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stang1969

stang1969
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  • Though many on the Street aren't happy with Intel's (INTC -6.3%) plans to invest heavily in 450mm chip wafer lines, the company might have little choice. "If you stop, TSMC and Samsung close the gap - and you're toast," says Bernstein's Stacy Rasgon. All 3 companies invested in ASML (ASML) last year in part to further 450mm development. Some might be more comfortable with the spending if there were more signs Intel's efforts to boost demand for ultrabooks/convertibles using relatively costly CPUs are paying off - CES dispatches on Intel-powered gear were often critical. (more[View news story]
    Could you write a thesis on a tablet? Can you imagine having multiple windows open with your research while writing your paper on a 9.7 inch display? Tablets are great for media consumption they are terrible for real work.
    Jan 19, 2013. 02:13 AM | 8 Likes Like |Link to Comment
  • Kinross Gold: Low Debt And An $11 Price Target [View article]
    Great work, great research and well put together. Thanks!
    Mar 30, 2013. 01:44 AM | 1 Like Like |Link to Comment
  • The bounce in precious metals continues, gold (GLD) +1.6% and silver (SLV) +2.1% as buyers of the physical apparently used the rout to load up and - if anything - global central banks are leaning towards even easier monetary policy. A survey shows low bond yields are no longer doing it for central bankers and they're now looking at loading their balance sheets with equities. [View news story]
    No, the chart is long term bullish short time bearish. You just need to redefine your definition of time. If we look at the velocity of the money supply from any angle we can see how it does overall correlate with the price of gold. Further, do you expect the US to sit by while Japan and other nations improve exports. We will continue with QE well beyond what we've seen to date because it will mean jobs and without it our exports will shrivel to nothing. To short gold and silver at this time would be a massive mistake.
    Apr 25, 2013. 10:24 AM | Likes Like |Link to Comment
  • More Einhorn: A new bearish thesis, Greenlight has shorted a number of stocks in the iron ore sector, believing the billions miners have spent growing capacity is coming online as global demand growth for steel fades. The big late-year rally in iron ore prices - and stocks like RIO, BHP, VALE, CLF, to name a few - looks to have made a good entry point. [View news story]
    The Chinese Iron ore inventories are already a full 30 percent below their levels from a year ago. They stabled out in December but have not risen. I do not see them going much below this. The demand for Chinese Steel is expected to grow at over 3 percent for the coming year. Not diminish as this article seems to indicate. I fully expect the iron prices to maintain or possibly raise slightly higher for the near future.
    Jan 24, 2013. 05:56 AM | Likes Like |Link to Comment
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