Disqus - Friends of howardlindzon

Re: Peak Oil? Peak Dollar? Peak Market? or Peak my Nose

ivanhoff — Sun, 25 Nov 2007 11:41:50 -0000

The Japanesse have similar to the Kindle devices for more than 10 years. It is very popular there as the locals download even newspapers and read them in electroninc form. It is convenient and it is eco-friendly. The question is how different it is from a laptop? Why and under what circumstances, an American would use it?
The Japaneese use it mainly in the public transport - a major way for human distribution there. Here in the US, who uses public transportation?
I don't see anything revolutionary in the Kindle.It's even a step back in the evolution process. Yes, it targets virgin niche in the US. But how proffitable is this niche?

Re: Peak Oil? Peak Dollar? Peak Market? or Peak my Nose

ivanhoff — Tue, 27 Nov 2007 13:50:24 -0000

I have to admit that you might be right about Kindle being a potential catalyst for AMZN. I still believe that it won't revolutionize the American life style. The reality is that Kindle is one of the best sellers this season. Last time I checked, Amazon were out of stock. With a retail price of $400, margins must be sweet. That might boost nicely the following 2 quarters' bottom line.

Re: I am a Somebody…at Least More of a Somebody than that Lindsay Campbell

ivanhoff — Wed, 05 Dec 2007 12:22:25 -0000

Congrats Howard! If you start paying $1 to each reader that joins your online community and read at least one of your insighful stuff, soon you'll have one of the biggest database on the internet. Initial attraction with fnancial stimuli followed by strong content in order to keep those readers (watchers) could be a powerful marketing strategy. Some online TV's should start paying their viewers for watching them. They would make much more money out of advertising. If the content is good, they won't have to continue paying. Maybe Amazon should start giving away its Kindle for free, so it can benefit later from books' sales and advertising. Just an idea.

Re: The Bears Get Bhutto

ivanhoff — Fri, 28 Dec 2007 08:52:13 -0000

When market is up several days in a row, profit-taking is something usual.

Re: Apple…Let's Review it's Greatness

ivanhoff — Fri, 28 Dec 2007 09:18:12 -0000

AAPL has been a top holding for me for the last 2 years and I continue to be long on this stock. The reason. It is one of the few stocks in the market history that has the ability to come up with new impressing catalyst every 6 months, if not even less.

Iphohe has been a bestseller in USA, so far. That can't be said about Europe, where Nokia rules and Apple's mobile is considered as technological junkie. That's O'k. It means an extra room for growth, when the second edition of iPhone appears. Somethimes I think that Apple and Nokia are negotiating under the table and have divided the world's mobile's market among themselves. Nokia is not that marketingly aggressinve in US as it is in Europe. For Apple is the opposite.

I won't be surprised if AAPL reaches $1000 in the next 5 years. We'll see the usuall 20% consolidations along the road, but this is part of the game and just amother good opportunity for new purchase.
When there are so many people, especially relatively unexperienced as I am, liking so much AAPL, it is a sign for some troubles, at least in a short-term perspective. Disregarding that, AAPL ( the stock, not only the company) has proven that it is not a three-days miracle.

Re: JDate is for sale…Oy Gevalt!

ivanhoff — Fri, 04 Jan 2008 06:30:42 -0000

I have two suggestions here:
MUSH
BUSH

Re: Lindzon Downgraded…Smart to Idiot

ivanhoff — Thu, 10 Jan 2008 11:47:52 -0000

I am sorry to hear that. I am sure that you'll beat your own estimates for this year.
Just curious, what are your money management rules. What percentage of your capital do risk per single investment. And how do you define your stop loss level for each position?

Re: Julie…Julie…Julie

ivanhoff — Sat, 19 Jan 2008 18:51:18 -0000

I have to admit that Julie is doing fantastic job so far. She'll earn fans and boost traffic for less than a month. It will take even less time if you feature AGN in one of your following shows.
disclosure: I don't own that stock, yet.

Re: Timberrrr…….

ivanhoff — Mon, 21 Jan 2008 14:41:39 -0000

short the VIX, if it opens at 35. Currently is at 27.18, but everything can happen overnight. Tomorrow will be remembered.

Re: Guess Today's Dow

ivanhoff — Tue, 22 Jan 2008 10:23:34 -0000

DOW will close at 11912
VIX opened at 35.12
then for the first 20 min it reached 52 week high of 37.57
Now it slumped to 33.12
I won't be surprised to see it going to 30 until the end of the week

Re: Guess Today's Dow

ivanhoff — Tue, 22 Jan 2008 10:37:11 -0000

VIX is at 30.92

Re: LifeLock Raises $25 Million from Goldman Sachs…Booyah

ivanhoff — Thu, 24 Jan 2008 00:27:24 -0000

congrats on the deal. Lifelock operates in fast growing area that is becoming increasingly important.
I have a suggestion for you. Why don't you start giving away one free subscription to its service once a month. In order to participate in the contest, everyone has to explain why he/she needs to use the Lifelock's service. This will lead to a significant boost in the paid subscriptions.

Re: The Art of Selling

ivanhoff — Fri, 25 Jan 2008 13:05:09 -0000

I remember when you featured SYNA in your blog back in September or October. It was at 50. It initially dropped to 47 amid overall market weakness and then rose to 53 in anticipation of earnings. On earnings day, it gapped up to $60 and you mentioned that you are selling part of your position into strength. The question is, what part did you hold on and why?

Re: Firing Up My Kindle…

ivanhoff — Thu, 31 Jan 2008 15:32:44 -0000

Congrats on the book! I will definitely purchase one. Is it more autobiographical type of book or do you just express your general position towards investing?
As a title, I would suggest "New Highs".

