RIA

4 Comments

    • ON: Sat May 31st 11:14 AM
      Commented on:
      Visa: Trading Transparency
      There are newly issued shares of companies with short operating histories, and then there are those companies who have a global domination in their business. The former it is good to be conservative with as you can get your head handed to you, but the latter, which describes companies that will be around longer than you and I combined can best be described as maximizing profits by being patient and not trying to outsmart the market. This is a 20-30 year holding with a 40 bagger in store; to cut yourself short by selling any portion within the first few months is doing yourself a giant disservice unless you really need the money.
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    • ON: Wed Jan 9th 13:41 PM
      Commented on:
      Profit Taking Could Dim Solar Plays
      Yahoo finance shows SOLF earnings per share have just been boosted from $6.+ to $8.+ for '08 in the wake of the $230mm contract last week. At $27./share today and just 3.3 times '08 earnings that's overpriced? If you put even a 30 multiple on that you get a stock price well in excess of $200/ share. What's wrong with this picture? I've searched high and low and can't seem to find the caveat.
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    • ON: Tue Jan 8th 14:30 PM
      Commented on:
      SunPower Corporation: Ridiculous Valuation, Heavy Insider Selling
      ....on Yahoo Finance for Solarfun , Nasdaq: SOLF
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    • ON: Tue Jan 8th 14:29 PM
      Commented on:
      SunPower Corporation: Ridiculous Valuation, Heavy Insider Selling
      Can anyone post here if they know of any reason why the $6.+ earnings forcast for '08 is inaccurate? I've searched high and low and can't find anything to suggest that the estimates include any big 1 timers or any type of currency adjustment from yuan to $u.s. If that estimate is correct, and including the $230mm contract they just signed (which equates to me, considering gross and bottom line margins, to add over $1. per share to earnings). Does the stock really trade at just about 4 or 5 times '08 numbers , yet growing at 50% plus for a few years? I'd guess that the value now then should be at $150.+
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