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  • The Solar Revolution: Part 1 [View article]
    Helpful article. Looking forward for the next part.
    Oct 30, 2013. 04:12 AM | Likes Like |Link to Comment
  • After a series of "arduous" and meticulous" negotiations, the EU and Chinese solar panel makers have settled their long-running trade dispute. Under the terms of the deal, Chinese companies can export up to seven gigawatts each year as long as the price doesn't fall below 0.56/ watt. Exports in excess of the annual limit or sold below the minimum price will be subject to duties averaging 47% beginning in August. It appears the Chinese come out ahead given that, according to FT, the minimum price "is in line with recent averages [but] well below the 0.80" EU companies "deemed reasonable." On watch Monday: YGE, JASO, LDK, TSL, JKS, SOL, CSIQ, among others. [View news story]
    Chineese solars topping on monday
    Jul 27, 2013. 12:41 PM | Likes Like |Link to Comment
  • In order to secure its financing deal, Alcatel-Lucent (ALU) agreed to provide a rare glimpse into the margins of its business units. Some of the numbers aren't pretty: the terrestrial optical unit sports a gross margin of just 17%, and the wireline access unit (e.g. DSL and FTTH gear) a margin of 22%. Alcatel's services GM is also at 22%, well below that of Cisco and other peers. The IP division, which grew 30% Y/Y in Q3, had a healthy GM of 49%. Alcatel also provided detailed market share data on page 13 of its lenders presentation (.pdf). [View news story]
    ALU is to rise now.
    Jan 19, 2013. 11:44 PM | Likes Like |Link to Comment
  • Groupon Reinvents Itself [View article]
    Wait for a few weeks more and will see more progress from Groupon.
    Sep 21, 2012. 02:21 PM | 1 Like Like |Link to Comment
  • Groupon: Why This Misunderstood Company Is A Buy Near $5 [View article]
    I believe firmly GRPN will grow.
    Sep 18, 2012. 10:23 AM | Likes Like |Link to Comment
  • Why Bank Of America's Earnings Are Good Enough [View article]
    I am a bank officer with over 25 yrs experience.
    I know there is a cleaning going on at BAC and better results will come in next quarters.
    Apr 21, 2012. 01:55 AM | Likes Like |Link to Comment
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