Yesterday, I touched on the Dell/EMC mega deal that spans across computer hardware, services & software (A Shell Game of Declining Levered Assets). To sum up, the combination of these two companies in such a complicated …
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Yesterday in this space (MorningWord 04/30/15: You Are Here) we discussed the cheapness of index volatility, and for good reason. Large cap US stocks measured by the S&P500 (SPX) have been grinding in a tight …
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This morning Bloomberg News highlighted a research note from RBC technical analyst Robert Sluymer: S&P 500 Rally Can Continue on Momentum, Breadth: RBC’s Sluymer By Andrew Cinko (Bloomberg) — S&P 500 range bound for months, …
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3D Systems reports their Q4 results tomorrow morning before the opening. The options market is implying about an 8.5% one day move* which is rich to the 4 qtr avg of about 7% and the …
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Regular readers know that we have not been fans of 3d printing stocks for the past year, despite our belief that the technology will be transformative for consumers and businesses in the decades to come. …
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While there is no shortage of stocks at 52 week highs, a handful of stocks are doing most of the heavy lifting in the Nasdaq 100 (QQQ). AAPL, MSFT, GOOGL, FB and INTC make up …
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3D printing technology has already had an impact on industrial manufacturing and likely to find many uses among consumers. The price action of many of the largest publicly traded companies have reflected the speculation for the uses of the …
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Back 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 …
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Yesterday’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 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 …
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