Solectron Corp. (SLR)
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- Contract Manufacturers: Coverage Revision at Bank of America Favors Flextronics, Benchmark
- Turning the Barron's 500 Upside Down
- Solectron/Flextronics Merger Analysis
- Analysts Add Value To Solectron On Likely Flextronics Merger
- Flextronics Announces Acquisition Of Solectron
- Flextronics to Acquire Solectron for $3.6B, 15% - 20% Premium
- Contract Electronics Manufacturing: Tough Place to Make Money
- Solectron Misses Estimates; Shares Rise On Strong Guidance
- Solectron: CEO Split for Dell Could Mean Bad News
- Contra Heard Bargain Hunts: Zarlink, ATS Automation & Solectron
- Full List of Articles »
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Goldman Disses Solar - Cramer's Stop Trading ! (10/7/08) [view article]
What are Goldman and Cramer thinking? Solar (after we get past the credit crisis) will soar. Great incentives were just included in the rescue bill that passed last week, although that has not been publicized. . And First Solar is in the technology that will really lower the cost/watt, thin film. Now (or whenever the free fall stops :) is the time to load up on FSLR and STP both, perhaps buying 2010 LEAPs or vertical debit spreads. ReplyGoldman Disses Solar - Cramer's Stop Trading ! (10/7/08) [view article]
GS thinks short term. Oil is currently low so they diss solar. These guys have the memory of a fly. What will GS say about solar when crude oil is $400/barrel. ReplyGoldman Disses Solar - Cramer's Stop Trading ! (10/7/08) [view article]
That would be the same Jim Cramer who pumped FSLR all the way to 317, declaring a breakout.... where I got squeezed out at a large loss. Of course, Goldman, who did the IB work, made big bucks all the way along, pumping solar and energy while they made a fortune. Now that the gig is up, they spin a new report. And they wonder why so many people like myself have utter contempt for them. ReplyEditors
General Discussion on SLR
Is this a buy or a sell? ReplyContract Electronics Manufacturing: Tough Place to Make Money [view article]
But overcapacity and profits below the cost of capital should lead to consolidation in the medium term, and when that happens margins should rise.Wouldn't you want to buy these stocks when things look bad, not when margins are widening?
Full disclosure: no position in any the stocks mentioned. Reply