maxbid's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/140756/comments http://seekingalpha.com/article/142033-irish-banks-down-on-credit-rating-cut?source=feed#comment-538505 538505 Watch SOL go up another 5% today (Tuesday) and then another 5% Wednesday to top $8.00]]> Tue, 09 Jun 2009 08:42:11 -0400 Watch SOL go up another 5% today (Tuesday) and then another 5% Wednesday to top $8.00]]> http://seekingalpha.com/article/142033-irish-banks-down-on-credit-rating-cut?source=feed#comment-538504 538504 Watch SOL go up another 5% today (Tuesday) and then another 5% Wednesday to top $8.00]]> Tue, 09 Jun 2009 08:41:55 -0400 Watch SOL go up another 5% today (Tuesday) and then another 5% Wednesday to top $8.00]]> http://seekingalpha.com/article/117772-11-dogs-with-fleas-stocks-for-the-week?source=feed#comment-373131 373131 Where do you/they get the data that says LDK has "negative fundamentals for revenue and earnings stability." ????

Also agree with the two comments posted above.
]]> Mon, 02 Feb 2009 08:59:12 -0500 Where do you/they get the data that says LDK has "negative fundamentals for revenue and earnings stability." ????

Also agree with the two comments posted above.
]]> http://seekingalpha.com/article/102252-ldk-solar-has-caught-my-attention?source=feed#comment-292254 292254 1.) SOL
2.) TSL
3.) CSIQ
4.) SOLF
5.) STP]]> Tue, 28 Oct 2008 08:37:47 -0400 1.) SOL
2.) TSL
3.) CSIQ
4.) SOLF
5.) STP]]> http://seekingalpha.com/article/99234-potash-corp-liquidity-trouble-ahead?source=feed#comment-278830 278830 seekingalpha.com/artic...?]]> Fri, 10 Oct 2008 10:10:13 -0400 seekingalpha.com/artic...?]]> http://seekingalpha.com/article/99317-weapons-of-financial-mass-destruction?source=feed#comment-278681 278681 Articles like this are what Seeking Alpha needs more of.]]> Fri, 10 Oct 2008 08:40:03 -0400 Articles like this are what Seeking Alpha needs more of.]]> http://seekingalpha.com/article/99317-weapons-of-financial-mass-destruction?source=feed#comment-278677 278677 Articles like this are what Seeking Alpha needs more of.]]> Fri, 10 Oct 2008 08:39:10 -0400 Articles like this are what Seeking Alpha needs more of.]]> http://seekingalpha.com/article/93376-light-the-way-with-ldk?source=feed#comment-242479 242479 Sun, 31 Aug 2008 09:54:00 -0400 http://seekingalpha.com/article/92626-weekly-market-outlook-august-25-august-29?source=feed#comment-239372 239372 Tue, 26 Aug 2008 12:27:20 -0400 http://seekingalpha.com/article/89408-what-the-fed-s-latest-decision-means-for-investors?source=feed#comment-223887 223887 Wed, 06 Aug 2008 09:11:27 -0400 http://seekingalpha.com/article/87876-solar-stocks-cutting-back-on-three-names?source=feed#comment-218375 218375 Wed, 30 Jul 2008 11:00:30 -0400 http://seekingalpha.com/article/86855-kinross-gold-buys-aurelian-resources?source=feed#comment-214413 214413
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.]]> Fri, 25 Jul 2008 11:47:06 -0400
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.]]> http://seekingalpha.com/article/84616-ldk-solar-forecasting-sunny-skies-in-q2-earnings?source=feed#comment-203686 203686 Sat, 12 Jul 2008 11:57:42 -0400 http://seekingalpha.com/article/84424-solar-wafer-prices-on-the-rise-again?source=feed#comment-202103 202103
Makes one question TSL's (Trina solar) decision not to build their own poly plant.

Long LDK.
Short TSL.]]> Thu, 10 Jul 2008 09:02:42 -0400
Makes one question TSL's (Trina solar) decision not to build their own poly plant.

Long LDK.
Short TSL.]]> http://seekingalpha.com/article/82676-monsanto-good-results-higher-expectations?source=feed#comment-193208 193208 Thu, 26 Jun 2008 09:50:10 -0400 http://seekingalpha.com/article/82709-on-monsanto-s-strong-earnings-rich-valuation-and-raised-guidance?source=feed#comment-193164 193164 Thu, 26 Jun 2008 09:19:07 -0400 http://seekingalpha.com/article/82185-an-alternative-to-americas-gasoline-crisis?source=feed#comment-190390 190390
However, why is there no mention of the Barnett and Haynesville shale nat gas fields and companies such as Chesapeake (CHK)?]]> Sun, 22 Jun 2008 16:48:42 -0400
However, why is there no mention of the Barnett and Haynesville shale nat gas fields and companies such as Chesapeake (CHK)?]]> http://seekingalpha.com/article/80754-ebay-feedback-changes-getting-negative-feedback?source=feed#comment-183215 183215 And move to craigslist.org to sell your stuff.]]> Wed, 11 Jun 2008 09:12:40 -0400 And move to craigslist.org to sell your stuff.]]> http://seekingalpha.com/article/80675-further-thoughts-on-trina-solar-and-the-solar-space?source=feed#comment-182535 182535 Heck of a great time to buy!]]> Tue, 10 Jun 2008 11:13:37 -0400 Heck of a great time to buy!]]> http://seekingalpha.com/article/80341-why-i-m-not-cutting-back-trina-solar-before-earnings?source=feed#comment-180242 180242 "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."

