number2son

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Wed Oct 22nd 10:44 AM | Rating: 0 0
Commented on:
Evergreen Solar: Why This Overlooked Company Is a Good Investment

Good analysis. As I write, the Euro has plunged, adding yet more weight to ESLR's share price. And the Barclays lawsuit, while the absolute right thing to do from management, underscores how little banks care about smaller companies. It also reveals in its bald ugliness, the ethical vacuum at Lehman.

Analysts have also cited oversupply being a risk in 2009. Another risk is an extended recession that leads governments and business to scale back on solar projects.

This pessimism in the markets, this sector, and this company, in particular, is at its highest pitch right now.

The only positive is that Evergreen continues to ramp Devens (they produced a bit over 1MW in the first two weeks of October per their earnings report).

I'm not sure we're at the bottom yet. But here's wishing we're somewhere close.
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Sun Aug 17th 10:06 AM | Rating: 0 0
Commented on:
Liquidity Key To Picking Homebuilder Stocks - Citi

Consolidation? Are you kidding? None of these guys are going to waste cash buying a competitor with a deteriorating balance sheet.
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Tue Jul 22nd 08:29 AM | Rating: 0 0
Commented on:
In the Battle of Best Solar Plays, U.S. Is a Distant Second

Agreed with other comments pointing out this author's poor analysis of Evergreen (ESLR). They are executing precisely against their business plan as they move from a R&D company to state-of-the-art manufacturer of solar panels.

Articles like this illustrate the ongoing confusion about the ongoing confusion among investors about this company. And given their clear guidance, provided must fully recently during their investor-day event and recent earnings call, there is really no excuse for this. Particularly among those who would suppose to write about the company on a widely-read investor web site.
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Sun Feb 24th 11:59 AM | Rating: 0 0
Commented on:
Friday's Turnaround: Raid on the Shorts

"There have been instances when false rumors caused the market to tank - just like that."

Really? I think I know what you're talking about:

When rumors circulated that Buffet was going to buy Hovnanian ...
oops that caused the builders to rise.

Let's try again ...

When rumors circulated that Buffet was going to buy CountryWide ... oops, darn it, that caused the financials to rally.

Ok, this is harder than I thought ....

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Sun Feb 24th 10:34 AM | Rating: 0 0
Commented on:
House-Price Momentum: The Good News

Your thesis falls apart if you stop to consider affordability is still too low and prices must continue to adjust downward. Lending standards are returning to the mean, which means no more no-doc, 0% down loans. People will actually need to put equity at stake in their home purchase (imagine that!) and prove that they can make the monthly payment.
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Sun Feb 24th 10:12 AM | Rating: 0 0
Commented on:
Mueller Industries: Gearing Up for a Housing Recovery

Sleepy? The stock has rallied 24% in February.

I want to know your idea of a volatile stock!

But you do make a good point in looking for companies that have been sold off, yet still have strong earnings, revenue and low to no debt.
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Sun Feb 24th 09:27 AM | Rating: 0 0
Commented on:
Shorting the Homebuilders as Their Stocks Surge

Bill Miller, tomyris and islandcreek provide amble evidence that the bear market for housing stocks still has a long way to go.

Miller made a colossal error in 2005 in buying home builder stocks at their top. Now he claims to be buying the bottom. He is either afflicted with fatal arrogance or stupidity. It makes no difference to me either way, but what does matter is that he is as wrong now as he was in 2005. In that, he has been consistent.
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