Been a while [... since I stopped by]

Sorry about the lack of updates. I came down with the plague over spring break and couldn't pull myself to stair at my computer screen for hours as I usually do.

I do however, I a new found passion for the blog as I have found people have been profiting from its use. This makes me very happy - so please, if you are reading, using, thinking about, or critiquing what I post on this space LET ME KNOW!

- Did you make some quick cash off a call - thank me

- Did something I say inspire you to start your own portfolio or diversify and expand a current one - tell me how excited you are

- Do you think I am naive and ignorant as to the real inner workings of equities - Speak your mind

- Am I straight up stupid and leading people the wrong way into huge loses - Post your critiques - Let us know what you think and why.

Tired of finance and Wall Street BS? - Post something cool you learned! - Last night I learned that radioactive elements were and are a significant source of core earth heating and that the reason we still have tectonic plate action still over liquid magma [as opposed to cooling down and stopping - all life with it - like mars] is because of the energy added by these elements. More so in the past with the quicker half life elements [but not to worry there are still plenty of radioactive elements keeping us warm - for now]. I also learned that Sir Calvin underestimated the age of the earth because he was not aware of this factor adding heat to our planets core. Additionally, a buddy of mine is presenting a thesis arguing that not only does plate movement impact climate [i.e. plates pushing together create mountains which then make wind and a place for clouds to form and rain and snow etc.], but climate impacts plate movement! For his [Kyle] masters he is going to Oregon to talk about how in places like Chili where plates are pushing [the same plates we have up here] the greater rainfall they get pushes more moisture down into the soil which loosens up the soil and lubes up the rigid plates allowing them to slide. This, he argues, is why Chili has so many more earth quakes than, say, Southern or Northern California [Which has the same to plates pushing up against each other but with much less rainfall]. - Cool stuff right? Thanks Kyle.

I would love for this to become a place of discussion and shared knowledge. We can only benefit from the sharing of knowledge or opinions [and I'm a big boy tell me I overlooked something or am being short sighted, I would love to know my faults better]. Just don't blame me for anything you lose [No one should place bets - yes they are bets - based off what I say here. This should be an initial point from which your research begins], and thus, do not give me full credit for any money made [this is your risk, your moves, and your money - you deserved what you got from it]. Just share is all I ask [not the money of course- unless you want to go sailing for a day, then we can talk :)].

Also subscribe if you wouldn't mind. I know everyone just trying to get subscribers or viewers or whatever to measure popularity but it really inspires me to research harder and put the extra effort into posting what I think and creating this forum for the exchange of ideas.

Tell your friends too, maybe they don't invest but want to start; maybe they are just interested in what its like or how it works; maybe they will become an intimate part of our tangents like the whole tectonic plate stuff I just posted. Either way, the more people who subscribe, read, and especially post = the harder I will work to get great information and share it will all of you to talk about. And hopefully, the richer we all become so that we can pursue whatever ends it is we are employing these means for.

Back to the books for me,

Have a great Sunday and don't forget - COMMENT!

What do you think? Is my new hair cut stupid? Is sailing the best thing ever? Is sailing the second best thing ever [second only the Sailing - with a capital 'S'?]

You confidant and eager thought processor,

-JrD

p.s. careful with tech - I'm currently looking for a strength to sell into [except for Apple, I'll hold her in my arms forever]. And energy is H-O-T, HOT! Check out APA for my top choice [waiting for a slight pull back to buy at a bargain, but I've already missed out on 4% gains so I may have to suck it up and jump in anyhow - but I'll see if patients pays off first]. Also, looking for a good Japan reconstruction play [which APA fits into btw]? Check out CAT, they're gna need to buy a lot of machines to rebuild with and if CAT moves out of state [I think they are in Illinois or near] they will get a huge Tax break. I haven't check back in but I think they also made a bold acquisition that I'm hoping wall street thought looked negative so I can score a deal [between you and me though, Caterpillar has a solid history of acquiring appealingly risking companies and turning out unforeseeable profits from them]

Take care, and let me know if you made any moves.

Life: a consequence of thought: The Sky is not falling, We are just rising

Life: a consequence of thought: The Sky is not falling, We are just rising: "This is a text message and short wall post turned blog very quickly so sorry for any errors, just thought I’d share it while its pertinent....."

The Sky is not falling, We are just rising

This is a text message and short wall post turned blog very quickly so sorry for any errors, just thought I’d share it while its pertinent...

Ok people, Don’t worry about the US (micro) Chip sector, or even the larger Nasdaq [which is almost as heavy into Chips as I am:)]. US crude oil reserve were significantly increased and the most probable political groups to assume power in territories of question over in the middle east have assured even greater contracts that before [so that they can jump start good relations with the US no doubt]. So what happened?

