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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (57362)8/28/2015 11:33:48 AM
From: Doren  Respond to of 57684
 
I'm still a skeptic on 3D. Kick myself for selling PRLB. Waiting for an opportunity to buy back in, almost bought some last night, but its been bucking the downturn. Had one quarter that missed expectations.

I'm pretty excited about drones though. I bought some AMBA and some GPRO. I think people are not getting how ubiquitous drones are going to be. Forget the selfie sticks. These guys thought they would need to make a thousand... now they are swamped.



http://www.bbc.com/news/technology-34069150


Also bought into FEYE again. Blew it selling that too. But getting it at a good price right now.

Strangely my biggest position now is an Oil ETF USO. I don't think oil can go much lower than 40 which is the break even price for:

40 Alaska

40-60 Onshore Russia

40-70 Shale North Dakota

40-70 Eagle Ford Texas

40-80 Permian Texas

Take those guys off the plate and we'd have an oil shortage. I cannot see it happening.