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Is There an Opportunity in First Solar?

One of the most balanced and insightful assessments i've yet to read in the aftermath of this 3Q earnings report from FSLR.

Biotech Sector Pullback: Good Time to Buy at a Discount

Oops-- recent sleep shortages knocked out some of my memory banks!

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.

Biotech Sector Pullback: Good Time to Buy at a Discount

Thank you for this article, VFC.

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.

Three Companies with Positive, Long-Term Potential

>PEG is also high at 1.19....

FPL's PEG is naturally going to be rather high because they're primarily a utility and utilities are generally not "growth" stocks.

GE Down 10 Days in a Row

GE is going to be fine for the longer term as it continues to downsize its financial segment, continues to grow its other segments, and has its corporate realty segment regenerated with the general expected improvement of that sector over the coming years after a necessary nasty plunge in the meantime (yes, a very mean time for everyone during this nasty recession and its jobless recovery initial aftermath).

Long GE at avg pps of $13.69.

Raser Technologies: Financing, Dilution Continue to Be an Issue for Now

Great clarification, Jack, about the 30% investment tax credit.

3 Stocks that Will Ride the Wind Energy Boom

Intereting article and comments here. It really is an amazing time as (finally!) the venture capital and govt spending is moving into renewable energy in a big way.

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

Raser Technologies: Financing, Dilution Continue to Be an Issue for Now

The great thing about geothermal and companies like RZ is that they're not really in competition with each other, because their leased lands can all supply geothermal power to utilities who have a mandate to supply more and more power from renewable energy. So you'll not see anything here like AAPL vs MSFT or this company vs that company in this sector. In short, everyone can be a winner here if they get the upfront financing-- and a FAR GREATER amount of financing will now be available to geothermal companies than ever before, thanks to Obama, a Democratic-led Congress, DOE Secretary Chu, and PPAs from electric utilities.

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.

Silver Unmasked

Hi H.I.-- Thank you for another informative article. I've read your cogent pieces on Silver Wheaton (SLW) before, and this one was a useful overview on silver itself with some pertinent insights i'd not seen before....

China Wind Systems: Poised for More Growth

Note that the current ticker for China Wind at finance.yahoo.com is CHWY.OB.

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.

Canadian Royalty Trusts – Will Dividends Rise or Fall?

Joseph, another great article you've served up for us.

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?

Stock Market: A Bold, Fearless Forecast... Well Sort of

Low-Sweat Investing, i loved your article, not just for its humor and bullishness (i'm a long- / value-investing kind of guy), but especially for the large range of opinions you've sampled here to back up your bullishness.

China Gaming: Right Now, Only China Is Holding It Back

Bruce, could you kindly provide us with some names of Chinese game companies you think are sound investments? And why, in brief, you think they are sound?

American Superconductor: Listen to the Stock, Not Analysts

Ooops, American SUPERconductor, not American SEMIconductor.

American Superconductor: Listen to the Stock, Not Analysts

Thank you, Brendan, not only for the stock tip on American Semiconductor, but also for the low-down on how so many analysts behave to the detriment of individual investors.