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6 Comments

    • Canadian Solar Should Continue to Head Higher [view article]
      Van,
      Why is usd3 speculative? They made .61 cents in the first quarter, which is usually the lowest quarter, and expect continued growth over the year. Four times .61 is already $2.40. Add some growth as expected, and ouila $3 looks like a reasonable expectation.
      Am I missing something?       May 15 10:36 AM
    • LDK Solar Earnings and the Dark Cloud of Polysilicon Shortages [view article]
      LDK has more than doubled it's sales and capacity over the past year. Stop and consider that for a moment. In the next nine months they will double again assuming everything goes as committed. In 09, the company will DOUBLE AGAIN. By the end of 09, their sales and capacity will be FOUR times what it is today. Sales and capacity will be more than EIGHT times what it was in Q1 07 by EOY 09....
      This rapid increase in scale has to have some inefficiencies associated with it. For these analysts/writers to somehow imply or expect this hyper growth rate to occur without flaws in efficiency and margin is beyond my comprehension. Being from a manufacturing company and trained in Lean Management philosophies, it's difficult for me to imagine how the management can address every detail effectively and keep the projects coming in on time.
      This company and the other solars are going to have hiccups. Its a virtual certainty. To sell LDK when it has so much going for it, including RAMPING PROFITS, is unthinkable for the investor. Think about it...we could be looking at Q1 10 profits of $1.76. Perhaps more if things go better than expected. It's only the trader that would consider selling now when the very real potential of quadrupling profits are potentially less than two years away....There is risk as to whether they pull it off, but even if LDK ONLY doubles capacity between now and the end of 09, that's an incredible story/company.

      I've read the various articles published by Barron's and others, and I say "Thank you" to all of them for giving me the opportunity to buy the stock at artificially lower prices. And to you Trader Mark, "Thank you" as well. I'll be buying more while the lemmings take their walk over the next couple of days
      Good luck to all.       May 12 09:39 PM
    • Meredith Whitney's Out on a Limb With This Citi Bashing [view article]
      Come on folks! This isn't only about subprime. It's about derivatives, commercial paper, consumer loans, etc. While the author's comments may be correct as it relates to subprime, there appear to be several ticking time bombs on these balance sheets. Ignore them at your own peril.
      Mar 31 09:19 AM
    • WaMu Alt-A Pool Revisited [view article]
      Interesting comments, but really folks, like it or not, this is relevant information that every investor should be aware of. It goes to the heart of one of the big problems in the market right now and it tells the story that the problem is getting worse, not better. Thanks for providing the info and please continue to do so. I'm not one for hiding information just because it is negative. Mar 28 10:08 AM
    • Why Aren't Housing Derivatives More Popular? [view article]
      They aren't popular because they aren't easily tradeable. I'm a retail investor and spent quite a bit of time trying to figure out the symbols and then I couldn't figure out how to buy them on Etrade, Fidelity or Wells Fargo. Make them easily available and they will likely trade well. Feb 29 07:54 AM
    • Nine Top Yielding Gold Stocks [view article]
      The statistics for Yamana are wrong! Jan 14 10:55 AM
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