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John Gilluly

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  • Gafisa Rising - This Turnaround Looks Real
    on Wed, Mar 6 • GFA • 23 Comments
  • KB Home: New Wine In A New Bottle
    on Sun, Jan 27 • BRP, KBH, LEN • 13 Comments
  • Mean-Reversion Portends Explosive Homebuilder Spring
    on Wed, Jan 16 • BRP, DHI, GFA • 31 Comments
  • New Data On Inventory And Median Asking-Prices
    on Thu, Jan 10 • LEN, PHM, SPF • 22 Comments
  • The Disputed Book Value Of KB Home
    on Fri, Oct 5, 2012 • KBH • 16 Comments
  • Housing Starts Remain Bullish
    on Wed, Aug 1, 2012 • KBH, LEN, PHM • 1 Comment
  • KB Home As A Turnaround Play
    on Mon, Jul 23, 2012 • KBH • 8 Comments
  • BofA's Merrill Purchase: Good for America, Bad for Them
    on Thu, Feb 5, 2009 • BAC • 34 Comments
  • Please Close the Markets
    on Sun, Oct 26, 2008 • DIA, SPY, QQQ • 7 Comments
  • The Biggest Money Grab in History
    on Mon, Sep 29, 2008 • JPM, BAC, C • 2 Comments
  • Solar Energy: Help Is on the Way
    on Thu, Sep 25, 2008 • SPWR, ESLRQ.PK, RSOL • 5 Comments
  • Making Cents of this Bear Market
    on Mon, Sep 8, 2008 • DIA, SPY, QQQ • 4 Comments
  • Solar Cycles and Stocks: The Sun Also Rises
    on Fri, Aug 22, 2008 • SPWR, LDK, SOL • 23 Comments
  • Kulicke & Soffa: Lots of Upside Potential in the Coming Year
    on Sun, Aug 17, 2008 • KLIC • 2 Comments
  • Trading Chips and the Financials Dip
    on Mon, Aug 11, 2008 • UYG, USD, TER • 2 Comments
  • Kulicke and Soffa: It Ain't Over 'Till It's Over
    on Mon, Aug 11, 2008 • KLIC • 4 Comments
  • Why It's Time to Invest in Domestic Banks
    on Fri, Jul 18, 2008 • UYG, JPM, WFC • 7 Comments
  • When Crude Drops, AMR Will Fly
    on Fri, Jun 20, 2008 • AAMRQ.PK • 18 Comments
  • Wuxi Pharma: Too Much of a Good Thing
    on Thu, Jun 19, 2008 • WX • 5 Comments
  • Kulicke and Soffa: Momentum is Picking up
    on Wed, Jun 18, 2008 • KLIC • 1 Comment
  • Semiconductors: Is the Glass Half-Empty or Half-Full?
    on Mon, Jun 9, 2008 • KLIC, FORM, NVLS • 7 Comments
  • Solar Symbiosis: Making a Clean Break
    on Wed, Apr 16, 2008 • TAN, STP, TSL • 18 Comments
  • Building a Kulicke and Soffa Pyramid
    on Wed, Apr 9, 2008 • KLIC • 4 Comments
  • Fed Model Update: Stocks Are Cheap Compared to Bonds
    on Mon, Apr 7, 2008 • XLF, SPY, SSO • 4 Comments
  • Kulicke and Soffa's New Bonder Line May Revolutionize Semi-Equip Sector
    on Wed, Mar 19, 2008 • KLIC • 2 Comments
  • Is Solar Power Inherently Deflationary?
    on Mon, Mar 17, 2008 • LDK, ESLRQ.PK, FSLR • 28 Comments
  • Akeena Solar: A 2008 M&A Target?
    on Mon, Mar 17, 2008 • WEST.OB • 2 Comments
  • FormFactor: Nowhere to Go But Up
    on Wed, Feb 6, 2008 • FORM • Comment!
  • LDK Solar: Conversation with Pichel Revisited
    on Wed, Jan 23, 2008 • LDK • 16 Comments
  • LDK Solar: A Conversation with Piper Jaffray's Jesse Pichel
    on Tue, Jan 22, 2008 • LDK • 15 Comments
  • Shakespeare on Semiconductors: Sail With the Tide
    on Sun, Jan 13, 2008 • KLIC, MU, PSI • 1 Comment
  • Semiconductors, Financials Due for a Rally
    on Sun, Jan 13, 2008 • ACAS, AXTI, BX • 5 Comments