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    • Mon Sep 15th 14:39 PM
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      Commented on:
      Crunching Numbers: Why I'd Buy AIG
      This article proves that no one should ever take investment advice from an accountant.

      AIG last price : 5.50 - Down 55% within 2 days after the posting of this article.
      View article »
    • Fri Jul 25th 15:05 PM
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      Commented on:
      Is Crocs Doomed For Failure?
      CROX just crossed below 5 bucks! Great call, I hope you were still short!
      View article »
    • Fri Jul 25th 15:03 PM
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      Commented on:
      Even Insiders Are Selling Crocs
      CROX just dropped below 5.00! Great call, justice has been served.
      View article »
    • Fri Jun 27th 14:47 PM
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      Commented on:
      Confessions of a Shallow Solar Trader
      High Voltage, the best ETF to play the solar sector is TAN.
      View article »
    • Thu Jun 26th 13:21 PM
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      Further Thoughts on Trina Solar and the Solar Space
      Jack,

      Any thoughts on the TSL downgrade to sell today from Goldman? Goldman suggested the company has a fairly week balance sheet which could cause a great deal of downside risk from possible capital raises or dilution. Thoughts?
      View article »
    • Tue Jun 24th 09:16 AM
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      Royale Energy: Rising Oil Prices Good for Natural Gas Stocks
      Laura, I said that "I hope you get lucky" because it is not your company fundamental analysis that will lead you to these gains. You in fact did get lucky, and I applaud you for that. But again, it is purely momentum traders driving the stock higher, and not fundamentals as your article vaguely describes.
      View article »
    • Wed Jun 18th 14:02 PM
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      Royale Energy: Rising Oil Prices Good for Natural Gas Stocks
      This artcile does not give me a single reason to buy the stock. All it says is "Don’t wait too long to make your move" and "you don’t want to wait to jump onboard for maximum gains" which sounds like a investor relations firm doing the classic pump and dump.

      And you say the stock is up 69% this year??? What chart are you looking at? The stock has risen more than 400% since the beginning of the year!

      You article may have had a little merit if had been written at a time when the stock was down around 4. Up hear in the clouds north of 8, all I can say is that I hope you get lucky, because it certainly isnt your fundamental analysis that will lead you to gains.
      View article »
    • Wed Jun 11th 08:29 AM
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      Profiting from Panic-Selling in Trina
      Trader Mark,

      Let me start off by saying that the vast majority of your articles are great with solid reasoning and analysis. And I agree with you that TSL has great long term prospects and is one of the cheapest stocks in the solar space. And again, you are right in saying that 90% of investors only pay attention to the headline number when it comes to earnings. However, based on that notion, investors should position themselves in a manner that takes that into account. If a trader knows that everyone will be looking only at the headline number, then holding a stock through the annoucenement means that the trader believes the overall market will react favorably to the annoucement. That said, although TSL beat estimates, the expecations were extremely high for the report. This is exemplified by the solid rally the stock saw leading up to the annoucement. Further, the whisper number was actually much higher than the consensus estmates, making for lofty expectations. So sure, the figures based on the company's operations were strong, but the currency loss must be factored in given that expectations were so high. So although the headline number did not give a fully accurate depiction of the company's performance, when expecations are so high, there only needs to be one little negative factor that can create the market to sell the stock. So the better trade would have been to sell the stock into the rally, get some more clarity on the company from the report, and then re-enter with a position. That is not applicable to all stocks, but just the ones that have such lofty expectations.

      That said, TSL down below 37 is now VERY attractive, so I will be taking a position in myself. Best of luck with the fund.
      View article »
    • Tue Jun 3rd 14:33 PM
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      Commented on:
      Evergreen Solar Needs to Resolve Financial Issues
      You are right in saying that we need more clarity on ESLR's financial needs. If the company were to do an equity offering, that would obvisouly have a negative impact on the stock. Based on the funding the company needs, an equity offering would result in roughly 20% dilution (give or take) to current shareholders. However, if they were to raise debt as they previsouly hinted towards, the positive impact on the stock would be huge. This would alleviate any concerns of possible dilution, and investors would once again focus on the huge contracts the company just secured. In my opinion, this could result in 60% upside from current levels of $10, making for a favorable risk/reward of 3 to 1.
      View article »
    • Fri Apr 25th 13:47 PM
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      Investing in a Resource-Constrained World (Part IV)
      Mark,

      Your long history of articles on FSLR is nothing short of lunacy. You have been obsessed with this tellerium shortage for so long, and have lost a lot of money betting on it. Although you have some merit in many of your points, and your research findings are pretty interesting, you regularly contradict yourself.

      Here is the best part...

      I remember in the many articles you have written previously that you were shorting FSLR, will continue to short FSLR until it goes to zero. You were convinced that FSLR was going to crash. And now you say in this post "At this time I do not even own FSLR short positions and have nothing to gain if FSLR suddenly collapses tomorrow." Why dont you own it now? Its because you first started shorting the stock around 140, which means you have probably gotten 100 margin calls, and your investment is now worth zero now that the stock has more than doubled.

      So you have officially lost your right to write about FSLR in the future.
      View article »
    • Tue Feb 19th 11:39 AM
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      HANS and CROX Are Here to Pump You Up
      Buying CROX ahead of earnings is no better than flipping a coin. The company clearly has faultered, an indication that the fad is finally fading. These were the only products left on the shelf after the holiday season was over, and this will likely be reflected in their report. An ugly stock, a soon-to-be ugly report, and most importantly, and UGLY shoe.
      View article »
    • Wed Jan 9th 09:26 AM
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      The Long Cases On Apollo Group and Mosaic Going Into Earnings
      Both MOS and APOL are up huge this morning, great call on both plays. Cheers
      View article »
    • Tue Jan 8th 14:09 PM
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      The Long Cases On Apollo Group and Mosaic Going Into Earnings
      A really solid article. I agree with you on APOL, and will be long the stock heading into earnings. MOS, although you may be right with your long bias, there is really no room for error with the stock having run up so much, and so the risk/reward seems unfavorable. I will likely sit on the sidelines for this one. Again, great in-depth options analysis.
      View article »
    • Sat Jan 5th 13:59 PM
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      Sirius, XM Satellite Radio: Good Things Come to Those Who Wait
      Great article, you are right on the money with all of your points. There really are a number of competing products that negate any argument that Antitrust violations would exist. Both stocks are poised for solid upside, and cheers to you for spelling everything out so perfectly.
      View article »
    • Tue Dec 4th 12:24 PM
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      Lululemon Athletica: Insulated From Consumer Spending Woes
      Great article. I too am long the stock with a cost average of 38. You are right, multiples are high, but their ability to keep limited inventory while continuing to aggressively open more stores will prove to be a great strategy. Again, solid article that provides very detailed insight.
      View article »