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  • Peak Oil and Some Alternative Energy Investments [View article]
    The
    Stockaccumulator

    Good article, but a far better buy today would be PBR during this brief rare, mini-pullback in PBR...Read the below carefully researched article from "The street.com on Petroleo Brasileiro:

    " (PBR - Cramer's Take - Stockpickr) shareholders have earned a 172% return on their investment over the last 52 weeks.

    "If last week's positive earnings announcement is any indication, this Brazilian oil company has a lot more going for it than just good-looking charts (though the charts look good, too.)

    PetroBras Returns Continue to Beat Oil and Brazil Investment Benchmarks

    PetroBras boasts nearly a $300 billion market capitalization (its market cap just passed that of Microsoft(MSFT - Cramer's Take - Stockpickr)).

    In fact, it now claims to be the third-largest publicly traded company in the Americas, behind Exxon Mobil(XOM - Cramer's Take - Stockpickr) and General Electric(GE - Cramer's Take - Stockpickr).

    With a presence like that, it's clearly a bellwether stock both for the Latin American region and in the oil sector.

    PetroBras does a lot: It explores for and produces oil and natural gas. It sells surplus production in Brazil and foreign markets. PetroBras operates oil tankers, distribution pipelines, marine, river and lake terminals, thermal power plants, fertilizer plants and petrochemical units. It is also building new pipelines for ethanol distribution and recently set up a separate operation to manage all its ethanol activities.

    Here are three reasons I like PetroBras.

    1. The recent oil and gas announcements are real.

    In the last six months, PetroBras has discovered three super-giant oil fields in Brazil's offshore Santos Basin. The company also confirmed in January a major natural gas and condensate deposit in the Jupiter area.

    If estimates of 33 billion barrels in reserve from another field (Carioca-Sugar Loaf) prove correct, then this ranks as the third-largest oil field in the world after Saudi Arabia's Ghawar (66 billion barrels) and Kuwait's Greater Burgan (46 billion barrels). "

    Rudy Martin the writer ot this is the former director of research for TheStreet.com Ratings. Earlier he worked 25 years in investment research and management positions with Fidelity Investments, Lincoln National, Dean Witter Reynolds and Transamerica Investments. He began his career as a securities investment analyst at Duff and Phelps where he published equity and fixed income securities investment recommendations. Martin holds a master's degree in finance from Kellogg Northwestern University and is also a Chartered Life Underwriter. "

    It is expected that PBR will have a huge number for this coming quarter's earnings announcement very shortly. Never has there been such a huge expected net profit number from any oil company, and due to the April and May record price of crude. The graphs show the accumulation going into and through each earnings announcement to be far more impressive than any other large oil/gas company... One will have to take great risk with smaller similar companies... PBR will make you money next week/month, and expect $140 by next year this time for PBR... todays $68 is a brief temporary bargain... in a week or so PBR will be back to its all time high of $78... this is a rare opportunity... research it, look at the graphs... amazing for such a large well established company that is perhaps the microsoft of oil...

    I may buy 20,000 more shares of PBR today or early tommorrow...

