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jjmc2001's  Instablog

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Former banker to north american mining & energy industries and coal industry CFO. My initial training was as a financial analyst. My investment philosophy is to seek out fundamentally sound companies in industries that exhibit positive trends. Currently active in mortgage and real estate... More
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  • Baltic Dry Index showing improvement
    The BDI may have bottomed and appears to be firming.  Some reports say China is stepping up copper purchases and stockpiling at recent lower prices. Some of the dry bulk shipppers have seen increases the last few days albeit from very depressed levels. 
    Aug 30 11:20 PM | Link | Comment!
  • First Windows Phone Preview June 23 Pep talk by Mr. Elop

    This had to be an intentional release but Mr. Elop asks all employees to rurn off recording devices before they show the first Windows phone.  If you listen carefully to this speech there are some interesting tidbits.  e.g. the reference to the "China problem".  Obviosly there was a supply line problem in China that someone in management was reluctant to talk about.  As I have stated before I am long NOK.  While there are many reasons I went long I think this is a beaten down stock that has fallen to far.  The smartphone battle will be a long one and there will be multiple winners (other than AAPL) .  Further I believe that the entire supply chain of handheld devices is the growth story of the coming decade.  I see the handheld device as our personal portal to our digital world.  Obviously a small device will not be our sole computing device but it will enable us to connect with the rest of our data and apps wherever they may be.  Sharpen your wits investors this sector will be fun.

    Jun 23 9:38 PM | Link | Comment!
  • INTC bucking the downtrend today
    Chip maker INTC introduces a new three-dimensional transistor that it says would allow processors to operate on lower power while maintaining high performance.  On the heels of this announcement INTC showed solid strength on May 4 gaining 1.16% on an otherwise down day in equity markets.  Further today was the day INTC traded ex-dividend which should have dampened the stock price.  After two strong quarters the only criticism is the lack of strenght in the mobile chip market.  This new technology could remedy that perceived hole in the INTC product line and could finally move this rangebound stock higher.  I am long INTC and wish I had bought more when it dipped below $20 recently.
    May 04 6:59 PM | Link | Comment!
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  • $NAT does another offering. Herb just can't help himself. Issues more shares every time the stock rallies.
    Nov 21, 2013
  • $PCL is hitting it out of the park on their conference call. Up 3.36% after hours.
    Jan 28, 2013
  • NOK up over 5%. Perhaps a dead cat bounce or just dragged up by the market. NOK longs still waiting for any news on revenue.
    Dec 20, 2011
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