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AZ Desert Trader

AZ Desert Trader
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  • First Solar: A Star In The Making [View article]
    One name will answer all your questions:

    Elon Musk.
    Apr 7 09:15 PM | Likes Like |Link to Comment
  • 192K jobs gain in March about inline [View news story]
    The pattern here seems to be that the revisions of previous months are more interesting than the current month.
    Apr 4 08:34 AM | 1 Like Like |Link to Comment
  • The Wet Seal: 3 Different Insiders Have Purchased Shares This Month [View article]
    Markus,

    As you know I'm a believer in this insider strategy but this seems like a falling knife to me. 4 straights quarters of falling revenue?
    Apr 2 06:56 AM | Likes Like |Link to Comment
  • Harris & Harris Group: 6 Different Insiders Have Purchased Shares This Month [View article]
    Fortunately the forms 4's will tell you what type of purchases they are!

    Apr 2 06:49 AM | Likes Like |Link to Comment
  • First Solar: Searching For Growth [View article]
    Do you have clarity now? Based on the analyst day info FSLR's non panel cost are dropping like a rock and they are increased R&D spend to make things happen even faster.
    Mar 31 08:54 AM | Likes Like |Link to Comment
  • Yingli Green Energy Holding misses by $0.14, misses on revenue [View news story]
    one day after JASO blows it out.
    Mar 18 08:47 AM | Likes Like |Link to Comment
  • Obamacare shifting insurance market share but not stoking competition [View news story]
    Who cares about "market share". The "competitive" aspect of this only matters if prices of plans are decreasing. We shall see.
    Mar 18 08:46 AM | Likes Like |Link to Comment
  • U.S. to relinquish control of Web-domain manager [View news story]
    Faux Noise network has already blammed Obama for "giving up control of the internet". O.D.S. never ends.
    Mar 16 03:36 PM | 1 Like Like |Link to Comment
  • Reports: President to increase eligibility for overtime pay [View news story]
    "Companies might be unhappy about the prospective move, as it could increase their costs"

    Really? LOL
    Mar 12 06:44 AM | 1 Like Like |Link to Comment
  • Document Security +6.4% AH on new lawsuit filings [View news story]
    Go baby go!
    Mar 10 08:44 PM | Likes Like |Link to Comment
  • Klarman raises alarm over asset prices, cites tech “nosebleed valuations” [View news story]
    Add PLUG to that list!
    Mar 10 08:37 PM | Likes Like |Link to Comment
  • Job gains of 175K beat forecasts; UE rate up to 6.7% [View news story]
    Land,

    I have no idea and I'm not endorsing any particular position. I just think it's interesting how different media outlets spin things.
    Mar 7 09:18 AM | 4 Likes Like |Link to Comment
  • Job gains of 175K beat forecasts; UE rate up to 6.7% [View news story]
    It's all about the spin.

    Headline from CNN: Economy added 175,000 jobs in February, more than the 150,000 experts had expected. Jobless rate rose slightly to 6.7% from 6.6%.

    Fox News: FEBRUARY JOBLESS RATE CLIMBS TO 6.7 PERCENT DESPITE HIGHER-THAN-EXPECTED INCREASE IN JOBS GROWTH
    Mar 7 08:58 AM | 13 Likes Like |Link to Comment
  • Are energy execs turning green? CERAWeek comments indicate they are [View news story]
    The pineapple analogy is laughable.

    At one point last summer Germany has it's entire power load requirement taken up by renewable energy. How can that be a bad thing?
    Mar 6 09:00 PM | 4 Likes Like |Link to Comment
  • First Solar: Searching For Growth [View article]
    Yawn. Another FSLR "where will the future business come from" article. This is a tired old story. As stated on the last conference call, FSLR has yet to "cash out" some of the high dollar larger projects like Desert Sunlight. They also have Silver State South and Stateline on books (see recent DOI release) which are also high dollar projects.

    When all of the these large projects are completed FSLR should have a ton of cash on hand (>$2B) to make all types of moves. You do realize at current market values FSLR could purchase TSL and YGE with cash?

    Long term how could you bet against FSLR with that type of pocketbook? Who knows what the future holds?
    Mar 4 07:57 AM | 1 Like Like |Link to Comment
COMMENTS STATS
240 Comments
324 Likes