buynholdisdead’s Activity

Fri Dec 19

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 10:22 PM

Re: PFIE and oil wells

Thanks Mauser that gives me more to think about.

Andy

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 4:47 PM

Re: PFIE and oil wells

Thanks Denny.

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 3:37 PM

Re: PFIE and oil wells

In any case my comments shouldn't be construed as bear argument against PFIE as an investment, but rather I'm just throwing things out to consider that you aren't likely to find in their presentations.

That's why I keep recing you [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 2:44 PM

Re: PFIE and oil wells

B,


So you are saying PFIE claims an addressable market of a Millionish wells and yet someone who clearly sells into that market filling the same need (providing heat in a controlled manner)doesn't compete with them. [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 9:37 AM

Re: Big acquisition by Avignon

Fernandes emphasized more than once during the conference call the acquisition included a recurring royalty revenue stream from ObjectVideo.

Thu Dec 18

Stock Advisor Boards Post

buynholdisdead replied to the Stock Advisor boards. 11:46 PM

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buynholdisdead replied to the Stock Advisor boards. 10:23 PM

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buynholdisdead replied to the Stock Advisor boards. 10:10 PM

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buynholdisdead replied to the Stock Advisor boards. 10:05 PM

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buynholdisdead replied to the Stock Advisor boards. 8:51 PM

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 2:25 PM

Re: PFIE and oil wells

And correct me if I'm wrong, but does it not appear that maybe these guys should be listed as competitors.

I would say that they do not compete. It looks like chromalox is into heating elements that are controlled by electricity and [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 1:26 PM

Re: PFIE and oil wells

Pipelines are buried and are not exposed to the outside air, not much of them anyway, in which case there is such a things as insulation and electrical heat tape.

You must have a big roll of electrical tape? Do you tape the bears [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 12:10 AM

Re: PFIE and oil wells

But it cools off when it gets into the above ground pipes, specially in Winter. Maybe the pipes need some heating.

Exactly Denny, the oil will cool down and return to the temperature of the surrounding air. Look at this picture and [more]

Tue Dec 16

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 4:06 PM

Re: INVN, SWKS, SYNA

Chris,
This is just my thoughts. I haven't looked into SWKS or AMBA but as far as Syna goes, they have the fingerprint technology now so that should help them boost their margins in the short term until the other competitors catch up, but Syna [more]

Mon Dec 15

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 12:50 AM

Re: Happy holidays

Happy Holidays to everyone and to you Anirban. I really have enjoyed reading your posts. Thanks to everyone for all they do keeping this board going.

Andy

Fri Dec 12

Rule Breakers Boards Post

buynholdisdead replied to the Rule Breakers boards. 9:16 AM

Thu Dec 11

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 1:58 PM

Re: Today's news and PFIE

Shoelace makers don't compete with shoemakers either, but that doesn't mean you should ignore what is going on in the shoe market. :<)

How did we get from talking about competitors to PFIE to shoemakers and shoelaces ? [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 12:46 PM

Re: Today's news and PFIE

Putnid is correct, stabilizers are hardly new and are used in the field all of the time.

Profire does not compete in that segment of the market. Here is a website on Profire's products.

[more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 12:00 AM

Re: Today's news and PFIE

Siemens, National Oilwell Varco, Natco, etc.) and more than just a few smaller, hungry dawgs.

According to Pfie's latest 10k.

Some larger conglomerates, such as Siemens, Honeywell, and others, manufacture BMS for very [more]

Wed Dec 10

Rule Breakers Boards Post

buynholdisdead posted to the Rule Breakers boards. 5:50 PM

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CAPS Player Rating < 20
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Big red star, 1000 posts Global Fool
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Very First Post Investing in Foreign Stocks (6/24/2009)
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