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    • Sun Oct 5th 17:26 PM
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      Rating: 0 0
      Commented on:
      Buy, Sell or Hold: Garmin Defends Its Market Leadership

      Either GRMN is in the cell-phone business or it will not recover the PND (Personal Navigation Device ) growth

      www.twice.com/index.as...

      With GPS and Google Maps on my iphone I quit searching for a GPS only device a while back.
      View article »
    • Sun Jun 29th 11:06 AM
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      Rating: 0 0
      Commented on:
      Garmin: Market Erroneously Pricing In Nuvifone Failure
      Tim, Full disclosure : I am long GRMN. Painfully so.

      Nothing you have said about the GRMN phone seems to be radically new. Every feature you have mentioned is available on the AT&T Slider. Including Google Maps. I have a Taiwan ETEN cell phone and I have used Google Maps on it for over a year WITH GPS. Gas Stations, restaurants and all.
      View article »
    • Wed Jun 4th 08:59 AM
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      Rating: 0 0
      Commented on:
      Why I'm Starting to Build up Indian Banks
      Max,

      To put it in perspective - US federal govt gave $16.2b in 2004 to US farmers.
      - Fuel tax in US is approx 47c (State+federal) per Gallon. Over 10% of all fuel consumed. Surely in several billions of dollars.

      Yup Indians are dumbasses. The govt in the US surely have it all figured out. :)
      View article »
    • Fri May 23rd 23:43 PM
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      Rating: 0 0
      Commented on:
      Motorola’s Turnaround Prospects
      Hmmm..... A list of facts. But no insight.
      View article »
    • Wed Apr 23rd 10:02 AM
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      Rating: 0 0
      Commented on:
      Shorting Homebuilders - A Sure Thing
      I don't know about real estate taking decades to turn around. Having lived through the 80s in Dallas when oil prices went from $17/b to a nose-bleed $33/b ;) Real-estate tanked massively. Condos that once went for mid-80s sold for 20K. Yup you read it right - 20K. It took about 8 years for the mess to clean up. But it did. So depends on your level of patience. But $ cost averaging into XHB may not be a bad thing.
      View article »
    • Mon Apr 14th 08:32 AM
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      Rating: 0 0
      Commented on:
      The Long Case for Sallie Mae
      Seems reasonable to nibble at these levels. Article makes sense.
      View article »
    • Sat Jan 26th 08:24 AM
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      Rating: 0 0
      Commented on:
      Rick Santelli Takes Down Jim Cramer
      Excellent post. Thanks. I was always confused between glimpses of wisdom hidden amongst irrational valuations and thought may be I am viewing Cramer wrong. Thank God I did not trade on his advice.
      View article »