CliffA42

10 Comments

    • A Second Try for Evergreen Solar [view article]
      16 looks reasonable in the near future, and yes, it is catch-up. In analysis of the whole sector, the important thing is to sort out the material suppliers from the panel makers/installers from the verticals. When you look at the material suppliers, make sure they do something else for a living, too, which makes WFR look promising. When you look at the panel makers/installers, make sure they have the size and market position in key countries, which makes STP look promising. And on the verticals, TSL. The others will run with the momentum players. Jun 20 08:49 AM
    • Trina Solar Should Rise on Bullish Note [view article]
      One of the most undervalued stocks on the market, and among the solar players, distinctly so. Yes, I own it, bought around 30, and looking for 45-50. Apr 11 12:48 PM
    • China Stocks: Still No Sign of a Bottom [view article]
      So. . .? This is a rare dumb column for this site. Look at the technicals! A lot of these have definitely found a plateau, and some have started to turn. How far they will go is another question, but. . .please! Apr 02 02:05 PM
    • Safety Data on Arena's Weight Loss Drug Could Pave Way for Good Partnership [view article]
      You can't lose at this price. The speculators and shorts alone will double it. All the market needs is a whisper and it flys! Just make sure you get out on the fly! Apr 02 10:56 AM
    • Solar Stocks Show Signs of Life [view article]
      Sold a third of my long position on YGE; think it's got potential for mid-20s. Traded out CY (which rides on SPWR), then picked it up again. Bid for STP missed in the low-30s, quel dommage! But think it can be picked up again in mid-to-upper 30s. Don't understand the beating WFR has taken while the rest of them were on the rise. For the time being, the solar space is a trader's market. For the long term, it ain't a fad. When the storage problem is solved (check out MXWL on that one), you will be able to buy a home installation system at Home Depot. That day is not far off. Mar 31 08:22 AM
    • Jabil Circuit: A Tech Bargain? [view article]
      Agreed! Mar 25 12:37 AM
    • Does Wall Street Properly Value Google/Apple Brand Loyalty? [view article]
      Right on! You see something that most folks don't think about because they are too close to the trees swaying in the wind---the forest. Feb 29 08:26 AM
    • Inventory Concerns Haunting LDK Solar [view article]
      I really get tired of analysts trying to find minor holes in the solar industry. It's like they missed the boat on the long side, so want to be sure they create a shorter side. Feb 28 09:06 AM
    • Fox Said To Be Exploring End to Google Advertising Deal [view article]
      If Google is smart enough to back out of this one, all the more power to them. Remember why their name is now a standard verb in all languages! Feb 25 12:28 PM
    • A Beautiful Mind: Microsoft over Google [view article]
      While both companies boast their share of arrogance, Microsoft wins that prize by a country mile. It is not customer-friendly at all, and that culture will undercut any alternative technology to which it aspires.

      At this point, Google is the better investment, and will be for the next decade.       Feb 25 10:56 AM
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