ccerenzie's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/139707/comments http://seekingalpha.com/article/129310-so-jim-it-is-has-been-a-depression-after-all?source=feed#comment-450663 450663 Was Cramer right when he made his call in September 08? Yes
Was he right to call out Obama earlier this year? Yes
Was he right about the uptick rule? yes
Was he right about the FASB 157? yes
Was he right that your deposits in Bear Stearns were safe? yes
Did any of you get these all right? Would you have the cajones to get on national television and make these calls ahead of time?
I doubt it. Give it up. The guy is where he is because he is right more often than wrong. ]]> Fri, 03 Apr 2009 09:49:49 -0400 Was Cramer right when he made his call in September 08? Yes
Was he right to call out Obama earlier this year? Yes
Was he right about the uptick rule? yes
Was he right about the FASB 157? yes
Was he right that your deposits in Bear Stearns were safe? yes
Did any of you get these all right? Would you have the cajones to get on national television and make these calls ahead of time?
I doubt it. Give it up. The guy is where he is because he is right more often than wrong. ]]> http://seekingalpha.com/article/77346-canadian-solar-should-continue-to-head-higher?source=feed#comment-168049 168049 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?]]> Thu, 15 May 2008 10:36:04 -0400 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?]]> http://seekingalpha.com/article/76924-ldk-solar-earnings-and-the-dark-cloud-of-polysilicon-shortages?source=feed#comment-166569 166569 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.]]> Mon, 12 May 2008 21:39:38 -0400 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.]]> http://seekingalpha.com/article/70523-meredith-whitney-s-out-on-a-limb-with-this-citi-bashing?source=feed#comment-133987 133987 ]]> Mon, 31 Mar 2008 09:19:57 -0400 ]]> http://seekingalpha.com/article/70210-wamu-alt-a-pool-revisited?source=feed#comment-132936 132936 Fri, 28 Mar 2008 10:08:16 -0400 http://seekingalpha.com/article/66629-why-aren-t-housing-derivatives-more-popular?source=feed#comment-120561 120561 Fri, 29 Feb 2008 07:54:40 -0500 http://seekingalpha.com/article/60056-nine-top-yielding-gold-stocks?source=feed#comment-110189 110189 Mon, 14 Jan 2008 10:55:11 -0500