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  • Is Westport Innovations Really Headed In The Right Direction? [View article]
    This is probably the worst piece of writing that I have come across on this topic. The author is shying from taking a position or even stating an opinion - the facts are incorrect and conclusion logic is faulty. He fails to acknowledge the last quarter performance or give credence to the fact that $WPRT is delivering ahead of the path it laid out a year or so ago.
    Jun 20, 2014. 01:28 PM | 1 Like Like |Link to Comment
  • Arena extends losses as Piper slashes estimates [View news story]
    Did Edward Tenthoff also downgrade Lehman bros when he was an anlyst there? Or did he just ride the bandwagon like he did on $ARNA
    Oct 1, 2013. 02:02 PM | 1 Like Like |Link to Comment
  • Mortgage-backed securities continue their tumble, the yield on Fannie Mae issuance up another 8 bps to a 20-month high of 3.29%. The "violent" reaction to the "moderate" shift in Fed message proves the market was "all-in" says TCW's Bryan Whalen. The slide in MBS prices eventually might make for great opportunities for mREITs (REM -3.9%), but for now book values may continue to deteriorate. American Capital (AGNC -4.8%), MTGE>>, Armour (ARR -3.9%), Invesco (IVR -4.4%), New York Mortgage (NYMT -5.1%), Apollo (AMTG -4.8%), Javelin (JMI -4.7%). [View news story]
    I bought some $IVR. Feel like the Fed shift towards interest rates is over-rated the economy is not going to keep pace with Fed projections and as Fed does not taper (per market projections) this would cause a rate reversal.... it could take time for this to matrialize. Meanwhile, the dividend return is good for this this Qtr.
    Jun 21, 2013. 12:33 PM | Likes Like |Link to Comment
  • Arena NOLs Will Come Into Play Soon [View article]
    Good insights - the author has taken the pains to highlight the inherent value in the form of tax shelter for the company - not small amount by any standards ...
    May 20, 2013. 08:42 AM | 2 Likes Like |Link to Comment
  • Catalysts Abound For GT Advanced Technologies, Above And Beyond The Google X Phone Screen [View article]
    Sapphire screens are great for consumers $10+ in manufacturing costs is a good tradeoff versus the cost of ownership from a consumer point of view. However, If I am a phone seller - it would reduce replacement demand for the phones since majority share of of demand to upgrade or replace a phone is primarily due to broken screens.

    Unless one manufacturer promotes this a differentiating feature - in which evry1 else will be compelled to build this in ... possible !
    Apr 19, 2013. 01:05 AM | Likes Like |Link to Comment