Last week I made a contrarian bullish bet that DDD was gearing up for a pop after a more than 40% decline from the January highs. The week started out with some fairly impressive relative …
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DDD has rallied over the past 2 days after holding the above the early February low (at $54.63, marked in green below) on Friday and Monday: Our long Apr 60 call position initiated on Friday …
Continue readingYesterday we detailed the horrendous price action in 3D stocks on the heels of XONE’s negative earnings pre-announcement (below). 3D stocks continue their slide today, actually sporting equal to if not greater losses than yesterday. …
Continue readingThis morning 3D printing company XONE pre-announced worse than expected sales for the current quarter, sending its shares down 8.5%, and the shares of larger competitor DDD down about 3.5%. While we have acknowledged on …
Continue readingBack on Jan 15th, in a post titled Sagging DDDs, I stated that the 3D story was a “sector I just don’t get”, while giving props to those that were early and saw gains that …
Continue readingYesterday’s price action reminded me a whole heck of a lot of what we became used to in 2013, at least from a leadership standpoint. Large cap tech led the way, high valuation internet roared, …
Continue readingA couple weeks ago Enis took a Deep Dive on DDD (below), and after taking a hard look at the company, the existing fundamentals, the stock’s valuation and the sentiment concerning the entire space, he …
Continue readingI discussed the huge run for 3-D stocks in 2013 in the CotD post last week: We have followed the sector from afar, fascinated by the price action and the macro story more than anything …
Continue readingLike many other speculative investment themes in 2013, the 3-D manufacturing sector has been on fire this year. For the uninitiated, check out this great 6 minute video from the Economist, by way of the …
Continue readingMorningWord 11/22/13: As the bull market keeps chugging along, making new all time highs on what feels like a daily basis, I keep coming across companies with public market capitalizations that border on absurdity. …
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