Seeking Alpha

AZ Desert Trader

AZ Desert Trader
Send Message
View as an RSS Feed
View AZ Desert Trader's Comments BY TICKER:
Latest comments  |  Highest rated
  • Shell pauses Arctic offshore drilling amid high winds, waves [View news story]
    As in the Lego movie, this is the worst idea EVER. The arctic gets terrible weather patterns that last for weeks at a time. I'm calling it now large scale drilling in the arctic will never work.
    Aug 30, 2015. 09:29 PM | 1 Like Like |Link to Comment
  • China woes trigger sell-off in world market [View news story]
    Good thing I went half cash about 2 weeks ago. Waiting for the bargains...
    Aug 24, 2015. 06:44 AM | 2 Likes Like |Link to Comment
  • Oil continues fall as demand concerns weigh [View news story]
    I really hope they push it down to $20 a barrel. I'll buy the bottom...
    Aug 18, 2015. 07:32 AM | 3 Likes Like |Link to Comment
  • Trina Solar beats by $0.17, beats on revenue [View news story]
    Would WAY rather be in TSL vs. SUNE. Best of breed for Tier 1 chinese solar companies.
    Aug 18, 2015. 07:30 AM | 3 Likes Like |Link to Comment
  • Wal-Mart misses by $0.04, beats on revenue [View news story]
    Not sure how anyone in there right mind can predict with a reasonable amount of certainty what Walmart's EPS will be every quarter.
    Aug 18, 2015. 07:09 AM | 5 Likes Like |Link to Comment
  • Putting First Solar's Long-Term Growth In Perspective [View article]
    Nice article! It refreshing to have someone look at the positives rather than bashing . This isn't the FSLR from three years ago.

    I would much rather invest in a fiscally responsible company like FSLR and SPWR rather than SUNE.
    Aug 18, 2015. 07:07 AM | 3 Likes Like |Link to Comment
  • Why First Solar Is A Good Investment Opportunity [View article]
    I disagree. FSLR Management already said that by 2017 the technology will be at a point where the company will be ready for the ITC cliff and still be profitable.
    Aug 16, 2015. 06:23 AM | Likes Like |Link to Comment
  • Is First Solar Worth The Risk? [View article]
    You are discounting how long it would take someone to develop, commercialize, and scale a new PV technology to the level that FSLR, SPWR, and others already do. Anything new would be 15-20 out at least.
    Aug 16, 2015. 06:20 AM | Likes Like |Link to Comment
  • SunEdison, Dominion to create JV for Utah solar project [View news story]
    Umm duh. ITC aside, all energy generation projects have value because of the PPAs. That's the point! The unlevered cash is calculated from the energy value so it's already baked into the numbers.

    The ITC isn't going to add very much to the IRR either.
    Aug 13, 2015. 07:23 AM | Likes Like |Link to Comment
  • Crude futures rebound as refinery shuts, dollar loses ground [View news story]
    correlation does not equal causality.
    Aug 11, 2015. 08:42 AM | 2 Likes Like |Link to Comment
  • Icahn may see Cheniere as cash producing machine, some analysts say [View news story]
    In all fairness pretty much everyone has lost on energy investments recently...
    Aug 8, 2015. 08:44 AM | 21 Likes Like |Link to Comment
  • Why Difficult Times For Freeport-McMoRan Will Continue [View article]
    Company isn't going away. Stock is near the same bottom as Nov 2008. Two years later it was a 500% gain.

    Seems like the downside risk he is much less than the upside risk.
    Aug 6, 2015. 07:55 AM | 8 Likes Like |Link to Comment
  • How Much Kinder Morgan Is Too Much For A Dividend Growth Investor? [View article]
    Aug 6, 2015. 06:44 AM | 1 Like Like |Link to Comment
  • Private sector adds 185K jobs [View news story]
    oh dear
    Aug 5, 2015. 08:19 AM | Likes Like |Link to Comment
  • Water: Investing In The Future [View article]
    It's most likely because FSLR and SUNE are two of the biggest players in the Photovoltaic energy space. PV is along with wind are the two sources of energy on the planet that don't require water for operation.

    Pretty much everything else requires HUGE amounts of water. It's a smart long term play
    Aug 5, 2015. 07:51 AM | 3 Likes Like |Link to Comment