tc1's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/334902/comments http://seekingalpha.com/article/181574/comments?source=feed#comment-840249 840249 Fri, 08 Jan 2010 11:04:30 -0500 http://seekingalpha.com/article/179169/comments?source=feed#comment-826242 826242 Wed, 30 Dec 2009 09:49:58 -0500 http://seekingalpha.com/article/179169/comments?source=feed#comment-826232 826232 Wed, 30 Dec 2009 09:44:59 -0500 http://seekingalpha.com/article/180072/comments?source=feed#comment-824944 824944
I bought a few thousand more shares today of ATV on the predictable ex-div day dip, which laudably seems to be holding up around the $5 level. Note that ATV was trading as high as $6.70 at one point in the Fall.

Many who've looked at ATV think this is an $8 stock, a great play on the growing purchasing power of China's burgeoning middle-class and upper-class.

Glad to see that management was responsive to analysts Stefanik and Montecelli's requests for a dividend back on the Aug 20 conf call.]]> Tue, 29 Dec 2009 10:56:35 -0500
I bought a few thousand more shares today of ATV on the predictable ex-div day dip, which laudably seems to be holding up around the $5 level. Note that ATV was trading as high as $6.70 at one point in the Fall.

Many who've looked at ATV think this is an $8 stock, a great play on the growing purchasing power of China's burgeoning middle-class and upper-class.

Glad to see that management was responsive to analysts Stefanik and Montecelli's requests for a dividend back on the Aug 20 conf call.]]> http://seekingalpha.com/article/179830/comments?source=feed#comment-821958 821958
It was likely due to three factors:

1) GSI has been in a general upward breakout pattern in Dec.

2) Major press release on Dec 22: "General Steel Announces Strong Results from its 2009 Annual Distributor Conference
Company locks in approximately 70% of targeted 2010 total sales volume." [...]

3) Also the popular investing site fool.com ran that very day (Dec. 23) a Dave Mock article, "Three Stocks Springing Back," which was largely positive about GSI, also citing the CAPS community's 5-star rating on GSI: "97% of the 673 CAPS members rating General Steel are bullish and see it outperforming the broader market."
There are a lot of people who read these Motley Fool pieces.]]> Sat, 26 Dec 2009 13:54:42 -0500
It was likely due to three factors:

1) GSI has been in a general upward breakout pattern in Dec.

2) Major press release on Dec 22: "General Steel Announces Strong Results from its 2009 Annual Distributor Conference
Company locks in approximately 70% of targeted 2010 total sales volume." [...]

3) Also the popular investing site fool.com ran that very day (Dec. 23) a Dave Mock article, "Three Stocks Springing Back," which was largely positive about GSI, also citing the CAPS community's 5-star rating on GSI: "97% of the 673 CAPS members rating General Steel are bullish and see it outperforming the broader market."
There are a lot of people who read these Motley Fool pieces.]]> http://seekingalpha.com/article/179830/comments?source=feed#comment-821952 821952
"GSI is a steel producer in China with four business units; Daqiuzhuang (100% owned), Baotou (51%), Maoming (99%), and Longman (60%). In order to properly understand GSI, one need only focus on the Longman business – it will generate about 95% of GSI sales in the near-term and it is on the cusp of generating large profits. Longman produces reinforced steel bar (rebar) and other ‘long’ steel products for use in the construction industry. It is located near Xi’an, has no major competitors for 250km and it acquires 15% of its iron ore from its joint-venture partner at a discount to market prices. Longman is the largest steel producer in Shaanxi province and has a 72% market share of all heavy construction and infrastructure projects in Xi’an and the surrounding 15 largest cities.
"Via its Longman unit, GSI is particularly well positioned to benefit from; (a) the government’s long-term Go-West strategy as it positively affects the Xi’an gateway city, (b) the $259 billion stimulus earmarked by the government towards earthquake (esp Chengdu), infrastructure and housing, and (c) the $219 billion stimulus allocated by the government to transport and power infrastructure."]]> Sat, 26 Dec 2009 13:43:50 -0500
"GSI is a steel producer in China with four business units; Daqiuzhuang (100% owned), Baotou (51%), Maoming (99%), and Longman (60%). In order to properly understand GSI, one need only focus on the Longman business – it will generate about 95% of GSI sales in the near-term and it is on the cusp of generating large profits. Longman produces reinforced steel bar (rebar) and other ‘long’ steel products for use in the construction industry. It is located near Xi’an, has no major competitors for 250km and it acquires 15% of its iron ore from its joint-venture partner at a discount to market prices. Longman is the largest steel producer in Shaanxi province and has a 72% market share of all heavy construction and infrastructure projects in Xi’an and the surrounding 15 largest cities.
"Via its Longman unit, GSI is particularly well positioned to benefit from; (a) the government’s long-term Go-West strategy as it positively affects the Xi’an gateway city, (b) the $259 billion stimulus earmarked by the government towards earthquake (esp Chengdu), infrastructure and housing, and (c) the $219 billion stimulus allocated by the government to transport and power infrastructure."]]> http://seekingalpha.com/article/174581/comments?source=feed#comment-769650 769650 Fri, 20 Nov 2009 16:15:20 -0500 http://seekingalpha.com/article/174475/comments?source=feed#comment-768735 768735
Sounds like these are definitely only for the PATIENT investor, whereas, i confess, i and many others have been playing with the quick gains made available among the US, Chinese, Brazilian and other small-cap stocks during this 2009 rally.]]> Fri, 20 Nov 2009 09:19:19 -0500
Sounds like these are definitely only for the PATIENT investor, whereas, i confess, i and many others have been playing with the quick gains made available among the US, Chinese, Brazilian and other small-cap stocks during this 2009 rally.]]> http://seekingalpha.com/article/173692/comments?source=feed#comment-763745 763745 Tue, 17 Nov 2009 10:42:35 -0500 http://seekingalpha.com/article/173497/comments?source=feed#comment-763005 763005 Mon, 16 Nov 2009 22:17:23 -0500 http://seekingalpha.com/article/173333/comments?source=feed#comment-760912 760912
So, the big Q for me, and surely many readers, is this: sleuthing out the history of the dollar-stockmarket relationship, what are the specific dynamics or catalysts that appear in the past to have altered the relationship from DIRECTLY correlated to INVERSELY correlated (and vice versa) between dollar strength and stock market strength?

