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IQ US Real Estate Small Cap ETF Message Board

nitrene 7 posts  |  Last Activity: Jun 24, 2016 3:30 PM Member since: May 9, 2002
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  • Reply to

    Good time to buy in?

    by redcoatwright Jun 24, 2016 7:30 AM
    nitrene nitrene Jun 24, 2016 3:30 PM Flag

    I bought 500 sh @ $17. Its worth a speculation. I think it will probably go a little lower next week especially Monday.

    I think further referendums will be more difficult because UK had its own currency whereas the other EU countries are tethered to the Euro (The Swiss are like the UK so they may well leave).

    Sentiment: Strong Buy

  • Reply to

    Mr. Wonderful

    by cashewking05301 Apr 16, 2016 4:09 PM
    nitrene nitrene Jun 14, 2016 6:02 PM Flag

    48 basis points for a rule based index? That doesn't make sense unless the rules change frequently and they need manual intervention aka alpha spiking. So its almost like a quasi active fund.

    It is a good fund though. I own quite a bit of it since it has too many stocks to create it yourself (~130 so you would need $200-$300K to equal it via brokers).

    I also own NOBL & DIA. Liquidity concerns me (125K/day) but hopefully it gains popularity which would increase volume.

    Sentiment: Buy

  • Reply to

    STX Technology strategy

    by rlolsen_1999 Jun 2, 2016 10:28 AM
    nitrene nitrene Jun 2, 2016 1:59 PM Flag

    I think Seagate's problem will still be selling good flash disks. It will be tough to compete with HGST & Intel, although their Nytro XP6500 Flash product looks promising and it is close to the Virident FlashMAX III performance (but not as good as the Ultrastar SN150 or the Intel DC P3700).

    I think however that they will probably have to go to NVMe eventually (their Nytro disks are PCIe but not NVMe driver compliant).

    Sentiment: Buy

  • Reply to

    STX Technology strategy

    by rlolsen_1999 Jun 2, 2016 10:28 AM
    nitrene nitrene Jun 2, 2016 12:43 PM Flag

    [Caveat -- I also own WDC]
    I agree mostly. I don't see what WDC gains from buying Sandisk. Seems like Sandisk mainly caters to low margin consumer products. Their consumer SSD (SATA III) is pretty good -- probably second tier vs. Intel & Samsung. Their prosumer & Enterprise SSDs are mediocre. Intel/HGST is the best for Enterprise and Samsung is the leader in prosumer SSDs. Samsung Enterprise SSDs are mediocre as well.

    Really I wish Intel would spin off their IO division. That would be the best single bet on IO you could get. I owned OCZ & STEC stock when they were public and before their margins collapsed a few years ago (and fraud charges against OCZ management, unfortunately).

    I read up on Reduxio technology and it seems very innovative with their snapshot every second software. Interesting that their flagship product uses eMLC SSDs instead of NVMe flash which is a lot slower but has more durability I think (10-25 DWPD vs. 3-5 DWPD [DWPD=Disk Writes Per Day]). Actually SLC has the best durability which is still used by Toshiba's high end SAS SSDs.

    Anyway the Reduxio product isn't really a new concept. The people I know who work in Enterprise IT have been using the hybrid model -- data storage with SAS NL drives & caching with SSDs -- for a while. Especially with the advent of these CoW filesystems on Linux/BSD -- first with ZFS and now with BTRFS -- taking instantaneous snapshots have become very useful.

    By the way Intel is a stakeholder in Reduxio as well.

    Sentiment: Buy

  • Just broke the 100-day SMA. Should be good if it can maintain this level at the close. It also broke above the 33% retracement line from 91 -- 44. It should reach the 50% retrace which would be about $68. It could even reach the 66% retrace which would be $75.

    Also Biotech & Financials benefit from a potential sector rotation if the Fed starts to really raise interest rates.

    Sentiment: Buy

  • Why did management skyrocket their dividend payments 350% over 4 years? That seems very foolish. They should have just increased it like 10-20% per year. And how are they going to pay $195 million per quarter if they're only making $50-$100 million?

    Sentiment: Hold

  • Reply to

    Seagate - poised for failure in SSDs

    by semiconductorgenius May 29, 2016 12:39 AM
    nitrene nitrene May 31, 2016 2:33 PM Flag

    I use a lot of Enterprise SSDs mainly for database queries I run. I can tell you that the best SATA III SSDs are by Intel and a distant second & third is Micron & Samsung. The best SAS SSDs by far is made by HGST and I'd say Toshiba is close second -- Samsung has very few SAS SSDs. I use these because they are cheap on the used market aka eBay.

    The future, however is in the NVMe flash drives which are dominated by Intel & HGST (based on old Virident technology). These NVMe drives have IOs that are 5-10 times as much as the old SATA SSDs. I think the HGST FlashMAX drive even does 3-4 Gb/sec reads.

    Anyway, Seagate's SSDs are indeed mediocre. They are expensive and have middling performance -- similar to the Micron SSDs which are mediocre as well. None of this matters right now since they can continue to sell Enterprise disc drives to the Cloud/Rack/NAS/SAN market but eventually it will matter when flash becomes cheap enough but that could be quite a while.

    Sentiment: Hold

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