Sadia S.A. ADR (SDA)

All Comments on SDA

  • commenter
    May 30 01:01 PM
    Will Yahoo Settle? Fast Money Recap (5/28/08) [view article]
    I hope MSFT does go in debt to buy Yahoo. As if MS didn't already have their own failed search division, and failed internet division.

    Expect a sucker punch from Apple about that time. Apple has in it's skunkworks, a dumbed down version of OS X that runs on any generic PC. It has far more going for it than any version of windows, still leaves a reason to buy a real macintosh, but could totally destroy MS's marketshare within months. Microsoft still has the toy business to fall back on with the Xbox line.
    Reply
  • commenter
    May 29 02:25 PM
    Will Yahoo Settle? Fast Money Recap (5/28/08) [view article]
    Apparently a finance firm Kaufman Bros., with no previous experience in the solar arena, published ratings on 6 stocks in this arena. Notably they gave SPWR (P/E approx. 300 on Yahoo) a buy and SFLR a hold (P/E approx. 100 on Yahoo). Seems questionable to me since FSLR has historically outstripped SPWR in growth and consistently good earnings reports. FSLR may be getting more competition, but so is everyone else. If SPWR is a buy, I would think you would have to consider FSLR a buy also. Yahoo states its actual analyst average rating is 2.2 (a buy). Reply
  • commenter
    May 29 02:11 PM
    Will Yahoo Settle? Fast Money Recap (5/28/08) [view article]
    STP did not go down on just the Germany news. It had another reason. It just issued $500,000,000 worth of convertible notes. This effectively dilutes the stock value. Natuarally it would go down (at least temporarily). Reply
  • commenter
    May 29 01:57 PM
    Will Yahoo Settle? Fast Money Recap (5/28/08) [view article]
    Currently the average target price for FSLR is $330. Reply
  • commenter
    May 29 12:51 PM
    Will Yahoo Settle? Fast Money Recap (5/28/08) [view article]
    Some solar stocks have been downgraded recently due to increased competition. Merrill Lynch kept FSLR at buy even though it is exposed to the "possible" legislative cut in Germany's solar subsidy. This also would bode well for a bounce from this level. Perhaps all this bad news has this solar stock (and others) down in the dumps for the moment. Sentiment can change quickly. Germany is now worried about the cost of their solar subisdy. However, when they balance it against the eventual cost of not having it (i.e. buying oil or uranium instead as they rise in future years), Germany may decide the solar subsidy costs are going to be cheap by comparison. This is without even taking into account the Kyoto concerns, which solar also addresses. Reply
  • commenter
    May 29 11:58 AM
    Will Yahoo Settle? Fast Money Recap (5/28/08) [view article]
    I probably should have mentioned that the recent run up in solar was largely due to a great earnings being reported by virtually all of the solar companies. Since this run up has now virtually disappeared, one might think there would be a bounce back up. The great earnings were after all very real. Reply
  • commenter
    May 29 11:37 AM
    Will Yahoo Settle? Fast Money Recap (5/28/08) [view article]
    Also I looked at the TAN (a fairly broad solar ETF). It looks like solar is reaching its support level. Solar had a big run up recently. It has generally been retreating since. The retreat may be nearing its end???? This may depend on where the price of oil goes. However, the TAN support level is overall encouraging for a near term move up in FSLR. Reply
  • commenter
    May 29 11:24 AM
    Will Yahoo Settle? Fast Money Recap (5/28/08) [view article]
    It does look like FSLR is puting in a short term base this morning. Technically it looks like it could move higher soon as this base is very near the bottom Bollinger band. This might be a good buy point. Reply
  • commenter
    Apr 13 03:27 PM
    Investing in Commodities: Is the Fear Factor Justified? [view article]
    You're one of the few writers to even mention Lynas Corp. I would be interested in hearing why you own LYC.AX and your views on REEs in general. Lynas seems to be the only near term producer of REEs outside of China, and the few other public securities touted as REE plays are only at the exploration stage. Its unclear what the future of the Mountain Pass, CA mine holds, and if it will become a consistent, meaningful competitor.