    Warmest regards... the STOCK ACCUMULATOR
    Jun 04 08:43 am |Rating: 0 0 |Link to Comment
  • States’ RPS Mandates Justify Lofty Solar Valuations [View article]
    Agree with this article. But would strongly suggest SOL (Renesola) as the best solar play by far. Google around and read about this amazing company. You will agree. Check IBD, etc. After SOL's next earnings announcements', SOL will be at least $43.00 per share, likely by late July. Most analysts have a target price of $40.00 or better. The addition of the SOL's new ADR's (today's SOL announcement) will not have any affect of share price of SOL, only its amazing earnings will. The ADR's will help with well needed quick growth. The way the management is placing the new SOL ADR's is in a careful manner that will show little diluted affect, very well planned by the company. This coming quarter's earnings will be outstanding, better than the last. Go to the SOL site (and perhaps google around a bit) for an explanation of all of this... too much to explain here. SOL as with most exponentially growing Chinese companies, by nature and custom (and perhaps by law in China) is very modest in prediction of growth and profit. Hence why last quarter's announcement had such an amazing affect on share price. I have been following SOL for some time. It will be above $110 by this time next year... one has to have patience. The cost of all energy will be very expensive later this year and into 09'. Oil and gas as energy is becoming very expensive. Solar companies are showing multiple quarter after quarter growth in profit that seems amazing, few industries before have shown this kind of growth in history. Similar to when computers were new in the 1990's... IBD's and Bloomberg's computerized and completely unbiased ranking systems (as well as other professional ranking systems) now has many solar companies, and energy exploration companies, in their rank of most profitable and most growing of companies in the world, for now and the near term. SOL is the best of the sector (solar and perhaps energy generally) by far, in profit and growth. Why did I research SOL so much today? Because I decided to buy 25,000 more shares which I will likely do early tommorrow. But anywhere under $25 is an amazing price for SOL, and anywhere under its high of about $29 is also still a very good buy that won't soon last. I would suggest to buy now for the amazing future of this company and sector. It should be noted that asian area investors, Hong Kong, China, Japan, India do not read or care what Morgan Stanley would say or not say. (MS downgraded SOL today, in the face of multiple upgrades and strong buy recommendations of many other brokers, especially brokers located in asia). Asian investors will be buying SOL tonight and each nite while the US is asleep. By next week, SOL will easily creep to $27 per share. If SOL does not reach over $50 share price by July, it certainly will by late August. Most of Asia, Tokyo, Hong Kong, the middle east and much of europe is in plans to put solar panels on every street light for starters, beginning now... by next year, the inexpensive product line of SOL will be required spending in most countries and their governments. SOL is an amazing buy at today's price.
    Jun 02 16:33 pm |Rating: 0 0 |Link to Comment
  • Solar Again Under Attack [View article]
    SOL to over $50 shortly... It should be noted that asian area investors, Hong Kong, China, Japan, India do not read or care what Morgan Stanley would say or not say. They will be buying SOL tonight and each nite while the US is asleep. By next week, this article will be irrelevant as SOL creeps to $27 per share. If SOL does not reach over $50 share price by July, it certainly will by late August. Most of Asia, Tokyo, Hong Kong, the middle east and much of europe is in plans to put solar panels on every street light for starters, beginning now... by next year, the inexpensive product line of SOL will be required spending in most countries and their governments. SOL is an amazing buy at today's price.
    Jun 02 15:57 pm |Rating: 0 0 |Link to Comment
  • Solar Again Under Attack [View article]
    Read this: By friday of this week, the odd thought of this silly article will be old news... fundamentals suggest clearly that by late July, and after SOL's next earnings announcements', SOL will be at least $53.00 per share. Most analysts have a target price of $40.00 or better. The addition of the ADR's will not have any affect of share price of SOL, only earnings will. The way they are placing the ADR's is in a careful manner that will show little diluted affect, very well planned by the company. This coming quarter's earnings will be outstanding, better than the last. Go to the SOL site (and perhaps google around a bit) for an explanation of all of this... too much to explain here. SOL as with most exponentially growing Chinese companies, by nature and custom (and perhaps by law in China) is very modest in prediction of growth and profit. Hence why last quarter's announcement had such an amazing affect on share price. I have been following SOL for some time. It will be above $110 by this time next year... one has to have patience. Not sure what this above writer means by "healthcare", such a broad title by definition, but almost all of "healthcare" is continuing to have a difficult time showing (now and in the future) any profit in the face of health insurance company and government planned severe restriction of allowance of spending... certainly one would never see the kind of growth and profit as seen in the energy sector, especially solar. The cost of all energy will be very expensive later this year and into 09'. Strange to even compare an energy sector with healthcare, no real relation of behavior of the sectors. Medical instruments, stents, etc., have enormous competition with one another, increasing liability. Hospitals are and will be very limited in what they can charge. Medicines are under scrutiny, many are found to be not useful... and on and on. Solar, on the other hand is now in greatest demand, even on all street lights throughout asia and latin america. Oil and coal as energy is becoming very expensive. Solar companies are showing multiple quarter after quarter growth in profit that seems amazing, few industries before have shown this kind of growth in history. Similar to when computers were new in the 1990's... IBD's and Bloomberg's computerized and completely unbiased ranking systems (as well as other professional ranking systems) now has many solar companies, and energy exploration companies, in their rank of most profitable and most growing of companies in the world, for now and the near term. There are never any healthcare companies ranked in their top one hundred best companies in the world, by various rank criteria. Healthcare always shows to be a poor investment. SOL is the best of the sector (solar and perhaps energy generally) by far, in profit and growth. This, my note was carefully researched... the above article was not. Why did I research SOL so much today? Because I decided to buy 25,000 more shares which I will likely do early tommorrow. But anywhere under $25 is an amazing price for SOL, and anywhere under its high of about $29 is also still a very good buy that won't soon last. I would suggest to buy now for the amazing future of this company and sector.
    Jun 02 15:34 pm |Rating: 0 0 |Link to Comment
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