Amouna

Four Chinese Solar Stocks Under Threat from Pollution

" By their deeds you shall know them"

Obama is a sweet talker, but I can assure you that only an infimum of US energy supply will be coming from RE in the years to come. Oil and Coal will still be kings in Obama Land.

By the way, didnt Jimmy Carter say the same when he was inaugurated President in 77, that the US would no longer depend on US foreign oil?

Smart money in not going into Solar anytime soon, and the writer is RIGHT to point that out!

Seven Promising Investment Opportunities in France

That would explain why so many airlines have ordered it on their books! you must be mistaking A380 and tupolev...


On Mar 10 08:18 AM logicalsinger wrote:

> EADS: The A380 is a disaster. It wouldn't shock me if it bankrupted
> them in the end.

Something Is Happening in China: How Investors Can Profit

Very true. America's Economic Model of Consume to Growth is DEAD. But politicians would rather keep printing money and re-inflating a walking zombie than face the harsh reality and start preparing for it..

When you think about it, it is all logical. Chinese people, if its true that their economy was often oriented towards exporting to the US, are not slaves. They are hard working people willing to advance their country. They will suffer a harsh recession to readapt but eventually a decoupling will happen over time, as they start building their own consumer base and investing in their infrastructure.

Who can trust numbers coming out of the FED? please give me a breeaaak..



On Mar 05 12:29 PM hamsami wrote:

> Wrong...China do not stimulate or spend they invest. In this way
> they become more capitalistic than the People Republic of America
> as we are becoming. If we continue to stimulate/spend we create an
> ISEP, it somebody else problem. If we invest then their is accountability
> and an expectation of a return. Right now we are hoping like hell
> something works with no expectation or a demand of a return.

Give Buffett Credit: He Tells It Straight

Can't compare those monkeys on Wall Street to the guy who has been investing in Fortune 500 companies well before investment banking came into birth! Buffett is the grand daddy of value investing and a master at that, even in a horrible year like 2008


On Mar 01 05:07 PM Borscht wrote:

> For 50 odd years Buffett has been luring CEO's and Wall Street bankers
> to Omaha, where he gives them a t-bone steak at his favorite restaurant.
> While they are busy chewing on that corn fed beef, he somehow slips
> the knife in and relieves them of some of their money. For years
> these bankers have been saying, "We gotta get this guy." They finally
> got him to New York, gave him some escargot and lamb shanks and while
> he was sucking the marrow out of those bones, they somehow relieved
> him of a few hundred billion of his money.

Why Obama Should Terminate All Federal Reserve and Treasury Programs

This is nice talk, but back to practice my friend. The bubble is already there, with a 500 trillion fongus and a shadow financial system that has outgrown the traditional banking system. If we withdraw these programs and allow Fed and governments programs to stop, how are we on earth going to realistically unwind the derivatives bubble that has been built upon the already sick foundation?

comments please!!

Will China Continue to Buy U.S. Debt?

China is already reaping a double whammy: They know the US dollar is going down the drain, so whats better than use it for a good cause than...use it to secure large portions of Commodity producing assets around the world.

Also, the fact they are shopping for them in countries like Australia, Brazil and probably Peru coming soon means their intentions to cuts their dependance to the US dollar. Once their exposure is minimal, they will trash us like old socks!



On Feb 26 09:29 AM User 361970 wrote:

> China needs the U.S.? Please, let's remember they are not an ally
> and anyone like them (Russia, NK, etc) would seize Clinton/Obama's
> pathetic stance as a sign of weakness. This is the perfect time
> for them to seize control as the worlds greatest power for many decades
> to come. If they spurn this plea to buy our debt we would have no
> choice but to cut spending at an unhealthy clip and the first place
> Obama would cut heavy is the military. Would not be surprised if
> China actaully started selling what they currently have. China doesn't
> care about the standard of living of their people so subordinating
> it even further for the perfect power grab makes even more sense.

Dividend-Paying Utilities for a Well-Rounded Portfolio

It says 6.35% on Google finance for VVC. Or is the data wrong or outdated?



On Feb 25 05:39 PM Gosh137 wrote:

> Vectren Corp. (seekingalpha.com/symbo...) increased their
> dividend to $1.34 p/s during December 2008 for the 49th consecutive
> year. I own it and got the increase.

First Solar: Strong Earnings, Bleak Outlook

When JASO was seeing "Solar Panic" back in November 08, everyone thought they were going down due to trouble of their own only, but management was only being messenger of a much tougher reality out there. Then LDK followed suit and now FSLR. Welcome to the new reality of the solar business in 2009!

However, 2010 forward, provided credit flows are restored, I am very bullish on FSLR and I am convinced they are the creme de la creme

First Solar: Short Term Difficult, Long Term Looks Better

It does look like finally FSLR has adjusted its guidance to a more realistic outlook. Previously, only chinese and other foreign solar manufacturers seemed to be suffering while everything else looked rosy for SPWR and FSLR.

At a share price above 100$, I think FSLR is still way over valued, trading at around 30 times Fwd P/E, which is not reflective of the reality of the bear market we are currently living in. A more realistic correction (maybe 10-15 Fwd P/E) is perhaps due.

Leucadia: Better than Berkshire

Thanks for the article. It is great!

