jaytrade

24 Comments

    • ON: Tue May 13th 12:25 PM
      Commented on:
      LDK Solar Earnings and the Dark Cloud of Polysilicon Shortages
      question for Jack Yetiv's comments :

      You said LDK has higher PE compared to TSL and CSIQ !
      From Yahoo Finance I see that LDK has lower figures than TSL and CSIQ in both forward and trailing PE; and the 5yr PEG is less than half of both !!
      Also are you long or short on LDK ?
      View article »
    • ON: Tue May 13th 10:15 AM
      Commented on:
      LDK Solar Worth $23B?
      I have been studying LDK for a while from the sidelines. Though it has not been popular with Wall St., I think from factors like customer base, cheap labor, materials, and other intangibles, we are probably looking at the most dominant solar company of future in its sector .
      View article »
    • ON: Tue Mar 11th 16:36 PM
      Commented on:
      Spitzer: Self-Destruction
      The sexual behavior of a mature individual should be his private business unless he or she harms somebody else, as in the cases of incests or pedophiles. In the business or working world he should be known only by his work . In this subject matter USA behaves shamefully backward.

      More harm is being done to young Americans by internet pornography.



      So, let us get off his back, and let him continue his good work !!

      View article »
    • ON: Fri Feb 15th 16:28 PM
      Commented on:
      Beware of the 2008 Sucker Rally
      Hello prospector, don't you see that with his offer, Warren put a minimum value to MBI or ABK, below which they won't fall. Before his offer, the market, and short sellers were treating them as if they were going down to zero. This has a tremendous psychological value of assurance, which propped up the market.

      And I absolutely agree with you that MBI or ABK most probably don't have enough junk in their portfolio to take them to bankruptcy !!!
      View article »
    • ON: Fri Feb 15th 10:26 AM
      Commented on:
      Beware of the 2008 Sucker Rally
      Thanks to the good son of this country, Warren Buffet who removed some of the fear of doom and gloom by his offer a few days ago !!! It does not matter if he trying to profit from it or not. At least he is not trying to make a profit by hurting the country - like a lot of others are !!!


      View article »
    • ON: Thu Feb 14th 16:46 PM
      Commented on:
      Beware of the 2008 Sucker Rally
      The people who commented above, and the writer are probably shorting the stocks, and stand to gain if the market falls further. There seem to be a disconnect between the market pandits, and independent researchers, majority of whom do not predict a recession, specially after the big stimulus by the Fed. Most expert predict a roaring second half of this year. And the market is supposed to respond six months ahead. So it should be going up now.

      Big money is most probably on the short side of the market now, and won't change side until the market conditions are dangerous enough for shorting. They are using media like CNBC to create, and sustain panic, and negative psychology in the market . This is not only discouraging buyers in the market, but is also influencing a lot of things far more important for the country. This negative psychology may cause employers to hold off hiring, buyers to hold off buying, and the public to hold off spending, which can start a chain reaction, and in turn can start a real recession, when thousands of Americans would lose their jobs, and most of us will suffer, except the short sellers . Instead of the constant drumbeat of credit crunch and recession, I would like to hear and get an idea of what percentage of average Americans are being denied credits, and get an actual idea of the doom and gloom, and educate myself.

      We are living in a time, when there is tremendous competition in the world of business, and technology. China is blazing ahead, sometimes with unfair trade laws, and government support. A real recession can also set us back in the field of new research, and technology, and lose our lead in the world, which can have far reaching effects. So, lets not make profit by cannibalizing ourselves by spreading hypothetical doom and gloom !!
      View article »
    • ON: Thu Feb 14th 10:29 AM
      Commented on:
      Baidu: Good Short Candidate
      I remember when Google also used to give conservative guidance when its price was under $300 !
      View article »
    • ON: Wed Jan 30th 18:14 PM
      Commented on:
      Economists Largely Positive Following Fed Rate Cut
      Ya ! Thanks for the info, and I agree, but the market knows better than you and me, and it took it negatively !

      The market, specially at certain times, behaves like it is controlled unnaturally by some powerful force. And probably it is being manipulated by the big money. When it is on the long side, the market moves up, and the market goes down when it is sitting on shorts, no matter what the news is. You see, they can't lose money ! You, me, and the average Joe can.

      At this time, the big money is most probably on the short side. They are trying to push the R-word real hard, and creating a negative psychology; because hey, then the shorting profit will be maximum - the hell with the economy, they don't care about the thousands of average Americans who would lose their jobs in a recession !

      Hey, remember, the same kind of mentality sold our Industrial muscle to the foreigners, in the name of globalization, for the sake of more profit !! May be that is the dark side of Capitalism - I may sell my mother for a buck !!!
      View article »
    • ON: Wed Jan 23rd 00:21 AM
      Commented on:
      LDK Solar: A Conversation with Piper Jaffray's Jesse Pichel
      Great work !!!
      Thanks John .
      View article »
    • ON: Sun Jan 20th 15:38 PM
      Commented on:
      The Fear Is Palpable. Time To Buy.
      At this time in the economy, there is a difference of opinion - the Fed says we don't, and probably won't have a recession, while some market pandits say we are already in one.

