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  • IDEX Corporation: Unloved Industrial Has Potential  [View article]
    Nice summary. How much should we be worried about direct impact of low oil prices for this very high quality company.
    Feb 1, 2016. 06:52 AM | Likes Like |Link to Comment
  • The ITC Extension And Its Substantial Effect On First Solar  [View article]
    How strong is the incentive to diversify the portfolio? Clearly there is RPS support of around 4GW a year and also increasing coal retirements. But demand growth is anaemic and gas is very attractive for next few years at least. What is the evidence for project activity accelerates in 2017/2018. Surely looks better with ITC but...
    Jan 2, 2016. 07:30 AM | Likes Like |Link to Comment
  • The ITC Extension And Its Substantial Effect On First Solar  [View article]
    Thanks for the details. As you well know Solar companies do get carried away from time to time and the sector is highly susceptible to boom/bust. The company itself admits that most of the pipeline is early stage and more than half of it is modules only (lower margins) for the emerging markets. Given the bringing forward of revenues into 2016, I am finding hard to support with data that 2017 is not still a cliff. Why should utilities buy Solar power - diversification is a good reason but how much? RPS - I am not sure how much demand that results. Beyond 2020 Clean power plan will help but not sure I can wait till then. So back to the problem of 2017 cliff.
    Dec 31, 2015. 08:31 PM | 1 Like Like |Link to Comment
  • The ITC Extension And Its Substantial Effect On First Solar  [View article]
    This is clearly positive and likely means no cliff in 2017. How does one estimate demand for 2917 and 2018?
    Dec 29, 2015. 12:59 PM | Likes Like |Link to Comment
  • Take Advantage Of Crude Oil Bargains In The $30's  [View article]
    How about buying oil equities?
    Aug 25, 2015. 06:14 PM | Likes Like |Link to Comment
  • YLCO - Leveraging On The Growth Of The YieldCo Investment Class  [View article]
    Looks much better at $11.75. Any fundamental reason why it should have fallen so much?
    Aug 10, 2015. 10:55 AM | Likes Like |Link to Comment
  • Buy Intuitive Surgical Amid Negative Sentiment Around The Company  [View article]
    Key bet in ISRG is (1) growth in use of the machine in general surgery such as hernia etc, (2) international growth. (3) Pace at which prostate and GYN decline. It does appear the decline may be coming to an end as GS and Intnl pick-up. Any views?
    Jul 28, 2014. 05:26 PM | Likes Like |Link to Comment
  • This Fashion Giant Has Enormous Growth Potential  [View article]
    Short term problems for long term gains?
    Jun 29, 2014. 11:15 AM | Likes Like |Link to Comment
  • We Would Sell Range Resources  [View article]
    You own this company only if you believe gas at $3 is not sustainable beyond couple of years. Economcis is at work to arbitrage $14-16 paid by rest of the world. You have to value this company for its unproven reserves which are >60Tcf vs proven of <5.
    Oct 24, 2013. 12:16 PM | Likes Like |Link to Comment
  • Trimble: A Rare Chance To Invest In A Wide Open Road  [View article]
    Thanks for a detailed article. The only negative I think about is the risk of maturity in US Ag and construction markets. Also as they mentioned in the call - muni/federal funding is suffering that has a significant impact.
    Jul 1, 2013. 10:40 AM | Likes Like |Link to Comment
  • LKQ's Acquisition Of Sator Beheer: Timing Is Everything  [View article]
    This is beginning of major growth stream - replicating US model in continental Europe. It is a great opportunity after the success in UK.
    Jul 1, 2013. 03:36 AM | Likes Like |Link to Comment
  • Platinum Hits The Sweet Spot  [View article]
    Short term - Rand depreciation has impacted the price. also investors have little faith that S.Africa will be able to cut production despite high cost. Supply increase from low cost recycling has been a negative in the past and even bigger negative in the future ad autocat consumption went up 10 years ago. But I agree downside is limited and on upside you have S.Africa blowup.
    Jun 28, 2013. 01:51 AM | Likes Like |Link to Comment
  • Top 2 Water Stocks And ETFs  [View article]
    XYL is under priced becos of a large muni biz. Nobody knows when muni will recover. It appears to have bottomed in the US but hard to figure when muni s will increase spend. hopefully with some lag after they start making more money from housing growth. So short term there is limited upside but a lot of long term joy.
    Mar 20, 2013. 05:54 PM | 1 Like Like |Link to Comment
  • Cree Makes Edison Proud  [View article]
    It does seem CREE other Tier 1 producers Nichia, Philips have better product and technology than the Asians at this time. My key concern is that in another couple of years they will become a niche player or at least not be able to sustain 40% GM with Chinese, Taiwanese, Korean flood the lighting market. Also Philips and Osram become more aggressive.
    Mar 7, 2013. 04:06 PM | Likes Like |Link to Comment
  • Siemens: Long-Term Growth In Infrastructure And Energy Makes This Stock A Great Value  [View article]
    Check how much asset writedown this company has made over last few years - sign of poor decision making and acquisitions. Every division was suffering in Q2. Around 50% of earnings in Europe is a big drag. Stock is propped up because of 20% of daily volume being bought back - that shd stop in early November. But they can announce a big restructuring that will be positive. I think it is a value trap with a few attractive businesses.
    Oct 10, 2012. 06:23 PM | Likes Like |Link to Comment