10Q Detective

Atheros' Impressive Earnings: Time to Get Back in Cheap

How impressive 3Q earnings? In actuality, the impressive year-on-year quarterly profit gain was mostly due to the one-time income tax benefit of $21.7 million. In addition, although the single-stream 802.11 Align product family has been the fastest and largest ramping chips in Atheros’ history, is it not troubling that the company has already started to drop average selling prices?

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Land Driller Sector Outlook: It's All About the Natural Gas

Will likely take NG prices of $6 - $7 to stimulate Rig activity hour growth: 10qdetective.blogspot....

Evergreen Solar: Weak Q1, Running Out of Cash

Share price has doubled in past month -- despite troubling future at company.

10qdetective.blogspot....

Icahn Boosts Stake in Amylin: Look for a Future Sale

foolish to think that Icahn can do much to expedite the development of diabetic and obesity compounds in Amlyn’s portfolio. He might, however, be more ‘persuasive’ in convincing Bradbury and the board to sell the company to its diabetic partner, Eli Lilly!

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Pep Boys: Insiders Go on a Buying Spree

Yes, there is no significant debt maturating until October 2013, but the balance sheet is highly levered, with total debt approaching 85 percent of stockholder equity.
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Pep Boys: 3Q Miss Collapses Shares; Stock Should Rebound

Yes, there is no significant debt maturating until October 2013, but the balance sheet is highly levered, with total debt approaching 85 percent of stockholder equity.

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American Tower: Leaning Tower of Trouble

The majority of AMT's debt does come come due til at least 2012:
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Lining Up on Both Sides of Auto Bailout

If Ford runs out of cash, who will foot the bill for billions owed to the new retiree health trust, including $6 billion in principal amounts of convertible notes? – American taxpayers!!!!!!!!!!

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Coal's Dark Days Are Over

A big concern As illustrated by Foundation Coal, when the mining companies are shutting-in production--Can they hold production costs down in an environment where volumes are declining?

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Your thoughts?

My Best,

David J Phillips – Editor, 10Q Detective
Contributing Energy Analyst
CBS/CNET

First Solar Enters Residential Market with $25 Million SolarCity Financing

They will need to turn to U.S. residential markets if German customers are unable to secure adequate financing!

industry.bnet.com/ener.../

Your thoughts?
My Best,

David J Phillips – Editor, 10Q Detective
Contributing Energy Analyst
CBS/CNET

First Solar Spikes Higher on Earnings, Subsequent Upgrades

Still is a BIG assumption that KVM will be able to follow-thru on promised financing! I guess it's good to keep the faith -- great to see solar projects moving forward w. oil retracing 2007 lows!

Your thoughts?

industry.bnet.com/ener.../

My Best,

David J Phillips – Editor, 10Q Detective
Contributing Energy Analyst
CBS/CNET

Evergreen Solar: Why This Overlooked Company Is a Good Investment

You excluded one important risk consideration: In order to meet manufacturing targets for 2010 - 2013, however, Evergreen will need to improve operating efficiencies, expand capacity at the Devens facility, and build a planned new factory — which will require additional working capital.

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Oil Industry: Farewell, Good Old Days

Tough times ahead!

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A Few Banks We Like: NTRS, USB, WFSL, SCHW, BOH

"The Company believes that higher non-performing assets and charge-offs may continue going forward until the housing market begins to recover."

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Analysts See Value In CPST

Will Financing Engine Seize-Up at Capstone Turbine?After years of hype, can Capstone microturbines finally offer economic advantages over other emerging distributed generation technologies, such as fuel cells, solar power, and wind-power systems?industry.bnet.com/ener.../