      Now the Fed probably don't profit from their statements, while the pandits probably are sitting on their shorts, and will profit from further down slide of the market. So, I would think that the Fed is probably correct, and we will have a slo-w-w growth economy, though the sentiment, and big money manipulation can take the market down further. Being a trader, I would try to stay nimble here, I try to make a buck either way, but would love to see a violent upswing, followed by a steady uptrend ! I see a majority of the commentators here may be in the recession camp !! That may be good news !!!
      View article »
    • ON: Sat Jan 19th 12:44 PM
      Commented on:
      The Fear Is Palpable. Time To Buy.
      I see that most of the commentators here are on the short side, and are hoping for more slide down. The Big Money is on the short side, and they have to make profit (even at the cost of a recession), and probably is creating a psychological environment causing more slide).
      I think the average investor should preserve capital, and use a tight stop-loss, and get back in later.

      But I think there are some very strong elements, which may cause the Big Money to switch side, and cause a violent reversal any time:

      (a)The US subprime issues may not affect significantly the growth stories of the rest of the world. The growth environment in India and China are overwhelming - one has to see it to believe it. I have been to India, and my close friend has been to China multiple times. The stories in Brazil, and Russia are probably similar. The summer Olympics is going to intensify activities in China, and statistics show that on the average, the market in the host country gets hotter after the Olympics.

      (b) The subprime issue may be overblwon by the Big Money shorts for making profits. Certainly, there are some some companies in the financial sector are in real danger, but most others will come out fine - may be stronger. The big bankers are possibly writing off much more than they should, which may cause spike in profits in future. I have been active in real estate for 30 years. We hear about falling house prices, but over last 5 years, the vast majority of homeowners are sitting over a hefty appreciation. The houses may not be selling as quickly because of the negative psychological environment, and also prospective buyers are waiting for more bargains.

      Anyway, one should be very careful, but nimble to be able to change on a dime.

      View article »
    • ON: Fri Jan 18th 14:34 PM
      Commented on:
      The Oversold U.S. Market Gets Even More Oversold
      Watching the market all these years, my conclusion is that, often it does not follow the science or logic of economics; because it probably is controlled by the Big Money. When they are on the short side, the market goes down, even on a good news, because they have to make money. Then when they are pleased with the money they have made, they switch to the long side, and the market goes up. Small traders make money when they can sense the direction of Big Money, and get a piggyback ride.

      But a lot of damage can happen when Big Money are on the Short side - they can manipulate to create a severely negative economic psychology, and panic in the country which can lead to recession, when the economic fundamentals may not be that bad to affect the whole country. The losers are the millions of average Americans; who may go through some economic hard times - because of layoffs, etc..

      If you think the market is free here(to take its natural course), you may be wrong ! The Big Money is probably controlling its direction all the time to make money !


      View article »
    • ON: Sat Jan 12th 10:36 AM
      Commented on:
      Chinese ADRs Are in Red Despite Strong Mainland Performance
      Yes, I think Chinese ADRs are getting hit unfairly here. The American big boys are making fortunes from China connection, and as soon as the small investors tries to make a few bucks from action, stocks go down here unnaturally here. No woder that a lot of people think that the Wall St is full of crooks !!!

      I have been following LDK, an ADR in the solar sector.I am sorry to say that I feel if LDK were an US company, it's stock would have performed much better. I feel that a lot of US analysts, including some, whom I really admire, show a negative bias against Chinese stocks. And this kind of negative psychology, supported by a couple of "blown out of proportions" issues have created unfair turbulence around the stock price.
      I myself would like to see some protectionist measures to support our ailing industries here, but not this way. I hate to see our big boys here selling out our industrial manufacturing muscle to foreign countries, in the name of globalization, and for huge profits for only a handful, while most of the country suffers.
      But thousands of US citizens make investments in Chinese ADRs, and deserve fair treatments.
      View article »
    • ON: Wed Jan 9th 00:57 AM
      Commented on:
      Why LDK Beats First Solar
      I am sorry to say that I feel if LDK were an US company, it's stock would have performed much better. I feel that a lot of US analysts, including some, whom I really admire, show a negative bias against Chinese stocks. And this kind of negative psychology, supported by a couple of "blown out of proportions" issues have created unfair turbulence around the stock price.
      I myself would like to see some protectionist measures to support our ailing industries here, but not this way. I hate to see our big boys here selling out our industrial manufacturing muscle to foreign countries, in the name of globalization, and for huge profits for only a handful, while most of the country suffers.
      But LDK is a US exchange listed stock, where thousands of US citizens make investments, and deserve fair treatments; and it seems to me that it probably has one of the best fundamentals. It should soar !!!
      View article »
    • ON: Wed Jan 9th 00:05 AM
      Commented on:
      LDK Solar: Constructing A Bright Future
      To Calvino: I think you are going to get burned !
      View article »
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