April “Idea of the Month” from the VIC

by Travis Johnson, Stock Gumshoe | April 18, 2014 5:48 pm

A Two-fer of ideas from the Congress, one for growth and one for income

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Source URL: https://www.stockgumshoe.com/2014/04/april-idea-of-the-month-from-the-vic/


12 responses to “April “Idea of the Month” from the VIC”

  1. crossroads49 says:

    Re SODASTREAM, I purchased a machine a couple of years ago, before I was aware of their operations in the Occupied Territories. The machine works great and not only saves
    money(i don’t buy the flavorings) but is environmentally friendly, as it elimanates the plastic bottle dilemna. The CO2 refills are now available at Wal-Mart. From a purely profit driven motive, I think it would be an excellent investment, however I wil not be
    investing in SODA, due to their operations in the West Bank. Just as I think Philip Morris
    would be an excellent investment, but will not buy because of the product they produce.
    There are plenty of opportunites to invest in excellent companies that strive to operate in an ethecal manner.

  2. takeprofits says:

    Maybe Travis has forgotten, but I first tipped SODASTREAM in my very first column nearly a year ago now as an alternative to my pick of REEDS Ginger Brews, which I proposed as a potential duplicate “10 bagger” to Hansen’s / Monster beverage the all time growth stock. REED has done well, with the right entry and exit points a nimble trader could have squeezed out a double. It has now pulled back to a great entry point again around $5. and I continue to hold to double from here. As to Sodastream, I agree with Travis re jobs being needed in the West Bank, enough of them could well defuse some of the issues, certainly a production plant there is hardly reason on its own not to buy SODA. I respect Jan Stevens (or anyone else’s personal ethical standards, I have my own) my reason for not buying SODA would simply be because it is only marginally (if at all) better than Coke of Pepsi in terms of a healthy drink. Neither has ever gone down my throat and it is satisfying to see the strong trend towards healthier beverages taking root.

  3. eugene11803 says:

    The REIT trades about 14k shares a day. Pretty low. If it can sustain the 10%, sounds good.
    The Soda Stream is REALLY BUBBLY. It does not taste like soda you get out of the can/bottle. You can taste samples in many department stores. It tastes like the seltzer you would get from a spritz bottle. Maybe it tastes like the soda they sell Europe. I think people will try it, get sick of the taste and the product. Soda is really cheap – .99 for a two liter bottle that lasts a week. Why spend $100 (or whatever) on a Soda Stream. It is not like razors and blades. People need to shave, not drink this stuff. It is not like Kuerig, because the coffee offered is a huge variety and the product is actually better and more convenient than the alternatives. SODA was pushed by Cabot’s Top Ten for a while as the next big thing about two years ago. This Soda Stream System kind of reminds me of the cigarette rolling machines being hawked 40 years ago. Both probably not good investments. But what do I know.

  4. ockrazor says:

    SODA Bubbling up today on SBUX rumor that its buying 10%.

  5. joeschoeber says:

    SODA a sensible investment from speculation point of view. Bought shares for my kid’s college portfolio since that crowd craves the stuff and cant beat the cost. Always look to see what the kids are buying—-they have disposable cash!!

  6. drjoanlovell says:

    The flavored are terrible. I returned to bed bath beyond and so did 2 of my friends. Kids hate flavors also. This will fail if anyone competes with the right flavor combination -so no to soda stream – good idea but not paying attention to anything except marketing

  7. longbeachboy says:

    Last September I came across a stock while looking at Northern Graphite. POETF, It was only .48 cents. Someone posted that graphite was years out and that this co’s technology was realistic and would soon take the world by a storm. After plenty of research I bought shares when it hit $1.18 overnight. I really like the Planar Optical Electronic Technology. POET Technology. They are currently doing licensing agreements with major players. This is not an overnight idea. It was started over 20 years ago by Professor Geoff Taylor, Univ. of Connecticut. He uses Gallium Arsenide as a semiconductor platform. He uses laser optics along with electornics on circuit board that can be retrofitted onto current wafer boards, (no re-tooling). Silicone cannot handle the heat. With this product we could see up to 100 times faster computing power, cell phone batteries lasting a week, quantum computing . We could see Moore’s Law extended another 20 years. Here is the most current article…
    News & Analysis
    Poetic Process Could Extend the End of Moore’s Law
    Gary Hilson
    5/6/2014 11:15 AM EDT
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    Updated on May 7, 2014 to remove a technical error.
    TORONTO — A technology in development for more than two decades may have the answer for extending the end of Moore’s law, according to a company coming out of stealth mode.

    POET Technologies derives its name from “Planar Opto-Electronic Technology,” which is its gallium arsenide (GaAs) process used to build electrical, optical, and electro-optical integrated circuits. It is the result of research spearheaded by Geoffrey Taylor, the company’s chief scientist, who has been directing its development and is concurrently a professor of electrical engineering and photonics at the University of Connecticut, where the company houses its research and development facilities.