Well, Oil prices dropped far faster and earlier than anyone had thought. All those gambling non-sense speculators on wall-street lost quickly on bets they just made and may not have completely hedged and had to cover their asses, FAST. Best way to do that: Large sell-offs in profitable markets. The US Chip market has been one of the most profitable in decades and during a conventionally off season for them too. Additionally, With so much profits flying all over the place when its usually inventory check-up and filling time got people expectations for their on seasons for above reason. So did the Chip sector just make all their sales a little early? Maybe, but I really doubt it. It was just a great quarter for them and they still have another great one [and many more] to come. Just don’t expect them to be selling more iPads that their are hands to hold them is all, and don’t run around saying the sky is falling.

So if you were kicking yourself for not getting in on that amazing silicon gold over January, then now is an amazing time to scoop up some great deals on it. Some of my fav are Ciena Corp [CIEN] Skyworks solutions [SWKS] and Arm holdings [ARMH]

Top Secret Stock Shh...

I don’t have a lot of time right now but I just got to post this and I think it will prove to be a great first post for my new blog on investing.

My name is Jerad, I am a UCSD student studying Cognitive Neuroscience with an interest in Brain-Computer-Interfaces and Brain-Machine-Interfaces. Basically using your brain to manipulate electronic devices and the environment or using electronic devices or environment via E.Devices to manipulate your brain is my cup of tea. Also tea is my cup of tea, love the stuff.

Now, I wont normally, or at least don’t plan on, giving direct stock advice on buying or selling particular picks. Instead I will share my 12 years and growing experience with the market and teach a method or thought or discipline behind managing a profitable portfolio. Everyone has their own interests and their own strengths, thus no one strategy works for everyone. This is my effort to help you understand you own best investing self.

I believe investing is the most important thing that you can become involved in RIGHT NOW. So much of our lives is spent working for money [to do or experience the things we want]. This is a horrible way to spend such a precious gift. Instead, I hope that you will get your hard earned money to work for you. Why do I care? What is in it for me? Well, I don’t really care, and nothing is in it for me. I am not going to try and sell you anything, and this is just as much for me to work on and improve my discipline and methods and models. I do hope that some conversations started here nurture into great relationship beyond this digital interface. Maybe I’ll meet the next researcher to join my R/D team for BCIs or other businesses I have going on. Maybe Someone reading this loves to sail as much as I do and we’ll become sailing buddies [btw if ANYONE SAILS let me know, so we can go!].

A warning, I am horrible with both grammar and spelling. Sorry but its just not a forte of mine and I’d rather focus my time on finding better calls and giving more information than proof reading and editing. Hope you understand, and if not then volunteer to be my editor [or get over it].

Alright, on to the post...

Silicone Graphics International is a name that is anything but unknown to wall street investors. Back in 2005 or so, they infamously declared bankruptcy losing millions for investors.

Before going belly-up, however, they managed to woo viewers with productions such as Terminator 2 and Jurassic Park. They invested over 250B in r/d and were picked up out of bankruptcy for something like 48m by Rackable system inc [What a deal for 250b in RnD!]

So obviously, their history has left a bad taste in investors mouths but what do have going on now…

~20% cash per share value! thats over $3 cash in hand per every $13.xx share.

High performance super computer altics uv which can scale shared memory up to 16TB. No other competitors can do over .5TB.

Is focusing on the future of cloud computing which is “the next big thing” in tech that everyone is asking “how can I make money off what I know is the future of tech?”

Well, SGI is how.

They just popped off their first profitable quarter and no one said a thing…??? I’ve found that there are three part-time analyzers with this stock on their large list of homework [in all of wall street, that is a TOP SECRET STOCK]

Biggest Customers: Amazon, Military. Two of the largest investors in Cloud computing are already going to SGI for their cloud computing resources. They are obviously aware of this companies huge advantage over the competitors [16TB vs .5TB]. This company has always had the tech, smarts, and the resources. Unfortunately, they had some big issues with how to run books [spending too much on research and development and not working enough on creating sellable products]. Now all that amazing research [over 250billion dollars] was picked up for a mere ~48m by a company [Rackable Systems Inc] that always kept tight books with great marketing.

There time is coming, and coming soon. All that research into super computing, mass storage, shared retrieval, etc may have been their down fall but as we all know, the cloud is coming and these guys are ‘overcast’ and under the radar. Expect this stock to double in the least once wall street wakes up to the fact this has not been the same company nor is it run by the same people as before. Why Rackable decided to stick with the name we cannot imagine [I think its because they now what a score they got on all that RnD its the least they could do to remember the great work done by the scientists, but not the business men behind the wheel.]

Keep in touch, let me know what you think or send me any questions you have. Or invite me sailing if you want to thank me for all the money you are going to make ;)