I am long the very best of stocks. My timely exit from part of my FRO position was worthwhile, seeing today’s action. I am very bullish on a few names: AMBA, YGE and IMMR. I have lots of stocks, some are good, others are great. IMMR is great.
Come get your haptic smack, five fingers striking your face like an african drum.
It pains to say it, but AAPL is dead. The company is being destroyed by Tim Cook. Samsung is doing it. IMMR is your play on the Samsung juggernaut. If you’re not familiar with IMMR’s technology, become acquainted. There are very few IP companies that actually bank coin. VHC wishes they could be doing what IMMR is doing, with regards to signed royalty agreements.
All that aside, I’ve been trying to find another stock to buy, but nothing strikes me as good. I do like FXCM, especially since currencies have gone wild.
For now, I am in a holding pattern. My gut tells me we sell off post Fed.
Oh by the way, the pinless hand grenade action in gold and silver will place some junior miners into receivership. NAV’s are dropping rapidly and credit downgrades are imminent.
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Yes. Junior miners can and will go bankrupt.
Fly, does pin action there lead to continued weakness for cos. like CAT, TEX, and JOY? (those are at least some of their customers)
Or, is CAT’s primary weakness coming from losing out to Japanese competitors like Komatsu and Mitsubishi Heavy?
good question. I don’t have research on it. So many managers are in disbelief of the gold collapse to come and feel the miners are “washed out” and buyable down here.
I believe they are death spiraling.
obviously the world is moving away from gold/silver currency & moving into plastic currency (MA, V)
http://www.youtube.com/watch?v=PSxihhBzCjk
I don’t know about a death spiral. Many are restesting prior lows again. It’s wait and see as far as whether they are buys at present.
you gotta see a few miners go bankrupt to create the conditions for a bullish run. Once metal crashes to $1200 (or better yet $900) and some miners go bankrupt, the competition is out of the way and the production is decreased creating the condition for those still around to grab much larger market share and decreased production leads to higher metal prices which will be very bullish…
Until then it’s bearish.
Gold’s stock-to-flow invalidates that thesis… at least when applied to gold miners. That and the big boys won’t be going bankrupt; it’ll be the marginal producers that bring little-to-nothing to market anyway. Price can go down much further than $900, though I don’t see that any time soon.
AAPL is just too proud to come out with a larger iPhone. Such a shame.
My Blackberry Z10 has a big screen and I love it. I don’t even use my laptop anymore.
Was visiting China and Taiwan on a business trip and it’s just easier for people to write Chinese on bigger phones. Saw a good amount of S3s while over there.
Own a iPhone 5 myself and I think a 4.5″ screen would be perfect.
I wonder if IMMR supplies the haptics for the new Astin Martin Vanquish…sweet ride.
CAT and DE are a bigger tell than these silly, no volume ramps
GY,,,way high,,but if any weakness,get some
Oh and I am not a Liverpool or Chelsea supporter, but the way the Liverpool fans were still singing You’ll By no means Walk alone when their team was losing and the game was almost finished was beautiful. Big respect.
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