d_sander

8 Comments

    • A-Power Energy Fires CFO, Will It Matter in the Long Run? [view article]
      Thanks for addressing many of the questions pertaining to this company, Mark. Oct 07 01:42 PM
    • A-Power Energy Announces Huge Contract, Stock Down 11% [view article]
      Hey, Mark,

      How comfortable are you re. APWR as a going concern? There are questions among some, it appears, concerning its legitimacy (lack of pictures & details on website, potential shadiness of a significant shareholder, etc.). Moreover, its CFO was very recently fired (presumably for moonlighting?).

      Have you done much DD on this company? If so, again, how comfortable are you that this isn't some fly-by-night "shell" of a company?

      Thanks.

       Oct 07 10:10 AM
    • MBIA Management's a Safe Short Bet [view article]
      MBI's mgmt.? Definitely "disingenuous,&qu... at best.

      I'm impressed with Stephen Joynt. At least he has some integrity. (Of course, integrity should be the very basic bedrock of any rating agency. Without it, what's the point of having a rating agency?! Hear that Moody's and S&P?!)

      Barring government bailout, let's face it, MBI will soon be a small footnote in the annals of business history.       Mar 13 03:54 PM
    • Why We're Still in the Early Innings of the Bursting of the Housing and Credit Bubbles - And Implications for MBIA and Ambac [view article]
      Thank you for your hard work, Whitney. Mar 13 03:31 AM
    • MBIA Waits for Good News to Announce Bad [view article]
      Can you please disclose your positions, if any, in MBI and ABK? Feb 08 12:27 PM
    • Level 3 Is Winning Video CDN Business, But Not On Price [view article]
      So you lambaste others for making claims about Level 3's business while not citing any examples of pricing, and then you go ahead and do the same thing? Since your insinuation is that the other "journalists"... didn't do enough research to actually find out what prices were being charged given that they failed to cite any, why don't you back up your claim of having researched prices by citing them yourself (and, no, not prices from a few months ago, but current prices, since your article is "current")?

      Otherwise, the article/blog isn't that bad, although, since your point in the latter part of the article is that these CDNs are pursuing specialized niches, it would be helpful to point out what services/niches the Limelight/Akamai group are going after that distinguishes it from the Level 3/Internap group, whose services you did point out.       Feb 05 10:38 AM
    • My 2008 Predictions for Financial Catastrophe [view article]
      "What makes you think you have the right to spew nonsense and waste our time?"

      He has a right to spew any nonsense he wishes. He does not have a right to waste your time. Any wasting of time you eagerly assumed, as a privilege.

      As far as the predictions go, barring regulatory/federal bailout, bond and mortgage insurers can not survive, and, if they fail, they will drag many big players in the banking industry right along with them. So, should the federal government bail out these ill-functioning behemoths with our pocketbooks when the vast majority of the losses to be incurred with their failures will be borne by those who currently own the vast majority of these companies and their assorted derivatives, the super wealthy? Sure, many little guys will also get tossed in the melee, but, by and large, it's big capital the federal government and its owners, Wall Street, really only care about. So, what's to be done?

      Again, barring massive federal/regulatory intervention, the bond and mortgage insurance industry as we know it, along with the mega-banks whose portfolios they insure, will cease to be, to be replaced, naturally in the evolutionary process, with something that, for the time being then, will work better. During the shakeout, the vast majority of "Joe and Jane Blows" will largely not feel a thing. They will have continued to trudge on through their daily struggles of making it, or not, from paycheck to increasingly uncertain paycheck (regardless of whether corporate coffers are flowing with billions or hemorrhaging them).

      So, again, what’s to be done?

      It looks increasingly like the rich (no, not you, who own a few thousand shares of x and y securities, and, only in your unbridled egotism, consider yourself rich; the super-rich, whose exclusive world you can’t begin to imagine) will, once again, “take care of its own” with our hard-earned dollars.
       Jan 29 05:01 PM
    • Cadmium Telluride Casts Shadow on First Solar [view article]
      I do not have, nor have I ever had, a position, either long or short, in FSLR. Most of my investment experience has been in going long; I rarely short.

      Disclosure out of the way, it is always so disappointing and so predictable how, when faced with facts contrary to his agenda, the typical ignoramus will always "attack the messenger" instead of addressing the "message" or argument.

      Have those of you who indulge in this behavior here taken even the minimal initiative to follow the author's referenced links and read the contents, much less do an even more extensive research into the industry? If so, given that I have seen not a single one either in these comments or in those corresponding to the earlier "article," why can't you provide rational counterarguments against the author's position? Why must you take his points "personally,"... and attack everything about him BUT his arguments?

      Yes, the author has a vested interest in seeing FSLR fail. But, when weighed objectively, the points that he makes are valid, whether or not he had any position in the FSLR.

      I would think that, if I were a truly long-term long in FSLR, AND if I were a reasonable person, the issues raised by the author would raise some important questions for which I would seriously want some answers.

      Regarding the issue of the potential shortage of Te, I would think that a reasonable long would DEMAND clarification from FSLR on the illogically wide discrepancy between its claims of the amount of Te supply available and that widely acknowledged by the rest of the world to exist. FSLR may be right - it may have discovered some previously unknown corner of the world where colossal mountain ranges composed entirely of Te exist - but, if so, provide at least some sort of ameliorating substantiation. Without such answers, how can you feel comfortable with such a wide gulf of irreconciliation between the two positions?

      Concerning Cd, the fact is that, per EU, Cd is the most offensive of the 6 designated unacceptably toxic materials. Fact is that anything containing any of these 6 materials in greater concentration than specifically mandated AND not specifically exempted from being prohibited IS prohibited. As the author has noted, if a thing that is marketed in the EU that happens to meet the two aforementioned criteria has not yet been prohibited from continuing to be marketed, it is merely so due to either lack of awareness or enforcement by the governing bodies.

      Here, as well, FSLR may turn out to be "right," in that, at some future time, FSLR may, through whichever means, "win" an exemption, or the EU may change its regulations concerning toxic materials. Nevertheless, as of now, and notwithstanding the author's short position on the stock, FSLR is in contravention of current EU regulations.

      Likewise, concerning Te, absent heretofore unknown discovery, there is nowhere near enough Te in the world, either cultivated to-date or estimated to be cultivatable henceforth, that would come remotely close to the supply claims recently made by FSLR.

      So, aside from, again, "attacking the messenger," how do you refute these two major points of concern for the potential viability of FSLR as a going-concern?
       Nov 28 06:50 PM
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