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  • 25 Ultimate Sustainable Energy Growth Stocks  [View article]
    On equitycatwalk.com I have published 3 models: Vestas, NORDEX AG and a comparison of the two companies.
    There seems to be more value in Vestas.

    best regards
    Peter
    Sep 29 11:07 am |Rating: 0 0 |Link to Comment
  • Whole Foods Market: Still a Premium Stock? [View article]
    For an interesting dcf valuation case, sensitivity analyses and a simulation, see equitycatwalk.com


    best regards
    Peer
    Mar 18 12:30 pm |Rating: 0 0 |Link to Comment
  • First Solar: Strong Earnings, Bleak Outlook [View article]
    solar investors should pay more attention to the numbers and how aggressive the forecasts (already) are. If it's still not possible to come up with a descent price target within a robust dcf framework, than you should be careful and become a bit less interested in all the (long) stories surrounding these stocks.

    best regards
    Feb 26 06:19 am |Rating: +1 0 |Link to Comment
  • Go East, Solar Companies [View article]
    see equitycatwalk.com for serious modelling (first solar is on the vintage part)

    regards
    Feb 18 16:45 pm |Rating: 0 0 |Link to Comment
  • First Solar: Expecting a Sell-Off [View article]
    On equitycatwalk.com you can find a dcf model on first solar. It also contains a sensitivity and simulation analyses.

    regards
    Feb 18 16:43 pm |Rating: 0 0 |Link to Comment
  • Apple: January Mac, iPod Sales Down [View article]
    On equitycatwalk.com, you can find a dcf model on apple.
    It also contains a simulation and sensitivity analyses.

    best regards
    Feb 18 16:41 pm |Rating: 0 0 |Link to Comment
  • Bottom for British Airways Still Ahead [View article]
    On equitycatwalk.com you can find an interesting stresstest on BA's debt and a dcf model.

    regards
    Feb 18 16:35 pm |Rating: 0 0 |Link to Comment
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