Subscribe to:
Post Comments (Atom)
skip to main |
skip to sidebar
Sites of Interest
Portfolio Armor
Short Screen
Shadow Stocks
Algorithmic hedging tool for stocks and ETFs
Short Screen
Tools and ideas for short sellers
Shadow Stocks
An investment blog with a focus on small stocks
Feedjit
Posts
Blog Archive
-
▼
2009
(451)
-
▼
May
(31)
- Better Late than Never
- Are Inflation Fears Overdone?
- The Credit Crisis and Courtney Love
- Bright Lights, Peak Oil
- Warren Buffett can Breathe a Sigh of Relief
- Built to Last
- Remembering Roy Benavidez on Memorial Day
- A Note about the Light Posting Here Recently
- A Stock-Promoting Prodigy
- A Sucker for a Pretty Business Journalist
- Algebra Challenge
- John Mauldin's Latest
- Open Thread
- Edelheit versus Cramer
- Edelheit Agonistes
- English Needs Another Word
- China's Economic Transition
- Alloy Steel's 10-Q
- Gaseous Anomaly?
- An African Perspective on Economic Development
- PhotoChannel and Facebook
- Two Press Releases from Destiny Media
- Following "Dutch" versus "Going Dutch"
- KSW Reports Q1 Earnings
- The Stock Also Rises
- The Perils of Straying into Politics
- Penny Ante Arbitrage Update III
- Something to Cheer up my New British Readers
- Hussman's Latest
- Hatton v. Pacquiao
- An Astronomer with a Sense of Humor
-
▼
May
(31)
About Me
- DaveinHackensack
- Just a man with a man's courage. Older comments are moderated so I am made aware of them. Please note also that none of what I write here should be construed as investment advice. Please do your own due diligence and use your own common sense before making any investment decisions.
6 comments:
I'm just curious whether you've used the huge sell-off from September through March 9th to buy ANYTHING new.
From your postings here I don't think I've seen even one new name mentioned in all those months.
If you haven't added anything new, why not? If you have. why not share your ideas?
Unless you want to consider ASUR new (I did own it before, unfortunately, as I mentioned previously), I didn't add any new stocks during that time period. A couple of stocks looked tempting, but I've been putting money aside to invest in a couple of business ideas that I think have greater potential ROI. If all goes well, I'll elaborate here when they're up and running, probably sometime this summer.
comments on PNWIF's latest CC
Re PNWIF's quarter, it would have been nice to see them be consistently profitable, but they do say this is their seasonally weakest quarter. Y-O-Y comps look good though. Still very little of their sales are coming from outside of North America and the UK though, despite the Kodak deal in Asia. Re the conference call, I don't recall anyone asking about this.
Re:PNWIF
When speaking to IR a while back trhe advised me that in Australia it will take some time for the idea of uploading photo's and picking them up at a store to gain traction. This at or about the time they launched in Australia. I assume there is a learning curve. This is probably true of most countries.
That seems to be a similarity between PNWIF and another Edelheit pick, DSNY: top-level deals may open the door to new distribution channels, but more work at lower levels is required to get the technology widely adopted. This is something I've discussed with DSNY's CFO a few times, including late last week. He assured me that they were working on this.
Post a Comment