Comments on: “One Company Dominates the Future” Oxford Club http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html Frustrated or intrigued by email teasers from investment newsletters and advisers? We solve them and track their performance here ... so stick around, participate and subscribe (it's free)! Sat, 21 Nov 2009 04:01:25 -0600 http://wordpress.org/?v=2.8.4 hourly 1 By: jeff furlong http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html/comment-page-1#comment-3189 jeff furlong Fri, 23 May 2008 04:30:48 +0000 http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html#comment-3189 thank you.I just discovered your website,and it is just what I have been trying to do the past 5 years.I subscribe to 2 agora publicationd,oxford and Xcelarated profits report and once held stansberry and and some others so I get alot of the teasers in my email daily and will be coming back to gumshoe ALOT.if only I had more than 7k in my brokeragee account i wouldn`t have to keep selling holdings(nuan) to buy what I think is a 'better" or "quicker" way to riches. Thanks Travis,heres to the future, Jeff thank you.I just discovered your website,and it is just what I have been trying to do the past 5 years.I subscribe to 2 agora publicationd,oxford and Xcelarated profits report and once held stansberry and and some others so I get alot of the teasers in my email daily and will be coming back to gumshoe ALOT.if only I had more than 7k in my brokeragee account i wouldn`t have to keep selling holdings(nuan) to buy what I think is a ‘better” or “quicker” way to riches. Thanks Travis,heres to the future,
Jeff

]]> By: Hugodog http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html/comment-page-1#comment-3081 Hugodog Sat, 17 May 2008 19:57:43 +0000 http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html#comment-3081 Ok, back to the original subject. I have owned NUAN prior to its merger with Scansoft, and owned Scansoft prior to the NUAN merger...so I am into it from $2 and $4. Nuan 's technology is from the original Lernout and Hauspie (I owned them, too, and took my profit before it blew up, but followed the people and tech when it ended up with SSFT or NUAN - sorry can't remember which). Personally, I am holding on for the ride. Speech recognition is everywhere- autos, airlines, even the brokerage industry. There is translational software coming out and if you you at the need for hands free delivery of information from the loading dock to auto navigation systems, as well as supporting the millions of people with arthritis and other crippling diseases who want to stay online...I think there is a huge market for growth. If you look at Microsoft's cash or Cisco, I think NUAN will become a great stand alone growth story or someone else's lunch. Imperfections aside, they are years ahead of the competition, strong on research, and allow the user an opportunity to multi-task. Just my opinion. I have added to my original positions again on the dip around $15, and will not sell anytime in the near (1-2 year term) as I think the speech market is going to continue to grow. Ok, back to the original subject. I have owned NUAN prior to its merger with Scansoft, and owned Scansoft prior to the NUAN merger…so I am into it from $2 and $4. Nuan ’s technology is from the original Lernout and Hauspie (I owned them, too, and took my profit before it blew up, but followed the people and tech when it ended up with SSFT or NUAN – sorry can’t remember which). Personally, I am holding on for the ride. Speech recognition is everywhere- autos, airlines, even the brokerage industry. There is translational software coming out and if you you at the need for hands free delivery of information from the loading dock to auto navigation systems, as well as supporting the millions of people with arthritis and other crippling diseases who want to stay online…I think there is a huge market for growth. If you look at Microsoft’s cash or Cisco, I think NUAN will become a great stand alone growth story or someone else’s lunch. Imperfections aside, they are years ahead of the competition, strong on research, and allow the user an opportunity to multi-task. Just my opinion. I have added to my original positions again on the dip around $15, and will not sell anytime in the near (1-2 year term) as I think the speech market is going to continue to grow.

]]> By: StockGumshoe http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html/comment-page-1#comment-2959 StockGumshoe Tue, 13 May 2008 12:00:24 +0000 http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html#comment-2959 Hi folks. Fish, advertisers have no influence over editorial here at stockgumshoe.com, though I don't know which "wonder picks" ad from the Fool you're talking about -- they have so many ads out at any given time. If it's the same one Michael Tucker asked about, I did write about that one a couple months back -- you can find it here: http://www.stockgumshoe.com/2008/03/motley-fool-10x-bigger-than-the-internet-4-alternative-energy-plays.html Hi folks. Fish, advertisers have no influence over editorial here at stockgumshoe.com, though I don’t know which “wonder picks” ad from the Fool you’re talking about — they have so many ads out at any given time.

