Seeking Alpha

Exercisestellarhealth

Exercisestellarhealth
Send Message
View as an RSS Feed
View Exercisestellarhealth's Comments BY TICKER:
Latest  |  Highest rated
  • Searching For A Hidden Stock Market Opportunity [View article]
    The key parties to listen to re: China's 14.05 MW target is China and leading solar companies. The Chinese National Energy Administration has reiterated their 14.05MW target, earlier this year. China went from 3MW in 2012 to 12MW in 2013, 14MW for 2014 or close seems likely/probable especially considering China's commitment to reducing pollution and increasing it's energy independence via increased domestic renewables.

    Importing fossil fuels is expensive, to further grow and develop it's economy China needs inexpensive domestic energy sources hence they are implementing renewables, as energy of course is a key input for economic growth factories/offices/homes all need energy to operate. Jinko, Trina, JASO, CSIQ, HSOL have all reiterated or increased their full year guidance. It was only one analyst who did not provide any sound facts or stats to back up his opinion from Deutshe Bank who suggested the 8MW target last week, the 8MW suggested doesn't add up with facts or what any other credible sources are saying. Other analysts, the solar companies, China have all maintained their targets within the 14.05MW.
    May 18, 2014. 04:26 PM | 1 Like Like |Link to Comment
  • Searching For A Hidden Stock Market Opportunity [View article]
    Re: CSIQ after earnings sell offs for short term reasons, however re: CSIQ the long-term guidance and that of the solar industry are strong and intact as the author suggests. Hanwha SolarOne said in their recent earnings call they are increasing module capacity production to meet growing demand, Solar City set higher projections as well with expecting 1million installations by 2015... it is not surprising demand for solar is growing. Many investors have positioned themselves as a long-term investment in the solar industry via what they deem the strongest companies i.e. Trina, Jinko, Sunpower...

    It simply stands to reason that as the cost of solar continues to fall via increased solar cell and panel efficiency, companies reducing other manufacturing costs which can be past on to consumers, the cost of cleaning up fossil pollution rises and a host of other reasons as the cost of fossil fuels increases demand for solar and other renewables will of course continue to grow as it is, providing earnings growth opportunities for investors which is also aligned with their ethics.
    May 17, 2014. 07:55 AM | Likes Like |Link to Comment
  • Review Of Trina Solar's Q1 2014 Guidance [View article]
    And as solar is now is increasingly more cost effective than gas/oil in many regions. Long the solar industry, strong companies like TSL, JKS and SWPR. Not sure about Cdn Solar.
    May 16, 2014. 09:11 AM | Likes Like |Link to Comment
  • Why Whole Foods Is A Good Short To $44 [View article]
    I agree WFM, has a great business model, healthy, compelling products they are good at finding small new healthy niche products, offer healthy meal prep classes in store, speakers, great recycling programs ect... However as the positive consumer demand for healthier food choices as people are focusing on prevention and optimal health other stores like Walmart and Krogers are increasingly carrying healthier choices. Alot of people shop at Whole Foods as they like their ethics as well, including they pay their staff far better than Walmart ect.. as well Walmart, Krogers are not nearly as committed to recycling yet which is corporately irresponsible, nor good for their brand. WFM's PE is a little high but a great company.
    May 6, 2014. 11:27 PM | Likes Like |Link to Comment
  • Is Drexel Hamilton Correct In Assuming That Micron Technology Could Double? [View article]
    Many long-term retail MU shareholders have loyally held MU shares through the companies ups and downs as the memory industry consolidated, now that MU has held it's own many shareholders are feeling relieved and positive re: their investment including myself. The risk-reward as the author suggests indicates more upside, then risk, but is recommending due to a quick run-up value investors patiently wait for a better entry point. This may or may not happen, but based on MUs previous patterns it will zig zag down and then recover.
    Apr 23, 2014. 11:25 AM | 1 Like Like |Link to Comment
  • Is Drexel Hamilton Correct In Assuming That Micron Technology Could Double? [View article]
    As a long-term value investor, who holds shares at the 15 and 23 level, I can objectively see there has been a quick run up to 26 plus, like all stocks regardless generally there is some price consolidation in these scenarios, then a another move up. Tech overall has also gone up due to tech earnings season, being a high beta stock MU has moved up, along with the tech sector ie. with Apple one of it's key customers. The market is unpredictable, but there is never rush into any stock, if I stock I like is too high I wait, for it to dip to a better entry level, or move to another. Who knows what MU will do, it is classically highly volatile, a dividend would decrease volatility.
    Apr 23, 2014. 09:12 AM | 1 Like Like |Link to Comment
  • Several Reasons Why Micron Is Undervalued [View article]
    MU is up today, as investors listened to Sndks' forward guidance on the memory industry, of course of which MU is a key supplier.
    Apr 17, 2014. 02:23 PM | 1 Like Like |Link to Comment
  • AMD: Will The Market Surprise Us? No Sell-Off After Earnings? [View article]
    AMD's after earnings trading reminds me of Micron, despite beating consensus it classically trades down.
    Apr 17, 2014. 09:01 AM | Likes Like |Link to Comment
  • Micron Technology: Worth Between $29-33 Per Share, Strong Buy On Market Correction [View article]
    Agree with the author MU is undervalued, the outstanding convertibles are weighing on share price, as well Sandisk has a dividend, a draw of course for value investors. A MU dividend would not only increase the stock price, but stabilize it as value investors tend to hold their shares, placing a floor in the price. Momentum trading, currently has a significant impact on MU's price causing lots of the up and downs. Trading into earnings then selling off.
    Apr 16, 2014. 07:56 PM | 5 Likes Like |Link to Comment
  • Micron Appears To Be A Good Investment At This Point In Time [View article]
    I am long MU as a long-term investor for many of the reasons the author aptly indicates, but would like to see MU's management retire the 2 billion plus in outstanding convertibles as soon as possible, they are currently needlessly weighing on MU's balance sheet and shareholder value.
    Apr 13, 2014. 10:22 PM | 12 Likes Like |Link to Comment
  • Micron Technology: Convertible Disaster [View article]
    The fundamentals of MU are intact, I am long MU. However it appears on first blush the 2 billion plus outstanding convertibles the author aptly discusses are a risk which however sounds like can be resolved this Q3, as the stock price decreases making it less expensive to fully retire the converts. Based on some readers comments i.e. Wilson Wang, management is planning on this course of action this Q, which is positive. However until they follow through potential new investors could be wise to wait on the sidelines, waiting for the stock's price to dip lower before it moves higher towards it's intrinsic value ($32 has a forward PE of approx. 10) based on it's positive fundamentals. With tech companies like Intel reporting this week, tech overall will to varying degrees be effected by their guidance, as this Q1 will likely be soft, hence future guidance is important to watch in my humblest opinion.
    Apr 13, 2014. 07:47 PM | 2 Likes Like |Link to Comment
  • Micron Technology: Convertible Disaster [View article]
    Aspirations are all relevant to the individual Evan, depending on their personal goals, culture they were raised in, spiritual/religious faith, own personality, sense of self-worth.. Aspirations are also multifaceted and varied. Some people include optimal health as an aspiration, a father/mother to be a successful/dedicated parent for their child helping the child to develop a well developed self-esteem, charitable character and identity.

