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    • Tue Nov 4th 08:54 AM
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      Rating: 0 0
      Commented on:
      Four Reasons to Expect a Solar Boom
      Truth #2 the funding for the customers to start projects has all but dried up.
      View article »
    • Mon Nov 3rd 18:38 PM
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      Rating: +1 0
      Commented on:
      More Downside Ahead for Solar - Barclay's
      The timing of the downgrade on STP is hillarious! Its down 75% in 2 months and now you tell us there is a financing problem for the next 2 quarters? What about demand past that? What about Obama energy plan? We should rate Vishal timing as crappy!
      View article »
    • Sun Nov 2nd 17:32 PM
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      Rating: 0 0
      Commented on:
      LDK Solar Has Caught My Attention
      i agree and like the concept of a PEG .11 how on earth is the valuation set so low? Maybe there is perception LDK's operates in the heavily commoditized part of the solar supply chain?
      View article »
    • Sun Nov 2nd 17:27 PM
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      Rating: 0 0
      Commented on:
      Solar Investment: Epic Correction Leads to Depressed Sector with Plenty of Potential
      i agree prices are low-ish and the US market might be 8x larger then the largest .... Spain. Democrats might get the ball rolling. A US feed tariff would be stellar.
      View article »
    • Fri Oct 31st 15:23 PM
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      Rating: 0 0
      Commented on:
      Post-Election Sector ETF Scenarios
      Yes hopefully an Obama win will lead to a Clean Energy buildout lasting years and set us on a road to energy independance.
      View article »
    • Fri Oct 17th 08:56 AM
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      Rating: 0 0
      Commented on:
      Solar Stocks Are Now Attractive Again
      the silicion ingot upstarts that are suppose to flood the market next year are reported undercapitolized and thus may not be able to spike production next year crimping LDK & STP production ambitions- per FBR yesterday.
      View article »
    • Thu Oct 16th 20:46 PM
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      Rating: 0 0
      Commented on:
      Exactech: Buy Now, or Wait for Earnings?
      Well the nasty index decline brought the stock down so much the breakout gains that began last October 2007 were wiped out. The 3rd quarter preannounce was Ok relative to the big price decline of almost 50% and i bought some shares for $18 on wednesday. Interestingly the shares sell for about 1 times sales while the big players sell for about 4 to 5 times sales. Why cant Exactech sellout for 2 times sales and everybody wins?
      View article »
    • Thu Oct 16th 20:41 PM
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      Rating: 0 0
      Commented on:
      Intuitive Surgical: Medical Device Stocks Look Oversold - But Not Recession Proof
      the issue is wiether or not iSRG is a niche product for a few select surgical procedures or something more broad covering dozens of procedures. At this time it is more of a niche so why pay some outragous premium for some growth pattern that doesnt actually exist?
      View article »
    • Tue Oct 7th 09:39 AM
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      Rating: 0 0
      Commented on:
      @VIC: Bill Ackman on Wachovia
      nice report. we will see if there is anything left in the price spike. dis: long wb.
      View article »
    • Fri Sep 19th 21:18 PM
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      Rating: 0 0
      Commented on:
      Chipotle Mexican Grill: Too Hot To Handle?
      the company raises price in about 25% of markets annually within a rotating 4 year plan. they raise the price about once every four years per market. But with commodities rising so much within the 4 year parameter this plan doesnt keep up. The short interest on the A shares is posted as 35%, but the short interest in the B shares is tiny. on friday B shares were at an amazing 20% discount. On Friday Chipotle's is taking more steps to change sluggish results advertising.
      View article »
    • Mon Sep 15th 19:12 PM
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      Rating: 0 0
      Commented on:
      Videogame Shares Falling, Weak Sales Data To Blame
      WM-P says hurricances, olympics among other things distracted consumers.
      View article »
    • Wed Sep 10th 08:50 AM
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      Rating: 0 0
      Commented on:
      Has the Sun Set on Solar Energy Stocks?
      these stocks had a good run in august on earnings beats, raised guidance, and analyst upgrades. some of them climbed 30% to 40%. Its normal for them to cool off for a few weeks. The question is will there be a second leg up off the lows? The valuations are modest enough to justify more gains in coming months, complicated by the fact the market is in a bear market and the low valuation ones are Chinese rather then ordinary american growth stocks.
      View article »
    • Wed Sep 10th 08:43 AM
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      Rating: 0 0
      Commented on:
      Has the Sun Set on Solar Energy Stocks?
      what potential does something like an STP have as a buy and hold?
      View article »
    • Tue Sep 9th 09:29 AM
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      Rating: 0 0
      Commented on:
      Is Evergreen Solar Ready to Turn Around?
      ugly price to sales ratio
      View article »
    • Mon Sep 8th 21:50 PM
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      Rating: 0 0
      Commented on:
      Ride Out the Recession with Activision Blizzard
      The online factor might be a serious growth catalyst going forward. I have been studying Guitar Hero and it looks like this franchise is multiplying. The Aerosmith title has sold better then the aerosmith CDs, and this coming Friday Activision will release the new Metallica tracks on the game platform on the same day the new music album itself is debuted. Prez. Bobby says there is a shortage of GH material to meet the demand for the next 5 years! Activision claims to have superior brand managment and might apply these skills to polish up Blizzard's portfolio. Also, Vivendi has been buying more then $3 million worth of ATVI stock a day since last tuesday, and last week on Bloomberg TV the prez of Vivendi bragged about how well A-B is positioned for the long term, but this piece was edited from the bloomberg.com interview clip. And finally Activision has reached the scale, $5 Billion-ish that everyone had hoped ERTS would but never did. FOr the first time an independent publisher will be larger then any of the inhouse software divisions of Nintendo, Sony, and MSFT. the ramifications of this milestone i am not exactly sure,
      but it has been a big deal to many ERTS dreamers.
      View article »