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Michael2343

Michael2343
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  • 3D Systems: Another Miss Or Warning Could Be Lethal [View article]
    Should buy as long as you keep hearing "momentum sell off" and then stop once these clowns ago away (they will run it up to new highs for you, covering their short positions and dumping their put spreads). ONVO should do very well too as it will benefit from added healthcare spending. These 3D stocks, early stage game changers, are just what shorts like to bash, seen it so many times, these guys are so disillusioned.
    Apr 25, 2014. 02:56 PM | 2 Likes Like |Link to Comment
  • SolarCity, SunEdison And The Retained Value Game [View article]
    Of course energy prices will go up, all prices go up. In addition energy COSTS will go up, for a variety of reasons. More usage, every year. And improving solar tech promises to come in at lower cost per unit of energy than all of the alternatives when consumer installation is considered, this will be true for the next 100 years. You can't put a wind farm in the yard or nuclear in the basement.
    Apr 10, 2014. 06:58 PM | 3 Likes Like |Link to Comment
  • Organovo Currently Has Nothing In The Works For Tissue Implantation -- Its Main Value Driver [View article]
    Pretty sure this has already been done.
    Mar 17, 2014. 03:26 PM | Likes Like |Link to Comment
  • 3-D Stocks: The Sector's Nonperformance Is A Very Bad Omen [View article]
    Oh boo hoo. Lots of short positions getting squeezed in the whole sector because a few big firms decided the market was getting too hot. Goldman releasing news about how the party won't continue. Barron's dumping on 3D printer stocks. A little Nasdaq pullback here or there. High flyers getting the snub in the media. All of the hallmarks of an extended, historically significant rally. The fact is we are truly at the start of a big, big climb in technology as the US economy and world comes out of the hole with no further need for stimulus.
    Mar 12, 2014. 08:53 PM | 3 Likes Like |Link to Comment
  • Is Stratasys Headed For Trouble? [View article]
    Everywhere you go, messages suggesting to get out of SSYS and replace with some other 3D stock. They will probably last a few days. Well, some of us aren't buying it - we're adding along with the institutional investors that are gobbling up shares as with every short-term selloff in this stock. There are big buys happening, and its supporting the price.
    Mar 6, 2014. 05:34 PM | Likes Like |Link to Comment
  • Google Should Buy Tesla... On One Condition [View article]
    Tesla will never sell to either of these two clowns of customer service (Google and Apple). Both companies are turning into a circus of cost cutters and hackers and don't churn out anything new that doesn't break or isn't full of glitches. For Tesla, that kind of approach would destroy the company and the vision. The Tesla brand is simply much better and sets a higher standard, and they need real engineers who solve real problems. Google, Apple - these are not the future anymore, they are the now, and they will either change or be knocked out of place. But Tesla can stand on its own.
    Mar 6, 2014. 05:21 PM | Likes Like |Link to Comment
  • Goldman Sachs' New Price Target On Tesla... Time To Jump Ship? [View article]
    Must be short covering today. Stock behavior is strange; as overdone as the selloff was yesterday, the bounce is overdone today.

