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  • GT Advanced Technologies Update: Latest Supply Chain Check [View article]
    Matt, thank you providing further insight into GTATs progress. Your prediction is bold and exciting, although I question some assumptions that have been made...

    1. How will $2b in additional revenue lead to such a surge in the bottom line?
    2. How are you forecasting margins for a company who's Q1 gross margin was 6% down YoY from about 26%
    3. What is the worst case scenario?
    Jun 11, 2014. 09:24 PM | Likes Like |Link to Comment
  • Baker Hughes and Schlumberger up after earnings, Halliburton down [View news story]
    The oil service providers are reaping the benefits of a truly GLOBAL demand for oil and gas extraction. Flotek Industries Inc($FTK) is pioneering some of the most innovative extraction technologies
    Jan 21, 2014. 10:05 PM | Likes Like |Link to Comment
  • "With no recession in sight, we find it hard to make a bear case," says HSBC, noting that "the first tightening in a cycle … typically causes only a short-lived correction in stocks." The bank's global head of equity strategy Garry Evans says the combination of a "data dependent" taper, 10% earnings growth, and relatively conservative valuations makes for some attractive opportunities especially in financial stocks (XLF) which he says are cheap and poised for strong earnings momentum. HSBC also prefers U.S. equities (SPY, VTI) to other markets. [View news story]
    It all makes sense...if you assume 10% earnings growth. 10% eh?
    Jul 7, 2013. 02:38 AM | Likes Like |Link to Comment
  • Big Ben made a big mistake in the way he announced the Fed's plan to end QE yesterday, laments CNBC's Larry Kudlow. When it comes to ending the bond-buying program, the training wheels needed to come off slowly. But, while investors were still pondering exactly when a tapering of the program might begin, Mr. Bernanke laid out a plan to completely end QE in roughly one year or less. The abrupt policy shift immediately has sparked a rout on Wall Street, and it's going to shake up confidence even more, Kudlow says, perhaps even slowing the already anemic recovery. [View news story]
    Ending QE is a good thing. I'm just wondering what will become of the money velocity and the impact on commodity prices...
    Jun 20, 2013. 09:21 PM | 1 Like Like |Link to Comment
  • Pres. Obama is preparing regulations limiting carbon dioxide emissions from existing power plants, at a time when price swings have motivated electric utilities (XLU) to turn back to coal as an energy source. The move would be the most consequential climate policy step he could take and one likely to provoke resistance from Republicans and legal challenges from some industries. [View news story]
    The irony, when natural gas is used for everything (power generation, cars, inputs to all sorts of other products)
    Jun 20, 2013. 09:21 PM | Likes Like |Link to Comment
  • Fear Of Chinese Urea Exports Dampens U.S. Nitrogen Equities [View article]
    Hi Chris, nice article.

    Just a side note, RNF has two nitrogen plants.
    Jun 17, 2013. 11:15 PM | 1 Like Like |Link to Comment