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Strategies & Market Trends : The New Economy and its Winners

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To: Asymmetric who wrote (57028)	5/8/2014 7:44:38 PM
From: Doren	Read Replies (1) of 57684

First there are plenty of people around here smarter than me. I'm watching and will probably buy these weighted in order when this thing levels out... PRLB - people don't understand their business model, its the missing link between design and mass production. Well managed IMHO. ILMN - hate biotech, too risky with FDA trials. But I think everyone into genetics will be using their machines. They are the gorilla. The FDA doesn't bother them much I think. FEYE - interesting. A gamble but security is not going to get anything but bigger. Russian coders can make 60k legitimately or a million a month hacking. They are going to hack. CREE - love LED lights. They make the best. Can they make money at it? Don't know. But they make the best. I might buy some Apple just to park my money. Better than a CD. There was some downside risk for the first couple of months of this year but I can't see any now. Decent dividend, bye back program, 7-1 split coming and from what I see good execution on existing products and interesting new products coming. Almost a no brainer for a small profit. I watch LQMT and MTRN as plays on the iPhone 6 or the iWatch. Any hint that Apple is actually using liquid metal alloys will send them soaring if only long enough in LQMT's case, for people to figure out that LQMT might not be making a profit. That is way controversial, but in any case I think there is no doubt that LQMT will soar temporarily. MTRN might actually supply Apple with liquid metal alloys. Its a pretty good bet Apple will eventually release a phone with a Sapphire screen. The could make a flat LiquidMetal back, or and its way more difficult, a one piece liquid metal case. Catch LQMT at the right time I've seen it go up 7 or 8 times its value on rumors. Again there are people a lot smarter and more experienced than me.

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