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Dan Seeks Alpha

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  • How Deadly Is Ebola For ExxonMobil In West Africa? [View article]
    "announced a massive grant worth $75,000"

    I don't think the adjective massive is appropriate when speaking about XOM and $75k.
    Oct 6 12:04 PM | 4 Likes Like |Link to Comment
  • The 50MW New Mexico solar project First Solar (FSLR) recently bought might sell electricity at a rate less than half that typically charged by new coal plants, based on a recent regulatory filing (.pdf). Maxim's Aaron Chew, who has been bearish on FSLR for some time, notes the rate is also less than half what First Solar will charge for its Antelope Valley, Topaz, and Agua Caliente projects. However, government incentives will likely improve the project's ROI. [View news story]
    I like cheap energy!
    Feb 1 07:17 PM | 1 Like Like |Link to Comment
  • The Fundamental Case To Sell Google [View article]
    Larry Page and Eric Schmidt are among the backers of Planetary Resources, the asteroid mining program you mention, but I do not believe this is actually a Google "the company" sponsored project.

    I would rather see the rich spend their own money on science and engineering like this project than on who can buy the biggest yacht.
    Jan 8 05:25 PM | 1 Like Like |Link to Comment
  • Don't bet on a Sprint/T-Mobile merger happening, says Goldman. The combined company would own $35B in high-yield debt, the firm points out, and Deutsche Telekom (DTEGY.PK) might not be crazy about a deal that would face regulatory scrutiny and have a major equity component to it (ed: another hurdle is that the carriers run incompatible 3G networks). The firm thinks a Sprint (S) bid for MetroPCS (PCS - previous) or Leap Wireless (LEAP) is more logical. (Sprint CEO remarks[View news story]
    The board already shot down CEO Dan Hesse's planed PCS takeover in February.
    Sep 11 04:03 PM | Likes Like |Link to Comment
  • First Solar (FSLR -15%) goes into freefall following news it has halted deliveries for the $1.8B Agua Caliente Arizona solar plant due to construction being ahead of schedule. Agua Caliente, a 51/49 JV between NRG Energy (NRG) and Berkshire Hathaway's MidAmerican Energy, is already 85% built, even though the project isn't scheduled for completion until the end of 2013. The halt may be stoking fears First Solar's recent growth was padded by aggressive deliveries. (previous[View news story]
    Sell the headline, Buy the article?
    Aug 30 12:41 PM | Likes Like |Link to Comment
  • 5 Stocks Under $10 With Over 50% Upside: 4 To Buy, 1 To Avoid [View article]
    Totally agree with S, once they finish their LTE upgrades I believe they will turn profitable with the better services and reduced capex.

    Xerox Corporation is XRX, not X.
    May 25 01:10 PM | 1 Like Like |Link to Comment
  • VC David Henderson has one word for you: water. Though not historically seen as a growth area, Henderson expects the strains of population growth, climate change, and emerging-markets industrialization to lead to heavy interest in both water infrastructure projects, and new technologies that can boost the availability of clean water. A few water ETFs: FIW, CGW, PHO, PIO.  [View news story]
    Dominic Greene was early to the potable water thesis in 2008, but his investments were broken up by government intervention. I hope David Henderson has better luck!
    Mar 26 07:21 PM | Likes Like |Link to Comment
  • Salesforce.com (CRM) gets downgraded to Strong Sell by S&P ahead of its Feb. 23 FQ4 report. The firm argues Salesforce faces a tougher competitive environment in the wake of recent M&A activity (I, II, III), is seeing decelerating revenue growth, and trades at a 20% premium relative to peers on an enterprise value/sales basis.  [View news story]
    I love the product, I hate the valuation.
    Feb 15 01:10 PM | Likes Like |Link to Comment
  • For the second time in 2 weeks, Zynga (ZNGA) is accused of copying a smaller rival's game. Six days after startup NimbleBit mockingly made note of the resemblance between its Tiny Tower iPhone game and Zynga's Dream Heights, Buffalo Studios is doing the same over the similarities between its Bingo Blitz Facebook game and Zynga's just-announced Bingo game.  [View news story]
    It is difficult to protect gameplay.

    "Once a game has been made public, nothing in the copyright law prevents others from developing another game based on similar principles"

    Source: http://1.usa.gov/yiyJIg
    Jan 30 12:13 PM | Likes Like |Link to Comment
  • Expecting Multifold Returns on Water [View article]
    Dominic Greene was early to the potable water thesis in 2008, but his investments were broken up by government intervention.

    I agree PHO looks like a good vehicle for the licit investor, looking into the the next decade. With 5 articles in the last month pumping it (pun intended), its recent drop looks like an appealing entry point.

    Thanks for the article Faisal
    Aug 17 01:40 PM | Likes Like |Link to Comment
  • What does Rajaratnam's guilty verdict mean for investors? Most likely companies and analysts will crawl into a cocoon, and everyone else will have less information to trade on.  [View news story]
    It means insiders will talk in person and not over the phone.
    May 11 12:52 PM | 5 Likes Like |Link to Comment
  • You probably weren't expecting a problem with the Fed's printing presses - but that's what's going to delay the release of a redesigned Benjamin, as unforeseen sporadic paper creasing spurs the central bank to postpone the counterfeit-toughened $100 bill's issue.  [View news story]
    cotton fiber futures!
    Oct 1 03:18 PM | 1 Like Like |Link to Comment
  • The great housing bamboozle: Once you take a look at these numbers, you'll never want to buy a home again.  [View news story]
    "for the simple reason that the market [has historically] outperform[ed] housing"

    fixed that for you.
    Sep 16 06:20 PM | 2 Likes Like |Link to Comment
  • A rebound, of sorts, this afternoon for China's Duoyuan Printing (DYP), now down just 43.7% after losing more than half its market value in the wake of resignations from its CEO and CFO, just days after it dismissed its auditor, Deloitte Touche Tohmatsu.  [View news story]
    touché
    Sep 13 01:44 PM | Likes Like |Link to Comment
  • Spain Barely Approves Austerity Budget [View article]
    Dynamic stochastic general equilibrium +1

    What is the Pareto optimal in Spain?
    May 28 05:05 PM | Likes Like |Link to Comment
COMMENTS STATS
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