    A buddhist monk's aspirations would include to be as enlightened and compassionate as possible, and detached from materialism. Aspirations vary from person to person. I know someone who is an orchid hobbyist with an aspiration to conserve all taxa of orchids, growing a whole range of hybrids and species in his backyard green house travelling to orchid meetings/ conferences all over the world, it makes him happy.
    Apr 13, 2014. 06:56 PM | 1 Like Like |Link to Comment
  • Micron Technology: Convertible Disaster [View article]
    All places for post-sec. learning are varied in their quality of education, regardless learning in any capacity at any time of life is positive. There are some very fine community colleges just as not all Universities, are of the same quality. Community and technical colleges classically tailor their programs towards the future and current needs of the labour market, providing not only necessary theory but practical work skills. As well instructors are more available for one on one time with students, verses Univ. profs. who often are also focused on their own research, their Phd students, and obtaining their next research grant verses the very important role of guiding, and helping their undergrad students learn, leaving that to teacher's assistants T.A.'s.

    I attended both, and personally learnt more relevant job skills at the college level, which I applied in future employment. In British Columbia and perhaps in the area you live, many colleges and Univ. offer co-op programs via which students work in the field which interests them while they attend school, providing them with funds for their tuition and living expenses while learning a range of valuable skills and more about the sector they wish to work in.

    Many employers will also help pay for a students education while they work for them through college/univ., with a job available for them after if the student/employer fit is good, and effective/positive for both.
    Apr 13, 2014. 06:21 PM | 1 Like Like |Link to Comment
  • Micron: Opportunity Knocks, Yet Wait For This Signal To Buy [View article]
    Many investors (no matter how strong MU or another tech companies fundamentals are) are also moving their investments into defensive stocks i.e. utilities and consumer goods, which can be seen via their increasingly higher stock prices i.e. Coke, Duke Energy, Westar Energy (at a new high), high yield REITS... Tech overall is associated in many people's minds as more of a risk. In this volatile economic environment many investors are feeling safer in the REITS, utilities ect.. Even though they know MU has far more growth momentum, providing greater opportunity for higher yield, hence another reason why MU could drop more but will move steadily towards it's intrinsic value, as most undervalued stocks do.
    Apr 10, 2014. 09:40 PM | 2 Likes Like |Link to Comment
  • Micron: Opportunity Knocks, Yet Wait For This Signal To Buy [View article]
    As well Mircon provides a high standard of and honest customer service, which in any sector is key to retaining and growing a larger customer base. Mark Durcan MU CEO, people may have noticed during the Q2 call spoke very respectfully of MU customers, without them there would be no profit for anybody. Even if a new competitor popped up or Samsung started to develop more competing products, MU has a competitive advantage via it's sincere well developed rep. for integrity focused customer service and high quality/innovative products.
    Apr 10, 2014. 09:27 PM | 1 Like Like |Link to Comment
COMMENTS STATS
377 Comments
513 Likes