple In Healthcare [View article]
    Apple into medical sensors may be the technology that takes the stock to 150 or more. The company has the talent, the cash, and the respect of the medical profession. AAPL is the one stock that I am not afraid to recommend to my friends. It is the one stock that is positioned for the eventual correction. No stock is without risk but I would rate it a 9 of 10 on scale of safe equities.
    Jul 5 07:57 AM | 21 Likes Like |Link to Comment
  • Plug Power: Is The Dilution Worth It For Shareholders? [View article]
    Competition was not mentioned in this article. PLUG has no outstanding patents or protection and is just a player in a very speculative field. It is a horserace for cash to keep going and PLUG is not a special horse or has it a special jockey.

    My prediction is that PLUG will dilute itself into a $1 stock. Tell my why PLUG is better than Ballard or its competitors. PLUG is on the road to bankruptcy. Their orders are not enough to sustain their growing expenses and cash flow is approaching zero now.

    The author shows us negative numbers and somehow is optimistic that PLUG is losing less than before without any projection when the company could be profitable. Even the management will tell you 2017 is the best case and that means that Ballard and others would have to go bankrupt before PLUG.
    Jul 4 08:17 AM | Likes Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    Battery technology needs a breakthrough before electric cars are practical. As a former materials scientist, I do not see it for at least another 10 yrs. In the meantime natural gas engines are perfected and will be he next phase of cleaner, and less costly energy. Fuel cells are 20 yrs away from practicality and forget about solar until they come perfect polymer based coverings in another 20 yrs.

    Natural gas, natural gas is now and we have 200 yrs supply. Don't stop research but do not put your money on snake eyes.
    Jul 4 07:57 AM | 1 Like Like |Link to Comment
  • The Ugly Truth Behind Ohr Pharma [View article]
    So if it takes until 2017 you need to get in low and hold for 3 yrs. So why pump up the stock now? Unless you are looking to play the derivatives and the volatility now.

    I object to the press releases. I also note the sudden spikes in volume which are indicative of players not investors. Your story does not reflect the reality. The stock is worth about $3 and anyone who buys it for more is a sucker because they will not see any return unless they sell into the phony press releases.
    Jul 3 02:11 PM | Likes Like |Link to Comment
  • Ohr Pharmaceutical: Questionable Analyst Activity [View article]
    I have been following OHR volumes and trading spikes and something does not seem right. Until we know that the stock is being manipulated to make a fortune on the options we can not accuse anyone.

    On a value basis squalimine is worth zero today so the stock is a play for the future which management says is 2017. To continue to do research they need cash but for the investor there is no real return unless you blog nonsense and play the volatility. Is it illegal? You decide but going short would be the wise decision based on the information recently published by Pearson.
    Jul 2 06:22 PM | Likes Like |Link to Comment
COMMENTS STATS
30 Comments
52 Likes