    Get back in at better prices for the long term. There are panicked investors who are holding a very expensive stock with negative earnings. There is bound to be further volatility in the near term!
    Jul 17, 2013. 03:38 PM | Likes Like |Link to Comment
  • Stocks cut a big chunk of their losses and Treasurys turn green as a number of Fed speakers downplay talk of any imminent tightening of monetary policy. Such talk from Dudley and Kocherlakota was to have been expected, but the hawkish Richard Fisher warning the "feral hogs" of the market not to mess with the Fed caught traders' attention. The Dow (DIA -0.4%) now off 55 points, and the 10-year Treasury yield - up as high as 2.66% earlier - falls to 2.52%. TLT +0.8%, TBT -1.7%[View news story]
    My prediction is more operation twist. That will calm the markets by shifting risk more towards the feds corner. The Fed is obviously not going to sit by and do nothing where the consensus among economists is that the Fed has erred, in general, by not doing enough. If, at some point they do "too much" we'll know. We are far from that day, however.
    Jun 24, 2013. 06:54 PM | Likes Like |Link to Comment
  • EUR/USD, Bearish Storm Set To Continue? [View article]
    Strong uptrend since August 2012. Need to keep in mind the unstoppable US printing press. The Fed can't wind down its holdings without crashing US stock markets. Euro can go to 1.5
    Feb 22, 2013. 04:54 PM | Likes Like |Link to Comment
  • Market recap: Stocks advanced following talk of additional central bank stimulus from Japan, positive economic reports (I, II) and potential progress over the debt ceiling. Most S&P sectors gained, but banks lagged after BofA and Citigroup issued disappointing quarterly reports (I, II). Crude oil rose 1.3% to four-month highs amid the hostage crisis at an Algerian oil field. [View news story]
    I can't think of a reason any investor is putting money in the stocks besides Fed buying programs : funding the housing industry, funding the federal government, the consumer's income, retiree income, government salaries. At this level of dependency on money creation there is no possible way the nation's deficit can be reduced. The Fed is foolish for favoring the appreciation of paper assets versus putting value on work, industry, services, innovation.
    Jan 17, 2013. 05:01 PM | 1 Like Like |Link to Comment
  • Is the bad news fully baked in? Apple (AAPL +3.6%), which closed yesterday trading around 7.4x FY13E EPS (exc. cash), has rallied back above $500 in spite of Pac Crest's downgrade. The company has received favorable notes today as well: Cowen says its checks lead it to believe Apple's smartphone share rose to ~23.5% in calendar Q4 from 16.4% in Q3. Some suppliers are also up: CRUS +4.5%. OVTI +1.4%. Sterne Agee is defending Skyworks (SWKS +3.5%) after meeting with its CFO. [View news story]
    Eh, its still doing terribly. The point is the trend is down. The downward momentum creates new potential sellers who get out at the topside of the downward channel. Its not rocket science. So yes, short covering helps move the stock up quickly after a nice downmove, short term long traders take advantage of this move to make a quick buck buying and dumping, and then holders start to rejoice they can get out with less of a loss and exit. Just in time for the shorts to jump back on. Repeat all the way down.
    Jan 16, 2013. 01:50 PM | 1 Like Like |Link to Comment
  • Is the bad news fully baked in? Apple (AAPL +3.6%), which closed yesterday trading around 7.4x FY13E EPS (exc. cash), has rallied back above $500 in spite of Pac Crest's downgrade. The company has received favorable notes today as well: Cowen says its checks lead it to believe Apple's smartphone share rose to ~23.5% in calendar Q4 from 16.4% in Q3. Some suppliers are also up: CRUS +4.5%. OVTI +1.4%. Sterne Agee is defending Skyworks (SWKS +3.5%) after meeting with its CFO. [View news story]
    Morning short covering. AAPL has many bottoms, they get called at every new low.
    Jan 16, 2013. 11:43 AM | 1 Like Like |Link to Comment
  • The Most Compelling Reason To Buy Apple Right Now: The Dividend [View article]
    If the dividend is going to stay so high, aim buy the stock at $200 later this year and you'll be super safe. Otherwise why risk it?

    I'll buy AAPL when its super low, no brainer there. They can't mess up that bad over the long run. But for the short run, in this masked dismal economy, demand is drying up. We effectively have negative interest rates on cash, that's the only reason people have bought anything since 2007. Unfortunately, that's been the timing of the lifecycle of the iPhone.
    Jan 15, 2013. 07:29 PM | Likes Like |Link to Comment
  • Is There A Worm In The Apple? [View article]
    Maybe $400 on friday. So many saying its time to get in, no real trader would touch this falling knife. It's wholly desperation, but it hasn't set in that they need to sell to protect against losses.
    Jan 15, 2013. 04:00 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -2.3%) has tumbled below $500 following Nomura's big PT cut. Multi-Fineline's (MFLX -20.3%) warning also might not be going over well. Nomura backs up the WSJ and Nikkei's reports by stating its own checks indicate weaker-than-expected iPhone 5 sales; it now expects 48M sales in FQ1, and 39M in FQ2, but is raising its iPad forecasts. Echoing a recent CLSA note, Nomura thinks Android's Asian dominance has become a problem for Apple. Sterne Agee, meanwhile, believes all is well. [View news story]
    Its amazing how a few simple traders are calling for the most basic of moves, trade a downtrending stock to the downside, against the backdrop of what now amounts to conspiracy theory. At first it was "Wall Street is wrong" now its "the media" "lying" about Apple. Yet the discussions from businesspeople and technology savvy investors who know what is up are dismissed out of hand, even in the face of a stock trajectory that 110% validates their claims.

    I guess the selling will just accelerate, then, the big bandwagon of panic selling hasn't been hit yet.
    Jan 15, 2013. 01:49 PM | Likes Like |Link to Comment
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