ishamj (83.45)

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July 10, 2012 – Comments (5) | RELATED TICKERS: DDD

Nvever brag about a double bagger. Best way to guarantee a drop in price below the double-bagger threshold!

5 Comments – Post Your Own

#1) On July 10, 2012 at 12:21 PM, Teacherman1 (47.85) wrote:

Sorry about your luck ishamj, but since I don't own DDD and want to, I am quite happy to see it drop.:)

But I do wish you a 3 or 4 bagger later (after I have mine), of course.

Hang in there.

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#2) On July 11, 2012 at 10:46 AM, ath002 (< 20) wrote:

Ishamj and Teacherman1 would you mind telling me where you think the share will fall to, or where you would consider an entry Teacherman1?

Thank you in advance,

Luis

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#3) On July 12, 2012 at 12:12 PM, ishamj (83.45) wrote:

Well, I'm new-ish to investing, not good at valuation analysis, not a licensed financial advisor, do your own due diligence, YMMV, and I don't play an actor on TV....but...

I got in early, around $17.40 and have added to my position several times since. It's been a nice ride over the past six months, up to double bagger even, but it seems the initial short-term rush has lost its momentum, and the stock is in a bit of a retreat/sell-off.

I have a long term view and see a lot of potential for this industry. There are two main players - DDD and SSYS, I am long both, but heavier in to DDD. As such I am watching this pullback closely through earnings season and looking for another nice buy in point.

The nice thing about a very long-term optimistic view is any point is a good buy in point. (Reference the rule of thirds, in case you're unfamiliar with it - start a small position, follow the stock, stay interested, and look for good buy-in points). (And remember nobody can time the market effectively - reference dollar cost averaging). I am an optimist, but I think there are more "bags" left in ths stock/industry.

DDD has made a lot of acquistions, and seems to be aggressively seeking more, so I would keep an eye on debt levels, but also remember this a is a growing, emerging tech company. Acqusitions and debt if done right can feed a company's growth (and if done wrong can starve it).

Do your own due dilligence, form your own value points, etc.

That being said, I think 3D printing is way cool. I think the materials may be a bit expensive for it to hit full 100% consumer penetration, or to replace large-scale manufacturing, but there are soooo many uber-cool prototyping, quick fabrication, hobbyist, craft making, customization, rare parts/ zero inventory, and medical applications that I think the tech could rock many industries. Hence my long term, optimistic, multi-bagger view.

Fool on!

-ishamj

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#4) On July 14, 2012 at 5:31 PM, Teacherman1 (47.85) wrote:

ath002 (Luis)

I don't have a target for where I think DDD might fall to over the shorter term, but for me to buy them for a longer term hold, I have a start price on my watchlist of $25.00.

I don't expect it to get to this price based on the company itself, but am "banking" that on one of these overall "Schitzo Market Days", it might get down to this level.

If it did, that is where I would make my first purchase, and would buy about 25% of what I would eventually want my position to be.

I would then wait and watch to see if there was another "big dip" that took it below, or at least back to that price, and then would buy another 25%.

It is possible that developments within the company itself, could make it an attractive buy at an even higher price, or send it down even further, but around $25 is where it would get my attention for the intermediate term.

I will watch them closely to see how things develop fundamentally, and may change my "target price" if the conditions warrant.

There is no "Magic Formula" for determining the absolute price to start buying, but I think that too much of the current price is based on the future potential and they are not there yet.

It is a good company, with very good prospects, but my personal philosophy is that you make your money when you buy, and all stocks, even those of good companies can take unexpected pops or drops, and they seldom run away in a straight line up or down.

Don't know if this helps you or not, and remember, this is:

JMO and worth exactly what I am charging for it.

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#5) On July 15, 2012 at 4:25 PM, ath002 (< 20) wrote: