First Solar: Now Comes The Hard Part [View article]
Huge amount of losses last year though. I've followed First Solar since then as well, and I've been a fan. However, this is a tough industry, and when you go from $317 to $11 then back to $56, you have to be careful. They were aggressive in guidance, now they have to back it up.
Deckers: Pleasant Upside If UGG Delivers [View article]
Deckers has reduced prices, and that's why they are expanding to get away from just UGGs. Sanuk is doing well, and they also have Teva. A lot of competitors products are not as high quality, as Deckers sets the bar there. It is a luxury brand, but there is a market for that.
Short interest is high, but well below where it was. Also, the business is very profitable, kicking off a lot of cash. That cash allows them to expand by buying other brands (Sanuk was one) and buying back stock.
I have been one of the most bearish out there on Deckers over the past 18 months. However, I wrote this article to show the potential the company and stock have should they have a solid 2013.
First Solar: Now Comes The Hard Part [View article]
The point is that the company has been really aggressive in setting goals for this year, which sent the stock massively higher. At that point, they then sold stock, while they already had a decent cash position. Now they have to prove that the results are good, because if not, the stock will tank, and with nearly 10 million extra shares, dilution kills plus short sellers can feast.
First Solar: Now Comes The Hard Part [View article]
Having a little extra cash is never a bad thing - can use it for more production and facilities so they can stop having to subcontract. I know they have more production coming online in the next year or so, but will it be enough?
There was a rumor even for a $99 iPad mini. I don't think that will be the case, but I also do expect a cheaper version, maybe $299 or $279. I don't know if they'd want to go as low as $249 on this model, maybe the third version.
Much lower market cap and sales. IBM also has decent earnings growth, primarily from the buyback. We'll see if Apple's buyback turns things, but this year there will be a drop.
Apple is a large company. These types of names (AAPL, MSFT, INTC, CSCO) usually get lower P/E values.
The market is also discounting the stock a little for two things this year, the drop in gross margins and subsequently, EPS.
Additionally, the growth isn't what it used to be, and the law of large numbers hurts at this point. They could increase revenues by $20 billion a year, but that's a much lower percentage on $155 billion or so than it is on $75 billion, for instance.
First Solar: Now Comes The Hard Part [View article]
Deckers: Pleasant Upside If UGG Delivers [View article]
Short interest is high, but well below where it was. Also, the business is very profitable, kicking off a lot of cash. That cash allows them to expand by buying other brands (Sanuk was one) and buying back stock.
I have been one of the most bearish out there on Deckers over the past 18 months. However, I wrote this article to show the potential the company and stock have should they have a solid 2013.
First Solar: Now Comes The Hard Part [View article]
For #2 - I don't necessarily think they are saying the stock has peaked, but like TSLA, using advantage of a huge rally to get some extra cash.
First Solar: Now Comes The Hard Part [View article]
First Solar: Now Comes The Hard Part [View article]
Apple's Phase 2A Is Complete [View article]
Apple's Phase 2A Is Complete [View article]
2. I like to provide a different perspective on Apple, and my readers love my Apple articles.
3. I'm trying to analyze a stock, not sell you an investment.
4. I don't have an unreasonable price target on Apple.
Apple's Phase 2A Is Complete [View article]
Apple's Phase 2A Is Complete [View article]
Much lower market cap and sales. IBM also has decent earnings growth, primarily from the buyback. We'll see if Apple's buyback turns things, but this year there will be a drop.
Apple's Phase 2A Is Complete [View article]
Apple's Phase 2A Is Complete [View article]
Apple is a large company. These types of names (AAPL, MSFT, INTC, CSCO) usually get lower P/E values.
The market is also discounting the stock a little for two things this year, the drop in gross margins and subsequently, EPS.
Additionally, the growth isn't what it used to be, and the law of large numbers hurts at this point. They could increase revenues by $20 billion a year, but that's a much lower percentage on $155 billion or so than it is on $75 billion, for instance.
Apple's Phase 2A Is Complete [View article]
Apple's Phase 2A Is Complete [View article]
Microsoft Dividend Raise Debate: 2013 Edition [View article]
Microsoft Dividend Raise Debate: 2013 Edition [View article]