by Travis Johnson, Stock Gumshoe | December 19, 2014 4:00 pm
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like the HACK idea, thanks.
Brilliant idea on HACK! I can’t see how it could possibly lose.
Big “Like” on the charitable giving!
Please take a rest on the snowmageden plow business. It is such a competitive business with no secrets; only competition. I could be wrong but PLOW is one of the few public companies in this sector. The industry has consolidated over the last 15+ years like PLOW by acquiring small plow manufacturing companies. I do not believe PLOW makes their own plow or wear blades; this is where (wear) the continuing return is. A plow is a big yellow 1/2 tube that deflects snow & slush off to the side. BUT at the base of the plow is a wear edge on the moldboard or base that needs to be replaced when it wears out. So a lot more wear edges are sold than plows. There are many “wear edge” companies including CAT, Komatsu & John Deere. One plow edge and ground engaging wear parts (construction bucket teeth for example) company is ESCO (escocorp.com) which I believe is trying to go public soon after a recent past attempt and there may be others. Also, there are plows for sale of all types in equipment auctions almost weekly; Jack Lyons auctions, yoder & Frey auctions & Ritchie Brothers auctions (RBA NYSE) to name a few, which lessons the value of new plows and is good for the savvy purchaser. I am in NO way endorsing any company. My family has been in this industry as an independent distributor since 1960. I hope we have a nice mild winter here in patriots nation and no one gets PLOWed.
Mr. Plow, the Simpsons
https://www.youtube.com/watch?v=kVWdf1Ky2bI
Classic!
the joy of living in Manhattan! the snowplows (made by who?) are on the garbage trucks. and the building staff clear the sidewalks. and electric and phone wires are underneath and cosy because they cogenerated heat lines run next to them. city living is really better.
But not in London where I am over Xmas-New Year’s since our BT telephone-internet access has crashed just as everyone among our family and friends is trying to reach us to invite us to parties. I had to use the Internet at the pub on the corner and it was hard to nurse one drink long enough to write my daily blog.
Just so you know, our reporter, retired US Ambassador Harry Geisel, has found a cybersecurity share for our subscribers: Gemalto, which is Franco-Dutch, GTOMY (which sounds like a disease.) It is part of the http://www.global-investing.com portfolio.
so is diabetes drug leader Novo (NVO) of Denmark which is one way to enter early in the race to figure out how to deal with neuralgic pain, often accompanying diabetes, as well as other problems.
Just one thought about these sector ETFs: Historically they were launched near the top of the “hype cycle” of the sector when they were covered extensively in the Media and with valuations over the top – with catchy names. Internet ETFs in 1999, B2B ETFs in 2000 (Commerce One, Ariva), Biotech (Millennium Pharma, Human Genome Sciences, Vertex), Internet Networking/Backbone (Ciena, Juniper, Cisco), Junior Gold Miners ETF and so on. At least PANW looks very, very expensive right now. VDSI also had a huge run. Would use this one merely as a Momentum trading vehicle. One could even say its a Contra-Indicator.
Good points
Thanks Travis for discussing HACK. I have had my eye on it and have been waiting for a lower entry point to pick some up.
HACK is a great idea – I think more for the guys that made up and launched the ETF but it can fit into portfolios if you are not sure which stocks to buy. I established a position in FEYE after the type wore off and it’s a solid one in the space. I also bought BLOX which is not a direct security play but is part of any secure network and that’s a big deal. I’m not recommending them to anyone who doesn’t have time to follow them closely but it’s what I do.
A Happy New Year to all.
I would appreciate all opinions and experiences if any with:
Sam Subramanian PhD, MBA
Editor, AlphaProfit Premium Service
Travis
TY so much for sharing your activity, especially the charitable giving! That is Classy! Well Done!
When I first noticed the ETF HACK, I invested in it thinking it was a competitor for VICE, investing in Tobacco companies. (Yuk Yuk). I own both VICE & HACK because they Are an easy way to acquire holdings in two target sectors.
Now, if they would just have a way to invest in Baccardi 151. Just watched a CNBC special on Baccardi – great for Holiday Drinks! Cheers, Travis. Here is to another All Time High!