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First Solar's Two for Tuesday

Dear Scroog -

Perhaps the chinese stock owners' sell off. There are lots of uncertainties! But I don't think the game is over. I am willing to buy again at $115.

Natural Gas ETF Suspends New Shares: Are There Alternatives?

Hi, Dian-

On the UNG graph you made a comment : " Check back in 2-3 years, if bought in this range.". Do you mean the price will go higher than the current price ( $12.5) or lower? Another question I have is : why is it bad if the fund composition moves to include other energy products besides natural gas?

Thank you.

Weekly Market Outlook: Commercial Real Estate Continues to Deteriorate

Thank you very much, Ned Brines. Your article is the most factual and more accurate than many blogs that I have stayed away from.
I need more writings like yours.

First Solar Fears Competition from Silicon Panel Makers

The ability to keep manufacturing costs low while producing good products is a big advantage. Without any question lowering the cost of raw materials is a contribution to reduction in the total production cost.
It seems possible to me that First Solar's designers may already have a hybrid product that takes advantage of the low-price silicon such that they can maintain the cost saving over the competitors.

'Bad Bank' - Bad Idea

Hi, high-flying Birder. I have very similar opinion about this weird idea of fueling the fire with more fuel. How can they be called intelligent when their idea is stupid and dangerous?

Sirius XM Annual Meeting: What's on the Agenda?

Tyler, I second Siriphone to thank you for this very-well written post. Other writers should learn from you about being more factual and less opinionated.

Lucky Number 13: A Big Two-Day Advance in the Dow

Hi Paul,

You did not draw a conclusion from the data, noting "Note that this was the largest two-day advance since 1987, and, more importantly, the rest of the entire list is populated by the Great Depression". Do you imply that we are now in another Great Depression? If so, how can it be "lucky"?

The Humpty Dumpty Economy

Hi, Peter -

I agree with the need to flush the system so that its three clogged pipes (falling home prices and foreclosures; the automakers' financial disaster; financial crisis due to the unimaginable consumer debts) are cleared up. But the lawmakers will not listen to you, Peter. Why? It is a simple reason : they know that most Americans do not have the noble courage to sacrifce; they just want the status quo -- spend, spend, spend.

Too Many Unresolved Systemic Risks Plague the Market

If it does pay to be a contrarian, then I should ignore your "bloody" prediction.

The Worst Is Likely Behind Us

Dear John, -

I am encouraged by your belief that "this is about as bad as things will get and the outlook going forward is much more positive". Thank you for the good research and good reasoning that is based on the "regression to the mean" theory.

However, for real cases (not statistically averaged) it can be painful, very painful. And that may possibly be true for the next 2 -3 years.

10 High Cash, High Yield, No Debt Stocks

Hi StockerBlog -

There is nothing in your article indicating that the high-dividend good news is something we can take for granted that it will last long enough for any of the recommended stocks. What if the company board of directors reduce the dividend soon after I bought the stock?

U.S. Economy: Is the Glass Half Full?

Hi Tom, -

Thank you for the insight and for the list of "problems" to watch for until the next buble :

>The savings rate is too low again.
>Credit card usage is too high again.
>Energy prices are soaring.
>We are again importing too much oil.
>We have gone back to the gas-guzzlers again.
>Housing prices are becoming too high again.
>People are offered housing loans they'd never be able to repay.
>The dollar is very weak.
>There are signs of inflation again.
>Jobs are being created overseas and lost here.

I'm going to be much better prepared this time.

The Secret Villain Behind Our Economic Collapse

Hi Dylan, -

Where were you when the "party" was raging?
Are you wise only at looking back after the finacial failure-of-the-century already happened?
Why didn't you ask your wise questions then when they were needed? They are useless now.

Do You Have the Guts to Buy?

Thank you all for your comments! The long-term, buy-and-hold value approach is very different from the buy-and-do-homework style of Jim Cramer. And it is completely opposite to the day-trading approach that works well in bull markets.

How do you know when which approach is best? You do by trying all of them in your investing and learn by trial and error. If you do not make error sometimes (losing money), and do it right another time (making money), you will not know these methods well enough to be able to select the right one for the right occasion.

Right now when most stocks are down a lot, the buy-and-do-homework AND wait for the best time to sell them and reap the profit is the best. That's my opinion.

Solar Again Under Attack

Is it a true story that the CEO of First Solar sold 50% of his shares? At Yahoo! Finance it shows that in the last 6 months insiders sold 8% of the total (the total shares held by insider was 27.5 millions). But it doesn't show the names of the sellers.