Re: TechTicker from Yahoo…Let's pitch in and Give Them a Tag Line

ivanhoff — Tue, 12 Feb 2008 23:06:58 -0000

Really good videos by TechTicker. It looks like the CNBC market share will continue to shrink. Not that the number of their viewers is falling. It is just growing with slower pace compared to the fast expanding financial media industry. I haven't watched a minute of CNBC for the last 6 months and it feels good, financially and intellectually.

Re: Russia on Wallstrip…'I Must Break You!'

ivanhoff — Wed, 13 Feb 2008 13:04:16 -0000

Funny and insightful interviews with Howard's on Techticker. Rocking comments on the fertilizer industry:"I am making fertilizer too. They're making it for money"
http://finance.yahoo.com/te...
http://finance.yahoo.com/te...

Re: YouTube Dominance Continues…The Great DEFLATOR!

ivanhoff — Fri, 15 Feb 2008 00:09:12 -0000

inflation is the perfect way for wealth distribution - from the poor to the rich. Check the list with the best performing markets around the world for 2007 and you'll see that the top of list is led by countries with very high inflation:
China CSI 300 index 179.75%
Ukranian PFTS index 135.41%
Slovenia total market 96.90%
Nigeria stock exchange 87.17%
Bangladesh DHAKA stock 86.19%
Croatia Zagreb crobex 80.84%
Brazil Bovespa stock index 72.44%
Istanbul ISE national 100 index 71.91%
African Mauritius stock exchange 70.00%
Bombay BSE sensex 30 index 65.23%

Re: The Evolution of Mobile Phones…Early Days Indeed

ivanhoff — Sun, 25 May 2008 13:12:16 -0000

A good mobile can do anything that a laptop can and then some more. Look at Nokia N82 - the king of pictures. There aren't many digital cameras that could offer the same quality. Soon we will see mobiles with projectors. Then with hologram capabilities. The world is evolving faster than any time before. In twenty-five years, the poorest person in a developed country will have higher living standard than some of the richest people today.

Re: The Evolution of Mobile Phones…Early Days Indeed

ivanhoff — Sun, 25 May 2008 16:13:26 -0000

Nathan, I think you misunderstood my comment about the changes in people's living standard. It is absolutely natural every next generation to lives relatively better than every previous generation. Compare the life of your grandfather to yours. Look how many more opportunities you have, look at what technology you have access to. Things that were dreams several decades ago, are reality today. The gap between poor and rich who live in the same time, is rising on a daily basis. That doesn't mean that in 30 years the average American citizen will have access to technology that some of the richest people today can't even imagine. It is hard to break the trend of progress. It has happened only once in the world history (the dark ages in Mid-century Europe ).

Re: The PUTZ tax…AND What’s SO WRONG With UNsophisticated?

ivanhoff — Wed, 11 Jun 2008 11:27:03 -0000

"Everything should be made as simple as possible, but not simpler" - Einstein
I don't know about sophistication, but it looks like the importance of risk management is massively underestimated. Howard, I'd be interested to see your thoughts on position sizing and exit rules.

Re: All About OIL and the 4 and a Half P’s (Porn, Prostate, Prostitution, POT and cousin POTash) that Matter

ivanhoff — Thu, 26 Jun 2008 14:25:21 -0000

What makes you think that DJ will break the 12,000 level soon?
Canadian banks don't have any exposure to the US mortgage mess? Or that exposure is already priced in?
POT is also affected by the rising oil. They just have the ability to offset the rising input costs by charging more their clients. In a bear markets all sectors get affected, sooner or later.
Most likely the banks will be bail out and the US tax payers will pay the price for that.

Re: Banks…Still the Best Business

ivanhoff — Sat, 19 Jul 2008 22:46:45 -0000

Look at www.prosper.com, where everyone could be a bank.

Re: Earnings Season FAQ - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

ivanhoff — Tue, 22 Jul 2008 14:22:10 -0000

every time I decide to purchase ATM or slightly OTM options, I assume that I may lose the whole premium. This is reflected in my position sizing. I don't risk more than 0.5-1% (R) of my capital base for every trade I decide to take. When I am wrong, I lose as much as I expected that I might lose, not more. I know that I will be wrong more often than I will be right. But I also know that when I am right, the size of profits will far exceeds the size of my losses. If on average your system produces 30 winners, 10 break-even and 60% losers, your average win is 4R, your average loss is 1R, the expectation of your system will still be positive: 0.3*4R-0.6*R = 0.6R (for every trade you take).
This is why I don't see a reason for not holding a position over earnings. Even if you lose, you will lose as much as you can afford to lose. The only viable reason for not holding over earnings is if you already have excellent profits on your position.

Re: Deep Market Thoughts…Death to CNBC

ivanhoff — Fri, 01 Aug 2008 00:46:54 -0000

CNBC is an all about the entertainment, not about consulting. People should understand that watching TV will never make them richer.

A quick question: what happened to the New All Time High List on your blog. It seems to be vanished. Correct me If I am wrong.

Re: There are NO ‘Happy Endings’ in the Stock Market!

ivanhoff — Sat, 02 Aug 2008 11:30:10 -0000

The long-term price charts of the greatest stocks have always been parabolic. There are no exceptions. At one point they become overowned as the trend becomes obvious to anyone. There are no catalyst to feed the further price growth. The supply overcomes the demand and the stock becomes a target.

As Paul Tudor Jones II likes to remind:

"I see the younger generation hampered by the need to understand and rationalize why something should go up or down. Usually, by the time that becomes self-evident, the move is already over."

"Fundamentals might be good for the first third or first 50 or 60 percent of a move, but the last third of a great bull market is typically a blow-off, whereas the mania runs wild and prices go parabolic."