I’m considering taking a position on Nokia in wake of the big dip. I’m a patient investor and don’t mind waiting for it to recover. Obviously they are going to need sacrifice margin moving forward to compete better against Erickson. I see there problems more as a management problem than product portfolio problem though. Curious […]
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Posted on September 24, 2021
Posted on September 23, 2021
I have no fear of missing out on the Crypto craze. It's unregulated, the "exchanges" could implode at anytime as a result of that, hacked accounts are on a totally different level than any real exchange and none of your investment is FDIC insured. My bigge[...]
Posted on August 12, 2020
I would just caution on the thought that Intel can fix their process manufacturing issues anytime soon. The 10nm issues have been ongoing for 5 years and it is still broken, which is why you only see 4 core laptop CPUs in 10mn, and not the high core count [...]
Posted on August 12, 2020
I've been in/out of AMD for the past 5 years since they traded at $3.15. My current holding is at $11, and even though the valuation is a bit crazy right now, if they were to come down into the $60's I'd buy more. This isn't about momentum its about a cont[...]
Posted on October 30, 2019
SPOXF is an OTC I bought about a year ago when looking to get into some Gold for diversification. Bought for both income(pays a decent dividend..about 4.5% at what I bought it at, and 3.86 as of today) and appreciation. It's well managed(by my eye).[...]
Posted on October 29, 2019
I got into Micron at $44 about a year ago and sold last week for just shy of 48. I plan to get back in again but I'll wait for Trumps next tweet about China trade negotiations. This stock has had so many 10%+ swings in the last year I simply decided to get[...]
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I think the fundamental difference was that banks in those days backed up their bank notes with silver and gold that was on deposit and silver and gold were universally accepted, you could buy anything with silver and gold, that's what really made it a 'cu[...]