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  • Tesla's Overlooked Synergism With SolarCity [View article]
    Why anyone who cares about transitioning our economy to alternative energy and away from dirty oil and coal would vote Republican is beyond me. They are openly hostile to alternative energy, the science behind global warming etc. and are completely beholden to oil and gas interests. Not a surprise since much of the economies of Red States like Texas and Wyoming are dependent on fossil fuels.
    Mar 18, 2015. 03:35 PM | 3 Likes Like |Link to Comment
  • Changing The Game: Canadian Solar's Acquisition Of Recurrent Energy [View article]
    Nice article. Helped me understand why the deal made the stock pop 25% in one day. I'm assuming that alot of that had to be short covering, as they understood their thesis was now flawed. Do you think they'll announce the Yieldco this year? And if so, will that be a further catalyst or was that already priced into the recent pop?
    Feb 11, 2015. 11:15 AM | 1 Like Like |Link to Comment
  • Solar stocks bounce as market rallies, Deutsche pounds table [View news story]
    Thank you.
    Jan 21, 2015. 12:48 PM | Likes Like |Link to Comment
  • Solar stocks bounce as market rallies, Deutsche pounds table [View news story]
    Banker, could you tell me what kinds of calls you bought and for what companies?
    Jan 13, 2015. 08:20 AM | Likes Like |Link to Comment
  • SolarCity Update: Short Interest Surges [View article]
    I am long SCTY but this very high short interest makes me very nervous. Many shorts are the "smart" money that understand the complexities of valuing a company far more than I ever will. My worst investment ever was GTAT, which also had a short interest around 40%. I should have paid closer attention to that and significantly reduced my position, especially after it was clear Apple was not going to use them. Very different companies and risk profiles - yes - but still I think shorts think that SCTY is very overvalued and that it's business model will need to significantly change after the ITC change in 2017. There is a lot of smart money betting against this company, and I'm sure they have some very well thought reasons for doing so. Holding, but nervous.
    Jan 13, 2015. 08:10 AM | Likes Like |Link to Comment
  • There's A Lot To Like About Shake Shack [View article]
    I have been eating at Shake Shack since it opened at Madison Square Park all those years ago - that's the few times when the line was not an hour long. (They had to install a webcam so that people could see how long the line was before coming.) The concept is brilliant - it's essentially gourmet junk food - and their burgers, shakes, fries etc. are really outstanding. They bear little resemblance to McDonalds. Ingredients are top notch and very tasty. Every store since then that I have seen in Manhattan is packed. I love that they serve some really fine wine and beer as well. This is NOT your average fast food burger joint. It is a burger place created by one of the city's finest restaurateurs - which means he is one of the top restaurateurs in the country. I see tremendous growth possibilities, especially in cities with lots of yuppies like Austin, San Francisco, Chicago etc. I am very bullish on this IPO, but my big fear is that, being a Manhattan fixture for years, every trader on Wall Street will be thinking the same thing and will be buying in.
    Jan 9, 2015. 06:09 PM | 1 Like Like |Link to Comment
  • 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.
    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