GPS

  • My Portfolio…The Bad and The Ugly
    Posted by on December 17th, 2007 at 11:00 am, Comments: 4 comments

    It has not been all roses of late. I have sold my last part of Loopnet (LOOP). After looking fantastic, it has reversed and become [...]

  • Google goes GPS
    Posted by on November 29th, 2007 at 7:43 am, Comments: 3 comments

    Based on the amount of people writing about it, it must be important. I wish I understood all this shit at a time like this, [...]

  • Garmin Blinks…In a Good Way
    Posted by on November 16th, 2007 at 7:00 am, Comments: 5 comments

    Garmin (GRMN) had me nervous. I had bought a bunch of stock back at $90 and I was not sure how they perceived their own [...]

  • Deep market Thoughts…From NEW YORK…Post Facebook and Mucho Earning Reports
    Posted by on October 24th, 2007 at 3:35 pm, Comments: 4 comments

    I feel smarter when I am here. Alive. Maybe because it’s more likely I will be shot, knifed or hit by a stray cab. In [...]

  • Nokia to BUY Navteq?
    Posted by on October 1st, 2007 at 3:47 am, Comments: No comments yet

    I would prefer Google to do it, but since I own it, maybe Nokia is just scared and willing to pay way more. Homerun….I have [...]

  • Navteq (NVT) Taking Some Profits…
    Posted by on September 26th, 2007 at 6:46 am, Comments: 1 comment

    Broken record, but booking some NVT profits with the stock at $79. This stock was in the 20′s this year so…YIPPPEE. Looking at four new [...]

  • Easing on Garmin (GRMN)…GPS has been Smokin'
    Posted by on September 25th, 2007 at 7:14 am, Comments: 3 comments

    What a run. Sold some at the open at $118. What a freaking homerun stock. Check it out . I will happily take some more [...]

  • Garmin and Navteq on Wallstrip
    Posted by on August 5th, 2007 at 10:16 pm, Comments: 1 comment

    These two beauties are no strangers to my blog. I love both companies, but you CAN’T and SHOULD NOT chase. Today on Wallstrip, we take [...]

  • Navteq is COOKING…I am Considering a GPS Tattoo
    Posted by on July 23rd, 2007 at 7:22 am, Comments: 3 comments

    Please tell me you owned this. I truly can’t keep track of the goodness going on in my portfolio from the road. Monday mornings have [...]

  • Garmin (GRMN) in the 'G' in GPS
    Posted by on February 14th, 2007 at 8:11 am, Comments: 4 comments

    Next to Apple, the single most blogged topic on my blog has been the GPS trend (many Garmin posts). Today, Garmin, which I am long, [...]

  • Why GPS trend is still early
    Posted by on February 9th, 2007 at 11:06 am, Comments: 9 comments

    COST! The major barrier to any ubiquotis technology – is still falling. in the meantime, tons of profits to be had by investors on the [...]

  • Getting Off Margin into Earnings Season…
    Posted by on December 27th, 2006 at 3:45 pm, Comments: 3 comments

    Oh man – the bears are just getting rinsed and cleansed. They need to for this market to really start going down. The other thing [...]

  • Garmin leads the GPS brat pack.
    Posted by on November 6th, 2006 at 10:42 pm, Comments: 1 comment

    I love this trend because it is quickly becoming ubiquitous. I am long Garmin and have written about the company, the products and the trend [...]

  • Selling – Speak of the devil…
    Posted by on October 27th, 2006 at 1:03 pm, Comments: 1 comment

    It is nice to see some people willing to finally sell stocks. It is healthy. As a matter of fact, I am selling some stuff [...]