October 5, 2015 by Dan • Commentary

You can attribute the 6%, 5 day rally in the S&P 500 (SPX) to whatever you like. The negative sentiment might have gotten a tad off-sides leading up to the end of the quarter. But …

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August 3, 2015 by Dan • Commentary

Regular readers know that we try not to get sucked into investment ideas with buzz-phrases like cloud transition, upgrade cycles, back to school etc etc… that’s all mumbo jumbo that technology investors over-use in an …

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July 1, 2015 by Dan • Commentary

Yesterday I had the pleasure to talk with Eric Jackson, founder of Hedge Fund IronFire Capital, on his weekly Podcast where we discussed the current market environment, tech stocks, past bear markets and how I got …

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June 23, 2015 by Dan • Commentary

On Friday’s Fast Money program on CNBC, Tim Seymour answered viewer question with his thoughts on Apple (AAPL). I rudely interrupted Tim almost right off the bat when he mentioned valuation as justification to own …

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June 9, 2015 by Dan • Commentary

Last week I discussed GoPro’s (GPRO) announcement that they are entering the drone and virtual reality markets (below). The stock clearly liked the news and his risen about 6% since the start of the month, …

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