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  • Kinross Gold Will Still Be Around In 2 Years [View article]
    I never doubted that Kinross would still be around, but this always was and still is my favorite short.
    Because I think that this is one that has the least chances to become a target to be bought by concurrence.
    And when gold goes up, other miners really jump, while Kinross moves very little.
    So I often own another gold stock as an hedge, but sell as soon as I have a gain.

    On the other hand, if ever gold becomes interesting, it might be nationalized by the Russian.
    Nov 27, 2015. 04:58 PM | Likes Like |Link to Comment
  • Is Now The Right Time To Consider Canadian Solar? [View article]
    Thank you for the article.
    Judging with the stock performance, it seems that investors slowly show that they understand that solar (in CSIQ in particular) is not threatened by oil price decline.

    But we must be careful: was this all an effect of the climate change discussions?

    I'll wait a few days before I add to my position (I had unfortunately been stop out of half of it when SUNE went down so dramatically, pulling CSIQ with it).

    I had a discussion with someone on Stocktwits as I said that CSIQ and SUNE are not in the same league.

    I would appreciate if you could write an article comparing both.
    I think that CSIQ has more future, even if some days, SUNE out performs CSIQ.
    Nov 27, 2015. 04:51 PM | Likes Like |Link to Comment
  • Visa: We Know It Is A Great Company, But What About That Price-To-Earnings Ratio? [View article]
    I think that you are right to say that "forward EPS growth rate is a bit unclear, with the still-fermenting acquisition of Visa Europe".

    The incomes from the merchants fees might go down: there are new trends that show that buyers tend and (are encouraged) to pay by debit or new forms of payment instead of credit cards.
    The interest income from late balance payers should go down a lot too: the younger generation has seen the problems of debt from there parents in 2008, and they won't forget.

    S&P Capital has a 12 months target of $80.00 and the closing price as of Nov. 25 was stock was 79.56: so you would need a few analysts that should up their PT vigorously (according to Reuter, the low, mean and high targets are respectively 75.00, 85.50 and 93.00 - which would be great!).
    And not an upgrade issued by a bank like the recent one by RBC Capital!

    Year to date, the stock has over performed many big corporations, and the S%P by 20%! This is a lot. Maybe too much.

    Still for someone who absolutely want to avoid risks, this is really a fantastic company (although VISA Europe might be seen as an new risk): very little chance to see this stock drop by 25% over night like a bio tech company.
    But I also think that for this security, you pay a non negligible premium both as compared to Visa's previous years average and compared to the S%P in its current state.

    What can be seen as another risk is the payment facilities in China as Asia in general: there, VISA a little chance to be amongst the winners.

    Although a P/E of 15% would be alarming, I think the stock should go a few dollars down before it gets attractive again: I would not buy before seeing the first results including VISA Europe.
    Nov 26, 2015. 05:42 PM | Likes Like |Link to Comment
  • More Cash Doesn't Solve The Problems Sprint Is Facing [View article]
    "SoftBank just added more shares of Sprint "... "just" is already a while ago, and I could bet they aren't happy.

    "SoftBank is Sprint - if needed Sprint can sell some of their spectrum to them "
    To whom would Sprint sell some of their spectrum? To Softbank?

    Now, just to make things clear, I am NOT short Sprint.
    I was and covered much to early, because I was afraid of the short squeeze.
    I am long, because I though we had reached a support, which was clearly not the case.
    My only hope now is an analyst being paid to give Sprint an (even tiny) upgrade.
    Nov 24, 2015. 06:56 PM | Likes Like |Link to Comment
  • More Cash Doesn't Solve The Problems Sprint Is Facing [View article]
    It is difficult to talk about Sprint without seriously looking at Softbank.
    Softbank has still worst debt problems as Sprint.
    Softbank might find it-self obliged to sell its take in Sprint.

    "SoftBank’s probability of debt non-payment within one year has risen to 0.21 percent from about 0.15 percent in mid-August"
    "Moody’s said in July it planned to include Sprint in its evaluation of SoftBank’s financial strength"
    "With Sprint struggling, PineBridge’s Matsukawa isn’t the only one who thinks selling Sprint should remain an option for SoftBank."

    Who would buy Sprint?
    Sprint might need an activist...
    Nov 24, 2015. 03:40 AM | 1 Like Like |Link to Comment
  • Understanding Alibaba's Decline After Singles Day [View article]
    The WSJ has an article:
    Alibaba's Unhealthy Obsession with rival JD.Com

    that says:
    "On Monday, an Alibaba spokesman distributed a critical report on JD, written by an anonymous author on the website Seeking Alpha."

