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  • FireEye: Acquisitions And Innovation Could Surprise Higher  [View article]
    FEYE is somewhat similar to CRM (Salesforce.com) in its high multiple---they are the industry's disruptive leader continuing to innovate while acquiring advanced technologies and processes--they are earning their valuation while executing brilliantly. Compare Symantec vs FireEye to Oracle vs Salesforce.com. Old legacy technology/lethargic organization vs superior/better technology, better business model, better execution, ala, disruptive new player in a huge growing market. Plus, David DeWalt is a very capable CEO. I agree with: "On expected revenue of $950 million by 2016, my three-year target is $160 on a enterprise to sales multiple of 20 times."
    Mar 19, 2014. 11:57 AM | Likes Like |Link to Comment
  • Austex Oil Limited - Set To Flourish In The Year Of The Snake  [View instapost]
    I've personally walked the AusTex Snake River fields with the company's CEO, Rich Adrey. This is a well managed drilling operation with exceptionally well positioned land lease rights utilizing advanced extraction technologies. I invested LT as a result. Also hold a LT position in XOM.
    Feb 28, 2013. 10:06 AM | Likes Like |Link to Comment
  • Exxon Mobil: What The Numbers Say  [View article]
    XOM, one of the best managed, best operated companies on the planet. Dividend reinvestment program is best way to go--lowest risk all around, best returns. Long on XON/XOM since 1978.
    Jan 31, 2013. 10:11 AM | 3 Likes Like |Link to Comment
  • The Bakken And The Mississippian Lime: A Comparison  [View article]
    very detailed and accurate comparison. Nicely done. Let's see if Mississippi Lime generates better returns based on lower extraction costs, and hopefully strong volume flows--in a shorter timeframe.
    Nov 9, 2012. 07:35 PM | 1 Like Like |Link to Comment
  • Shun Google Until Management Is Replaced  [View article]
    recently sold AAPL. Smart move, very well timed.
    Feb 23, 2012. 10:09 AM | 1 Like Like |Link to Comment
  • Apple And Exxon: Only One Is A True Long-Term Play  [View article]
    interesting and insightful comparative assessments, though judging by the feedback somewhat controversial. The greatest risk to APPL is Steve Jobs absence and the unquestioned difference he made in advancing innovative leadership. His vision and ideas will diminish as his projects are introduced into the markeplace over the course of the next 2 quarters. There will never be another Steve Jobs and Apple's current market cap reflects this leadership and vision. Few would recognize XOM CEO's name (Rex Tillerson) but XOM's risk component is low and its reward returns consistent and easily measureable over many forward looking quarters. I agree with Spencer's conclusion of XOM as a better LT play but for the reasons cited above. Disclosure - I've held XOM for some 37 years and worked w/ Steve Jobs at NeXT prior to his Apple return. I hold no APPL stock.
    Dec 5, 2011. 01:54 PM | 2 Likes Like |Link to Comment
  • Oracle (ORCL) has stoked some controversy in the tech world by canceling a keynote due to be given today by Salesforce.com (CRM) CEO Mark Benioff at Oracle's OpenWorld conference. Oracle could be upset about Benioff's recent dismissal of its cloud offerings as a "false cloud," though some tech pundits seem to be in agreement. (I, II).   [View news story]
    Oracle's actions worked in Marc Benioff's favor--he's getting far more attention and press than his keynote speech would ever had! Salesforce.com is headed to the stratosphere.
    Oct 6, 2011. 10:55 AM | Likes Like |Link to Comment