The follow-up Q, of course, would be this: Do you see any such dynamic or catalyst looming for a change between the current INVERSE relationship to a DIRECT relationship?

Thanks for any response you can give....]]> Sun, 15 Nov 2009 11:30:29 -0500
So, the big Q for me, and surely many readers, is this: sleuthing out the history of the dollar-stockmarket relationship, what are the specific dynamics or catalysts that appear in the past to have altered the relationship from DIRECTLY correlated to INVERSELY correlated (and vice versa) between dollar strength and stock market strength?

The follow-up Q, of course, would be this: Do you see any such dynamic or catalyst looming for a change between the current INVERSE relationship to a DIRECT relationship?

Thanks for any response you can give....]]> http://seekingalpha.com/article/173189/comments?source=feed#comment-760381 760381 Sat, 14 Nov 2009 14:42:50 -0500 http://seekingalpha.com/article/172899/comments?source=feed#comment-758096 758096 SLW). Everything i've read on this company suggests it is effectively a "money printing machine." And its profits and profit margin look good to grow by huge amounts over the coming months and years. That's why i went long on SLW several months ago at an already fairly high price. Friends, it's going much higher over time as the price of silver rises with an economic recovery, however anemic that recovery might be.]]> Thu, 12 Nov 2009 23:15:14 -0500 SLW). Everything i've read on this company suggests it is effectively a "money printing machine." And its profits and profit margin look good to grow by huge amounts over the coming months and years. That's why i went long on SLW several months ago at an already fairly high price. Friends, it's going much higher over time as the price of silver rises with an economic recovery, however anemic that recovery might be.]]> http://seekingalpha.com/article/171818/comments?source=feed#comment-747832 747832 Fri, 06 Nov 2009 09:28:22 -0500 http://seekingalpha.com/article/170099/comments?source=feed#comment-736878 736878 EWY) several months ago after the big news about the N.Korea missile-test -- one could have picked up EWY for about $33/share. It's way up since then.]]> Fri, 30 Oct 2009 09:31:26 -0400 EWY) several months ago after the big news about the N.Korea missile-test -- one could have picked up EWY for about $33/share. It's way up since then.]]> http://seekingalpha.com/article/169864/comments?source=feed#comment-735862 735862 Thu, 29 Oct 2009 14:13:51 -0400 http://seekingalpha.com/article/169568/comments?source=feed#comment-735578 735578
Aschoff is with Brean Murray (not "Breann Murphy").

