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Neoclassical Economist

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  • Gold Mining Stocks - Down But Not Out [View article]
    From what I see in ABX and GG reports, production costs increases have not been that dramatic and are more than compensated by the increase in gold selling prices.
    Mar 22, 2012. 12:06 PM | 5 Likes Like |Link to Comment
  • Gold Mining Stocks - Down But Not Out [View article]
    Yes, gold ETFs have presented investors with a choice they didn't have before. So why are so many choosing to buy the ETF and sell the miner? I think this goes back to investor psychology and herd mentaility, i.e. thinking that ETFs are a much safer bet, even though in reality the ETF would not exist without the miners.
    Mar 22, 2012. 12:02 PM | 3 Likes Like |Link to Comment
  • JA Solar: Does This Second Fiddle Company Deserve A Second Look? [View article]
    Nicely done, thanks! I agree that with such a strong balance sheet, JASO has little downside currently. I'm not so worried about the US tariffs since management's focus is more on the China and Asia-Pacific markets.
    Jun 9, 2014. 01:43 PM | 2 Likes Like |Link to Comment
  • 5 REITs And REIT-Related Equities With Outstanding Dividend Yields [View article]
    I'm not sure what this article brings to the readers. Anyone can go to a stock screener and find high-yield stocks, so what?
    Feb 3, 2012. 01:38 PM | 2 Likes Like |Link to Comment
  • 5 Undervalued REITs Going Straight Up [View article]
    Yes, if you really distrust CWH's management then definitely steer clear of the stock. But the point is that CWH is trading WAY below book value and is undervalued, especially if the office and industrial markets pick up in 2012.

    Also, there is always a specific reason for issuing more shares and the board including major shareholders have to approve it. The last share offering in July was for paying down debt and more acquisitions and I see nothing wrong with that. The offering was priced at $24/share - this is at least where the stock should be now.
    Nov 28, 2011. 12:38 AM | 2 Likes Like |Link to Comment
  • Invesco Mortgage Capital's 25% Yield Is Just A Smokescreen [View article]
    Putting aside the superficial analysis and the incorrect yield in the TITLE of the article, I'm still unclear about the smokescreen reference regarding the yield. What is the smokescreen (high yield) concealing?
    Sep 28, 2011. 02:24 PM | 2 Likes Like |Link to Comment
  • Top 10 Most Shorted Gold Mining Stocks [View article]
    Short interest is definitely a double-edged sword - it shows that shorts have spotted some weakness and are exploiting it, but at the same time they have to cover their positions at some. This is what gives you that big volatility. With SPPI you need to try to figure out what is the weakness, and when you believe that the weakness is going way that would be a great time to jump in.
    Apr 11, 2012. 07:33 PM | 1 Like Like |Link to Comment
  • 7 High Quality Stocks For The Long-Term Investor [View article]
    Good stuff, Sean. Blue chips are a must for any long-term portfolio. CAT is especially interesting.
    Dec 9, 2011. 04:03 PM | 1 Like Like |Link to Comment
  • Invesco Mortgage Capital's Quarterly Results And Recent Secondaries Underscore Importance Of Per-Share Comparisons For mREITs [View article]
    The decline in Invesco's book value has almost nothing to do with the secondary offerings. It was mainly a result of the swap value decline and the cost of the $4 billion swap purchased in Q2 and paid for in Q3, which was also explained by the CFO in their earnings webcast. Same thing happened last quarter.
    Nov 3, 2011. 11:32 PM | 1 Like Like |Link to Comment
  • Top 10 Most Shorted Shipping Stocks [View article]
    HerrHansa, what you are probably seeing is the short interest as a percentage of the float. My numbers are based on the total shares outstanding, since I find that data on float is difficult to verify and even obtain.
    Nov 3, 2011. 04:37 PM | 1 Like Like |Link to Comment
  • Top 10 Most Shorted Shipping Stocks [View article]
    Per the Nasdaq, "firms are required to report their short positions as of settlement on the 15th of each month. A compilation is published eight business days after." The latest publication date is 10/14/11. Where did you see this supposed "real time figures"?
    Nov 2, 2011. 06:22 PM | 1 Like Like |Link to Comment
  • Find Upside In These Dental Appliance Makers [View article]
    Thanks Mr. Gorban. It did not come easy :)
    Nov 1, 2011. 01:58 AM | 1 Like Like |Link to Comment
  • Top 10 Most Shorted Solar Stocks [View article]
    If TSL were to beat estimates in Q3 (which might be a long shot), and assuming the short ratio is the same as today, the stock could go to $9 - $10 a share. And this would boost other solar stocks.

    However, I don't see a quick recovery for solars, not until average selling prices start going up again.
    Sep 27, 2011. 11:52 AM | 1 Like Like |Link to Comment
  • Top 10 Most Shorted Solar Stocks [View article]
    Duc, the info you got on Yahoo is incorrect; $3.32B is wishful thinking. Always check with the company source first. I've used both Google Finance and the LDK website (latest quarterly results press release). Check them out.
    Sep 27, 2011. 11:33 AM | 1 Like Like |Link to Comment
  • Top 10 Most Shorted Solar Stocks [View article]
    thanks goodoboy. For insider trades you can go to the SEC website, type in the ticker symbol and check the filings(I believe you wanna look for Forms 3 or 4). Or go to the nasdaq website at;selected=YGE and then on the left hand side click on SEC Filings.

    If you find my article worthwhile, feel free to share it with others and/or follow me.
    Sep 26, 2011. 09:52 PM | 1 Like Like |Link to Comment