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terrychauvin

terrychauvin
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  • The FDA Owes Us An Answer On Questcor's Acthar [View article]
    There is a concept. I will short a stock that another company just paid a huge amount for in hopes that they didn't do their due diligence while I wait on a "possible" explanation from the government on allegations from a ghost lab. Excellent idea. I am just kidding, that's stupid.
    Jun 30, 2014. 11:40 PM | Likes Like |Link to Comment
  • Biotech Rout Not Surprising: Surveying The Damage [View article]
    Although the "basket" of BIO has gotten ahead of itself, there are some individuals in there that were still good values and are now cheaper. Names like QCOR and to an extent CELG, based on projected growth are bargins here. PEG is the perfect metric to weed through the momentum names to find the real values, which aren't that hard to find.
    Apr 13, 2014. 10:21 AM | Likes Like |Link to Comment
  • The Problem With SolarCity [View article]
    Gates-Jobs-Musk
    Apr 10, 2014. 05:59 PM | 1 Like Like |Link to Comment
  • The Problem With SolarCity [View article]
    Solar PPA customer has no interest in efficiency. He pays for energy used not was/was not generated. I disagree about the customer being foolish. You can save 15% by switching to GIECO (see how well that worked), and you can save 15% by switching to SCTY.
    This is no different then a utility switch (which is all it is) from being a paying grid customer to a paying solar customer. SCTY has a model to replace our energy utility and the transition is going to happen. Lets think less about what is VALUE and more about the swing.
    Apr 10, 2014. 05:57 PM | Likes Like |Link to Comment
  • Biotechs don't have a friend in sight [View news story]
    As mention by Steven. QCOR is a great example of undervalued in an overvalued sector even with the pop from the merger. Obviously there is nothing cyclical in BIO so PEG is a safe and sound metric to weed through all the momentum. Yes, I completely agree with Steven, the sectors momentum may be over but there is some great value for long term growth with huge upside that really are not that hard to find.
    Apr 10, 2014. 05:07 PM | Likes Like |Link to Comment
  • The Words Go Round And Round [View article]
    I agree. Nasdaq will touch 200 day. Yes, bio went parabolic however a lot of those names still sub 1 PEG. I believe selloff was more technical than fundamental. At least in that sector. I will be entry buying momentum at the close tomorrow.
    Apr 10, 2014. 04:02 PM | Likes Like |Link to Comment
  • 3 Solid Reasons Why SolarCity's Drop Is An Opportunity [View article]
    Your second to last paragraph is spot on. We go round and round on defining value for a customer and that is the wrong debate. Today's consumer is about what? Convenience and saving.
    Look at how many consumers sign up for credit to save 15% on ONE purchase. Now John Smith at Best Buy who is there already to spend money sees a way to get 10%-15% of his electric bill CONSISTANTY for a signature.
    We are stock pickers so its our nature to analyze. The common consumer is not that way. If all consumers were as us we wouldn't have mutual funds.:-)
    Apr 10, 2014. 03:06 PM | Likes Like |Link to Comment
  • 3 Solid Reasons Why SolarCity's Drop Is An Opportunity [View article]
    I believe anyone wanting to establish a medium to long term solar position, don't worry about the volatility right now. It may be a while before you see the 200 day again. Enter now and add each moving average popped on way up with confidence.
    Fundamentally, IMO long term Musk will get this company to its highest potential. Gates-Jobs-Musk
    Apr 10, 2014. 02:41 PM | Likes Like |Link to Comment
  • A Response To Mallinckrodt And Questcor Investor Questions [View article]
    Best QCOR piece yet. No bias just facts. No controversy just education.
    Apr 9, 2014. 05:18 PM | 3 Likes Like |Link to Comment
  • The Problem With SolarCity [View article]
    There is a large population of potential customers who don't have that kind of disposable income and are drawn to $0 out of pocket with a 10%-15% savings on there utility bill. PERIOD. Nothing different than buying a house cash for 150k of a mortgage for 325k. Why not save your money and pay cash, isn't it the better deal???
    There are to different forms of value:
    1) save a little with little (LEASE)
    2) save a lot with a lot (BUY)
    SOLAR CITY has a design for group 1 and it will work.
    Apr 9, 2014. 04:27 PM | 2 Likes Like |Link to Comment
  • The Problem With SolarCity [View article]
    I totally agree.
    Are we trying to see the forest through the trees? We are all wrapped up in defining value in lease vs. buy? Let us think about Joe Blow at Best Buy. "I can have a solar system and cut 10%-15% off my current utility bill for nothing? Just sign my name?"

