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  • Vivint's Disclosures May Open The Exit Door For SunEdison  [View article]
    Hey, you still caught the typo before your readers. Swift!
    Jan 27, 2016. 12:48 PM | Likes Like |Link to Comment
  • SolarCity Inevitable Downward Spiral Has Begun  [View article]
    --The tragedy for SolarCity investors is that, unlike SunEdison whose projects are mostly high quality utility grade, SolarCity projects are low quality residential/DG.--

    I think this sentence tells it all. $SUNE is working with the utilities, and will probably survive, but because $SCTY is considered a threat to the utilities, they are diligently working to create a regulatory environment in which SCTY cannot survive. Musk is a brilliant businessman, but his neglect of the battle on the political front in states like Nevada might cost him his whole company. If he wants to turn this around he needs to turn up the political heat at the next SCTY conference and really blast the utilities. If he doesn't raise the political cost to the politicians of supporting the utilities by alerting the public, his company might be a goner.

    Call me a sadder, but wiser solar investor.

    Thanks for the article, ET!

    Full disclosure, I am long SolarCity, but might take a short position in the next few business days.
    Jan 15, 2016. 06:25 PM | 6 Likes Like |Link to Comment
  • SunEdison - Distressed Debt Situation Obfuscates High Quality Business Model  [View article]
    Awesome analysis, RA. Thanks!
    Jan 14, 2016. 12:50 AM | 2 Likes Like |Link to Comment
  • It's A Bear Market Already!  [View article]
    snoopy, when you're wrong you are soooo wrong!


    For every single part-time job offer, our economy is creating 225 full-time job offers! Read it and weep!
    Jan 10, 2016. 07:16 PM | Likes Like |Link to Comment
  • Market Contagion From China Continues  [View article]
    China, China, China. = Location, location, location. What is the future of companies like $AAPL if their production facilities are located in the midst of the upheaval in China? What if this market crash is the beginning of the end for the CCP? How do any US companies with China exposure survive a meltdown in the China market, or its political system, or both? What happens to the world market and the global economic system if China is suddenly no longer there providing cheap labor, production facilities or a go to banking system to pick up all our bad debt?
    Place your bets, ladies and gentlemen, the dice are about to roll!
    Jan 9, 2016. 01:58 PM | Likes Like |Link to Comment
  • If It Keeps On Raining, The Levee's Gonna Break  [View article]
    Love your overviews as much as your surgical examination of individual stocks. Should have guessed you were a LedHead too!
    Dec 19, 2015. 12:14 PM | Likes Like |Link to Comment
  • A Wicked Wind Will Blow In 2016  [View article]
    Amazing, isn't it, to think that the future of tar sands oil in Canada, US fracking profits, and the entire Russian export economy, all boil down to a regional and religious feud between Muslim Sunni's (Saudi Arabia) and Muslim Shi'ites (Iran). Talk about unpredictable market forces. Sheesh!
    Dec 5, 2015. 12:46 PM | 8 Likes Like |Link to Comment
  • SunEdison: The Market Has Got The Earnings Wrong  [View article]
    "know nothing" I think you mean. ;-)
    Nov 25, 2015. 08:05 PM | Likes Like |Link to Comment
  • Ignore Trina Solar's Absurd Sell-Off  [View article]
    Could just be early tax-loss sales before the end of the year, from people looking to buy back in the first trading day in January. That would make this a technical downturn, rather than a reflection of any of the company's fundamentals, that will soon reverse itself. Long TSL.
    Nov 25, 2015. 08:00 PM | 2 Likes Like |Link to Comment
  • Three Reasons Biotech Will Outperform In 2016  [View instapost]
    Happy Thanksgiving, Bret! And a seasonal thanksgiving to you for all your support and good advice over the years!
    Nov 25, 2015. 05:48 PM | Likes Like |Link to Comment
  • SunEdison: The Market Has Got The Earnings Wrong  [View article]
    Nov 24, 2015. 12:14 AM | Likes Like |Link to Comment
  • SunEdison: The Market Has Got The Earnings Wrong  [View article]
    Re: Lack of public appearances, I smell a corporate lawyer. If they think any public statement would be chum for the class action sharks, they will advise the company to sew its mouth shut.
    Nov 20, 2015. 03:15 PM | 1 Like Like |Link to Comment
  • SunEdison: The Market Has Got The Earnings Wrong  [View article]
    Quick question, for amateurs like me, what is this warehouse money you keep referring to? Thx.
    Nov 20, 2015. 02:43 PM | Likes Like |Link to Comment
  • SunEdison: The Market Has Got The Earnings Wrong  [View article]
    I agree that it all turns on revenues coming in, which are very difficult to anticipate with this model of a company. Ideas?
    Nov 20, 2015. 02:13 PM | Likes Like |Link to Comment
  • SunEdison: The Market Has Got The Earnings Wrong  [View article]
    By devco you mean its overseas buildout?
    Nov 20, 2015. 01:57 PM | Likes Like |Link to Comment