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  • Is There Still Room For Shorting Organovo?  [View article]
    Short a $5 stock? Puts maybe, but not a short sale because of the upside risk.
    Mar 12, 2015. 07:29 AM | 1 Like Like |Link to Comment
  • 3D Systems: Goodwill Writedowns Are Coming  [View article]
    Three D printing stocks were in a mega-bubble a year ago and are still in one. DDD's PE is 150; this after having fallen from $80 to $30/share in the past few months. Anyone walking into this situation needs counseling. Put your money in a CD (or under the mattress - same thing), and wait until valuations reflect the profit outlook of DDD and others in this sector.

    Hint: Yahoo Finance estimates next years PE for DDD at 29. If that, or something close, happens, then it may be time to get back in - leave catching falling knives to the braver folks among us.
    Feb 5, 2015. 11:39 AM | 2 Likes Like |Link to Comment
  • Costco's Strong Q1 Results Are Sending Shares Higher, Should You Consider It Now?  [View article]
    I have owned COST for 4 years and I intend to keep it for another 12 to help finance my grandchildren's education. With a PE of 28 and earning increase of 16.7% this quarter, I feel a bit of caution is in order and would wait for a pull back of the PE closer to the 5 year earnings growth rate before I add more shares. But, then again, I am a buy and hold conservative investor, not a trader.
    Dec 10, 2014. 10:50 AM | 1 Like Like |Link to Comment
  • Why 3D Systems Isn't Worth The Risk  [View article]
    HP's revenues are in the $120 billion range. It would have to sell a ton of 3D printers to effect even a fraction of 1% additional growth. I therefore think 3D printing will remain a niche market for quite a while. The question is not who will buy DDD etc., but how fast the market will grow and how well DDD or others will execute.
    May 11, 2014. 05:31 PM | 3 Likes Like |Link to Comment
  • 3D Printing Debunked, Part 1: Consumers  [View article]
    Same here, I'm a retired engineer and former small electronic business owner. In my day, affordable 3D printing would have been great for prototypes and beta testing. However, even for a few thousand widgets per year, good old fashioned ejection molding is a must.

    Having said that, I look back on my double and triple in DDD stock with fond memories - as speculations. It was a great ride, and, if the hype revs back up, I'll do an encore.
    Apr 15, 2014. 11:07 AM | Likes Like |Link to Comment
  • Dumb Investment Of The Week: Dividend Funds That Aren't  [View article]
    Ditto for my investment in VDAIX which is the fund counterpart to VIG. You need only go to Yahoo and do an comparison between VIG/VDAIX and the S&P 500 index for the past 10 or so years. VIG went down less, and went back up more, during the 2008-2014 period. Peace of mind is priceless and well worth sacrificing some dividend yield.
    Feb 27, 2014. 08:35 AM | Likes Like |Link to Comment
  • Organovo: 3D Liver Tissues, Cash And Revenue Assessment  [View article]
    Hopefully no one out there views ONVO as an investment. It is pure speculation (like this good article), exactly like DDD was in the early years and look at the appreciation, and astronomical PE, it still has in spite of the drop in price. ONVO, I believe has better price appreciation potential due to it's association with NIH and a very good chance of being acquired if the coming clinical trials are successful. This is not the time to sell. Close your eyes and go along for the ride if you've got the nerves. If not, buy a mutual fund.
    Feb 12, 2014. 11:12 AM | 8 Likes Like |Link to Comment
  • The Beginning Of The End Of The 3D Printing Bubble  [View article]
    It was too high, based on the time proven PE and PEG, at $57 when I sold my last position and it is too high now. That notwithstanding, it is a great market niche and I will get back in when "investing" in 3D printing makes sense. Right now it is still in the speculation phase.
    Feb 6, 2014. 09:43 AM | 2 Likes Like |Link to Comment
  • Silver Wheaton: A Bargain In Precious Metals  [View article]
    2% beats CDs or bank accounts which have no possibility of appreciating
    Jan 20, 2014. 10:36 AM | Likes Like |Link to Comment
  • The Young And Restless Retirement Portfolio: Is It Time To Dump Ambarella? Absolutely Not  [View article]
    Forget the timing stuff; if it's a good stock for you, buy it and wait for it to work out. I have 7 or 8 stocks that have taken "hits" over the past 40 years because of the nervous nellies selling at the first sign of negative news. Most of the time they are dead wrong in the long run.
    Jan 10, 2014. 10:22 AM | Likes Like |Link to Comment
  • Silver Wheaton: A Bargain In Precious Metals  [View article]
    If Obama Care goes south, which is the current direction of movement, gold and silver will go north very quickly due to the chaos and uncertainty of a potential implosion of the insurance industry. I don't think this is the time to sell precious metals. They are great hedges against Washington's stupidity.
    Dec 21, 2013. 10:53 PM | 4 Likes Like |Link to Comment
  • Ambarella Benefits From Reliable Revenue, Growing Opportunities  [View article]
    Great analysis with well-thought-out projections. Value Line Special Situations has jsut recommended this stock, which is another big plus in the stocks favor.
    Nov 20, 2013. 12:40 PM | 1 Like Like |Link to Comment
  • Organovo crashes following bearish SA column  [View news story]
    ONVO is a "concept stock." Don't expect earnings, business visibility, or whatever. The only way to invest in "concept stocks" in my opinion is to not put any more into them than you can afford to lose and hang on for the ride. If, on the other hand, you want to speculate, buy puts, calls, straddles, or whatever your pleasure. If you're wrong, you can still lose 100% of your money, just less of it than going long or short the stock. It's important to decide what you are, speculator or investor. As for the praise, pans, ups, and downs, don't sweat them - in the end they're just noise. No one knows which way a stock is headed long term except after the fact.
    Nov 19, 2013. 04:48 PM | 1 Like Like |Link to Comment
  • In victory for oil industry, EPA proposes lower renewable fuel quotas  [View news story]
    I finally got tired of taking my small engine carbs apart every year to get the corn starch looking gunk out of them and found a station that sells ethanol-free gas, at +$1 more per gallon. Your federal bureaucracy at work.
    Nov 16, 2013. 02:39 PM | Likes Like |Link to Comment
  • U.S. Silica in 10.5M-share offering by selling shareholder  [View news story]
    I couldn't agree more. A welcome pause on the way up. Where else are you going to find a growth stock with 1+% secure dividend?
    Nov 7, 2013. 06:14 PM | Likes Like |Link to Comment