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  • China abolishes rare earth export quotas  [View news story]
    Does China's lifting of the country's export quota mean permanent death for Molycorp?
    Jan 5, 2015. 10:34 AM | 4 Likes Like |Link to Comment
  • SunEdison: Strong Prospects In Wind And Solar Energy Make It A Good Investment  [View article]
    Hope and hype. Hope and hype. They come together like a child and a bike!
    Dec 25, 2014. 10:15 AM | Likes Like |Link to Comment
  • Alcoa: A Volatile Company With Mixed Expectations.  [View article]
    Thanks to the author for his very careful & accurate analysis of Alcoa financial prospects. His conclusion, "in the long run the stock could prove to be profitable for those that are willing to wait a couple of years before buying", seems to imply that the author thinks the stock is too risky and so he is not a buyer right now!
    Sep 23, 2014. 10:19 AM | 2 Likes Like |Link to Comment
  • Mosaic: Why You Should Buy The Pullback  [View article]
    I don't know if it is correct to say "Mosaic is definitely on the right track" and "Mosaic's long-term value proposition is compelling and warrants an investment in this leading crop nutrition company". But the steady year-over-year up-trend of the global shipments outlook for phosphate and potash since 2009 is indeed encouraging. Thanks for the graphs.
    Sep 11, 2014. 09:17 AM | 1 Like Like |Link to Comment
  • Yingli Makes Major Moves To Conserve Cash  [View article]
    I like this comment: "Assuming the cost reduction numbers are accurate, Yingli's cost structure is within 5% of the leader in the space - JinkoSolar (NYSE:JKS). If true, this cost structure bodes well for Yingli and we see considerable scope for the Company to turn around."

    So far the most trusty analysis I've seen in years.
    Aug 28, 2014. 02:51 PM | Likes Like |Link to Comment
  • Yingli Green Energy Holding misses by $0.11, misses on revenue  [View news story]
    I have seen it again: the yo-yo financial performance and consequential up-and-down price movement that is often more disappointing than satisfying.
    Again I have learned that there are many writers who make their living by exaggerating the company news either way, positively or negatively, and therefore they are not to be trusted.
    Learned Wisdom: unnecessary disappointments and losses can be minimized only by self-dependent research and careful, calm decision-making with regard to buy or sell shares.
    Aug 27, 2014. 09:24 AM | 2 Likes Like |Link to Comment
  • Molycorp: Sans Oaktree Financing, Q1 2015 Bankruptcy Likely  [View article]
    Thanks, Purple_K. The author's view is too negatively discouraging to owners of Moly Corp's shares, I guess.
    Yet, I understand that some people do make their living through scaring others.
    Aug 21, 2014. 11:15 AM | 1 Like Like |Link to Comment
  • Yingli's Q1 Results: Hope Springs Eternal As Financials Deteriorate  [View article]

    He wrote: "However, the lack of any clarity behind how management is likely to recover from US Commerce tariffs and increased competition in Japan makes us doubt the guidance."

    Then don't buy the shares, wait for your perfect opportunity. But where do you find one?
    Jun 18, 2014. 06:53 AM | 1 Like Like |Link to Comment
  • The Rise And Demise Of The United States Natural Gas Fund ETF  [View article]
    I am so glad to see your article, Jared. You accurately describe the deplorable behavior of UNG better than any writer I know. By the way, do you know how it compares to other ETFs in the energy sector with regard to management fees? Thanks.
    Sep 23, 2012. 11:48 AM | Likes Like |Link to Comment
  • 5 High-Profit Small-Cap Stocks With Low Debt  [View article]
    Hi, Zcharles -

    Excuse me? GA share price has increased from 5.0 to 5.2 this week (9/10 - 9/14).
    Sep 14, 2012. 09:51 PM | Likes Like |Link to Comment
  • 5 High-Profit Small-Cap Stocks With Low Debt  [View article]
    Thank you very much, Zetacap, for writing about the Giant Interactive Group (GA); it is the only stock in your list that I own shares. The company is in China, and Chinese companies are very hard to understand and trust. So, the information you have provided is like a ray of light in a dark room.
    Now, allow me to ask a few questions, please.

    1. You wrote: " The company was formerly known as Giant Network Technology Limited and changed its name to Giant Interactive Group Inc. in July 1947. Giant Interactive Group Inc. was founded in 2004 and is based in Shanghai, the People's Republic of China.". Question: Is the year 1947 a typo or is 2004 an error?
    2. How did you calculate the following financial metrics? And, importantly, are they averages over several years?

    Operating Profit Margin 61.25%
    Return on Assets 22.76%
    Debt/Equity Ratio 0.00
    Long Term Debt/Equity Ratio 0.00

    Thank you again.
    Sep 13, 2012. 06:01 PM | Likes Like |Link to Comment
  • Solar stocks are off sharply in early trading (TAN -3.7%). Concerns about Europe and China could be weighing, or it could just be that the Street continues to grow more pessimistic following last week's earnings reports (I, II). YGE -9.5%. SPWR -7.8%. LDK -7.6%. FSLR -6.4%. JASO -10%[View news story]
    Yeah, right. You may guess anything you want to. A news like this is same as nothing.
    Sep 4, 2012. 11:42 AM | 1 Like Like |Link to Comment
  • Molycorp (MCP +4.3%) continues its recent rise after shares are upgraded to Buy from Hold at Gabelli, which cites the recent financing to provide liquidity through H1 2013 and hitting milestones to get Phase 1 production online on time and on budget. Although rare earth prices remain weak, the firm says much of the risk already is reflected in the share price.  [View news story]
    You pump and others dump, and the share price keeps bumping along --more down than up.
    Aug 29, 2012. 11:34 AM | Likes Like |Link to Comment
  • Molycorp (MCP) +5.3% AH after announcing the start-up of operations at its Project Phoenix facilities at Mountain Pass, Calif., which will produce heavy rare earth concentrate to be processed into high-purity, custom-engineered heavy rare earth products. An on-site combined heat and power plant will begin feeding power and steam this week to the facilities.  [View news story]
    I bought MCP twice at $60 and $12.74 per share. Yet there is no certainty whether the $10 price is a bottom. Did you guys buy more shares at $10, or did you sell all shares before that?
    Aug 27, 2012. 04:50 PM | Likes Like |Link to Comment
  • First Solar (FSLR +4.7%) rallies after announcing NRG Energy's (NRG) Agua Caliente solar plant, in which Berkshire Hathaway's MidAmerican Energy has taken a 49% stake, is now more than 2/3 complete, and has over 200MW of installed capacity. Agua Caliente, which has received a DOE loan guarantee and is being constructed and operated by First Solar, is expected to be completed in 2014. (PR)   [View news story]
    Trust him. Please do not be arrogant enough to think you know more about making profit in business investing than him.
    Jul 16, 2012. 11:56 AM | Likes Like |Link to Comment