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    • Wed Mar 19th 14:52 PM | Rating: 0 0
      Commented on:
      Visa Already Twice MasterCard's Market Cap
      Obviously the author does NOT have the humility to correct his WRONG headline and WRONG numbers!

      People...do the math yourself! Visa's market cap is still LESS than Mastercards.

      Dan Davidowitz is a Portfolio Manager and Research Analyst at Polen Capital Management, who owns shares of Visa rival MasterCard says Visa's prospects are good.

      "These (Visa and MasterCard) are great franchises with the right profit incentive. There's a lot of leverage in this business, margins are probably better than ever," he said.

      Davidowitz said that profit margins are likely to continue growing at Visa, because it's pretty much a fixed-cost business. In other words, it doesn't really cost Visa much for new customers.

      "There are not a whole lot of incremental costs," he said, adding that, "revenues will grow, profits will grow faster. No one else really does this."

      Late Tuesday, Visa priced the hotly anticipated offering of 406 million shares at $44 each, pegging total proceeds at about $17.86 billion.
      View article »
    • Wed Mar 19th 14:42 PM | Rating: 0 0
      Commented on:
      Visa Already Twice MasterCard's Market Cap
      Say what? There were 406 MILLION shares priced at $44/share last nite. There is another 40 million shares that could be added to that total.

      So even if we took 446 Million shares times the current price of $59/share...we come up with a MARKET CAP of $25.86 Billion, which
      is LESS than Mastercards current market cap at $27.6 Billion.

      Obviously, someone doesn't know how to do simple math.

      Hey author, you need to correct your mistake!
      View article »
    • Mon Mar 10th 14:08 PM | Rating: 0 0
      Commented on:
      Solar Stocks: Good News from Spain, Bad News from China
      YGE down 13% today! And they are environmentally RESPONSIBLE!

      LDK, STP, CSIQ all down today too, but not nearly as bad as YGE!

      Go figure! This market is punishing YGE the most, yet they've done the least to harm the environment.
      View article »
    • Mon Mar 10th 08:52 AM | Rating: 0 0
      Commented on:
      Solar Stocks: Good News from Spain, Bad News from China
      Yingli is down 60.5% for the year 2008 so far. Only one company has fallen worse this year...SolarFun.

      YGE's forward 2008 p/e is only 16.7x earnings
      YGE's fowrard 2009 p/e is only 8 x earnings

      YGE's pe/growth ratio is incredibly low at around 0.37

      Here's a company expected to do almost $1 BILLION in revenues in 2008 and $1.5-$1.7 Billion in 2009, a two year revenue growth rate of around 70-75%.

      Current Market cap as of Friday's close is $1.9B.

      YGE a "nice bounce play?" That is the understatement of the day.

      YGE has a rock solid management team. They are a vertical play in the sector (less dependence on suppliers). They aren't polluting the environment! They have an excellent reputation in Europe and elsewhere. And they are definately undervalued at the current share price!

      I see YGE as a $35 stock by years end, a 140% return from current levels. We all knew orders in Spain were slowing down, due to the uncertainties of the feed in tarriff's in Spain. Now, we have all but certain confirmation that Spain is going to continue to support the solar energy movement!

      Excellent news for long term investors in YGE.
      View article »
    • Mon Mar 3rd 13:34 PM | Rating: 0 0
      Commented on:
      Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating
      I agree that STP is going to be a winner long term. I do NOT agree that FSLR is a buy at these levels. FSLR has some of the best cost control measures and operating margins in the business. But FSLR is also trading at a HUGE premium/85x earnings. This stock continues to be pumped by Wall Street, but eventually valuation will have to come down. Too Risky!

      Ironically, this author left out one of the best vertical plays in the industry...Yingli Energy (YGE).

      This company is only trading at around 9x foward earnings...is expected to do $1 BILLION in revenue (more than FSLR) in 2008...is growing earnings at 75% rate, and is expanding in Brazil. They have solid financials, great reputation in Europe, and an excellent management team.

      My two picks: YGE, and STP...these two companies will be long term winners.
      View article »
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