Comments on: Is there a good stock to pick now? Or just short everything? http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/ General interest observations and true web-log. Sat, 21 Nov 2009 18:57:53 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: lexpression http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1355322 lexpression Sun, 28 Sep 2008 23:49:52 +0000 http://www.dvorak.org/blog/?p=25963#comment-1355322 Are you guys going to start a podcast feed for these discussions? Keep them up. You guys have a synergy. Are you guys going to start a podcast feed for these discussions? Keep them up. You guys have a synergy.

]]> By: Jim http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1355012 Jim Sun, 28 Sep 2008 19:05:51 +0000 http://www.dvorak.org/blog/?p=25963#comment-1355012 Well, according to Wiki, the robot originated in the 60's, but MJackson made it a bit more famous when he did it. Of course if you want to continue with the conspiracy theme of the shorts, the only other thing the robot would imply would be to watch your stop orders. lol whacky conspiracy theorists. Tricks are for kids. Well, according to Wiki, the robot originated in the 60’s, but MJackson made it a bit more famous when he did it.

Of course if you want to continue with the conspiracy theme of the shorts, the only other thing the robot would imply would be to watch your stop orders.

lol whacky conspiracy theorists. Tricks are for kids.

]]> By: Lou http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354956 Lou Sun, 28 Sep 2008 18:14:00 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354956 Head for the hills ! Nice work W ! Head for the hills !
Nice work W !

]]> By: Smartalix http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354867 Smartalix Sun, 28 Sep 2008 16:41:22 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354867 Advanced technology: Solid-State Lighting - anything with LEDs, especially incandescent-replacement stuff. OLEDs are coming into their own finally for illumination, but is still risk capital. Advanced semiconductors - Silicon Carbide and Gallium Nitride transistors perform better than their silicon counterparts. Major annoucements from International Rectifier and Cree came out this year on that topic. (BTW SiC-leader Cree is the leader in both advanced power semiconductor and LED markets.) Wireless and RFID - 'nuff said. Microelectronics and lab-on-chip technologies - MEMS has already made significant impact on the sensor industry, and is in the process of challenging the timing crystal and oscillator market. Lab-on-Chip and microfluidic tech will be big in a lot of sectors that would find advanced sensing or microscale processing very useful. Display technology - there are now a lot of ways to present information to people. Handheld devices need bright clear screens that consume very little power, oxymoronic in current tech. However, there are now reflective bistable technologies such as cholesteric LCD, e-paper, and iridescent that can give an easy-to-read (albeit monochrome at this point) image drawing little power. e-Ink and Kent displays are leaders here in the USA. Advanced technology:

Solid-State Lighting – anything with LEDs, especially incandescent-replacement stuff. OLEDs are coming into their own finally for illumination, but is still risk capital.

Advanced semiconductors – Silicon Carbide and Gallium Nitride transistors perform better than their silicon counterparts. Major annoucements from International Rectifier and Cree came out this year on that topic. (BTW SiC-leader Cree is the leader in both advanced power semiconductor and LED markets.)

Wireless and RFID – ’nuff said.

Microelectronics and lab-on-chip technologies – MEMS has already made significant impact on the sensor industry, and is in the process of challenging the timing crystal and oscillator market. Lab-on-Chip and microfluidic tech will be big in a lot of sectors that would find advanced sensing or microscale processing very useful.

Display technology – there are now a lot of ways to present information to people. Handheld devices need bright clear screens that consume very little power, oxymoronic in current tech. However, there are now reflective bistable technologies such as cholesteric LCD, e-paper, and iridescent that can give an easy-to-read (albeit monochrome at this point) image drawing little power. e-Ink and Kent displays are leaders here in the USA.

]]> By: WallyG http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354845 WallyG Sun, 28 Sep 2008 16:26:55 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354845 Thanks John, Found them... Great insight/commentary that even non-financial types can understand... Thanks John,

Found them…

Great insight/commentary that even non-financial types can understand…

]]> By: Mr. Fusion http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354831 Mr. Fusion Sun, 28 Sep 2008 16:09:29 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354831 My two picks. Transportation is the safest sector. I'm looking for investors in a large, very high volume bridge on the East Coast. I can guarantee a return of at least 50% annually. Dictator Rescuing A <a href="http://www.quatloos.com/cm-niger/abacha.htm" rel="nofollow">lot of quick money</a> can be had by getting on the ground floor. My two picks.

