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rejiii

rejiii
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  • 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 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 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 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 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 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 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 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 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 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 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 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 06:14 PM | Likes Like |Link to Comment
  • 3D Systems - Accelerating Revenue Shows Promise [View article]
    You are not getting "extra" shares, just devalued shares of the same company. More paper if you will. Are there advantages to stock splits? Yes, some investors won't buy expensive shares, it broadens the ownership base, etc. It does not, however, increase the intrinsic value of the shares which is what counts in the long run. Only earnings can make a company more valuable over time, not hype.

    If you truly believe foregoing short term profits for DDD, or any other company, is worth the risk at these lofty levels, great. I hope your patience and guts pay off. At any rate, you're certainly investing in the right industry for future growth.
    Sep 22 10:11 AM | Likes Like |Link to Comment
  • 3D Systems - Accelerating Revenue Shows Promise [View article]
    Stock splits mean nothing, it's earnings that count over the long run. And, right now the market is pricing DDD like it will grow earnings 120+ percent for the foreseeable future. Possible? Yes. Probable? Not very.
    Sep 15 04:13 PM | Likes Like |Link to Comment
  • 3D Systems - Accelerating Revenue Shows Promise [View article]
    I have taken my share of "fliers" on concept stocks (I'm currently long ONVO.), but DDD I place solidly in the investment category; they are a real company with real product(s). I apply the earnings growth/PE rule (1:1 preferably) to all of my investments; some higher, some lower, but the mean is close to 1:1. Over 40+ years, this conservative approach has yielded good, but not spectacular results. But, over 40 years yields don't have to be spectacular. As for your younger readers who have decades to get it right, go for it - you will not be fearless forever and there is serious money to be made by taking chances.

    Good article by the way. Hopefully I will see you and DDD down the road a bit.
    Sep 10 08:54 PM | Likes Like |Link to Comment
COMMENTS STATS
37 Comments
34 Likes