cynnatalie2000

Auto Sales Back in the Doldrums

The c4c was particularly bad in that it was one more effort to subsidize the UAW.

The UAW has already destroyed Detroit to a point of no return so that policies should protect the rest of the nation from the UAW rather than attempt to advance the UAW.

SunPower's Rose: How Important Is High Efficiency in PV?

Sunpower deserves a premium. IMHO, that premium is 40% as compared to thin film in the value per watt, but somewhat less as opposed to other polysilicon based panels.

A 2 dollar per watt price for SPWR equates to $1.20 for FSLR.

August Auto Sales Up as Expected

Chrysler fell to 7th place in August, but the huge surprise was that FORD is about to fall into 4th place.

Honda may passit by the end of the year in monthly sales in the US.

August Auto Sales Up as Expected

Chrysler is not only a clunker, but the subsidies to Chrysler place FORD in jeopardy and make it much harder for the other two companies that comprise the Detroit 3.

Volkswagen Plans North America Onslaught

As long as VW is able to avoid the UAW, it will succeed on a massive scale.

Who would not want a VW brand as opposed to a Toyota if the products are similar.

Artificial Demand Designed by Government

Cash for clunkers is very dangerous because noone will scrap a clunker until the next cash for clunkers program.

The result will be to increase the life of the average clunker which will offset any fuel economy benefit from the current program.

Protesting Toyota's California Plant Closing

Superb article.

Sears Holdings: Loss Stuns Market, Analysts

A drop of 13.5% in same store sales at Sears is horrendous. If that rate of shrinkage continues for three more years, all of the Sears Department stores in the US would have to be closed.

Buffett's Betrayal

Warren Buffet has shown an extreme lack of integrity.

Bargain of the Week: First Solar

FSLR sells an inferior product, but at a lower price. Thus, the ample and growing supply of polysilicon is deadly for FSLR. It must always undercut the sellers of polysilicon based solar panels.

The shortage of polysilicon lasted for a while and led the spot price to ridiculous levels. Polysilicon may go down to $35 per kilogram and that will require even bigger rebates by FSLR.

First Solar's Great News...No, Terrible News...Wait...

A 31% gross margin will mean a profit of about 40 cents per watt or gross profit of 500 million dollars.

That would result in a net profit after tax of about 2 dollars per share per year.

FSLR will be a buy after analysts drop projected earnings to two dollars per share. Until then, the expectations are vastly different from the projected gross margin.

Is U.S. Starting a Trade War?

Mr. Obama is taking all the steps needed to convert the recession into a long term depression including an assault on free trade.

Good Auto News: Chrysler Restarts Production, Ford Confirms Profit Plans

FIAT has stood for "Fix It Again Tony" for so many years. Chrysler now has a Detroit stigma, a UAW stigma, a bankruptcy stigma, the stigma of hundreds of closed dealers, and a FIAT stigma.

It is hard to imagine anyone buying a Chrysler without a giant rebate and free financing. That giant rebate will have to grow much bigger for anyone to touch a Chrysler prodct.

The Top 12 Brands Likely to Disappear

Good insight on Budget Rent A Car. They appear to be the weakest brand in that sector.

Are We Bailing Out GMAC Bondholders?

GMAC is not a lost cause in that there is no UAW presence.

GMAC is likely to be profitable very soon.