From: July 2006

Sandisk – Flash and Sex

I am kicking myself for missing Sandisk in the low 40’s. Not your typical stock for a trend portfolio as the moves up and down are severe in this competitive space. Sandisk just has the best style and marketing in the group and that will mean something as the YouTube and iPod generation comes of …

Apple retail – still underestimated

It will be looked back as one of the great retail stories of all time when it is done, so as I have been posting about on this blog from day one – buy their weakness. Creativity, and fashion and form over function wins in today’s computing world. The game has been over for about …

My First You Tube Posting

My video posting cherry is popped – finally It was easy and painless to use YouTube.com. It was easy to use my new canon camera. It is very hard to shoot half decent video. BUT, I am having lot’s of fun practicing. The convergence is totally here. Trust me!

Lindzon's 5 click weekend market mashup

I am still flicking myself for the awful “code red” call I made on Thursday. Worse, I had been very bullish two days earlier and took those bets off the table late Thursday. I am in the penalty box and travelling tomorrow so here are my fave recent market reads: Bill Cara’s Weekly review A …

Garmin – speaking of gadgets

One of the last tech stocks standing these days is Garmin. I still own some. It has had an incredible run. The rest of the GPS players save Trimble (TRMB) have been smashed of late. NVT, SIRF, LOJN are the ones that I follow, and have owned, that have had their trends smashed. My brother-in-law …

My New FAVORITE GADGET

The Canon SD630. It is a freaking unbelievable toy for photos and video. Small, sleek, easy to film video and carry in your pocket. I have never fired off so many pictures and video in my life. Canon just took videoblogging to the next level with this sweet piece of hardware. Own it!

Is the commodity boom over?

Not according to Bill Cara who I have been following on the subject for the last year. I am sticking with Bill until he breaks. Everybody is wrong in this business so don’t expect miracles, just try and understand the basic economic princples that are laid out in the bullish case for commodities. There is …