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Donald MacLeay

Donald MacLeay
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  • Why Nvidia's Opportunity In Autos Is Heavily Underrated [View article]
    How likely is it that most or all of the different car makers will pick NVidia as their supplier? The auto market seems to be much smaller than, say, the home computer market, where a user can upgrade his processor whenever he feels like plugging in a new card.
    Nov 22, 2015. 08:45 PM | Likes Like |Link to Comment
  • Why Did Tesla Order 2,500 Danish License Plates? [View article]
    "Something is rotten in the state of Denmark" definition. A line from the play Hamlet, by William Shakespeare. An officer of the palace guard says this after the ghost of the dead king appears, walking over the palace walls. -Google
    Nov 19, 2015. 11:42 PM | Likes Like |Link to Comment
  • Long Alcoa? Not A Chance [View article]
    Are any other automotive companies even hinting at using aluminum parts?
    Oct 27, 2015. 04:15 PM | Likes Like |Link to Comment
  • Microsoft At 15-Year High After Earnings Beat [View article]
    Now with all of these big announcements from BA, AMZN, MSFT, etc. the market will take off and the Fed will spend years trying to keep the inflation genie in the bottle.
    Oct 22, 2015. 07:55 PM | 3 Likes Like |Link to Comment
  • Strike threatened at Ford F-150 plant [View news story]
    So, after the stockholders take all the financial risk, and the talented designers come up with the ideas, the engineers develop the practical solutions, and the technicians do the testing, the faithful assemblers stick their collective foot in the door and extort the most they can from the proven end product.
    Sep 30, 2015. 10:49 PM | 2 Likes Like |Link to Comment
  • Lockheed files protest against Army truck award to Oshkosh [View news story]
    How well did the vehicle perform? Were three way trials done? The Pentagon has liked to spread the money around in the past. What made Lockheed think they could build a significantly better vehicle than the others?
    Sep 8, 2015. 11:07 PM | 1 Like Like |Link to Comment
  • Despite Higher Demand For Silver, SLV Remains Down [View article]
    Physical silver's price seems most sensitive to inflation worries.
    Sep 8, 2015. 02:09 PM | Likes Like |Link to Comment
  • F-35 Is Not A Complete Debacle; It Will Fuel Long-Term Profits For Lockheed [View article]
    Thank-you for the update.
    Sep 1, 2015. 11:00 AM | 1 Like Like |Link to Comment
  • Boeing: Bright Future On Sale [View article]
    You bring up a good point about the stock repurchasing plans, how well they responded to the sudden dip in prices. A good question for the analysts to ask all companies at the coming conferences.
    Aug 29, 2015. 01:09 AM | Likes Like |Link to Comment
  • Emerge Energy Services - Buy The Drop For Long-Term Gains [View article]
    It appears to me that the frak sand suppliers are victims of their own success. The increased production from fracked wells is holding down oil prices. This is good news in the long run, but meanwhile sand producers have to deal with increasing competition, reducing prices to hold on to market share, and to pay off their debt.
    Aug 19, 2015. 10:52 PM | Likes Like |Link to Comment
  • Dow Stocks Oversold And Breaking Down [View article]
    That's the problem with the market, too many opportunities.
    Jun 9, 2015. 09:28 PM | Likes Like |Link to Comment
  • Ford's Dividend Yield Is Approaching 4.00% Again [View article]
    I didn't read it all, but I wish Ford vehicles weren't involved in so many recalls. Should we expect a sales increase from lower gasoline prices?
    May 28, 2015. 12:35 AM | 1 Like Like |Link to Comment
  • How Tesla's New Powerwall Battery Will Save Consumers Money On Electricity [View article]
    Why is it always the Powerwall or nothing? I'll bet a lead acid battery array is one third the price. Oh, but that would lead to the "why bother" question. At any rate, the lithium solution seems to be the modern equivalent of an eighteenth century indulgence payment for using too much power from the utilities in the first place.
    May 9, 2015. 04:12 PM | Likes Like |Link to Comment
  • Why I'm Praying For Microsoft's Irrational Sell-Off To Continue [View article]
    Maybe if MSFT didn't borrow billions of dollars while issueing new stock to employees, which they then buy back at market, there would be some value left for shareholders. If I'm wrong about this, does anyone have some numbers?
    Mar 6, 2015. 03:52 PM | 2 Likes Like |Link to Comment
  • A Comprehensive Look At Tesla's Home Batteries [View article]
    A few months ago, weren't we all arguing about how the Gigafactory wasn't going to be able to produce enough batteries for the cars Tesla was planning to build?
    Feb 27, 2015. 05:22 PM | 6 Likes Like |Link to Comment