I am formulating a new thesis, one that will be revealed over the next week or two. After my refinery thesis, I’ve been drifting in the wind–a feeling that is not desired by “The Fly.”
Looking over some screen, in search for value, the billion dollar question came to mind.
Are these value traps or bargains?
What do you think?
Thanks for the list, Fly. Will have to look at their charts & at their fundamentals. At least some of these HAVE to be bargains, especially on a longer time frame.
Brave new worlds will be in 3-D printing and graphene. Both businesses will exceed expectations for mobile, social media, the pending PC dystopia, biotech, etc. Mark my words. $$$ to be made.
any thoughts on hum? been thinking about it for a little while now
Off topic……
Was just watching clips of the VP debate and caught a couple things. If you get time sit down and watch it again. Specifically, pay attention to how often Biden blinks and how he gestures with his hands.
Unless I miss my guess entirely and 30 years of dealing with the general public have led me astray, Biden was not only as nervous as a cat in a dog pound but also lying through his teeth on nearly everything he said.
When I have observed those mannerisms in people, it has proven time and again the the person displaying those outward signs was either concealing something from me or else trying very hard to believe something that was not true.
http://www.psychologytoday.com/blog/spycatcher/201203/the-truth-about-lie-detection
“Starting in 1971, when I first started studying the subject, I have heard of claims of individuals being able to detect deception based on behavior such as when someone avoided eye contact, looked up and to the right, touched their lips while speaking, cleared their throat, or displayed micro expressions. Instructors both in law enforcement and even researchers came in and lectured us young FBI agents about deception armed with videos of someone who touched their nose or covered their mouth when lying, or they showed signs of contempt as if that were scientific proof of deception. They were wrong and they were also incorrect in insisting that they were right; an anecdotal vignette of a person as they perform a behavior when lying is not science. It is interesting, but it is not science nor is it reliable. There are other times when the person uses the same behavior merely to relieve or reduce stress based on circumstances (e.g., in a police interview or the person is worried about getting to work late during a stressful traffic stop) and they are not lying but those are never shown.”
Value Trap..but if the Claims continue, then the cocaine will continue.
It’s a trap!
http://cache.ohinternet.com/images/b/be/Ackbar.jpg
But actually some of these do look like good bargains. Notably BTU.
Looks like the dark end of the ghetto to me, but what do I know?