Transportation is the safest sector.

I’m looking for investors in a large, very high volume bridge on the East Coast.

I can guarantee a return of at least 50% annually.

Dictator Rescuing

A lot of quick money can be had by getting on the ground floor.

]]> By: Jägermeister http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354830 Jägermeister Sun, 28 Sep 2008 16:07:52 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354830 #11 - green - <i>Internet, cell phones, and television. Round those 3 investments off with some equity in Liquor and you have a depression proof portfolio.</i> Sounds about right. #11 – green – Internet, cell phones, and television.

Round those 3 investments off with some equity in Liquor and you have a depression proof portfolio.

Sounds about right.

]]> By: Sumyunguy http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354799 Sumyunguy Sun, 28 Sep 2008 15:53:13 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354799 Ummmm...XOM Ummmm…XOM

]]> By: John C Dvorak http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354794 John C Dvorak Sun, 28 Sep 2008 15:50:13 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354794 type horowitz in the search box [now linked above] type horowitz in the search box

[now linked above]

]]> By: WallyG http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354788 WallyG Sun, 28 Sep 2008 15:45:13 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354788 Where can I get the other 2 conversations? Where can I get the other 2 conversations?

]]> By: green http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354768 green Sun, 28 Sep 2008 15:23:13 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354768 A recent survey by ING found the top three things that would be hardest for people to give up during an economic downturn: Internet, cell phones, and television. Round those 3 investments off with some equity in Liquor and you have a depression proof portfolio. A recent survey by ING found the top three things that would be hardest for people to give up during an economic downturn:

Internet, cell phones, and television.

Round those 3 investments off with some equity in Liquor and you have a depression proof portfolio.

]]> By: Montanaguy http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354758 Montanaguy Sun, 28 Sep 2008 15:15:38 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354758 I decided a year ago that going short was the place to be after reading this article: http://tinyurl.com/2gylh5 This guy was extremely prescient; nobody can say we weren't warned, although I think our leaders in government snowed us. I decided a year ago that going short was the place to be after reading this article:

http://tinyurl.com/2gylh5

This guy was extremely prescient; nobody can say we weren’t warned, although I think our leaders in government snowed us.

]]> By: Eric http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354756 Eric Sun, 28 Sep 2008 15:14:52 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354756 Dirty dozen stocks, bonds, dollar stores, self storage, hair stylists. Media companies typically do well, as does cheap tech. Anything you've had your eye on, with good earnings, watch for the dips. Dirty dozen stocks, bonds, dollar stores, self storage, hair stylists.

Media companies typically do well, as does cheap tech.

Anything you’ve had your eye on, with good earnings, watch for the dips.

]]> By: brendal http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354750 brendal Sun, 28 Sep 2008 15:07:11 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354750 Energy is always a good choice...has been since '74. Energy is always a good choice…has been since ‘74.

]]> By: QB http://www.dvorak.org/blog/2008/09/27/is-there-a-good-stock-to-pick-now-or-just-short-everything/comment-page-1/#comment-1354678 QB Sun, 28 Sep 2008 13:45:25 +0000 http://www.dvorak.org/blog/?p=25963#comment-1354678 When in doubt, I find something boring that pays a dividend (e.g. pipeline). Or if you want to feel that your money is going into something a little more worthwhile why not try one of the Asian Microfinance Networks? You might get an honest return on investment. For example, the poorest women in India have payback rate 99.5% to SKS Microfinance. This is sort of thing that should make Wall Street investors hang their head in shame. When in doubt, I find something boring that pays a dividend (e.g. pipeline). Or if you want to feel that your money is going into something a little more worthwhile why not try one of the Asian Microfinance Networks? You might get an honest return on investment.

For example, the poorest women in India have payback rate 99.5% to SKS Microfinance. This is sort of thing that should make Wall Street investors hang their head in shame.

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