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GPS Landscape

It is a trend that has been magnificent and I have been on it. It is far from over. I am not sure if Gramin and Navteq can continue to accelerate given their premiums, but I do think Navteq is in a unique position to be acquired. Garmin is now trading at 10 times sales. …

Stock Disclaimers Made Interesting

I have long said that the stock bloggers are a funny group. Lot’s of pent up creativity – mostly wasted trading stocks :) . The blog has set them free. Fly has a great sense of humor. He has turned the boring disclaimer into an artform. A mashup of money humor with Johnny Carson “Carnac”. …

Garmin leads the GPS brat pack.

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 quite often on my blog. Garmin, Trimble, Navteq, Lojack, Tom-Tom are big players. Obviously, Google, Microsoft and the handset players are integral to the trends continuation. Sirf Technologies (SIRF) is …

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 …

Trend Updates for 2006 – calling it like I see it.

It’s been an interesting first five months of 2006. It’s a great time to review the good and bad and housekeep on some market trends. Here is my focus right now: I don’t short stocks, so I am focused on commodities, GPS companies, Interest Rates and private entrepreneurial endeavors. Inflation is rampant – trust me, …

Happy Passover

GPS stocks are cruising again, with Garmin hitting another all-time high. NVT is poised and Sirf Technologies – maker of GPS chipsets, keeps chugging. Think how much time Moses would have saved wandering around the desert with a little GPS. I think that should be the next Garmin commercial. Run it all Easter weekend during …

GPS, GPS, GPS

Lojack, Sirf, Garmin, Trimble. These are four plays on the growth of GPS and as an extension, asset protection. I like both and although no leader in these combined industries has emerged, if you want to participate in the growth of GPS, you should consider these. I have written about all four in the past …

CES (Computer Electronics Show)

Crazy crowded and lot’s of rappers. Supposedly I saw Ludacrous. Looked like just a bad hair do to me. Major focus on GPS. Getting cheaper and will force it’s way into your life this year. Also, a little talked about investment theme is the flash memory and camera industry. In the old days – 15 …

Off to Vegas for CES

The Computer Electronics show in Vegas is always a great place for gadget people like myself. This year, I expect to see GPS as the buzz items. I love GPS. I don’t use it yet, but I know it is getting cheaper and easier to use and it will find a way into my life …