frank .. i agree with everything you say ... BUT the part about the squirrel ... it has long been held
that squirrels bury nuts and cannot find them .. it has been generally accepted that if each
squirrel buries enough nuts , then all squirrels will probably find some ...
NOT SO .. once again , nature fools us .. what the squirrels do is bury the nuts when they find
them , late summer ,early fall , then , in the Spring when they sprout , the squirrels can readily
fine the seedlings , pull'em up and get the nut , usually with the shell already broken .. my former
neighbor put me onto this and the next spring i watched the squirrels and that's just what they did ...
sooooo , other than that .. bill is more like the broken clock ... g
stock analysts are no different then either men or women trying to hook up at a dating bar ..
you certainly do not get what you see ...
just listen to all of the analysts and add their inputs to your own DD ....
OR .. it just could be that smaller volumes generate bigger price moves .. this thing has been selling off for
quite a while ... also , if there are not enough bids in sight , many sellers will hold off , hoping for less downside
by their selling actions ... have to believe that bids are scarce until you get a long way down .. .garce
1/2 is a bit conservative ... more than likely the comebacks will be closer to 80% .. g
you are correct , which means that different perspectives are in order ....
the big question that i have had , is why in the world has T and VZ been bowing to pressure from the
little guys with respect to price wars ??? going down a few levels , we can find a plausible answer ..
one thing that both T and VZ have to be cautious about is a visit from the Treasury dept , babbling about
anti-trust .. neither of them can afford to bury the small fry .. sooooooo , in order to maintain the perception
of actual competition , they have to allow the little guys to breathe ... Just like the Saudis and oil , VZ and
T could slash prices to the bone , drive out competition , then go on their merry way , until the
treasury tells them to split up or else ... for both T and VZ , this little price skirmish is a short term ,
minor deal ... garce
i guess that must be a pretty big boat .. i enjoy Cramer and get a lot from his rants , NES(or HEK) was
the first time that i actually bought anything , taking Cramer as the lead ... no more .. i'll listen to
Cramer , but rely on my own DD .. the problem with HEK was that i lost patience and bought
too soon and a bit too much ... took a 50% haircut and moved on ... I keep watching , just to test
my thesis ... I have also watched 3 others ... A123 , MCP and BIND , without buying .... i have
never shorted , but am considering doing such , but i want to feel pretty confident that i can spot
the long term decliners ..
I also do not get too granular with NES .. where has the recent insider buying come from ??
Personal money ? exercising options due to expire ? Money borrowed from the company ? ..
it wouldn't be the first time that execs were able , somehow, to use money borrowed from the
company to make their own purchases .....
I always view "insider anything " as a media red herring and ignore those actions ... g
an orgy with NES ....
for all of those pointing to mgmt stock purchases .. i will assume that you have all worked somewhere ..
what was / is your view of mgmt ?? are they smart ? most folks will answer no .. so i don't put any
credence in "insider buying" ... garce
Gary ... you might want to take a look at Emagin corp ... a small , tech development company .. working
on OLED technology , specifically , OLED on silicon ...
OLED technology is poised to go mainstream , actually has already begun , but products are steeply priced.
Over time (probably within the next 10 years) OLED tech will replace every screen on earth , Emagin is
engaged in microdisplays ... OLED general lighting is just being rolled out this year ....
OLED technology has a huge temperature operating range , emits white light and takes a fraction of
electricity , compared to LED which sips current
Much OLED development has come from large companies and might not move their needles all that
much , as they need to keep replacing their older technologies to hold market , but there are definitely
a host of smaller companies that will win big (most will bust ) .. either selling out to the big guys , or
maybe have some key patents to license ..
Emagin makes the guts , the screens , currently selling to defense contractors to sell to military , though
the military is not yet ready to make large purchases , as they keep pushing the spec envelope to get
better products .. later .. garce
i seldom have knowledge of when fish will be feeding ... so i keep my lure in the water ....
we should have enough ice by next week , so it'll be keeping my jig in the water .. lol
Bill ,yer outta yer depth there ... you don't know Rock at all ....
That's an absolute shame .... it used to be they spent their money on beer and booze , now it's drugs ?
what's next ?
that's a bonus ... and a very nice employer ... i was aghast 20 years ago , to learn
that some companies gave 1 option .. their own stock ... g
and then you argue with the experts ... bill , you are conflicted ..
start taking some long walks ...
i never let margin rise above 25% , usually it's between 10-15% ..
most of it is there because i withdrew cash , not so much to purchase
equities ... just because you can margin up to 50% is certainly
not a reason to do so ... those calls are painful .. g
an update on fundamental analysis ...
by now , everyone knows that oil prices are crashing and very likely to go much lower ...
the basic materials required for OLED production come from oil ...
Emagin should see much cheaper material prices , will this add to the bottom line ????