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wantedtoretireearly

wantedtoretireearly
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  • Canadian Solar: Well Positioned For The Future [View article]
    You make very good arguments. I listened to similar arguments when TSLA was at $28, did not go with my gut and lost out on one of the greatest trades ever in my experience. My point is that especially with companies in young industries with huge potential you just don't know. So unless you invest in an ETF it's my strategy to take positions in the top solar companies but be disciplined about staying diversified- a lesson I have learned the hard way.
    Dec 21, 2014. 10:50 AM | Likes Like |Link to Comment
  • GT Advanced Technologies: Can Current Shareholders Walk Away With Any Value? [View article]
    Never, you have be skeptical of all analysts - as no one has an accurate and complete picture of the truth except the insiders at the company. And they were selling shares. This is true for those long and short. No one totally knows in investing, you can only make educated guesses, and some are more educated than others. Think of the millions of investors that got shafted by the bankruptcies of Lehman, Merril Lyncy, Enron etc. I have no one but myself to blame. Should have just had a small speculative position and let it get way too big based on the hype. Rookie mistake. Matt was smart but not objective enough - that was a warning sign. But at least he disclosed that he owned shares. Good argument for just listening to analysts that have no positions and are potentially more objective.
    Oct 8, 2014. 03:06 PM | 9 Likes Like |Link to Comment
  • GT Advanced Technologies: What Is The Value Of The SiC Business? [View article]
    I like this part: Come Tuesday, if Apple does unveil the new iPhone 6 in 4.7” and 5.5” with minimal sapphire usage, then look no further than to the Wall St. analysts’ price targets of $19-$23 for a good estimate of what GTAT could be worth in the near term. But if instead Apple comes out with 4.7” and 5.5” iPhones available in sapphire in significant quantities, then the Wall St. analysts will have to scramble to adjust their price targets upward. And if Apple were to unveil a sapphire covered wearable at the same time, then those price target revisions will have to be significant.
    Sep 8, 2014. 01:24 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Is Ready To Electrify The Mobile World [View article]
    Matt, ZDNet has already picked up your thesis here. YOu are true market mover on this stock! Keep up the good work.

