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  • Petrobras May Have Bottomed  [View article]
    chris, I enjoyed reading this article..nicely put together. are you planning on updating it or writing an update article with latest numbers ? thanks
    Jan 8, 2016. 10:45 PM | 1 Like Like |Link to Comment
  • Petrobras: Take Warren Buffett's Advice  [View article]
    there will be more bad news coming out. 100% gain from under $5 to now $9.xx.. will test $5-6 again next 6 months
    Apr 23, 2015. 01:24 PM | 1 Like Like |Link to Comment
  • Strategy In The Face Of Volatility  [View article]
    short term - mkts appear oversold
    medium/long term - mkts appear looking for a 10% correction
    Apr 11, 2014. 09:03 AM | Likes Like |Link to Comment
  • Future Of Marijuana Companies: GW Pharma's Strong Fundamentals Leading The Charge  [View article]
    Is there a marijuana ETF or fund ? anyone know ?
    Mar 31, 2014. 11:25 PM | Likes Like |Link to Comment
  • The Realities Of The LNG Market Weigh On Chart Industries  [View article]
    I expect GTLS/GLNG/FCG/CMI will outperform SPY over next 3 years. I am hoping some one can stopping yakking and make a grand stand about NAT-GAS stations and fuel use in transport all over the country. US is overflowing with nat-gas. Even the world could benefit. Look at Europe. It will simply freeze over if not for Russian gas. Europe needs to import gas from US not later, but NOW.
    Mar 13, 2014. 03:31 PM | Likes Like |Link to Comment
  • Meet A New 3-D Printing Stock With A P/E Of 40: MGI Digital Graphic Technology  [View article]
    printed electronics is one of top industries to be disrupted by ceradrop printing. This company is a keeper. Sales growth, strong margins, free cashflow, market leaders, industry growing.. will be a $40 billion industry in a few years.. this is like a DDD or SSYS in 2010. buy a few shares and tuck them away for a 3 year period.
    Mar 5, 2014. 08:15 AM | 2 Likes Like |Link to Comment
  • Dril-Quip Reports Powerful Q4 EPS And Very Strong Backlog  [View article]
    just went over the last 3 reports and conf calls. All I will say it -private equity oughta be swooping in soon. this one is too precious a gem to leave in public lands.
    Mar 3, 2014. 01:43 PM | Likes Like |Link to Comment
  • J.C. Penney's CEO Discusses Q4 2013 Results - Earnings Call Transcript  [View article]
    Ulman and team bring a lot of confidence and performance on the table. It was evident from the conference call. Their solid numbers speak for themselves... JCP spiraled down to its current price of $7 and under, based on the premise of BANKRUPCY. That's off the table now totally. 300 million shares and this past qtr sales of $3.78 Billion, we should be looking at about 16-18 billion sales '14, increasing margins, free cash flow positive (even though he did not totally commit to it even upon being questioned but I believe him its either 14 or early 15 for getting to that point). My crystal ball says we should be settled in the $10-$12 price range come next quarterly report in another 3 months... Finally after years and years of pain, JCP shareholders can enjoy some sunshine. Lets go shop JCPenny.
    Feb 27, 2014. 10:30 PM | Likes Like |Link to Comment
  • My Favorite Dividend Stock For 2014: Verizon  [View article]
    Here are my 2 cents, IMHO

    1. Debt load is high
    2. Verizon has the best wireless network and a "Coke" like MOAT
    3. Have awesome dividend almost 4.5%

    For those reasons, I am a long term (10+ years) VZ stock holder and will continue accumulating on any overall-market dips related VZ stock buy opportunities.
    Feb 26, 2014. 08:54 PM | 1 Like Like |Link to Comment
  • The 3-D Printing Industry: A Long-Term Win  [View article]
    whats the PE (trail) and (fwd) ? and cash flow and EV/cash-flow please ?
    Feb 25, 2014. 01:21 PM | 1 Like Like |Link to Comment
  • Look Out Below! These Telecoms Are Going Lower  [View article]
    First a few comments being a user of Verizon services ... Verizon is the best. I am not cheerleading- infact I have been an ATT as well as Sprint subscriber in the past. But having suffered bad network enough, I have gone back to Verizon and been with them ever since. Did I say their network is the best and I travel.
    Now in terms of stock price performance and a look ahead... compared to the rest of the mkt and seeing where the mkt in general stands in terms of valuation and all, and where it may head, I believe a long VZ/short SPY offers good alpha over the remainder of the year.
    Feb 24, 2014. 04:08 PM | Likes Like |Link to Comment
  • If WhatsApp Is Worth $19 Billion, Then Facebook Isn't Worth $173 Billion  [View article]
    Ask yourself -- whats the moat around a game app or a whatsapp. Is the moat as big as the one around Walmart or Coke or Wells Fargo or Intel or Microsoft. What does it take to write an app ? Can anyone with money/programmers/time do it ?
    Feb 23, 2014. 10:13 AM | Likes Like |Link to Comment
  • If WhatsApp Is Worth $19 Billion, Then Facebook Isn't Worth $173 Billion  [View article]
    It took 50 guys 5 years to build a $16 billion whatsapp.

    Gazillians of startsup in US/UK/Israel/Russia/Ch... are assembling 50-100 programmers and furiously coding up all sorts of apps -- for messaging, for this, for that and turning them loose free. Watch out, in another 3-6 months, there will be all sorts of messaging/talking/vide... apps being launched. They are coming fast and strong.

    Big software giants are taking it a step further. THey noticed the $16 billion tag.
    They are not assembling 50 guys, instead 500 hot-shot PhD programmers into teams and they are furiously coding up smart apps day and nite.

    Current day social/web/media apps are going to be made obsolete so fast in a few months by these new guys, we will all look back and laugh at the idiots who were buying these nose-bleeding valuations of FB, TRIP,PCLN, YELP, LNKD etc etc..
    Feb 23, 2014. 10:06 AM | 2 Likes Like |Link to Comment
  • Apple's Prognosis: Range-Bound  [View article]
    Now that AAPL has gazillians iPADs, iPODs, IPhones all over the world, how long before they launch their own search engine on their AAPL ecosystem. It only took 50 guys 5 years to build up Whatsapp from scratch and sell for $16 Billion. What if AAPL dedicates 500 for 1 year and come up with a social/search app on their ecosystem of iPads/iPhones.
    Feb 23, 2014. 10:00 AM | 3 Likes Like |Link to Comment
  • Apple's Prognosis: Range-Bound  [View article]
    If AAPL can disrupt the online retail industry by giving the brick & mortar retailers the upper hand again, that will be a big game-changer.
    Feb 23, 2014. 09:57 AM | 1 Like Like |Link to Comment