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37 Comments

    • New Gas Discoveries a Boon for U.S. Energy Sector [view article]
      Nice write up, well worded. Aug 28 09:30 AM
    • Weekly Market Outlook: August 25 - August 29 [view article]
      Do you currently have any investments (long/short, puts/calls) in any commodities? Aug 26 12:27 PM
    • What the Fed's Latest Decision Means for Investors [view article]
      Good call, nice work. Agree with you 100%. Aug 06 09:11 AM
    • Solar Stocks: Cutting Back on Three Names [view article]
      Jack Yetiv - It's always a pleasure to read your thoughts on the solar sector. Jul 30 11:00 AM
    • Kinross Gold Buys Aurelian Resources [view article]
      It only works if and when Ecuador let's them mine the gold, which is currently on hold.

      And even then who knows how much will be paid in taxes to this dictatorial country.

      And what happens if their dictator decides to nationalize (takeover) the gold mines.

      I see nothing but lots of potential downsides to this deal. Extremely risky. Wouldn't touch this stock now with Mark's ten foot pole much less mine.

      I feel for you Mark, this used to be one of my favorite gold stocks to own.       Jul 25 11:47 AM
    • LDK Solar: Forecasting Sunny Skies in Q2 Earnings [view article]
      Michael, liked your first LDK article and love this one even more. Keep up the good work! Jul 12 11:57 AM
    • Solar Wafer Prices On the Rise Again? [view article]
      Good observation.

      Makes one question TSL's (Trina solar) decision not to build their own poly plant.

      Long LDK.
      Short TSL.       Jul 10 09:02 AM
    • Monsanto: Good Results, Higher Expectations [view article]
      Well Mark, do you recommend Buy, Sell, or Hold? Jun 26 09:50 AM
    • On Monsanto's Strong Earnings, Rich Valuation and Raised Guidance [view article]
      Well Mark, do you recommend Hold, Buy, or Sell this stock? Jun 26 09:19 AM
    • An Alternative to America’s Gasoline Crisis [view article]
      Excellent article.

      However, why is there no mention of the Barnett and Haynesville shale nat gas fields and companies such as Chesapeake (CHK)?       Jun 22 04:48 PM
    • eBay Feedback Changes Getting Negative Feedback [view article]
      Short eBay stock.
      And move to craigslist.org to sell your stuff.       Jun 11 09:12 AM
    • Further Thoughts on Trina Solar and the Solar Space [view article]
      TSL is trading in the $37 range this morning. Along with CSIQ, STP, and LDK.
      Heck of a great time to buy!       Jun 10 11:13 AM
    • Why I'm Not Cutting Back Trina Solar before Earnings [view article]
      Here's the quote from the LDK Q1 report:
      "For the full year of fiscal 2008, LDK Solar currently estimates:

      -- Revenue to be in the range of $1.08 billion to $1.18 billion; -- Wafer shipments in the range of 560 MW to 580 MW; -- Gross margin in the range of 23% to 28%; and -- Annualized wafer production capacity to be 1.1 GW by the end of 2008 and 2.0 GW by the end of 2009."

       Jun 06 09:08 AM
    • Why I'm Not Cutting Back Trina Solar before Earnings [view article]
      "For the full year of 2008 the Company expects total net revenues to be in the range of $770 million to $808 million, with PV module shipments between 200 MW to 210 MW. The Company is expecting gross margin for the year between 23% and 25% and believes operating margin will likely be in the range of 15% to 17% of total net revenues."

      Looks like your number of $4.00 eps for 2008 is about double what the actual number will end up being.

      And, TSL margins for all of 2008 are forecast to be less than LDK's.

      Now what do you think of TSL?

      Now that all the solars have reported, I would like to see someone make a table of all of them to compare:
      projected 2008 eps, revenue, megawatts expected to be shipped, and gross margins. Wouldn't that be nice.
       Jun 06 09:00 AM
    • Shipping is Shaping Up - Cramer's Lightning Round (5/27/08) [view article]
      Gebby, exactly my thoughts.....Do the opposite of Cramer and you'll be right over 65% of the time. Sell FSLR and buy LDK.

      Some people have said that when Cramer recommends a stock it's the kiss of death and it immediately tanks.

      Cramer is entertaining however you never want to follow his advice unless you want to throw money away.       May 28 12:23 PM
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