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  • Tesla: Actually, Consumer Reports Just Reiterated The Bear Case [View article]
    Thanks for the first comment in this thread that is not about g-forces. An automobile company is not a software start-up. As long as they are selling everything they make and rolling out progressively cheaper models, I think they will build a continuously larger customer base that will eventually yield a reliable profit stream. Tesla appears to get money when it wants it. I haven't seen a credible case yet for a direct competitor, and the SF Bay Area is overflowing with their product!
    Aug 27, 2015. 08:30 PM | 5 Likes Like |Link to Comment
  • Ooma - Been There, Done That [View article]
    I haven't researched Ooma's financials, but I used and discarded Vonage years ago when their prices rose, and went to Comcast. Six months ago as their price rose above $40/month, I dumped their service, kept my number, and spend ~$120 on the Ooma box. Since then, my monthly bill has been $3.50 and the service has been completely perfect. All I did was plug their box into my Comcast modem-router port and existing home hardwired phone lines. No TV is involved.

    I hope the company gets profitable!
    Jul 20, 2015. 07:18 PM | Likes Like |Link to Comment
  • Energous Works To Keep Air In The Balloon [View article]
    As I understand this technology, it beams energy, I assume a sine wave, at individual devices. A chip on the device rectifies it into direct current that charges the battery. The sine wave could be a very narrow band signal that would produce little interference, assuming not much else was using its frequency. If it contains any significant amount of power, however, it could pose a radiation hazard.

    I've seen no comments on this issue, except that the technology is intended to charge cell phones and tablets.
    Mar 23, 2015. 04:19 PM | Likes Like |Link to Comment
  • Apple's iWatch Counting Down To The End Of The iPod [View article]
    What the "iTime" image says to me is that Apple could build a series of bands (wrist band, bicep band) that serve as mounts for a class of devices that could include a basic iPod, an iWatch, or iphone. The bands could be rendered as plastic for kids and as jewelry for adults who crave Apple bling!
    Jul 28, 2014. 07:11 PM | 2 Likes Like |Link to Comment
  • Apple: iPhone's Growth And Market Share Declining? Not Really [View article]
    Excellent article. I also think people should consider the Apple ecosystem. They are the app leader. I understand that developers create apps in iOS and then convert them to Android, because iOS easier to work in. Reviews of the latest Samsung product (WSJ 6/24, Galaxy Tab S) cited "sloppy software."

    Beyond developers, there are certain ecosystem capabilities, such as secure payments that, if Apple performs as in the past, will provide excellent user experience and result in high growth in transactions. Payments, music, video, the cloud, cloud apps and tight integration of all devices create many potential revenue streams that will probably eclipse phone and tablet hardware revenue in the future. Having tried an Android tablet before moving to an iPad, I immediately saw the usability difference.
    Jun 24, 2014. 08:40 PM | 3 Likes Like |Link to Comment
  • Here's Why Cree Is A Better Buy Than General Electric [View article]
    I don't consider CREE and GE at all equivalent investments. GE makes gas turbines, locomotives, and so many other products that you cannot bet on their LED product lines to move the stock.

    CREE is an excellent pure play, but if you want to evaluate their competitive threats, look at Phillips, which has a very broad LED product line, and various Chinese manufacturers, some of which undercut CREE pricing.

    May 28, 2014. 03:22 PM | 1 Like Like |Link to Comment
  • Can Cree Hurt General Electric's Multi-Billion Dollar Market Opportunity? [View article]
    I like Cree for the pure play and unsaturated long-term, and possible acquisition, as can be inferred from the comments on GE. I also buy their bulbs. Try the BR 30 (~$20) flood for room lighting.
    Oct 23, 2013. 02:30 PM | 1 Like Like |Link to Comment
  • American Capital Agency: What Matters In A Duration-Hedged Environment [View article]
    Excellent article. Not having prior experience, nor used or studied the terminology, I get the concept, but could not follow without going to wikipedia for the terms--and that is a lengthy process for a trader! I understand stocks, options and bonds. Is there a primer that extends one's base knowledge to MBS behavior, swaps, swaptions, "TBA" and repo's, or does this require a graduate degree? :)
    Sep 10, 2013. 07:37 PM | Likes 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]
    Made money today because my shares in several mREITS were protected with options. It's useful to know how to use "protected puts."
    Jun 20, 2013. 10:08 PM | Likes Like |Link to Comment
  • American Capital Agency Corp. Declares Second Quarter Dividend Of $1.05 Per Common Share [View article]
    I'm long all my mREITS options. Interesting to me is that IVR, RSO, and NYMT all held their dividend, TWO dropped theirs 3.1%, ($0.01) and, with today's announcement, we see dividend drops of -11% at MTGE and -16% at the loser (bellwether) of the group, AGNC. All stocks have established bottoms. If the worst is over, and if the ebullience of the mREIT spokespeople turns out to be prescient, we could see a long, slow, profitable uptrend in these stocks.
    Jun 19, 2013. 03:20 AM | Likes Like |Link to Comment
  • With interest rate fears subsiding until at least 8:30 tomorrow morning, mREITs (MORT +1.9%) get a breather. Leading higher were American Capital (AGNC +3.4%), (MTGE +1.1%), Chimera (CIM +2.7%), Hatteras (HTS +2.4%), CYS Investments (CYS +1.9%), Javelin (JMI +4.7%), and Annaly (NLY +1.9%). One theme from conference presentations this week: Most have taken advantage of widening spreads to buy - if rates come in, they're set to profit. [View news story]
    AGNC and MTGE are likely to declare dividends on Friday or Monday. If their comments that the earnings issues were one-off occurrences and the future looks good, then they can prove themselves by maintaining the dividend. That event would rally the entire sector.
    Jun 6, 2013. 09:49 PM | 2 Likes Like |Link to Comment
  • Buy the (big) dip in the mREITs, say both KBW and RBC Capital. "We think the bond market has over-reacted and mREITs have over-reacted to that over-reaction," says KBW (presumably Bose George). Stocks to buy if the Fed cuts back earlier-than-expected: CMO, HTS, MFA, ANH, DX. Stocks if the Fed continues with the status quo: AGNC, NLY, WMC. RBC favors NLY, MFA, and HTS, but warns AGNC's higher leverage magnifies losses as well as gains. The sector (MORT +1.1%) is continuing with yesterday afternoon's bounce. [View news story]
    AGNC should declare their dividend the week of June 3. If they hold it, I expect it to snap back. If not, we haven't seen the low.
    Jun 2, 2013. 07:53 PM | Likes Like |Link to Comment
  • Penny Stocks On Fire Today Include Punchline Resources, Ltd (OTC: PUNL), NightCulture, Inc. (OTC: NGHT) And Southridge Enterprises, Inc. (PINK: SRGE) [View instapost]
    PUNL and INDG are pump & dump schemes. Look at INDG now!
    Sep 17, 2012. 06:03 AM | Likes Like |Link to Comment