    The author doesn't give the link to that "report" .

    Has anyone read it?

    I would appreciate if someone could give me that link.

    Thank you.
    Nov 18, 2015. 03:50 AM | Likes Like |Link to Comment
  • No Chance Of A December Rate Hike [View article]
    Good article that says: "But the king is naked!".

    Who knows? The FED might start to bail out other sectors as the banks (oil producers maybe, even if they are still subsidized), by buying massively on the stock market!

    Joking it: it is not April's fool but Friday 13!
    Nov 13, 2015. 03:11 PM | Likes Like |Link to Comment
  • SunEdison: The Market Has Got The Earnings Wrong [View article]
    I like to have pairs of long/short.
    My "long CSIQ short SUNE" I held for the last 3 weeks has been one of the most rewarding I have had since long.
    CSIQ was a few times pulled down by SUNE, (especially on the day when CSIQ beat the estimates) but recovered well.

    I think what investors hate more then bad results are results lower then previous guidance. It is too late to lower your guidance AFTER the fact.

    Today was certainly not the right day to see if the market was right or wrong, but it will take more then a short squeezes hick up to convince me that SUNE is out of the woods.
    Nov 12, 2015. 05:32 PM | 2 Likes Like |Link to Comment
  • Canadian Solar: Major Issues To Know Before Investing [View article]
    I guess there were too many characters to post this on Twitter?
    Nov 5, 2015. 04:35 AM | Likes Like |Link to Comment
  • Bank Of America Might Be 25% Undervalued [View article]
    "JPMorgan, BofA, Citigroup Among Big U.S. Banks S&P May Cut "

    WFC is also mentioned, but already has a better rating then the others (A+), BAC being one of the lowest (A-)
    If this happens, I can tell you that BAC will suffer most, not so much because of credit rating cut, but because lots of investors will throw the towel.
    I would if I had been waiting for this stock for 3 years.
    Nov 3, 2015. 12:38 AM | Likes Like |Link to Comment
  • Sprint targets families with unlimited slow-speed data plan [View news story]
    Continuing in its recent strategy, Sprint targets as many unprofitable clients as possible.
    Cost won't go much lower.
    More revenue, but the profits?
    Oct 29, 2015. 04:10 PM | Likes Like |Link to Comment
  • Did GLD Just Enter A Bull Market? [View article]
    Thank you for correcting me.

    You write: "it has went up" : is this correct English?

    I did no say that gold price could not go up during certain periods.
    I said it CAN lose value, as reply to the sentence: "gold will always hold value"
    Oct 23, 2015. 04:38 AM | 1 Like Like |Link to Comment
  • Did GLD Just Enter A Bull Market? [View article]
    "gold will always hold value"

    Do you mean it will never loose ALL its value?
    But we have seen that as in investment, it can loose a lot a value.

    Yes, it has properties that makes it durable. If you intend to build a durable monument, put a lot of gold in it: churches and similar have done that since the idea of God came into human brains.

    Wedding rings are more durable then most marriages.

    The rest is speculation: gold goes up and down (and in the past decades, more often down then up)
    Oct 22, 2015. 04:16 AM | 1 Like Like |Link to Comment
  • Descartes Systems Group: Profit From The Increasingly Complex Global Business Climate [View article]
    Thank you for this interesting article.

    I agree that this is a good company, I have owned it for quite a while.

    It has gone up over 200% in the past 5 years, so not bad.
    (and most of all, never big crashes like we sometimes see in technology)

    But I would not recommend to buy it right now.

    It was pretty innovative and as you said, the acquisitions (not like Yahoo's acquisitions!) were good moves.
    But now, there is fierce competition, I have the feeling that it is slightly out of breath, and that one should wait for a lower entry point, as I find that it is almost fully valued.
    Oct 22, 2015. 04:02 AM | 1 Like Like |Link to Comment
  • Best Tech Stocks According To A Top Ranking System: Buy Canadian Solar [View article]
    $ SA User 74xxxx "shorting an appropriate amount of USO":
    I guess it is always a good idea, weather you are long solar stocks or not.
    The markets have done great while energy was sinking.
    But since a few months, markets are extremely sensitive to oil and other commodities: after all those were the most beaten sectors, and investors have tried to rake the bottoms.
    China will probably expand its solar grid, and nothing says that CSIQ will be the "winner".
    So one could simply buy the TAN ETF where FIRST SOLAR is the biggest holding, and CSIQ only the 8th:
    XINYI SOLAR HOLDINGS LTD is the second holding and is up 3.61% in the night from 20 to 21 October!
    Oct 21, 2015. 04:47 AM | Likes Like |Link to Comment