Finding Beta

7 Comments

    • The Long Case for Pfizer [view article]
      weiwentg said: <<Bruce Berkowitz of Fairholme recently made Pfizer a top holding.>>

      I think you mean Bristol Myers (BMY).       Aug 26 05:41 PM
    • 3 Stocks Hitting 5-Year Highs, Despite the Bear Market [view article]
      Baxter (BAX) in the healthcare sector is also consistently making new highs. Aug 22 06:28 PM
    • Time to Pull the Trigger on Four Oil Service Stocks [view article]
      I'd like to mention HOS in this group. Like RIG, Hornbeck is another offshore E&P service provider that should benefit both from an increase in activity and a fall -- at least near-term -- in fuel prices. Long both SLB and HOS.

      ps. also another Canuck...       Aug 19 01:16 PM
    • Investing in Infrastructure [view article]
      I also like TRN -- just had a 25% beat on 2Q earnings -- and still a nice P/E < 15. CPTC looks interesting, also. Aug 01 02:16 PM
    • Diving Into the Water ETF [view article]
      GE and Siemens are both into the desalination fields. Here's a CNBC video about a plant in Israel.
      www.cnbc.com/id/158402...       May 19 02:20 PM
    • Closing LDK Solar, Keeping Trina [view article]
      Why I'm long LDK:
      SAN FRANCISCO (MarketWatch)
      By Wallace Witkowski
      Last update: 4:29 p.m. EDT April 2, 2008 -- LDK Solar Co. LDK 37.08, +0.94, +2.6%) said late Wednesday it signed a 10-year agreement to supply solar wafers to a unit of Moser Baer India Ltd. Financial terms were not disclosed. Under the agreement, LDK will supply Moser Baer with 640 megawatts of solar wafers starting in mid-2008.

      I'd have to look for a long time to find any other co. inking 10 YEAR contracts with anyone. Maybe Boeing?       May 16 02:25 PM
    • Solarfun Earnings Could be the Perfect Trigger for a Short Squeeze [view article]
      Why I'm long LDK:
      SAN FRANCISCO (MarketWatch)
      By Wallace Witkowski
      Last update: 4:29 p.m. EDT April 2, 2008 -- LDK Solar Co. LDK 37.08, +0.94, +2.6%) said late Wednesday it signed a 10-year agreement to supply solar wafers to a unit of Moser Baer India Ltd. Financial terms were not disclosed. Under the agreement, LDK will supply Moser Baer with 640 megawatts of solar wafers starting in mid-2008.

      I'd have to look for a long time to find any other co. inking 10 YEAR contracts with anyone. Maybe Boeing?       May 16 02:21 PM
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