]]> Fri, 06 Jun 2008 09:08:04 -0400 "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."

]]> http://seekingalpha.com/article/80341-why-i-m-not-cutting-back-trina-solar-before-earnings?source=feed#comment-180232 180232
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.
]]> Fri, 06 Jun 2008 09:00:57 -0400
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.
]]> http://seekingalpha.com/article/79142-shipping-is-shaping-up-cramer-s-lightning-round-5-27-08?source=feed#comment-175291 175291
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.]]> Wed, 28 May 2008 12:23:34 -0400
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.]]> http://seekingalpha.com/article/78356-thursday-outlook-crude-awakening?source=feed#comment-171619 171619
We've got all the natural gas right here in the USA to power our vehicles, buses, and trucks.....Just need the infrastructure for re-fueling to be put in place. Most large cities are already converting many of their transit buses to CNG.

In addition to wind farms, add in a healthy dose of large solar arrays in the Southwest and other choice locations and pretty soon we can export our vast coal reserves and turn around our trade surplus.

Nothing wrong with dreaming is there?]]> Thu, 22 May 2008 08:43:12 -0400
We've got all the natural gas right here in the USA to power our vehicles, buses, and trucks.....Just need the infrastructure for re-fueling to be put in place. Most large cities are already converting many of their transit buses to CNG.

In addition to wind farms, add in a healthy dose of large solar arrays in the Southwest and other choice locations and pretty soon we can export our vast coal reserves and turn around our trade surplus.

Nothing wrong with dreaming is there?]]> http://seekingalpha.com/article/78172-ebay-showing-sellers-the-door?source=feed#comment-171002 171002 Wed, 21 May 2008 09:38:44 -0400 http://seekingalpha.com/article/77689-mesa-power-orders-1-000-mw-of-wind-turbines?source=feed#comment-169764 169764
You've never been to Pampa, TX have you?]]> Sun, 18 May 2008 17:03:58 -0400
You've never been to Pampa, TX have you?]]> http://seekingalpha.com/article/76569-there-s-a-solar-shakeout-coming-citigroup?source=feed#comment-165880 165880
For a better comparison, and a look at the P/E's of a broader range of Solar Stocks, the reader might want to check out this site: www.cnanalyst.com/sola... with the latest comparison table dated May 7, 2008.

Here are the 2008 P/E's (from Low to High) of a few solar stocks listed there, but only those with Net Margins in the Positive: TSL@13, WFR@15, SOLF@20, LDK@21, YGE@24, JASO@26, STP@28, SPWR@39, and FSLR@97.

Solar stocks with Negative net margins are ESLR, CSIQ, and others.

As the gentleman above said, do your own DD.]]> Sun, 11 May 2008 14:45:01 -0400
For a better comparison, and a look at the P/E's of a broader range of Solar Stocks, the reader might want to check out this site: www.cnanalyst.com/sola... with the latest comparison table dated May 7, 2008.

Here are the 2008 P/E's (from Low to High) of a few solar stocks listed there, but only those with Net Margins in the Positive: TSL@13, WFR@15, SOLF@20, LDK@21, YGE@24, JASO@26, STP@28, SPWR@39, and FSLR@97.

Solar stocks with Negative net margins are ESLR, CSIQ, and others.

As the gentleman above said, do your own DD.]]> http://seekingalpha.com/article/73738-further-musings-on-solar-stocks?source=feed#comment-155830 155830
I do however agree with gebby that you need to update your estimated 2008 earnings for SOL and STP. Your earnings number for '08 on LDK is probably a little conservative.]]> Thu, 24 Apr 2008 09:43:21 -0400
I do however agree with gebby that you need to update your estimated 2008 earnings for SOL and STP. Your earnings number for '08 on LDK is probably a little conservative.]]> http://seekingalpha.com/article/73087-solar-stocks-nine-that-will-shine-in-a-bull-market?source=feed#comment-154587 154587
1.) First Solar uses Cadmium which is being banned for any use in many European countries.
2.) Evergreen Solar is operating in the red and has yet to turn a profit. ]]> Tue, 22 Apr 2008 08:38:56 -0400
1.) First Solar uses Cadmium which is being banned for any use in many European countries.
2.) Evergreen Solar is operating in the red and has yet to turn a profit. ]]> http://seekingalpha.com/article/72870-renesola-burning-hot-solar-stock?source=feed#comment-152762 152762 Fri, 18 Apr 2008 07:42:28 -0400 http://seekingalpha.com/article/70319-despite-disappointing-4q-yamana-gold-s-outlook-remains-strong?source=feed#comment-132947 132947 Fri, 28 Mar 2008 10:26:50 -0400