Dow Chemical Co. (DOW)

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  • commenter
    pdd
    Jul 24 09:33 AM
    Wall Street Breakfast: Must-Know News [view article]
    Yes, Thank you Reply
  • commenter
    trader_murf
    Jul 24 09:22 AM
    Wall Street Breakfast: Must-Know News [view article]
    Yes I absolutely love the summary and read each day, thanks for the above comment to remind me to say thank you! It just puts everything together in one place. Great. Reply
  • commenter
    kkin365
    Jul 24 09:11 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    This streamlined summary is really a joy to read. Using green/red to emphasize up/down is perfect. I am sure others have the same feeling. Keep up the good work. Thanks. Reply
  • commenter
    asd
    Jul 24 08:50 AM
    My Website
    Solar Grade: A Silicon Revolution [view article]
    Looks like another scam company popping up, I wonder why they don't mention cell efficiency at all? Reply
  • commenter
    Ganesh Kumar
    Jul 24 08:08 AM
    Investing in Dividend Paying Companies [view article]
    Interesting analysis. I would also like to know how you would have faired if you reinvested the dividends. Also if the analysis can distinguish between companies that raise the dividends consistently and the ones that do not. Reply
  • commenter
    saluki65
    Jul 24 02:53 AM
    Seven High-Yielding ETFs [view article]
    Good idea, after going trough some gut wrenching twists and turns. As an income investor I have started doing this same thing and have added already some of the mentioned stocks and will be moving more money toward this type. Heck, even my investment grade preferreds have been extremely volatile. Reply
  • commenter
    alb1309
    Jul 23 05:47 PM
    Solar Grade: A Silicon Revolution [view article]
    Excellent article, Mr. Van Wingerden, will LDk's plant be in big trouble? How can they compete with RSI's plants? Reply
  • commenter
    David White
    Jul 23 10:57 AM
    This Week's Key Earnings Reports [view article]
    I should have pointed out that the current PE (46) and FPE (10) are likely to decrease considerably with the earnings announcement. The PE should move to the mid 30's range. If you add in the predicted earnings for the following quarter (3 months from now), the PE would go down to the low 20's. At this point you should begin to see that the stock is not that outrageously priced currently. It has a long way it can move up. Reply
  • commenter
    David White
    Jul 23 10:51 AM
    This Week's Key Earnings Reports [view article]
    POT definitely seems like a great option play through earnings, especially since it is down drastically today. Oil and grain futures have been down so far today. Plus there is the potential strike at POT of the steelworkers. Even with all this, POT ought to beat on earnings. It seems extremely likely to guide higher with the recent price increase by Canpotex (+21% on potash prices). Even with oil and grain prices currently going down, this seems like a great play. Plus the geoploitical situation in Iran is very much in play with regard to oil after Secretary Rice's recent comments. The hoped for success in negotiations is clearly not going to occur. If anything Iran has more forcefully denied that they have any intention of changing their nuclear strategy. The market seems to be letting this news slip off the front burner for a while. But that will almost certainly be a very short while. POT should go up on earnings. Plus even though the recent bumper crop announcements are though likely to curb grain prices, it is not clear that they will have any effect on the currently planned fertilizer prices (or demand). It is also not clear that next year's crops will be as good as this year's even with lots of fertilizer. Again demand is likely to rise going into next year. Reply
  • commenter
    Tenbern
    Jul 22 11:01 AM
    Investing in Dividend Paying Companies [view article]
    Good info, thanks
    Reply
  • commenter
    aquaculture
    Jul 22 10:24 AM
    Solar Grade: A Silicon Revolution [view article]
    Aquaculture=Edgar
    thx again for comments.     Reply
  • commenter
    aquaculture
    Jul 22 06:21 AM
    Solar Grade: A Silicon Revolution [view article]
    Thx all for kind comments.

    JohnM: Concentrator PV will probably be cost effective in larger applications. My purpose is to compare the various solutions as they come up in a series of articles, as data come out.

    Vpratt: The ETF issue will come up again in an analysis of First Solar inc.

    Tellavision: Yes the news is old. This post had been ready long before the Rohm and Haas thing. Usually when I do a research and something like this comes up I have to act fast, as I have noticed I'm not far ahead of Mr. Market. Now that I'm set up with an authors page, I will publish more immediately, then we'll see what happens. But Rohm and Haas might have been the last best opportunity to profit from the silicon supply crunch, and I think now is a good time to get into the silicon PV solars.

    Sopot: thx for pointing out Arise's efforts: I will look into it. Of course, tough small by comparison this only adds to my thesis.

    Jim: If you read my post carefully it states a doubling every TWO years. This means ten doublings in 20 years, roughly a thousand times today's market share. By implication, if the street values these companies correctly, a mere $1000 investment would be worth one million $ in 20 years.

    Jack: Silicon PV has great efficiencies especially when compared to thin film. The maximum is around 29 %, still a great price performance. The wafer thickness is limited by solar cell size. The market average is about 9 grams/watt. This leaves room to downsize. Then Evergreen (ESLR) has an innovative technology of 5.5 grams/watt. They expect 4.8 by 2009 and 2.5 grams/watt by 2012.
    Of course all off this adds to my main thesis.
    But which individual stocks to pick depends (increasingly) on future SoG-silicon prices. RSI will start producing at the 5000 mt Pennsylvania plant @ start of Q3 2008. This production is sold out so won't affect the market. On the other hand a 24000 mt plant such as this could be build in China in a few months.

    User 226214: The term UMG is somewhat misleading. The Siemens process upgrades Metallurgical Grade silicon by gasification. Timminco (CSIQ's supplier) upgrades MG by remelting the 'dirty' silicon in a furnace and cleaning it up, with less capital upfront. Timminco can deliver 4N, 5N and 6N. It is CSIQ's luck to have been involved from the start. The amounts are still relatively small.
    But by 2015 half of all silicon used in solar panels will probably be produced by such methods.     Reply
  • commenter
    lcg662
    Jul 21 11:38 PM
    Solar Grade: A Silicon Revolution [view article]
    Alas,

    Has anyone wondered where all that absobed heat goes from the projected hectares of solar farms?

    For every action there is an equal and opposite reaction; how many windmills does it take to tilt the earths axis?

    Uhm... yes Emperor your new cloak looks very PC!


    Reply
  • commenter
    skwestorange
    Jul 21 06:14 PM
    Solar Grade: A Silicon Revolution [view article]
    Good info. More such in depth discussion of technologies by those knowlegeable in the field will be helpful Reply
  • commenter
    Nelson_Lai19
    75
    Jul 21 03:27 PM
    My Website
    The Brightest Stars in the Commodities Boom, Part Two [view article]
    Mark Anthony Bought my attention to the link between Gold Fusion and Palladium

    I indeed found this very interesting updates on Cold Fusion

    www.rexresearch.com/ar...

    Review it and do D&D for yourself. If the Cold Fusion thing really worked, oil should be back to $50 and Palladium will easily be at $1200     Reply
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