    http://zd.net/1g4KPuk
    Mar 3, 2014. 11:58 AM | 2 Likes Like |Link to Comment
  • Blockbuster Year For Alternative Energy Stocks [View article]
    What about SUNE? They are the third biggest installer and also build solar power plants.
    Jan 15, 2014. 04:15 PM | Likes Like |Link to Comment
  • Gogo Lock Up Expiration Provides Shorting Opportunity [View article]
    Nice call - it's gone from $34 - $24 since your article. That said, I think the long term picture is great. I plan on adding more to my position, which is up over 100% even with this sell off.
    Dec 20, 2013. 12:29 PM | Likes Like |Link to Comment
  • Gogo Inc: FAA Electronic Regulations And Text & Talk Are Game Changers [View article]
    Nice call. Because of your prior article I purchased some shares down around 13 as I really like the international story and the fact that, as your article points out, this is very early days in this market with lots of growth ahead of it. And anyone buying quickly on your article of last week would be very happy today indeed. Thanks for the hard work and insights.
    Nov 11, 2013. 01:12 PM | 1 Like Like |Link to Comment
  • E-Merge-Ing Opportunity [View article]
    Very nice analysis. Thanks. To what degree do you think ObamaCare and regulations to move to digital medical records will help Merge? In your opinion, are any of their products best of breed or substantially better or different from what larger better capitalized companies in this space provide? I see they have had some recent wins and a recent PR says that they are the most widely used system on the market for viewing images by Cardiologists. But the low CapEx you mention worries me. If they are to stay competitive in the software field, don't they need to make real investments there? Why is that so low?
    Sep 23, 2013. 02:01 PM | Likes Like |Link to Comment
  • SunPower - Time To Take Some Profits Off The Table [View article]
    Hi Sneha, after a 13% decline yesterday despite a solid quarter from SPWR and despite raising guidance, your call to sell and take some profits was a good one. Keep up the good work. I take it you still think Chinese solar companies like SOL are a better value currently because of much lower multiples, right?
    Aug 2, 2013. 11:59 AM | Likes Like |Link to Comment
  • Renesola Rises By 75% In The Last Month - Here's Why It Can Go Higher [View article]
    Snake, thanks for the great post. Interesting that you sold all your solars. So you think this current bull trend has reached its peak for now? Certainly possible given the incredible run up. I remain amazed at the strength of SPWR, FSLR and others. I sold a chunk of those thinking they had topped out only to be proved wrong. I agree with you that they are still a long way away from profitability, and therefore it remains very speculative. That said, the news flow from China and the company itself has been great recently - more bullish than I anticipated. Look forward to reading more of your insightful posts.
    Jul 19, 2013. 12:05 PM | Likes Like |Link to Comment
  • Renesola Rises By 75% In The Last Month - Here's Why It Can Go Higher [View article]
    Ms. Shah, I just visited your blog which is very informative. I want to apologize for earlier calling you Mr. Shah. I could not tell if Sneha was a masculine or feminine name so I made a sexist assumption and guessed it was a masculine one, for which I apologize! Keep up the good work on covering the solar industry. I decided to invest in it last year just because I wanted to invest in a sector that had lots of potential and could really do some good in the world. I never expected this sector to take off the way it has this year. Needless to say I am thrilled. And if Solar is a truly a trillion dollar opportunity, there is lots of growth to come, and not a minute too soon given how hot the planet is getting.
    Jul 18, 2013. 06:01 PM | Likes Like |Link to Comment
  • Renesola Rises By 75% In The Last Month - Here's Why It Can Go Higher [View article]
    Thank you for another informative article on SOL. A couple of questions:

    1. What is the quality level of their panels in the market? Many of the Chinese manufacturers have a bad rep compared to SunPower and others. Does SOL make a high quality product?

    2. What are the efficiency of their panels compared to other companies such as SunPower? Do you know if they are looking at the HiCz technology that GTAT is selling that can increase cell efficiency to 24%. (I know that is not supposed to come on line in a major way until 2014.)
    Jul 18, 2013. 05:37 PM | Likes Like |Link to Comment
  • ReneSola - Multi-Bagger Idea To Profit From Solar Trade Wars And A Return To Supply-Demand Normalcy [View article]
    Mr. Shah, I wanted to thank you publically for this article, as it convinced me to buy more SOL, which fortunately I did just before this massive run up. It has been very difficult as a small investor to know which of the various Chinese solar plays to look at, and your analysis really helped. In general, my shares of SPWR and FSLR have been some of the best performing stocks I have ever invested in. Hoping to find similar magic in SOL and possible YGE. ALso took a position in GTAT, which is more speculative. Keep up the good work!
    Jul 18, 2013. 12:30 PM | Likes Like |Link to Comment
  • BlackBerry Short Sellers, I Salute You [View article]
    Nice job - I learned a valuable lesson here as well. I should have known from the largely very bullish posts on Seeking Alpha that the Bulls were guilty of groupthink. I personally did not expect a blow out quarter - I thought they would come in line but give decent guidance going forward. Wrong on all counts. It is fair now to question whether BB is going to be viable as a seller of mobile devices in the future over the next 2-4 years. Looks like BB's turn around was a day late and a dollar short. They might still survive as an MDM solution etc. but it's hard to believe they can compete in any meaningful way against iOS and Android at this point.
    Jun 28, 2013. 03:50 PM | 11 Likes Like |Link to Comment
  • BlackBerry Longs Versus Shorts [View article]
    Very well done. Nice to see a thoughtful post that is not a mindless pump.
    Jun 26, 2013. 04:28 PM | 7 Likes Like |Link to Comment
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