Thursday, 20 November 2014

Thursday 20November2014 - 3D Systems (DDD) - What Now?

I still believe 3 D printing will be the future of parts manufacturing.
3D Systems has been a leader in the development and implementation of this manufacturing technology across multiple manufacturing applications.
However, recently the company has run into production delays and competition; which has decimated its stock price.
I have not given up on this company.
80% stock price corrections are not out of the norm.
I still consider 3D Systems one of the major blue chip companies in this space. 

Thursday 20November2014 - Dagwood's Take!

Thursday 20November2014 - Dagwood's Take!

Thursday 20November2014 - A Reminder of What Secular Bear Markets Look Like!

Just a reminder that the current secular bear market is probably not over.

The following chart illustrates the secular bear market from 1965 to 1981. Secular bear markets usually end with P/E ratios around 8 vs the current SP500 around 18. And stock dividend yields are up in the 6-7% level vs the current 2-3% yield.

Personally I believe it is a time to be very conservative and hold a substantial percentage of investment assets in cash or near cash short term quality bonds, etc.

Sunday, 16 November 2014

Sunday 15November2014 - Crude Oil Further to Fall?

The long term trend support line from 1999 is in danger of being broken to the downside. Is it possible that crude oil will decline to support around $40 per barrel?

Chart from Danielle Park's web site.
Click chart to enlarge.

Monday, 10 November 2014

Monday 10November2014 - Why Privacy Matters!

An eloquent and thought provoking talk at a recent TED conference by Glenn Greenwald on 'Why Privacy Matters.'

https://www.youtube.com/watch?v=pcSlowAhvUk

Monday 10November2014 - Dagwood's Take!

Monday, 3 November 2014

Monday 03November2014 - Gold vs Deflation vs Strong US Dollar!

Precious metals and commodities are not performing well in a world of slow economic growth, asset deflation and a strong US dollar.

Chart from Danielle Park's website for gold and the next price target ranges now that it has broke below the 1180 support level.

Gold is currently trading at 1170US per ounce.

Click image to enlarge.
Monday 03November2014 - Dagwood's Take!