    Geoffrey Taylor, POET Technologies’ chief scientist
    Taylor’s three decades of experience in design and development in electronic and optical device physics, circuit design, and opto-electronic technology, materials, and applications has been critical to the development of the POET platform. As part of a presentation to EE Times, the company outlined the heart of POET Platform — a patented materials system that supports monolithic fabrication of integrated circuits containing active and passive optical performance analog and digital elements.

    The full POET process also includes a “Planar Electronic Technology” electrical subset that can support CMOS, Bi-CMOS, and bipolar device fabrication, and offers cheaper, simpler process and fabrication options for applications that don’t require optical.

    Semiconductor performance has historically improved at a logarithmic rate because transistors have shrunk in size, allowing more transistors to be packed into a semiconductor chip, notes Taylor. Moore’s Law established the idea that the number of transistors in a chip doubles every 1.5 to 2 years, thus increasing capabilities of electronic equipment, but the challenge is that as transistors become smaller, the cost of reducing size while increasing speed becomes more expensive, and eventually uneconomical.

    There’s been much discussion about the demise of Moore’s Law. Last year, one expert suggested it would be dead as soon as 2020 at the 7 nm node, while MonolithIC 3D’s Zvi Or-Bach recently wrote that 28 nm is actually the last node of Moore’s Law because, even though it’s possible to make smaller transistors and more of them can be packed into the same-size die, costs can’t continue to be reduced. Last year, Broadcom’s CTO predicted that standard CMOS silicon transistors will stop scaling around 5 nm, and everything will plateau.

    POET’s view is that recently developed 3D silicon semiconductors stacking multiple chips and other silicon high-performance compound devices are very expensive to make and only offer moderate improvements over incumbent chips. One of the advantages POET presented about its process is that it can leverage existing CMOS chipmaking equipment, and it is fully compatible with existing semiconductor design and manufacturing flows. Taylor says POET’s benefits are analogous to the benefits of the first silicon integrated circuits, in that it eliminates connectors, solder joints, assembly, and multiple packaging steps while decreasing size, cost, complexity, and power.

    POET expects commercial applications for the process to include CPUs, memory, and processor-to-processor optical interconnect. A POET memory cell can concurrently support SRAM, DRAM, and NVRAM devices, and offers lower bit error rates than silicon-based memories, according to the company.

    To validate the POET process, the company has partnered with a third-party international defense services company, which has researchers working on its continued development. The partnership has successfully reproduced the POET technology through production and testing of the critical elements of the POET platform sub-process steps for transistors.

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    Re: Article contains an incorrect statement
    JanineLove 5/7/2014 9:34:33 AM
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    The article has been updated to remove this error. Thanks very much for clarifying this.

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    Article contains an incorrect statement
    Stephane_Gagnon_POET 5/6/2014 7:15:16 PM
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    My name is Stephane Gagnon and I am the Senior Vice President of Operations for POET Technologies. In the article, there is a sentence that is incorrect: “The company’s final CMOS Si geometry at 10/11 nm is under development now and expected to go into production in 2015.”

    This statement was taken from our public corporate presentation and refers to Silicon CMOS as a comparison to POET Technology and what we offer. POET Technology is not developping Silicon CMOS but a III-V Semiconductor process technology that will provide significant performance and power advantages over Silicon CMOS and provide a true opto-electrical process on the same die.

    Our corporate presentation can be found on our web site at http://www.poet-technologies.com

    Best regards,

    Stephane

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    Re: Another verse?
    beginagain 5/6/2014 3:01:39 PM
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    The defense company partner for Poet is BAE Systems. More information is available in the company’s 20-F filing with the SEC at http://www.sec.gov/Archives/edgar/data/1437424/000110465914004357/a13-25081_120fr12g.htm

    See bottom half of page 18

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    Another verse?
    rick merritt 5/6/2014 2:41:53 PM
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    I’d love to hear more details about what this technology is, how it works and who is this “third-party international defense services company” helping validate it.

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    error
    bcpl 5/6/2014 2:38:31 PM
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    This line was taken out of context from the March 2014 investor presentation. It refers to the Si industry in general rather than POET. “The company’s final CMOS Si geometry at 10/11 nm is under development now and expected to go into production in 2015. The company’s final CMOS Si geometry at 10/11 nm is under development now and expected to go into production in 2015.”

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  8. mgm1 says:

    Disgusting hijack of thread. Subscribers that insist on such practices demonstrate little consideration for their peers. Regarding REITs, I’m fearful that we are headed for a second bubble with much inventory being scooped up for higher flips and/or escalating rental revenues. With the difficulties many are finding in their failed attempts to secure a mortgage, there’s an obvious disconnect in supply/demand. Meanwhile, the only successful buyers are the REITs driving up valuations to pre-bubble status. There are pockets of success but certainly not enough to overcome the barriers to entry faced by individuals looking to purchase their domiciles. My 2 cents…

  9. sooku says:

    For some reason SODA is not in China or India, where a few hundred million folks might want to drink something like cola at a much lower price. Seems like an odd omission. Does that mean their product is not in fact cheap?

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