Comments on Adam Axler's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/adam-axler/articles http://seekingalpha.com/article/79090-homebuilders-commodities-and-diesel?source=feed#comment-175781 175781 Thu, 29 May 2008 06:48:18 -0400 The point that homebuilders are still "finding buyers" for homes is out-right scary. It sounds as though the homebuilding sector has become the equivalent of JD By Rider cards... And in the car business the old saying is "There's an ass for every seat!" I can only imagine some of the creative financing options that are now available...this will dry up soon. Dr. Mike is correct...After all, how many bottom feeders are really out there to pick up homes when gas is sky-high?
I'll make a prediction here about the gas prices. They will stay high, and spike a little more...creating another bubble in Green Energies... When the new Green Cars get put into production, oil companies will drop prices and crush the competition. We'll forget about Green Energies again...until it really hurts.
Maybe another side story in Africa would be infrastructure companies. Although GE is has not performed well lately, the infrastructure division was one of the most profitable. ]]> http://seekingalpha.com/article/79090-homebuilders-commodities-and-diesel?source=feed#comment-175641 175641 Wed, 28 May 2008 21:57:31 -0400
The problem has now become: who, if anyone, will be given these 0 down mortgages? Even if they CAN get one, who wants a home that may depreciate ANOTHER 25% in the next 12 months? With the economy in such dire straits, gas at $4....soon to be $4.50.... a gallon for regular (not to mention deisel), and consumer confidence at all time lows, why would anyone buy a house?

And if the new Democratic regime will raise capital gains taxes, and taxes on dividends, why should anyone want to buy a share of stock? (unless you are buying some of the ProShares Inverse ETF's).

Don't get me wrong, there are probably 50-100 agriculture, natural resource, steel stocks, a few heavy machinery stocks and a few special situations that make sense here but the great majority of stocks won't make sense (or money for those that own them) for the next 4-5 years.]]> http://seekingalpha.com/article/79090-homebuilders-commodities-and-diesel?source=feed#comment-175280 175280 Wed, 28 May 2008 12:07:33 -0400
Just some of the info that is important.]]> http://seekingalpha.com/article/79090-homebuilders-commodities-and-diesel?source=feed#comment-175276 175276 Wed, 28 May 2008 12:06:15 -0400 blog.metro-real-estate...]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-160368 160368 Thu, 01 May 2008 18:24:01 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-160344 160344 Thu, 01 May 2008 17:35:32 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-158962 158962 Tue, 29 Apr 2008 19:19:25 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-157985 157985 Mon, 28 Apr 2008 11:36:16 -0400
Next point, with a new administration, especially if Dem, there may be an alternative energy industrial revolution on the way and companies like ESLR (US Based) might then fly with subsidies big oil has thrived on until now.]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-157720 157720 Sun, 27 Apr 2008 23:27:45 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-157291 157291 Sat, 26 Apr 2008 22:00:58 -0400 beanieville.blogspot.com]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-157281 157281 Sat, 26 Apr 2008 21:06:21 -0400
I really can't agree with you more on your statement. One thing which Adam is fundamentally incorrect in this analysis for solar stocks bubble is that "All the
Stocks Current Price contains the future projections of growth.
Just looked at the
Google : P/E is 38 , why the stock price is so high. Because:
1. The current revenue topped estimate a lot ( 30% )
2. The future projections for internet search is still bright.
there are tons of stock have lower P/E ratio with the everdropping price because there is no bright future. If you want to site the evidence , then let me ask you how much profit/revenue growth for
SPWR in this quarter? The revenue soar 92% and Net Profit has 10 times growth. That's a strong evidence to shut up anyone's mouse
who said solar is a bubble. My point is that "the potential growth" and the current revenue/profit composed a stock price.
Like:
Intel : Flat , slowly up
Broadcom : Sharply up
Because the communications sector has "MORE" potential growth than PC. Even though both company has very good revenue/profit.
But you can see the price/difference.
]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-157232 157232 Sat, 26 Apr 2008 17:29:19 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-156967 156967 Fri, 25 Apr 2008 23:47:20 -0400
beanieville.blogspot.com]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-156688 156688 Fri, 25 Apr 2008 13:31:57 -0400
Adam]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-156387 156387 Fri, 25 Apr 2008 08:04:59 -0400
I do undertsnad everyone not beeing long some of those stocks, but beeing short at actual values on some of those stocks (TSL,CSIQ,LDK...) could lead to big losses.

So, before misleading others, remove stocks which are trading extremely low as of 2008 P/E from your "posting"!]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-156313 156313 Fri, 25 Apr 2008 03:41:33 -0400
sure not all of the named Chinese Solars will make it. But this is a question for 2010-2013. If you do your research, you will find out from the CC's of the a.m. companies, that demand is so big, that they can't catch up with producing. So a shake out is far away, and there are several years to go before it happens.

You are right, 4-6 months ago, most Chinese solars have been overvalued in a hype, but today -some of the names you mention are trading under P/E 2008 of 15. For such grwoth stocks, there is just no bubble like you predict.

To mention the stock with the lowest P/E, according to analysts they say now that TSL will earn 3.4 US$/Share, while the company guided for 4-5 EPS 2008. We are still at P/E 8-10 at TSL.

This with more than 100% EPS growth 2006-2010 (Sold out 2008 and 75% 2009).

Would you call this a bubble or a fantastic investment?

If you talk about bubbles, mention the right names, US Solars - but leave the names not to be mentioned for your own reputation... ]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-156132 156132 Thu, 24 Apr 2008 17:23:31 -0400 ]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-156026 156026 Thu, 24 Apr 2008 14:05:29 -0400
I posted my data source. If you would like to use more forward looking data, feel free. But again, as Tim wrote, those are merely projections.

Larsson, clearly you are long this basket. Have you seen the performance of the Chinese stock market this year? Ouch for you. As far as the inevitability of green energy, the inevitability of the internet was clear as well. Not every dot.com made it, did they?

Adam]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155968 155968 Thu, 24 Apr 2008 12:24:30 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155883 155883 Thu, 24 Apr 2008 10:34:57 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155880 155880 Thu, 24 Apr 2008 10:33:23 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155799 155799 Thu, 24 Apr 2008 09:13:46 -0400
Jack Yetiv]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155766 155766 Thu, 24 Apr 2008 08:47:06 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155765 155765 Thu, 24 Apr 2008 08:46:53 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155724 155724 Thu, 24 Apr 2008 08:05:01 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155678 155678 Thu, 24 Apr 2008 05:02:23 -0400 http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155676 155676 Thu, 24 Apr 2008 04:55:33 -0400