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  • Solar Stocks Still Have Many Dark Clouds [View article]
    Solar is being cursed by Chinese oversupply, which will pressure margins in the years to come.
    China overbuilds and they have on this one. If history repeats like in other industries where they build too much capacity, lower margins will be the norm and not an attractive investment. Wall Street Analysts do not have anything to do with the economics of the business.
    May 2 07:34 PM | Likes Like |Link to Comment
  • April Was A Mixed Bag For Automakers [View article]
    Comps are from a year ago period and last year Ford was the one that benefited the most from the problems in the supply chains in the Japanese automakers. Their comps are much more difficult than a Chrysler for instance. The point over short-term impacts from the launch of new models and models being discontinued at Ford is clearly valid as well
    May 2 03:15 PM | Likes Like |Link to Comment
  • Casino Stocks: A Gambler's Paradise [View article]
    You made compelling points on LVS.
    Apr 25 06:12 PM | Likes Like |Link to Comment
  • Homebuilders ETF Resuming The Rally? [View article]
    If you read the article there is no pumping of the ITB, it just notes the positive number on building permits. In fact it mentions that the best course of action is to wait for a strong volume break above $15, particularly as the housing data needs to be stronger to drive further gains in the homebuilder space, which has seen a strong rally since the fall last year.

    It also highlights that stocks like Home Depot, Lowe's and SHW are all part of the top holdings in the ETF, which have a strong involvement in the performance of the ETF.

    There is a growing trend for homebuilders to increase multifamily offerings. And yes, not all of the permits end in completed homes, but is a data point that showed the best pace since September 2008.
    Apr 19 01:03 PM | Likes Like |Link to Comment
  • Homebuilders ETF Resuming The Rally? [View article]
    Building permits: 747,000 units
    Multifamily: 285,000 units
    Single Family: 462,000 units

    Building permits were helped by a big surge in multifamily permits versus a decline in single family. While homebuilders in ITB are focused on single family, builders like Lennar and Toll Brothers, which are among the top holdings, have been offering multifamily properties and increasing their availability in several areas of the country.

    Look at resistance level at $14.68 and resistance at $13.62
    Apr 19 12:08 PM | Likes Like |Link to Comment