nickgogerty

http://www.gogerty.com
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209 Comments

    • Fri Apr 25th 09:44 AM | Rating: 0 0
      Commented on:
      Ambak and MBIA Are Back to Their Old Tricks
      Nobody ever referred to the Label in the story, but I bet the Emperor's new outfit was size AAA.
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    • Fri Apr 25th 09:40 AM | Rating: 0 0
      Commented on:
      Fed Auction Futility
      just curious what happens when the colatoral gets downgraded below AAA. Does the FED/BOE ask for replacement from the pledger? I am interested in understanding the mechanics.
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    • Fri Apr 25th 09:31 AM | Rating: 0 0
      Commented on:
      China Clean Energy Halts Biodiesel Production
      LNG is also subject to price controls.
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    • Wed Apr 23rd 09:16 AM | Rating: 0 0
      Commented on:
      Jingle Mail: How Do You Value Home Equity?
      non-recourse loans and a large behavioural shift in debtor responsibility mean the options to "put" the hosue to the bank will be used more than historical data would indicate. time to dust off those CDO and CDS risk models again.
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    • Wed Apr 23rd 09:13 AM | Rating: 0 0
      Commented on:
      Does Ethanol Deserve the Blame for Rising Food Prices?
      Just FYI yoru corn planting info should be measured in millions of acres. the crop allocation was the highest on record in the US. another very salient point is that food prices are global. The US market while important isn't all encompassing. Unfortunately world food stocks have been dwindling for the last few years. I still haven't seen a good global analysis of food and the impact of the extra 30million acres of the 90m in total in the US attributed to (ethanol) last year put into context. The impact is strong, but may only be exacerbating an already stressed situation. Other crops including soybeans, wheat, barley and even hay were impacted by the acreage allocation, but again it was the US.
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    • Wed Apr 23rd 09:00 AM | Rating: 0 0
      Commented on:
      Q1 Earnings Growth Results with 20% Reported
      dow 8,800 isn't totally off the table. here is the math. nickgogerty.typepad.co...
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    • Wed Apr 23rd 08:58 AM | Rating: 0 0
      Commented on:
      Aixtron: LEDs a Catalyst for Growth
      Aixtron has a good position in the MOCVD market. It has risk in that production is in Euro's vs. sales in dollars. Veeco has ceded most of the market to them and they enjoy over 70% share. Semi industry is expecing 10% dollar declines, but volume shipments will probably be up.

      LED shipments are primarily related to telecoms and automotive with lighting being a sub 10% component of shipments. Expect stable LED growth, but nothing explosive. The price points for (Watts/lumen) aren't there yet for an inflection point in unit growth.

      Management is good and they are quietly moving along. They are pricey, but the strong of revenue growth and management make them seem like a quality mittlestand company that is public in a segment that will grow over the next 5-7 years.
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    • Wed Apr 23rd 08:50 AM | Rating: 0 0
      Commented on:
      China: Inhibited Growth, But Too Early To Short
      things must change in order for them to stay the same. When is the correct question. China has seen significant shifts about every 15-20 years. Any investor vs. trader should consider the when question. Equities down 45%. Housing price declines and sharp rises in food stuffs and the central govt's desire for price controls will strain an economy. The promise of the iron rice bowl may be broken in the near future with strong political and economic shifts to follow.
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    • Wed Apr 23rd 08:44 AM | Rating: 0 0
      Commented on:
      China: Stagflation Revisited
      Sorry mr. petti. I don't know what gets into city. Too much sugar is his cereal in the morning. He used to be such a good little fellow.
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    • Wed Apr 23rd 08:43 AM | Rating: 0 0
      Commented on:
      China: Stagflation Revisited
      city. city. Its time to come home. city have you been pestering mr. Petti? Be a good boy citi and read your marx and propoganda lessons. Citi, you know mr. petti is only expressing his thoughts. now leave him alone. It is a free internet after all.
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    • Tue Apr 22nd 09:32 AM | Rating: 0 0
      Commented on:
      The Worst Is Over Day II
      Recessionary buzzword bingo, sounds fun.
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    • Tue Apr 22nd 09:31 AM | Rating: 0 0
      Commented on:
      Better Off Now Than 5 Years Ago?
      subjective well being "happiness" is one way to measure progress. Check out various countries on this metric at www.nationmaster.com/g...

      #1. Malta
      #2. Switzerland
      #3. Denmark
      #4. Ireland
      #5. ??
      View article »
    • Tue Apr 22nd 09:27 AM | Rating: 0 0
      Commented on:
      Buying Broadwind on GE, Gamesa Wind Energy Deals
      you may be interested in Clipper wind. London traded, US based firm launching a 7MW turbine. Most wind companies have 2-3 year order backlogs. Here is a free spreadsheet that lets people compare wind, coal, nuclear, solar and coal. nickgogerty.typepad.co...
      View article »
    • Tue Apr 22nd 09:22 AM | Rating: 0 0
      Commented on:
      China's Economic Trouble May Just Be Beginning
      The countryside could determine the pace and nature of change. nickgogerty.typepad.co...
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    • Mon Apr 21st 15:23 PM | Rating: 0 0
      Commented on:
      When Will Solar Achieve Grid Parity? We're Already There!
      Here is a spreadsheet tool for comparing fuel vs. power. might be interesting. It compares 20yr equivalent sources.

      nickgogerty.typepad.co...
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