Winston Kotzan

http://www.winstonkotzan.com/

48 Comments

    • Oil Bubble Breaking? Barron's Outlines the Case, But the Argument is Weak [view article]
      the article downplayed some of the factors driving oil upward, including the fact that new oil is getting more expensive to extract and refine. Plus, they only suggested oil falling back to $100... quite possibly temporary at that. I would say $100 oil is hardly a busted bubble.

      Seems to me they used an intriguing headline to sell papers...       Jun 22 12:27 PM
    • Investing Into the End of the Hydrocarbon Age [view article]
      Electron age? I think we're a few centuries off from that utopia! I don't think people will catch on to the volt if it catches on fire like some of the initial tests. Jun 05 06:26 PM
    • Who's Really to Blame for Rising Oil? [view article]
      This article is nuts. We're out of the cheap, easy processing oil and are now moving to the sulfurous stuff that's difficult to extract. Processing costs alone are a reason that oil won't go down. Why is it so hard for people to understand that we have a finite supply of oil? There just ISN'T ANYMORE in the ground.

      All Americans care about is being able to go on their summer road trips and take their kids to the soccer game. Now a billion Chinese people are warming up to the same idea. Oil scarcity is a mega disaster in the works.       May 11 05:38 PM
    • When Will Solar Achieve Grid Parity? We're Already There! [view article]
      Interesting perspective, taking into account the environmental costs. However, what are the environmental costs of building a solar panel? What toxic substances are released from their production and disposal life cycle? Apr 21 03:11 PM
    • Homebuilders Emerge From the Penalty Box [view article]
      Part of it might be this tax loss carryback plan to rescue the reckless homebuilders: www.slate.com/id/21884.../

      It's a stupid initiative that will just keep feeding the oversupply of homes.       Apr 07 11:29 PM
    • Collapse of the BRIC Trade [view article]
      looking at that chart you probably could have easily said the same thing in July 06.... a small dip in performance is not a definitive "end". Just proves why taking profits while you are ahead is important in this type of market. Mar 31 09:02 PM
    • The Fed Underdelivers [view article]
      100bp??? Uh... you know they will probably have to stop cutting when it gets to zero, right? Mar 18 11:56 PM
    • Contrarian Indicator: Analyst Buy Ratings [view article]
      How creative... just when I thought people ran out of ideas to loose money faster. Mar 06 02:21 AM
    • Some Muni Bonds Appear Screaming Buys Here [view article]
      Munis may seem to have good value here, but don't fall for the long term value trap. There could be more to fall if we have an inflation catastrophe spurred by insanely low interest rates and stagflation. Mar 04 02:44 AM
    • Why Google's Vulnerability To Recession Is Good [view article]
      What a fallacy... just becuase its NOT a bad thing (an irrationally exuberant bubble) doesn't mean its ALWAYS going to be a good thing. They are still just as vulnerable to a stalled stock price as the former horsemen, including CSCO and MSFT. In case you haven't noticed, CSCO is also cyclical. Mar 04 12:50 AM
    • Don't Be Fooled by the athenaHealth Hype [view article]
      On top of that, with a short ratio of 10 I must not be the only one who holds this opinion. Mar 03 09:18 AM
    • Don't Be Fooled by the athenaHealth Hype [view article]
      Good points and I respect your disagreement. The company has a great story and great product. I would be long this stock, but my main reason for disliking it is valuation. Lots of tech companies sell a great product, but have crappy stocks due to all the good news being factored into the price too early. If management has a hiccup, it would not be good for Athena's share price.

      Take INAP for example. I really liked the whole CDN field. All of those companies have good revenue growth. However, their stocks traded at high multiples and they really got crushed in a price war.

      This was probably my gutsiest article so far because of the takeover possibility. But I think the dangers of owning outweigh a hopeful takeover.       Mar 03 09:17 AM
    • Google CTR Down Due To Click Area Changes [view article]
      But from what I understand, a lower CTR nevertheless translates to less revenue? Mar 01 04:14 PM
    • Time for Nuclear Energy and Uranium Stocks to Shine? [view article]
      Cameco is a Canadian company! Feb 29 01:50 PM
    • GE: Nuclear Growth Galore [view article]
      I think the $90 billion figure meant about $3.2 each for the 28 reactors. Plus... I don't think the Christian Science Monitor is a reliable source of journalism or science (but that's another story).

      Not a bad thesis. GE looks attractive right now on valuation.       Feb 27 04:57 PM
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