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Global Diligence & A New Pick!

Hi, I’m in the midst of my annual tour of Europe to investigate global trends / economies. So far, things look healthy. France was bustling. Despite the anxieties expressed by many people there, there’s a general satisfaction and optimism surrounding the election results. I’ve moved on to the island nation of Cape Verde to investigate the real estate opportunities there (and to update the progress there since my last visit, some 20 years ago). As was the case in the 1990s, I find that the country has great potential. However, infrastructure is still lacking and I still don’t see a [...]

By |June 27th, 2017|Categories: News|

Market Update: Chase The Reward?

As most of you know, I don't rely solely on Risk/Reward Charts. In fact, Risk/Reward Charts only come into play once I have performed a thorough fundamental analysis. In other words, fundamental analysis is the primary source of investment decision-making. Risk/Reward Charts are secondary. Keep in mind, there are also tertiary sources that should be consulted. Technical analysis is among the most notable. After 30 years of studying the stock market, it's fairly clear to me that the efficacy of technical analysis mainly stems from the fact that so many people follow and believe in it. Like Bitcoin, it would [...]

By |June 4th, 2017|Categories: News|

Update For June 2 – RDCM, SSNI, & More

The 1% Portfolio continues to perform well. My 2017 picks are up an average of 15%. I expect to add one or two new picks very soon, so keep your eyes peeled! Here's the latest on the stocks I've been tracking... Orange Announcement -- Green Light for RADCOM (NASDAQ:RDCM)? Orange (NYSE:ORAN) has boosted its guidance on capital expenditures for 2017. It's now planning €7.2B (about $8.1B) in capex for this year, up from a previously forecast €7.1B. The company sees spending peaking in 2018 or 2019 as it ramps up for 5G. This ramp could be beneficial for RADCOM because [...]

By |June 2nd, 2017|Categories: News|

Stock & Market Updates

So far, retiring from Track & Field has been a money-making move. The 1% Portfolio remains on a roll. My five most-recent picks are up an average of 12% (with an average holding time of just over one week). We'll try to keep it going. In the meantime, here are some updates... Markets & Highs As the NASDAQ, Bitcoin, and other asset classes make new highs, it's important for investors to keep their heads on straight. Tuesday's article from Lance Roberts provides a perfect reality check. It's important to note that most of his money is still in the market. [...]

By |May 30th, 2017|Categories: News|

Pixelworks: 17% In A Week Is Enough!

When Pixelworks (NASDAQ:PXLW) announced its latest acquisition (ViXS) last week, I expected a decline in the value of its shares, so I made it a short in my 1% Portfolio. The shares have responded, falling 17% in just a few days. That's a great (and quick) return. More importantly, PXLW has now lost more market value than what they're paying for ViXS. Also, the shares have pulled back to it last major level (see the blue line in the chart above). This isn't enough to make me bullish, but it is enough to make me neutral. So, I'm closing out [...]

By |May 24th, 2017|Categories: News|

New Picks (SSNI & More) !

A few weeks ago, my Track & Field season ended (and successfully at that). My USA teammates and I managed to set a new World Record for the 4x400M relay in our age category. In the process, I became just the second person over 45 to run a 400M split in less than 49 seconds. But why should you care? Simple... An undistracted analyst is a better analyst... and I've been nothing if not distracted of late. All that is finally improving though. Among other things, my plan is to retire from Track & Field (at least until 2020) to [...]

By |May 22nd, 2017|Categories: News|

Mattersight – Insiders Are Buying

Mattersight's (NASDAQ:MATR) Q1 earnings release was characterized by a relapse into its old ways of over-promising and under-delivering. However, despite their up-and-down execution, nothing new (exciting or damaging) has occurred to the story. In other words, I believe that negativity is fully-reflected (if not overly-reflected) in MATR's low share price. I'm not the only one. CFO David Mullen just bought 20,000 shares. In fact, since February 23, all reported insider and institutional trades have been "buys". Of course, they could all be making is mistake. However, the May 12th earnings call revealed a lot of potentially bullish tidbits regarding new [...]

By |May 22nd, 2017|Categories: News|

Pixelworks Makes A Buy, So I’ve Made It A Sell

A few days ago, Pixelworks (NASDAQ:PXLW) announced its intention to acquire Toronto-based ViXS Systems. The terms call for a steep premium, so the acquisition won't be accretive until next year, at a minimum. Prior to this announcement, I was already becoming leery of PXLW's rising valuation (solely on the basis of Risk/Reward, which you should all know from my investment Methodology). This deal only added to my concerns. Let's start with the announcement: "Pixelworks, Inc., a leading provider of visual processing solutions and Toronto-based ViXS Systems Inc. (TSX: VXS), a pioneer in media processing, encoding and transcoding solutions, today announced [...]

By |May 22nd, 2017|Categories: News|

My Top 5 Holdings

Hi, I know I've been quiet, but there hasn't been much to say lately. The Yellow Alert is still in effect. The Russell 2000 has validated this by remaining stuck in a trading range for over 4 months. I focus on risk/reward charts, so I'm not going to predict if the market will correct (drop 10%+). However, I do find it problematic that the Trump Rally hasn't reversed itself (despite clear signs that his key market-moving goals are not being accomplished in a timely manner, if at all). I also find it problematic that U.S. GDP was originally supposed to [...]

By |April 18th, 2017|Categories: News|

Trump Trumped: Now What?

In my most-recent Seeking Alpha update, I said that "investors can find big winners amid the rubble of recent tax-loss losers. On top of the move being overdone, it's becoming clear that tax reform may not come until 2018 (due to the time and challenges involved with repealing/replacing Obamacare). Thus, a reversal could be looming. I'll be presenting my selections as they present themselves via my Instablog, here on Seeking Alpha." It was a wild week in the market. The foiled attempted to repeal Obamacare whipsawed stock prices and reversed some trends that had been in place since the election. [...]

By |March 27th, 2017|Categories: News|