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Alphameister » Comments » BCON

  • Alternative Energy Storage: Cheap Outperforms Cool [View article]
    I guess they are all "story stocks" in this new era, but some of the stories have more substantial backing than others. You've done a good job of making the distinctions and supporting them with sound analysis. Anyone who has acted on your advice has been very well rewarded. Readers might quibble about the description of Axion as "cheap" versus ABAT as "cool" given the statistics cited, and it seems to me you have identified ABAT as cheap in a prior post. It is also possible that one of the cool stocks might become a home run in a different time period, but that wouldn't alter the merits of your basic message that an investor is most reliably well served by seeking sustainable value within a growth industry.
    May 03 10:47 am |Rating: +5 -1 |Link to Comment
  • Beacon: Powering Up [View article]
    Lots of promise, but sales have trended lower in the past few quarters and virtually disappeared in the March quarter. Market cap is 120 times lower-trending revenues.
    Jul 21 12:08 pm |Rating: 0 0 |Link to Comment
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