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Spacetime Continuum

Spacetime Continuum - Where drawdown meets time under water "Put your hand on a hot stove for a minute, and it seems like an hour. Sit with a pretty girl for an hour, and it seems like a minute. That's relativity" ~ Albert Einstein As I think back to my academic years, I still recall staring up at the sky in absolute awe as I learned one of the most elegant and fundamental findings at the foundation of modern physics -- Einstein’s Special Relativity. My awe in the equations were not just that they expressed the interconnectedness of Space and Time, but that they demonstrated, so purely and exquisitely, that space and time are literally one thing; there is no “and”, just “spacetime”, as th

Top Fund Manager Says Amazon Has Fallen Enough To Nibble

To great fanfare, Amazon’s value surpassed $1 trillion on September 4. Since then, Amazon’s market cap has come back to $934 billion, a loss of more than 6%. Eventhough it is still way up from its 52 week low, we are debating whether this a big enough dip to buy the stock. Just as the best poker players win by reading other player’s “tells,” Wayne Himelsein, one of my managers, evaluates the market’s “tells” to determine when to be aggressive and when to hang back. Have you been waiting to buy some Amazon? Wayne says he is ready to buy a little. Ken Kam: Wayne, is Amazon’s downside move a short term pullback that constitutes a buying opportunity, or is it a turning point, and time to start s

Top Manager Says Agilent Is Poised To Make A Move Up

Since Agilent has been flat this year, it is natural to assume that nothing of interest to investors is happening here. But Wayne Himelsein, one of my managers, doesn’t agree. Wayne has been calling short-term price movements more accurately than anyone else for the past 17 years. Just as the best poker players win by reading other player’s “tells,” Wayne evaluates the market’s “tells” to determine when to be aggressive and when to hang back. He says Agilent is poised to make a move up. Ken Kam: Agilent has been volatile but flat this year. What is the attraction here? Wayne Himelsein: The simple reality is that Agilent on January 1st was at about 67 and today it’s at about 68, effectively g

Top Manager Sees Nvidia Shares Heading Higher

Nvidia has gone from $30 to $272 in less than three years. It is natural to feel that it's too late to get on board. But as Wayne Himelsein, one of my managers, has said, “the best investments are the ones the rise quickly after you make the purchase even if you didn’t buy at the low.” Just as the best poker players win by reading other player’s “tells,” Wayne evaluates the market’s “tells” to determine when to be aggressive and when to hang back. He says Nvidia is headed higher. Ken Kam: Nvidia has been a rocket for the past three years. When a stock has such an incredibly powerful multi-year advance, shouldn’t we start considering whether it's time to lighten up? Wayne Himelsein: For sever

Top Manager Says NRG Energy Reveals Last Week's Strongest Buy Signal

NRG Energy is an integrated power company headquartered in Princeton, New Jersey. Wayne Himelsein, one of my managers, has been calling short-term price movements more accurately than anyone else for the past 17 years. Just as the best poker players win by reading other player’s “tells,” Wayne evaluates the market’s “tells” to determine when to be aggressive and when to hang back. He says it's time to buy NRG. Ken Kam: Wayne, NRG closed at $24 on February 8. On Friday, it closed a little over $35. The stock is up 46% from its low this year. Why is this the right time to buy NRG? Wayne Himelsein: As I said about Advanced Micro Devices at $16, the best investments are the ones the rise quickl

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