{"id":28920,"date":"2014-12-03T10:01:42","date_gmt":"2014-12-03T15:01:42","guid":{"rendered":"http:\/\/www.technologyinvestor.com\/?p=28920"},"modified":"2014-12-03T10:01:42","modified_gmt":"2014-12-03T15:01:42","slug":"warm-stocks-hanging-better","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=28920","title":{"rendered":"Warm stocks hanging better."},"content":{"rendered":"

Continuing the chart from yesterday. Two days of moves. Interesting which ones came back — the less speculative ones:<\/p>\n

\"WarmOnesComingBack.\"<\/a><\/p>\n

Check out our wonderful AGIO.<\/p>\n

\"AGIOThisYear\"<\/a><\/p>\n

Boone Pickens, on Cramer last night, predicted the return to $100 oil within 12-18 months. If so, some of the very beaten down oil companies might be interesting, e.g.<\/p>\n

\"EOGComeback\"<\/p>\n

Or maybe even this one:<\/p>\n

\"Slchlumberg\"<\/a><\/p>\n

Most interesting stories today:<\/strong><\/span><\/p>\n

+ Successful programmer, Pavel Durov, flees Russia.<\/p>\n

\"Durov\"<\/a><\/p>\n

He created Russia’s leading social media site, VKontakte — Russia’s Facebook. Why he fled Russia tells you a lot of about Putin’s increasingly awful and increasingly disastrous regime. Sad for Russia. Read the piece here.<\/strong><\/a> Durov has now created Telegram<\/em>, an encrypted messaging service. Read about it on Wikipedia. Click here.<\/strong><\/a> You can subscribe to Telegram, which he bills as “taking back our right to privacy”<\/em>\u00a0 here.<\/a><\/strong> If you’re working on a secret project for your firm or yourself, Telegram is probably the way to go. It’s available for all platforms. Durov is smart. I wish I could write code as well as these bright Russians. Make sure your kids learn coding. What typing was to my generation, coding is to theirs. Only you can go a lot further with coding than typing.<\/p>\n

+ Bloomberg on trading in Apple shares. They go up. They go down. hard to predict why. We’re figuring they’ll have a nice Christmas, but the shares have already had their own Christmas? Click here.<\/strong><\/a> I’m holding my Apple stock.<\/p>\n

+ Built in Brooklyn, FlyCleaners saves a trip to the laundry. Neat entrepreneurial opportunity. Click here.<\/strong><\/a><\/p>\n

+ Radio Shack has major problems. Amongst not having anything appealing to sell, it treats its employees awfully. Click here.<\/strong><\/a> I wonder if it’s too late to short RSH again?<\/span><\/p>\n

My Verizon cell service in Indian Wells is iffy. <\/strong>There are two ways to fix it:<\/span><\/span><\/p>\n

+ A network extender which creates a microcell in my house and sends and receives Verizon cell phone calls over the Internet.<\/p>\n

+ A cell signal booster, (e.g. this one<\/strong><\/a>) which grabs the outside cell phone signal, amplifies it and brings it inside.<\/p>\n

To work well, both systems need an antenna on my roof and a cable run from the roof to a device inside the house which handles the cell\u00a0 service. I’m tending to the network extender. But it only works for Verizon. The cell signal booster also works for AT&T, which some of the children have. Big issue right now is to find a way for the cable without making a total mess.<\/p>\n

\"HarryNewton\"<\/a>
\nHarry Newton in erstwhile sunny times. It’s actually raining in the desert. I’ve never seen rain here. I hear it’s “monsooning” in LA. Great for their water. Lousy for their traffic.<\/p>\n

Lots of attractive real estate syndications coming at end of year. I’m spending time figuring which ones make sense. Happily, I think most do. They offer nice dividends , a nice return, but tie up your money for several years — until they refinance or sell — two totally unpredictable “liquidity” events. Research is time consuming. Hence today’s short column.<\/p>\n