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cswionte

cswionte
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  • Energy Recovery's (ERII) CEO Joel Gay on Q3 2014 Results - Earnings Call Transcript [View article]
    This sounds like the same quarterly notes over and over again. Lumpy business, very excited about the future, but no specifics to hang your hat on. These people need to be more specific with their shareholders and where the profits will come from specifically. This reads like a Brett Favre interview--lots of words, but nothing is really said. Too vague for my liking and that's why I've sold out and moved on. Blah blah blah.
    Nov 13, 2014. 03:12 PM | Likes Like |Link to Comment
  • The Tesla X Conundrum [View article]
    TheMtgBanker: You can come to Wisconsin in January and February and demonstrate how to brush the 14 inches of snow off the roof, hood and trunk of my car. I suppose you'll have the time with the weak mortgage market, but for those of us who must work more than a 2-hour day, a brush will not suffice.
    Nov 13, 2014. 11:51 AM | 4 Likes Like |Link to Comment
  • Apple Earnings Preview: All Hail The iPhone 6 [View article]
    lifeS*x Jump! Jump! Jump! (I imagine that your girlfriend dumped you today and that you wrote this while standing on the ledge of your 2nd floor apartment).
    Oct 16, 2014. 01:37 PM | Likes Like |Link to Comment
  • Base Scenario: Apple's Mobile Payment Service Generates $2 Billion In Revenue [View article]
    Amen, Alphaguy. PayPal and eBay protect their own cut--and that's it. They totally screw sellers. eBilk and PayPawn!
    Sep 6, 2014. 08:26 AM | Likes Like |Link to Comment
  • Base Scenario: Apple's Mobile Payment Service Generates $2 Billion In Revenue [View article]
    iCloud was not hacked. The user account was. Big difference.
    Sep 4, 2014. 06:28 PM | 1 Like Like |Link to Comment
  • Apple, IBM in far-reaching enterprise partnership [View news story]
    Plus, it takes lots of time. And did I mention how much time it will take?
    Jul 15, 2014. 08:51 PM | Likes Like |Link to Comment
  • Stumbling Apple Ramps Up China App Store [View article]
    I meant WRITE, not RIGHT, in my comment above. Sheesh. Should have had coffee before typing :)
    Jun 9, 2014. 07:24 AM | 3 Likes Like |Link to Comment
  • What Do Apple And Charles Schwab Have In Common? [View article]
    Solid article--lots of good financial statistics. However, the author wrote, "I'm adding Schwab to my growth portfolio in the next couple of days because I believe it is the best way to play the higher quantity of transactions and increased volume trading made among the retail investor in addition to being a growth story."

    One thing I don't get--how is Schwab a good investment play based on the Apple stock-split trading volume? Seems like that would be a miniscule portion of their income. Can you add some color? Perhaps I misunderstood your point, but after reading this a couple of times, it seems like that is a significant part of your thesis.
    Jun 9, 2014. 07:21 AM | 3 Likes Like |Link to Comment
  • Stumbling Apple Ramps Up China App Store [View article]
    Authors who right articles like this fail to mention profit/profit margin and instead emphasize market share. The altar of market share is littered with no-profit corpses who were rumored to take over the world. Based on Apple's earnings, they are doing VERY WELL in China and the rest of the planet. Second, China is still building out it's 4G network. As accessibility grows, Chinese users will gut a full feel for the value of Apple products. Wisely, Apple is preparing for this day by boosting recruitment of Chinese app developers. It's all part of the grand plan. Patience is a virtue--and Apple is virtuous. Rarely first to market--just the absolute best when they arrive.
    Jun 9, 2014. 07:02 AM | 15 Likes Like |Link to Comment
  • Tesla's Gigafactory Will Be A Grand Slam [View article]
    Tales: What is the profit margin on each Nissan Leaf sold? What is their range per charge? What creature comforts do they offer and how much room is in the cabin? How many proprietary charging stations do they have now or will they have in 24 months? You are comparing apples and orange turds, my friend.
    May 15, 2014. 11:02 AM | 2 Likes Like |Link to Comment
  • Tesla: Were The Shorts Right? [View article]
    Ever heard of a company named Amazon? Their stock seems to have done OK without profits...
    May 14, 2014. 09:53 AM | Likes Like |Link to Comment
  • Is Tesla The New Qualcomm? [View article]
    You state of QCOM "Many sell-side analysts fawned over the stock, and as a result, the stock gained 2,619% from December 31, 1998 to December 31, 1999." Then, you state of TSLA "Like QUALCOMM in 1999, the gain in Tesla Motors shares has been tremendous, returning 427% since December 31, 2012."

    Based on your logic, TSLA owners still have 2,192% to go! So why not suggest that there's a lot more upside left?

    Bottom line--TSLA has a completely unique product that is far superior to it's electric AND ICE competition (see Motor Trend, Consumer Reports, owner comments, etc). They are experiencing rapid growth and using their resources aggressively to build for the future. Wait until the build-out of charging stations in China gets going. Then, you will see, but you will be too late to "overpay" at $185/share.
    May 13, 2014. 10:23 AM | 2 Likes Like |Link to Comment
  • Tesla: Were The Shorts Right? [View article]
    "In addition to unconvincing first quarter financials, Tesla also faces other short-term headwinds, including...of course, Missouri's anti-Tesla legislation." Yeah, because Tesla was banking on selling a crap-load of cars in Missouri. Excellent point. Sarcasm implied.
    May 12, 2014. 02:11 PM | 7 Likes Like |Link to Comment
  • 3D Systems: Consumer 3-D Printing Gets A Boost [View article]
    duhaus--loved your comment. It has been printed and will rest on the front page of my DDD portfolio. So true that we are only at the seed stage with additive manufacturing. Yes, faith is required at this point. But with so many past examples of Little Engines that Could, why not put some money into DDD? The fantastic possibilities are worth the risk!
    Apr 16, 2014. 11:43 AM | 1 Like Like |Link to Comment
  • Micron: Opportunity Knocks, Yet Wait For This Signal To Buy [View article]
    If the stock is already cheap according to your desired metrics, isn't the risk of waiting for a bottom equally risky to missing a sudden rise up? Bottom line--if you think it's the great value NOW that you have implied, buy some. If it gets cheaper, buy more. Waiting for the absolute bottom is an impossible game.
    Apr 10, 2014. 05:58 PM | 14 Likes Like |Link to Comment
COMMENTS STATS
21 Comments
58 Likes