Herb, Dennis V, Larry, et.al.: Herb, thanks for the Wolly interview web-site. Very interesting. So he sees 16,000 on the Dow?? Whoosh....and $40 oil, and a bull market recovery in gold? Hmmmmm....and here I've always thought gold and the Dow have a somewhat inverted relationship. That is, why buy gold when the Dow is going through the roof? And when it sinks, there's nothing like the safety of that most popular of heavy metals.
Anyway, I kind'a sort'a agree with his statement on oil. All available data seems to be indicating our global civilization has now reached the mid-way point in the 'ol parabolic production curve of all known sources....in other words...the commodity becomes harder to produce and find, and since demand is doing everything but decline.....upwards goes the price. Time for all of us to start seriously considering alternative power sources, eh? ;-)
Dennis: "this is about making money"...Yup, EXACTLY!! Personalities should stay out of it. But of course...when you bring human beings together on a common forum....well...disagreements, etc., just naturally follow. From Larry's recent mouth-frothing it's clear he feels about Fred the way I feel about Wexler. That is, he's reacting to over-the-top commentary and just can't stop himself from smacking about the head and ears of the target of his ire all the historical postings he can find. And I have to acknowledge Fred was just a weee bit premature with his commentary. Most of the commentary is still premature. But Fred's a good guy, unlike Wexler who, via his SI "shingle" cast aspersions and doubts on any number of equities, all while providing nary a shred of proof. This is fundamentally different from Fred's "caution to the wind" enthusiasm for one stock; VLNC.
I'd ask two things of these individuals...Larry, lay back a little on Fred...and Fred...tone the enthusiasm down a bit(but welcome back to posting, by the way). VLNC's doing PERFECTLY all right in my book. After all this time it looks like they're beginning to hit on all cylinders. They've lines in operation. They're expanding facilities(proven by that most recent hiring ad), and they've garnered some contracts which prove out their products efficacy.
We all(excepting Larry it seems) understand the potential represented by this fact; particularly when you juxtapose it against the clear BOOM going on in all the hand-held device(s) sectors. VLNC's gonna be a player in this boom, me thinks, and this is why(without trying to nail down--as yet--earnings projections, widget values, etc.) I continue to hold VLNC in my loong term "tier 2" holdings at this point.
Now...since it's a positively beeeoootiful day outside, time to break out the 'ol Harley and go for a head clearing after a night of NYC back alley blues music and such, ;-), ride...
John~ |