    This off of Grist.org:

    At 60 Best Buys in the solar-heavy states of Arizona, California, Hawaii, New York, and Oregon, customers can sign up to have SolarCity equip their house with solar panels free of charge. SolarCity retains ownership of the panels; it sells homeowners the power they produce at a rate the company says is roughly 10 to 15 percent lower than the standard utility rate. Homeowners get cheaper, cleaner power, while the company makes money on the energy sales; excess power gets sold back into the grid.

    Outstanding business model and marketing!
    I concur panels will become cheaper and also more efficiently able to selling back into the grid as well as increasing rates will all positively increased margins and lower cost.
    "That's $35,760 after the tax credit over the course of the 20 year lease." was wiserinvestors factual statement on a $12,443 unit sounds like a great profit.
    I have been researching for a long term solar investment and I have just found it.
    finance co/alt energy co/consumer good co/ utility co. all in 1.
    BUYING THE DIP : )
    Apr 9, 2014. 12:04 PM | 2 Likes Like |Link to Comment
  • SolarCity: Overpriced Or Opportunity? [View article]
    Are we trying to see the forest through the trees? We are all wrapped up in defining value in lease vs. buy? Let us think about Joe Blow at Best Buy. "I can have a solar system and cut 10%-15% off my current utility bill for nothing? Just sign my name?"

    This off of Grist.org:

    At 60 Best Buys in the solar-heavy states of Arizona, California, Hawaii, New York, and Oregon, customers can sign up to have SolarCity equip their house with solar panels free of charge. SolarCity retains ownership of the panels; it sells homeowners the power they produce at a rate the company says is roughly 10 to 15 percent lower than the standard utility rate. Homeowners get cheaper, cleaner power, while the company makes money on the energy sales; excess power gets sold back into the grid.

    Outstanding business model and marketing!
    I concur panels will become cheaper and also more efficiently able to selling back into the grid as well as increasing rates will all positively increased margins and lower cost.
    "That's $35,760 after the tax credit over the course of the 20 year lease." was wiserinvestors factual statement on a $12,443 unit sounds like a great profit.
    I have been researching for a long term solar investment and I have just found it. BUYING THE DIP : )
    Apr 8, 2014. 07:29 PM | 1 Like Like |Link to Comment
  • SolarCity: Fears Are Overblown And Valuation Is Inexpensive [View article]
    Your comments give me pause. I appreciate them. I want to take this pullback to establish 401k position in solar. Is it more less their business model of lease units with maintain costs, or is the industry as a whole not where the market has them currently priced?
    Apr 8, 2014. 03:40 PM | Likes Like |Link to Comment
  • Mallinckrodt Transfers Questcor's Risk Onto Its Shareholders [View article]
    You hit it on the head right there. It came out the gate as pretty much a one trick pony that charged 28k a ride. Unfortunately, social media has such an effect on a company like this that manipulators can do their do. Now QCOR has weathered their storm and has matured and diversified quite nicely. Articles like this will be read less and less. Give us substance not controversy. Anybody can stir a pot. Educate me.
    Apr 8, 2014. 01:11 PM | 8 Likes Like |Link to Comment
  • Qihoo Is A Better Buy Than Baidu, Here's Why [View article]
    What more could you want from a growth stock that is still very young I might add. Obviously traders and investors will play this differently and if you are a technical trader it is a quite uniform chart and you just wait for a hi VOL bounce. For fundamentals, a PEG of .72 (Morningstar) says add to your position at your own leisure. Easy to trade and great long term core growth holding.
    Apr 7, 2014. 08:58 AM | 1 Like Like |Link to Comment
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