If it’s the same one Michael Tucker asked about, I did write about that one a couple months back — you can find it here: http://www.stockgumshoe.com/2008/03/motley-fool-10x-bigger-than-the-internet-4-alternative-energy-plays.html

]]> By: M Tanner http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html/comment-page-1#comment-2951 M Tanner Tue, 13 May 2008 04:55:18 +0000 http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html#comment-2951 A note of caution in the face of the current solar storm: This quote comes from Canacord Capital's daily newsletter for Monday, May12, 2008: "Put away the darts. Twice as much produced as needed – this is what an analyst at Citi Investment Research believes will happen in the solar cell sector in 2010. In particular, Citi, which initiated coverage on the U.S. solar sector Friday, said they feel very few solar company models are equipped to stave off what Citi sees as >60% excess cell supply in 2009, and as much as 100% in 2010. While a benign pricing environment could persist for another few quarters, Citi thinks it'll decline by ~20% in 2009 and even more in 2010, driven by downside risk to subsidy programs in Germany (and especially Spain) exacerbated by big ramp in cell supply starting in 2009, worsening in 2010. As a result of these predictions, Citi believes there will be a shakeout in the solar sector and that stock-picking will become more and more important (put down the darts). Citi isolated and praised First Solar, saying it is one of the few companies that will weather sharp price declines, and went a step further, predicting that the thin film solar module maker will achieve unsubsidized installed cost parity with the power grid by 2012 – a full two years before peers – while maintaining >50% gross margin through 2010, or twice peers. Also on Friday, Citi came out more or less neutral on SunPower (SPWR) and bearish on Evergreen Solar (ESLR)." A note of caution in the face of the current solar storm:

This quote comes from Canacord Capital’s daily newsletter for Monday, May12, 2008:
“Put away the darts. Twice as much produced as needed – this is what an analyst at Citi Investment Research believes will
happen in the solar cell sector in 2010. In particular, Citi, which initiated coverage on the U.S. solar sector Friday, said they feel very few solar company models are equipped to stave off what Citi sees as >60% excess cell supply in 2009, and as much as 100% in 2010. While a benign pricing environment could persist for another few quarters, Citi thinks it’ll decline by ~20% in 2009 and even more in 2010, driven by downside risk to subsidy programs in Germany (and especially Spain) exacerbated by
big ramp in cell supply starting in 2009, worsening in 2010. As a result of these predictions, Citi believes there will be a
shakeout in the solar sector and that stock-picking will become more and more important (put down the darts). Citi isolated and praised First Solar, saying it is one of the few companies that will weather sharp price declines, and went a step further, predicting that the thin film solar module maker will achieve unsubsidized installed cost parity with the power grid by 2012 – a full two years before peers – while maintaining >50% gross margin through 2010, or twice peers. Also on Friday, Citi came out more or less neutral on SunPower (SPWR) and bearish on Evergreen Solar (ESLR).”

]]> By: Michael Tucker http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html/comment-page-1#comment-2950 Michael Tucker Tue, 13 May 2008 04:31:40 +0000 http://www.stockgumshoe.com/2008/05/one-company-dominates-the-future-oxford-club.html#comment-2950 First Sir, I must tell you: As an ex-homeless person trying to double his small IRA every year so he can retire before he is dead, your "Gumshoe" is the one thing I look forward to in my e-mail every day. Now: on to the question? Today’s Motley Fool newsletter- from Carl Hendley - had this article on emerging energy technologies [from the piece: “BusinessWeek calls alternative energy "Wall Street's new love affair."] ifto recommend three stocks in three different aspects of it – with a tremendously long intro to the hook… paragraphs such as: “Wall Street's elite are RIGHT NOW betting billions on alternative energy! According to The Economist, total investment in alternative energy last year was $63 billion, up from $49 billion the year before, and up from $30 billion the year before that. In other words, total investment in alternative energy just doubled in the last 2 years...”… and “The Wall Street Journal asked Ray Lane -- venture capital backer of Google, Amazon, and Netscape -- if this boom looked to be bigger than the Internet, or as big... "This is bigger than the Internet by an order of magnitude. Maybe two." he answered. and “Just how big is that? An "order of magnitude" is an approximation of size using powers of ten. Meaning this legendary Internet investor believes the alternative energy boom will be 10 to 100 times bigger than the Internet revolution! * INVESTMENT #1: CLEAN COAL AND NUCLEAR... this company owns a huge chunk of a substantially growing market, is protected by close ties to government agencies, and with 2 breakthrough technologies emerging, this stock has massive upside! * INVESTMENT #2: SOLAR... a pure play on the soaring demand for solar power. This company has great margins, a sustainable competitive advantage, and a lit fuse with a wide-open sky waiting! * INVESTMENT #3: WIND, HYDROELECTRIC, AND FUEL CELLS... this investment spreads our bets around in a unique way. Giving your portfolio a strong dose of only the most profitable technologies! I can't wait to give you the full details of these 3 potential fortune makers. And I will... but you still might be wondering why 3 different investments?” Etc., etc.. Have you seen this? I’m probably wrong but I assume the “Solar” recommendation is “First Solar”. Very curious what your recommendation would be for the other two. Below is their teaser on nuclear energy. “The nuclear investment we're recommending is on track to build the world's first operational Pebble Bed Reactor (PBR). This advanced design is so cutting edge, there's only a single active prototype -- the only one in the world. Yet, this company is on track to have their first commercial PBR plant up and running within the next couple of years. After that, growth of the technology should be huge. There are plans for 30 of these plants by 2020... meaning this could be one of the largest nuclear power deployments in history. How to invest in the company with what could be the most significant nuclear power innovation in history! PBR technology substantially increases safety by using a less volatile fuel... reduces costs by requiring less infrastructure... and increases scalability because new reactors can be added to existing facilities. And of course, PBRs like all nuclear energy, are zero emission. And one company is in the PBR technology driver's seat! Here's the tale of the tape: * increased revenue almost 25% annually for the past five years... * margins are well ahead of competitors... * the stock has beat the return of the S&P by about 50% since its IPO in 1994 and has a price-to-earnings ratio of just 14 today... * company trades for a measly 1.75 times book value... BOTTOM LINE -- a breakthrough technology, coupled with profound financial strength and value like this, rarely belong to the same investment! The time to get in is now. That's why I won't beat around the bush... I want you to have our brand-new special report, 4 High-Voltage Players in Alternative Energy, featuring full details on the ONE NUCLEAR INVESTMENT you need to get into your portfolio right now!” First Sir, I must tell you: As an ex-homeless person trying to double his small IRA every year so he can retire before he is dead, your “Gumshoe” is the one thing I look forward to in my e-mail every day.
Now: on to the question?

