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  • How Oil Really Gets Priced [View article]
    Wow! Very extensive and thorough analysis of the production processes of oil. Very good!
    Nov 6 04:46 PM | 1 Like Like |Link to Comment
  • Apple Vs. Microsoft: The Tide Is Turning [View article]
    I think MSFT may be headed for a comeback. AAPL doesn't look too good in the past few weeks, especially since the launch of the new iPad. There's a feeling that apple may have maximized its ability to innovate and from now on everything they launch will be more of the same. Microsoft suffered from the same problem in the past few years. Maybe it's a part of the business cycle, but who knows, Apple may still have some tricks up their sleeve waiting for us. What I find interesting is whether Microsoft is finally coming back on track after a few sluggish years. Maybe, regardless of the war with Apple, we are witnessing some winds of change in the giant from redmond that will bring some value to its investors.

    I have no holding in any of the stocks mentioned above, nor do I plan to purchase any of them in the next 72 hours.
    Nov 2 05:34 AM | 1 Like Like |Link to Comment
  • Don't Risk Speculating On Consumer Electronics [View article]
    Thanks for this very thorough analysis. It seems that it's getting very crowded in the smart devices arena. Maybe Microsoft is making a comeback, maybe not.. time will tell.
    Oct 22 05:56 PM | 1 Like Like |Link to Comment
  • A123's Bankruptcy And Tesla: 2 Sides Of The Same Coin, Or Are They? [View article]
    Don't forget BetterPlace. The Israeli electric car producer is also in trouble. Maybe this industry is premature? Or maybe it is just a temporary solution...
    Oct 21 08:28 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Premature Verdict On Q3 Earnings? [View article]
    How on earth could such a big, experienced company like google make such mistake?? Someone is going to pay for this!

    "Oh, Schmidt!" - I love that!
    Oct 21 08:28 PM | Likes Like |Link to Comment
  • 50 Shades Of Stock Market Grey [View article]
    Eric, thanks for another very interesting analysis of our market. I like the title, very creative!

    I agree with you about the Love - Hate relationship with the stock market. We all experience that at the moment, but as you mentioned there are opportunities and we need to keep our eyes open.
    Oct 21 08:27 PM | 1 Like Like |Link to Comment
  • H-P (HPQ -5.4%) dives as its analyst day gets underway (live blog, webcast). Meg Whitman has declared FY13 to be a "fix and rebuild" year that will see a broad-based profit decline (centered around enterprise services), and has again made cautious remarks about European and Chinese demand (previous). Analysts currently expect H-P's FY13 EPS to rise slightly. Streamlining H-P's product line is named a priority: the company plans to halve its printer SKUs next year. [View news story]
    HP just keeps dissapointing its investor day and night. They don't get any rest. Seriously, they should get a hold of themselves quick, or else they will find their stock being traded in the pink shits sooner than they can say "Meg Whitman".
    Oct 4 10:25 AM | Likes Like |Link to Comment