sandy_shore

Author Archives

September 9, 2020

Virtual Office Services

Clearly, ‘virtual’ anything will be a growth opportunity now and in the future. Companies and entrepreneurs will take advantage of the cost and productivity advantages of ‘virtual offices’ for doing business compared to the traditional brick-and-mortar approach. Companies like Davinci Virtual Office Solutions, Servcorp and Regus…to name a few…are well established and offer global services. […]

March 27, 2017

Market Correction?

It’s hard to argue that the ’market’ won’t have a correction at some point in the future. And, we can certainly speculate about the timing and depth of the correction. I would be interested in ideas about what a prudent investor should be doing now to protect, prepare and potentially benefit from the upcoming correction.

November 30, 2016

Fairfax/Watsa changing Strategy to Less Bearish?

Interesting news….http://news.morningstar.com/articlenet/article.aspx?id=780584

Recent Author Comments

On Checking out Siegel's Pitch about "Spray-On Solar Cells" and "Elon Musk’s Big Bombshell"

Posted on November 18, 2020

Maybe it's Dyesol which is now GreatCell Energy. They have been working on a PV based on perovskite for quite a while. https://www.abc.net.au/news/2011-06-30/researchers-develop-paint-on-solar-cells/2777532[...]

On Microblog: Virtual Office Services

Posted on September 10, 2020

Thanks, Travis. I'm still having difficulty finding publically traded virtual/co-op office space. IWGFF (Regus) is thinly traded so not appealing. Also, I would wait for a drop before acquiring any of the high fliers you mention.[...]

On Microblog: Virtual Office Services

Posted on September 10, 2020

Thanks, smhon[...]

On Friday File: Rethinking Coronavirus Impact for my Portfolio Companies (and adding a few)

Posted on March 20, 2020

I've gone completely defensive with bond EFT's and precious metals. Wake me up when this is over.[...]

On A Realistic and Unbiased Assessment of Some Supplements

Posted on January 30, 2018

Looking forward to a piece on "Popular Religions...Good or Bad" ![...]

On Mampilly's "Bigger than Amazon and Google combined" Stock Tease

Posted on January 26, 2018

When vision meets reality...I wish I could post a photo I took of a Tesla charging station...20 stalls, free parking and free charging. No vehicles. Who's winning here?[...]

On "Little Black Box Could End Mass Shootings Forever" from New Century Report

Posted on January 26, 2018

If you wear a foil hat, this gizmo won't be able to tell if you're a dummy.[...]

On Facebook Panic!

Posted on January 12, 2018

With all the analytics he has access to, maybe he knows something that he hasn't told the analysts.[...]

On Facebook Panic!

Posted on January 12, 2018

Why would Zee fix something that's not broken?[...]

On Mizrahi's "World's Top Billionaires Invest in the Biggest Cancer Breakthrough Since Chemo"

Posted on January 8, 2018

Doesn't a pound of horseshoes weigh more than a pound of feathers?[...]

On "By March 19, 2019 Donald Trump Could 'Reboot' the U.S. Dollar" sez Jim Rickards

Posted on November 7, 2017

Best for buying physical bullion: apmex.com Best for third party purchase and storage of bullion: kitco.com and www.perthmintbullion.com I use them both and give them high marks.[...]

On Friday File: Stephen Leeb's "$20,000 Gold" Pick, plus Three Sells and a Buy in my Real Money Portfolio

Posted on July 21, 2017

SWKS seems like a good play...nice metrics for a tech stock[...]

On True Wealth's "Tiny Device That's Eating the World"

Posted on May 22, 2017

Thanks, Travis. PAYS (NVAFF) looks interesting![...]

On True Wealth's "Tiny Device That's Eating the World"

Posted on May 22, 2017

Regarding PAYS...I can't seem to find the 2016 earnings drop that Travis mentions. Net income was up bigtime in 2016. What am I missing?[...]

On End of Winter Miscellany

Posted on March 8, 2017

The Miller study fails to mention tannin (another polyphenol) contained in tea has long been known to be a calcium 'modifier'. I get my tannins from red wine. Cheers.[...]

On Mampilly's "Untapped Ocean of Energy Found Under All 50 States"

Posted on March 7, 2017

Happy Birthday! Treat yourself to the 8th Wonder of the World...visit Australia and see the Golden Gumboot...https://en.wikipedia.org/wiki/Golden_Gumboot[...]

On 2017 "No Brainer TRUMP Presidency Pick"

Posted on January 4, 2017

Good info on proppants (frac sand) http://www.drillingcontractor.org/proppant-demand-operators-save-locally-sourced-sands-40180[...]

On Microblog: Fairfax/Watsa changing Strategy to Less Bearish?

Posted on December 1, 2016

I'm still thinking the bubble will burst sooner or later. What other bearish/defensive choices are out there?[...]

On Microblog: Fairfax Financial FRFHF

Posted on November 29, 2016

FRFHR price was headed in the wrong direction. Watsa is becoming less bearish...interesting.[...]

On Such A Pleasant Stay

Posted on November 3, 2016

G'Day Doc, great discussion. You mention a "95% mark-up" suggesting this is substantial. Maybe you meant 95% gross margin...as a 95% mark-up of its cost is less than a 50% GM. I spent the last part of my business career manipulating 'the numbers' and I [...]