DAD08's Comments DAD08's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/206823/comments Earnings Preview: Wells Fargo http://seekingalpha.com/article/99785-earnings-preview-wells-fargo?source=feed#comment-282358 282358
Long WFC.

Good Trading to all.
]]>
Tue, 14 Oct 2008 16:30:48 -0400
Long WFC.

Good Trading to all.
]]>
Can the Banking System Handle Huge New Write-Downs? http://seekingalpha.com/article/99622-can-the-banking-system-handle-huge-new-write-downs?source=feed#comment-281094 281094 Mon, 13 Oct 2008 06:42:58 -0400 RBC Analysts Expect Potash Corp. Stock to Double http://seekingalpha.com/article/94050-rbc-analysts-expect-potash-corp-stock-to-double?source=feed#comment-246080 246080 Good Trading to All.]]> Fri, 05 Sep 2008 08:57:25 -0400 Good Trading to All.]]> Solarfun's Huge Run: Time To Lock in Solar Profits http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-238207 238207 What were they thinking???? S+P had a "Strong Buy" on shares of Synchronoss Tech (SNCR) all the way from the 30's down to 13!!! I could name other examples of S+P making terrible calls on stocks but it would take too long..To the longs out there- Ignore "valuation" calls on the solar stocks- the anaylysts are way behind the curve in terms of forward #'s and will have to adjust their 09 numbers grossly higher.
Good Trading.]]>
Mon, 25 Aug 2008 07:54:06 -0400 What were they thinking???? S+P had a "Strong Buy" on shares of Synchronoss Tech (SNCR) all the way from the 30's down to 13!!! I could name other examples of S+P making terrible calls on stocks but it would take too long..To the longs out there- Ignore "valuation" calls on the solar stocks- the anaylysts are way behind the curve in terms of forward #'s and will have to adjust their 09 numbers grossly higher.
Good Trading.]]>
Solarfun's Huge Run: Time To Lock in Solar Profits http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-238193 238193 Last point- buy stocks with the highest earnings growth in the most rapidly growing sectors. Buy stocks going up, not down. Stocks that break to new highs, as ENER is about to do, tend to keep hitting new highs and people such as you sit back and shake your head wondering how this is possible.....
Best of luck to you.]]>
Mon, 25 Aug 2008 07:18:28 -0400 Last point- buy stocks with the highest earnings growth in the most rapidly growing sectors. Buy stocks going up, not down. Stocks that break to new highs, as ENER is about to do, tend to keep hitting new highs and people such as you sit back and shake your head wondering how this is possible.....
Best of luck to you.]]>
Solar Cycles and Stocks: The Sun Also Rises http://seekingalpha.com/article/92133-solar-cycles-and-stocks-the-sun-also-rises?source=feed#comment-236238 236238 Long- ENER, SOL, SPWR, SOL
Good Trading.]]>
Fri, 22 Aug 2008 07:14:58 -0400 Long- ENER, SOL, SPWR, SOL
Good Trading.]]>
SunPower Is a Semi - It Deserves to Be Valued Like One http://seekingalpha.com/article/88766-sunpower-is-a-semi-it-deserves-to-be-valued-like-one?source=feed#comment-230818 230818 Best of luck to you- thanks for the informative post. ]]> Fri, 15 Aug 2008 00:44:11 -0400 Best of luck to you- thanks for the informative post. ]]> China Medical: Why the Rapid Growth? http://seekingalpha.com/article/89365-china-medical-why-the-rapid-growth?source=feed#comment-224899 224899 Thanks for the post.]]> Thu, 07 Aug 2008 09:29:14 -0400 Thanks for the post.]]> First Solar Spreads Some Sunshine http://seekingalpha.com/article/88095-first-solar-spreads-some-sunshine?source=feed#comment-218865 218865 Thin film seems to be the way to play the solars...like you- I also picked up some ENER today- Calls.
Best of Luck going forward.]]>
Wed, 30 Jul 2008 19:33:07 -0400 Thin film seems to be the way to play the solars...like you- I also picked up some ENER today- Calls.
Best of Luck going forward.]]>
Time For Wall Street to Get Back on the POT http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-214184 214184 Well said.]]> Fri, 25 Jul 2008 09:16:08 -0400 Well said.]]> RBC Defends Potash Corp.'s Valuation: $200 POT? http://seekingalpha.com/article/87047-rbc-defends-potash-corp-s-valuation-200-pot?source=feed#comment-214170 214170 Stock is trading at the very low end of it's historical valuation.
Great entry point.]]>
Fri, 25 Jul 2008 09:08:52 -0400 Stock is trading at the very low end of it's historical valuation.
Great entry point.]]>
Potash Corp. Posts Record Q2 Earnings http://seekingalpha.com/article/86978-potash-corp-posts-record-q2-earnings?source=feed#comment-214065 214065 Fri, 25 Jul 2008 07:26:51 -0400 Potash Corp. Earns $2.82, a 220% Increase http://seekingalpha.com/article/86877-potash-corp-earns-2-82-a-220-increase?source=feed#comment-213761 213761 The Stocks to own- POT, MOS, AGU, CF, SQM
Get LONG.]]>
Thu, 24 Jul 2008 17:16:48 -0400 The Stocks to own- POT, MOS, AGU, CF, SQM
Get LONG.]]>
Agriculture: Are There Still Bulls in the Supermarket? http://seekingalpha.com/article/86879-agriculture-are-there-still-bulls-in-the-supermarket?source=feed#comment-213756 213756 I also must say- the group has NOT traded with a "nearly uninterrupted climb"-- There have been quite a few steep/sharp pullbacks which shake out short term players. It is important to note that each and every one of these pullbacks has been a tremendous opportunity to initiate a position or add to an existing postion- this is no different. Use this pullback to create a postion or add to an existing postion. MOS and CF report next week followed by AGU- I would bet we see a rotation back to what has worked in this market and an exit of the bear market bounce in financials.
Best of luck to all.
Disclosure- Long CF, SQM, AGU calls

]]>
Thu, 24 Jul 2008 17:05:57 -0400 I also must say- the group has NOT traded with a "nearly uninterrupted climb"-- There have been quite a few steep/sharp pullbacks which shake out short term players. It is important to note that each and every one of these pullbacks has been a tremendous opportunity to initiate a position or add to an existing postion- this is no different. Use this pullback to create a postion or add to an existing postion. MOS and CF report next week followed by AGU- I would bet we see a rotation back to what has worked in this market and an exit of the bear market bounce in financials.
Best of luck to all.
Disclosure- Long CF, SQM, AGU calls

]]>
Marvell Tech: Color on RIMM Chatter http://seekingalpha.com/article/84914-marvell-tech-color-on-rimm-chatter?source=feed#comment-205578 205578 Mon, 14 Jul 2008 20:29:10 -0400 Investors Are Not Selling the iPhone News http://seekingalpha.com/article/84777-investors-are-not-selling-the-iphone-news?source=feed#comment-204728 204728 Thanks.]]> Sun, 13 Jul 2008 21:37:14 -0400 Thanks.]]> A Missed Opportunity in Canadian Solar http://seekingalpha.com/article/81879-a-missed-opportunity-in-canadian-solar?source=feed#comment-188129 188129 Wed, 18 Jun 2008 22:58:36 -0400 Profiting from Panic-Selling in Trina http://seekingalpha.com/article/80525-profiting-from-panic-selling-in-trina?source=feed#comment-181187 181187 Sun, 08 Jun 2008 09:39:48 -0400