And Sangamo is, of course, not the anthrax vaccine maker (i was momentarily confusing it in my mind with Emergent BioSolutions (EBS), another recently hammered down biotech). Rather, SGMO is famous for its zinc finger nucleases (ZFNs) or protein "switches" that can turn genes on or off for treating conditions like diabetic neuropathy, etc.]]> Thu, 29 Oct 2009 11:37:18 -0400
Aschoff is with Brean Murray (not "Breann Murphy").

And Sangamo is, of course, not the anthrax vaccine maker (i was momentarily confusing it in my mind with Emergent BioSolutions (EBS), another recently hammered down biotech). Rather, SGMO is famous for its zinc finger nucleases (ZFNs) or protein "switches" that can turn genes on or off for treating conditions like diabetic neuropathy, etc.]]> http://seekingalpha.com/article/169568/comments?source=feed#comment-735558 735558
Talk about manipulation and opportunities...

We can consider biotech stock Sangamo BioSciences (SGMO), for whom most analysts posit a price target anywhere from $11 to $18. In Sept. it traded between $8 or $9 until it predictably fell to the low $7 range on an early-Oct. announcement of a stock offering. It then got pummeled with a a ridiculously low P.O. of $4 issued out of left field by Breann Murphy "analyst" (manipulator) Jonathan Aschoff, whom Mark Mitchell and the Deep Capture team have flushed out as a big friend of the naked short-sellers.

That stock is now available for the very low bargain-price of ~$6.

Meanwhile, SGMO is a big recipient of steady govt spending on its anthrax vaccine, and has several other very promising biopharma products in the pipeline.

Disclosure: recently went long on SGMO at this artificially (fraudulently?) hammered down discount price. If it only goes back to its Sept. high, i've got a 50% gain. ]]> Thu, 29 Oct 2009 11:27:46 -0400
Talk about manipulation and opportunities...

We can consider biotech stock Sangamo BioSciences (SGMO), for whom most analysts posit a price target anywhere from $11 to $18. In Sept. it traded between $8 or $9 until it predictably fell to the low $7 range on an early-Oct. announcement of a stock offering. It then got pummeled with a a ridiculously low P.O. of $4 issued out of left field by Breann Murphy "analyst" (manipulator) Jonathan Aschoff, whom Mark Mitchell and the Deep Capture team have flushed out as a big friend of the naked short-sellers.

That stock is now available for the very low bargain-price of ~$6.

Meanwhile, SGMO is a big recipient of steady govt spending on its anthrax vaccine, and has several other very promising biopharma products in the pipeline.

Disclosure: recently went long on SGMO at this artificially (fraudulently?) hammered down discount price. If it only goes back to its Sept. high, i've got a 50% gain. ]]> http://seekingalpha.com/article/169761/comments?source=feed#comment-735362 735362
FPL's PEG is naturally going to be rather high because they're primarily a utility and utilities are generally not "growth" stocks.]]> Thu, 29 Oct 2009 10:02:40 -0400
FPL's PEG is naturally going to be rather high because they're primarily a utility and utilities are generally not "growth" stocks.]]> http://seekingalpha.com/article/169726/comments?source=feed#comment-735304 735304
Long GE at avg pps of $13.69. ]]> Thu, 29 Oct 2009 09:31:27 -0400
Long GE at avg pps of $13.69. ]]> http://seekingalpha.com/article/169464/comments?source=feed#comment-733986 733986 Wed, 28 Oct 2009 11:30:16 -0400 http://seekingalpha.com/article/169084/comments?source=feed#comment-733944 733944
While reading your article, Stephen, it hit me that there's a micro-cap company, Axion Holdings Int'l (AXIH.OB) that recently made a splash when its stockprice skyrocketed 150% on a squib about it in BusinessWeek. The U.S. Army is becoming very interested in AXIH.OB b/c, in a process discovered by Rutgers Univ. scientists, it recycles plastic wastes into building materials for bridges, i-beams, railroad ties, marine pilings, etc., that are stronger, less resistant to corrosion, less maintenance and thus lower cost than steel, wood or cement. Army experts want to replace their bridges with this stuff.

If AXIH.OB were able to produce a replacement for the steel in wind-turbines, we'd have a real win-win situation, quite viable for the mass building of the wind turbines that your friend Jacobson envisions.

A big plus would be that the materials provided by AXIH.OB would come from plastic recycled sources and thus would not involve the terrible toll on the environment required by new mining for iron and other metals.