I too was scrutinizing Fortescue recently, especially after the Chinese shopping trip down under for commodities. FMG appears to be a very interesting buy, with their Iron ore infrastructure in place.

An Obama Speech to Light Wall Street on Fire

Thanks for sharing common wisdom!

See, the matrix for re-distributing wealth has been HUGELY skewed during the past ten years and is becoming even more increasingly so, with hard working, saving families giving their life savings to subsidize billionaire tycoons and private equity/HF millionaires on Wall Street and elsewhere. Another american revolution is in the making, and its only a matter of time before it bursts.


On Feb 24 03:11 PM User 363582 wrote:

> This is pure idiocy. Mark to market accounting rules did not cause
> this crisis. What caused this crisis was the decision during the
> Clinton administration pushed by Robert Rubin to not regulate derivatives,
> especially credit default swaps. This allowed a crazy proliferation
> of off balance sheet liabilities that kept expanding and kept creating
> huge piles of income. It became an unregulated, undocumented, unaccounted
> for insurance industry ten times as large as the world's regulated
> insurance industry.
>
> Can you imagine what the consequences would be of not regulating,
> or even requiring the disclosure of insurance companies' capital
> reserves? If you look at AIG, that's sort of what happened. They
> only had to disclose their liabilities on regulated insurance contracts
> and not on unregulated credit default swaps. If I sold insurance
> that I personally underwrote, I could make millions of dollars working
> part time. I'd just not clearly disclose to anyone how much insurance
> I wrote and what my capital was to be able to pay out claims. I
> bet I could make $10 million in the next two years with one part
> time assistant.
>
> The problem with not requiring the banks to mark assets to market
> is that we guarantee bank deposits through FDIC. The Fed also prints
> fresh money to hand to banks. Banks don't have to participate in
> the federal reserve system and they don't have to take FDIC insurance.
> Banks that don't want to mark to market can simply opt out of the
> system and do their own free market thing.
>
> But the banking system in the United States doesn't work like that.
> It's a hugely government-operated system where the banks get their
> money to lend at low rates from the big money printer (Federal Reserve)
> and then charge a higher rate to the public to borrow its own money
> at a higher rate than the people's government loaned it to the banks
> at. Right now Americans are paying 5%, 7%, 9%, etc. to borrow money
> from banks that are getting the same money from the Federal Reserve
> printed out of thin air and lent to them at 0.5%.
>
> That is not a free market capitalist system.
>
> I agree with one of the other posters. Yes, let's have a free market
> solution. Let these banks rot and go bankrupt. No taxpayer money
> to the banks. But also no accounting frauds to pretend they are
> solvent when they aren't and to increase their risk and leverage
> while insured by FDIC and taxpayer money. I'd like to see all the
> banks that received TARP money go bankrupt.
>
> And how can someone like Schwartz who writes "Geithner's Superfund
> is the Real Deal" talk about free market capitalism? I think Schwartz
> should pack his bags and go to another country along with Geithner.
> Free market capitalism means that ordinary taxpayers don't get bilked
> to provide loans and assistance and gifts to rich bankers and investors.
>
>
> There will almost certainly be riots and civil unrest when the deeper
> unemployment and poverty sets in and the fresh memories of trillions
> in tax dollars squandered on rich, greedy pigs sear the memories
> of the newly poor.

An Obama Speech to Light Wall Street on Fire

Maybe you were too young to remember the Savings and Loans debacle of the 80's, or that was nationalisation Soviet style?


On Feb 24 02:34 PM investor5 wrote:

> I agree with Jason. NO Nationalization! Nationalization of all our
> largest financial institutions seems to be happening slowly and it
> is frightening. This cannot continue. We should not let this continue.
> Once they have they're hands in there there's no telling how far
> it will go. A revolution against Nationalization will be necessary
> if this continues.
>
> Write your Congressman. Write the President. Rage against Nationalization!

An Obama Speech to Light Wall Street on Fire

Well Jason, one thing for sure is that you are infatuated with BofA!

Nevertheless, I fail to see how you think that the new transparency method should come from the Fed. Can you please give more details?

In some cases, nationalization is unfortunately the only viable option. The problem is that the whole system is plagued with illiquid products and no one knows the fair price for these assets or wants to buy them. Sending them in the governement's arms will be temporary, allowing these banks to rebuild a viable balance sheet, consolidate the sector if possible and re-privatize.

Another option in my view is to let the free market work and the strong eat the weak, which is not necessarily a bad thing.

U.S. Banking Crisis: Is Nationalization the Answer?

Bilki

Why the hell do you buy financials for your retirement? Is it greed or gambling? With an Armageddon striking all kinds of solid companies: Oil majors, commodities (Copper, Gold miners, Gas producers) and Utilities (You will still get electricity and Water even if banks are not around anymore), why do you buy financials? Stick to some nice, healthy dividend paying stocks. Mc Donalds or WalMart are also golden stocks to buy into your portfolio



On Feb 24 09:01 AM Billki wrote:

> What happens to the Preferred Securities I bought for income for
> my retiement. If the banks get nationalized.

Financial Stock Valuations: The Mirror Image of Tech Stocks in '99?

Tom. WFC's primary business market is California, which is a state in a dire financial condition due to homeowners foreclosures and slumping economic activity that has put the entire state on verge of collapse. How would that empact the the future of WFC?