engineeringeddie

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    • Wed Feb 13th 20:21 PM | Rating: 0 0
      Commented on:
      Tata Motors Makes Deal with Boeing
      Already realized, I've been in TTM for two quarters now. Haven't been disappointed.
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    • Sun Feb 10th 22:51 PM | Rating: 0 0
      Commented on:
      UBS Analyst: Look for Opportunity in Canadian Consumer Stocks
      Yes, but the Canadian housing bubble deflation is lagging that in the U.S. by no more than a year. Still a better near-term consumer outlook than in the U.S., but these stocks are still expensive.
      I like Timmy Ho's since coffee and doughnuts are recession-proof and high-volume, high-value treats should steal a lot of slack from overextended Starbucks junkies (all it would take is for Tim's to introduce a couple "premium" coffee options during a recession to finish off the more marginal of the SBUX franchises).
      Shopper's is (in my opinion) overextended on its massive expansion of stores (there are three large Shoppers stores ON THE SAME STREET OVER AN EIGHT-BLOCK STRETCH in my small city). The Canadian category-killer drugstore market is supersaturated and Shoppers has set itself up to eat its own young by expanding so quickly.
      Rogers ... maybe ... but TELUS will come hard with a competing GSM product very soon. Luckily, cable is still set up in secure local fiefdoms, so ... maybe.
      All things being equal, I prefer to invest in Asian consumers at this point. Asians are still saving some of their money and their markets are nowhere near saturated. That points to producers of consumer goods with strong Asian markets, not providers of consumer services to North American markets of debt-drunk paupers.
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    • Fri Oct 19th 18:55 PM | Rating: 0 0
      Commented on:
      SunPower Reports Solid Earnings
      SPWR trades at a big multiple and its margins are vulnerable to raw material strictures. SunTech Power (STP), has been my vehicle for solar investment. The margins are protected by access to cost-effective manufacture, long-term supply contracts and trades at a much more reasonable P/E and PEG ratio. All this with a product portfolio that is competitve (but perhaps not quite as good) as SPWR's. All told, good luck to all solar power investors -- it's a growth market that is bound to produce a handful of big winners in the end.
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