Today’s Motley Fool newsletter- from Carl Hendley – had this article on emerging energy technologies
[from the piece: “BusinessWeek calls alternative energy "Wall Street's new love affair."]
ifto recommend three stocks in three different aspects of it – with a tremendously long intro to the hook… paragraphs such as:
“Wall Street’s elite are RIGHT NOW betting billions on alternative energy!
According to The Economist, total investment in alternative energy last year was $63 billion, up from $49 billion the year before, and up from $30 billion the year before that. In other words, total investment in alternative energy just doubled in the last 2 years…”…
and
“The Wall Street Journal asked Ray Lane — venture capital backer of Google, Amazon, and Netscape — if this boom looked to be bigger than the Internet, or as big… “This is bigger than the Internet by an order of magnitude. Maybe two.” he answered.
and
“Just how big is that? An “order of magnitude” is an approximation of size using powers of ten. Meaning this legendary Internet investor believes the alternative energy boom will be 10 to 100 times bigger than the Internet revolution!
* INVESTMENT #1: CLEAN COAL AND NUCLEAR… this company owns a huge chunk of a substantially growing market, is protected by close ties to government agencies, and with 2 breakthrough technologies emerging, this stock has massive upside!
* INVESTMENT #2: SOLAR… a pure play on the soaring demand for solar power. This company has great margins, a sustainable competitive advantage, and a lit fuse with a wide-open sky waiting!
* INVESTMENT #3: WIND, HYDROELECTRIC, AND FUEL CELLS… this investment spreads our bets around in a unique way. Giving your portfolio a strong dose of only the most profitable technologies!
I can’t wait to give you the full details of these 3 potential fortune makers. And I will… but you still might be wondering why 3 different investments?”
Etc., etc..

Have you seen this? I’m probably wrong but I assume the “Solar” recommendation is “First Solar”. Very curious what your recommendation would be for the other two. Below is their teaser on nuclear energy.
“The nuclear investment we’re recommending is on track to build the world’s first operational Pebble Bed Reactor (PBR). This advanced design is so cutting edge, there’s only a single active prototype — the only one in the world.

Yet, this company is on track to have their first commercial PBR plant up and running within the next couple of years. After that, growth of the technology should be huge. There are plans for 30 of these plants by 2020… meaning this could be one of the largest nuclear power deployments in history.

How to invest in the company with what could be the most significant nuclear power innovation in history!

PBR technology substantially increases safety by using a less volatile fuel… reduces costs by requiring less infrastructure… and increases scalability because new reactors can be added to existing facilities. And of course, PBRs like all nuclear energy, are zero emission.

And one company is in the PBR technology driver’s seat! Here’s the tale of the tape:

* increased revenue almost 25% annually for the past five years…
* margins are well ahead of competitors…
* the stock has beat the return of the S&P by about 50% since its IPO in 1994 and has a price-to-earnings ratio of just 14 today…
* company trades for a measly 1.75 times book value…

BOTTOM LINE — a breakthrough technology, coupled with profound financial strength and value like this, rarely belong to the same investment!

The time to get in is now. That’s why I won’t beat around the bush…

I want you to have our brand-new special report, 4 High-Voltage Players in Alternative Energy, featuring full details on the ONE NUCLEAR INVESTMENT you need to get into your portfolio right now!”

]]>