Disclosure: long AXIH.OB]]> Wed, 28 Oct 2009 11:08:38 -0400
While reading your article, Stephen, it hit me that there's a micro-cap company, Axion Holdings Int'l (AXIH.OB) that recently made a splash when its stockprice skyrocketed 150% on a squib about it in BusinessWeek. The U.S. Army is becoming very interested in AXIH.OB b/c, in a process discovered by Rutgers Univ. scientists, it recycles plastic wastes into building materials for bridges, i-beams, railroad ties, marine pilings, etc., that are stronger, less resistant to corrosion, less maintenance and thus lower cost than steel, wood or cement. Army experts want to replace their bridges with this stuff.

If AXIH.OB were able to produce a replacement for the steel in wind-turbines, we'd have a real win-win situation, quite viable for the mass building of the wind turbines that your friend Jacobson envisions.

A big plus would be that the materials provided by AXIH.OB would come from plastic recycled sources and thus would not involve the terrible toll on the environment required by new mining for iron and other metals.

Disclosure: long AXIH.OB]]> http://seekingalpha.com/article/169464/comments?source=feed#comment-733901 733901
In this sector, you've got the established "grandfather" company, Ormat (ORA), which supplies equipment and services to the juniors, and the several juniors. The latter are looking quite viable, some of them, like Raser Tech and Nevada Geothermal, already having brought on line the first of their several (and more?) planned geothermal power sites.

Many of us are betting that Raser Tech (RZ) will eventually get sufficient, secure funding to bring online their several geothermal sites, since they hold very valuable lands in the Western USA rich with untapped geothermal power.

It can be said that RZ (along with some of the other geothermal juniors), now finally has powerful, supportive allies -- the new political establishment trying to wean us off fossil fuels and the electric utilities wanting that baseload (24/7) alternative "clean" energy (cf. the intermittent solar and wind energy).

Disclosure: long RZ, Nevada Geothermal, Ormat, US Geothermal, and Magma. This sector is going to have HUGE growth over time.]]> Wed, 28 Oct 2009 10:46:18 -0400
In this sector, you've got the established "grandfather" company, Ormat (ORA), which supplies equipment and services to the juniors, and the several juniors. The latter are looking quite viable, some of them, like Raser Tech and Nevada Geothermal, already having brought on line the first of their several (and more?) planned geothermal power sites.

Many of us are betting that Raser Tech (RZ) will eventually get sufficient, secure funding to bring online their several geothermal sites, since they hold very valuable lands in the Western USA rich with untapped geothermal power.

It can be said that RZ (along with some of the other geothermal juniors), now finally has powerful, supportive allies -- the new political establishment trying to wean us off fossil fuels and the electric utilities wanting that baseload (24/7) alternative "clean" energy (cf. the intermittent solar and wind energy).

Disclosure: long RZ, Nevada Geothermal, Ormat, US Geothermal, and Magma. This sector is going to have HUGE growth over time.]]> http://seekingalpha.com/article/169394/comments?source=feed#comment-733735 733735 SLW) before, and this one was a useful overview on silver itself with some pertinent insights i'd not seen before.... ]]> Wed, 28 Oct 2009 09:16:19 -0400 SLW) before, and this one was a useful overview on silver itself with some pertinent insights i'd not seen before.... ]]> http://seekingalpha.com/article/168327/comments?source=feed#comment-726977 726977
Joseph, thank you for your article on this promising company. Always great to have more info on greentech firms. I'll be looking much deeper into this one. ]]> Fri, 23 Oct 2009 10:40:44 -0400
Joseph, thank you for your article on this promising company. Always great to have more info on greentech firms. I'll be looking much deeper into this one. ]]> http://seekingalpha.com/article/167456/comments?source=feed#comment-722088 722088
What is your assessment of the CanRoy Baytex (BTE), which has outperformed most of the others this year and seems to have a more sustainable, if lower, dividend?]]> Tue, 20 Oct 2009 11:08:41 -0400
What is your assessment of the CanRoy Baytex (BTE), which has outperformed most of the others this year and seems to have a more sustainable, if lower, dividend?]]> http://seekingalpha.com/article/166965/comments?source=feed#comment-718739 718739 Sat, 17 Oct 2009 15:29:33 -0400 http://seekingalpha.com/article/167029/comments?source=feed#comment-718701 718701 Sat, 17 Oct 2009 14:29:00 -0400 http://seekingalpha.com/article/166981/comments?source=feed#comment-718682 718682 Sat, 17 Oct 2009 14:07:03 -0400 http://seekingalpha.com/article/166981/comments?source=feed#comment-718681 718681 Sat, 17 Oct 2009 14:02:20 -0400