    Despite the apparent promise of Mt. Weld, I find it curious that BHP Billiton would have optioned this property to anyone, rather than develop the site itself.
    Reply
  • commenter
    Apr 08 12:31 PM
    100 Stocks to Offset Rising Food Prices [view article]
    I just read this on April 8th, i had somehow bought CALM @ re $20,and own BG, POT, & MON. They have all done well! This guy was right on the money! I am looking into some of his other suggestions... Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:20 AM
    My Website
    General Discussion on SDA
    Is this a buy or a sell? Reply
  • commenter
    Mar 17 07:13 PM
    Jim Cramer's Mad Money Lightning Round, 3/13/08: Sweet and Sour Apple [view article]
    Responce to Buz Sawyer, LtCol (AKA Defender of Cramer)

    Col. Klink justifies Cramer's flip flopping on BUY/SELL recommendations by glibly stating: "It seems it's all a matter of timing, my friend."

    How's THIS for TIMING? Last Tuesday (March 11) on Cramer's TV and XM Satellite radio show, he responded to a caller who was worried about their Bear Stearns stock and wanted to know if he should SELL it. Cramer shouted,"No! No! No! Bear Sterns is NOT in trouble. If anything, they're more likely to be taken over. Don't move from Bear... Don't be Silly!" 72 hours later (March 14) Bear Stearns stock was CUT in HALF! The next trading day it lost an ADDITIONAL 84 PERCENT! In 4 trading days the caller's stock went from 64 dollars per share to 4 dollars and change.

    Let me make it crystal clear:
    1. Jim Cramer is no longer in the investment business.
    He is in SHOW BUSINESS.

    2. The millions he now makes from his TV show, books, and tapes will cease the moment his viewers retreat from this horrendous market, because they will no longer have need for his advice.

    This is why he won't do the ethical thing and tell his neophyte investor viewers that they need to GET OUT OF THE MARKET. In a market environment that has bludgeoned many professionals to the sidelines, Cramer continues to tempt his largely inexperienced viewers to invest their hard earned money into an incredibly volatile market that has been trending strongly down for months.

    After a particularly bad day for stocks, Cramer will sometimes say, "I'm afraid you people are going to get out of the game." This from a man who has stated that current market conditions are the worst he has seen in his 37 years on Wall Street. When callers to his show frequently begin by saying, "I want to thank you for all you do for the 'little guy'" I want to puke!



    Reply
  • commenter
    Mar 17 01:48 PM
    Jim Cramer's Mad Money Lightning Round, 3/13/08: Sweet and Sour Apple [view article]
    AMD is such a bargain right now it is amazing. The stock did get caught up in the day trading affect once it was so inexpensive. 5 Billion in revenue and a market cap about the same with solid margins? 2 $billion of the write of last year was imply paper, not cash. With $2 Billion in cash I think AMD will do just fine. The only profit play in the downward moving econmy in the sector. Reply
  • commenter
    Mar 14 04:54 PM
    Jim Cramer's Mad Money Lightning Round, 3/13/08: Sweet and Sour Apple [view article]
    Norman, you're a medical doctor? Do you think circumstances never change? Tell me this - if a patient doesn't have cancer now, does that mean he never will?

    Reply
  • commenter
    Mar 14 12:41 PM
    Jim Cramer's Mad Money Lightning Round, 3/13/08: Sweet and Sour Apple [view article]
    I guess every stock is a "buy,buy,buy"... at times and the same stocks are "sell, sell, sell" at other times. I have bought AMD at 25 and I have sold AMD at 6.70, but the shares I bought at 25 I sold at 30, and the shares I sold at 6.70 I bought at 6.50. It seems it's all a matter of timing, my friend. Reply