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  • The Solar Companies' Capex Monster Is An Illusion [View article]
    Thanks for the welcome addition to the understanding of how solar companies really work. They really are different, combining aspects of REIT's and technology companies, and somehow making them work anyway!
    Sep 11, 2015. 03:10 PM | 2 Likes Like |Link to Comment
  • SolarCity's Light Is Fading Fast [View article]
    This seems to be the fate of the SCTY business model: build or die! So they borrow, build, deploy, lease, and postpone profitability to keep up with the huge demand of the very large players in their customer base. (Walmart? Really? How much will they have to borrow to cover every Walmart in the world? Holy interest rates, Batman!) But their lenders seem to think they've got the payments on interest and principal covered, which gives them an open line of credit that is ever expanding. The market hates them, but the banks love them. Go figure. Go Solar!
    Sep 11, 2015. 01:46 PM | 4 Likes Like |Link to Comment
  • SolarCity's Light Is Fading Fast [View article]
    As a person who has taken a bit of a bath on SCTY recently, I appreciate hearing the thoughtful case for the short side of the investment analysis. Thanks, David. I'm still curious about how much of the downside of SCTY, SUNE and other solar stocks is due to the market sentiment over oil, China, interest rates, all impacting solar at this juncture, and how much of it is the all-wise market seeing something I don't. I would advise caution at this point, however, because if the market correction is about over, the downslide of solar might be nearing its end. Tho I don't expect a massive rebound in solar, an interim plateau seems likely as the market tries to figure out what to do with an industry whose volatility is unnerving, but who's future is always bright. (Forgive the pun, please!) Long $SCTY, $SUNE, $FSLR, $CSIQ & $SPWR.
    Sep 11, 2015. 01:40 PM | 8 Likes Like |Link to Comment
  • What Is SunEdison Worth? [View article]
    I find it interesting that Officers and Directors of $SUNE have purchased over 100,000 shares of the company at precisely the time that it was bottoming in the $9-11 range. Apparently they see a buying opportunity in here, to the tune of $1.1 million so far. Long $SUNE.
    Sep 2, 2015. 09:54 PM | 1 Like Like |Link to Comment
  • ImmunoCellular: Thoughts On Management's Plan To Move ICT-107 Into Phase 3 [View article]
    SOS, thanks for the article.
    I'm intrigued that as of this reply, IMUC is trading at $.40, while carrying cash of $30 million. With 90M shares out there, that's about $.30 in cash per share. From a technical point of view, that's great, as the assets and cash reserves are very close to book value. With only $2.5M of cash burn per quarter, that's about three years of cash reserve at the present rate. With a 10-1 reverse stock split this could be a $4.00 stock.
    I got out of the way of the downside by selling at $1.03, tho I sold at a loss overall, but at these prices, I'm tempted to re-enter and take a position. At $.40 a share, it's difficult to resist. If I do, it's about faith in the dendritic therapy IMUC has developed, and a roll of the dice that IMUC is a buyout candidate if the Phase 3 test shows promise.
    Aug 28, 2015. 02:11 AM | Likes Like |Link to Comment
  • Massive Deflation Is Happening Now [View article]
    Super important article. We need more of the big picture analysis like yours, Michael. Thanks!
    Aug 22, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • Massive Deflation Is Happening Now [View article]
    Like your point, but gasoline is down, natural gas to heat my home is down, and mortgage rates are down, so.... we save in some areas, not others.
    Aug 22, 2015. 11:54 AM | 2 Likes Like |Link to Comment
  • El NiƱo Blowing Through Ag Commodities [View article]
    Timely article, Tim. Now, just how does one invest in Zinc, I wonder?
    May 25, 2015. 02:44 PM | Likes Like |Link to Comment
  • Is It Time To Divest From Solar Industry ETFs? [View article]
    $OTCPK:HNGSF On Wednesday Han Energy Thin Film Power dropped 47% in 24 minutes before trading was suspended: a loss of $19B in market value. This, according to Wall Street Breakfast, SA. Congratulations to everyone who shorted this stock. You should make a bundle if they ever resume trading! :-(
    May 21, 2015. 12:33 PM | Likes Like |Link to Comment
  • Canadian Solar Launches In To Direct Residential Solar Market [View article]
    Typo watch: I think you mean "now further refining it in Europe." Good to see CSIQ with a business plan for expansion into markets that it will need when the Japanese market becomes saturated. Long CSIQ.
    May 19, 2015. 09:57 PM | 3 Likes Like |Link to Comment
  • Is It Time To Divest From Solar Industry ETFs? [View article]
    You've summed up the reason why I never bought solar ETF's. Easier to avoid the pitfalls with a little selectivity. A short option in December, maybe?
    May 19, 2015. 12:11 PM | Likes Like |Link to Comment
  • SolarCity's Connections Offer Invaluable Benefits [View article]
    SII: Excellent review of the business reputation asset valuation aspect of SCTY. Much appreciation.
    May 12, 2015. 03:10 PM | Likes Like |Link to Comment
  • Gilead Deal Shows Desire To Put Oncology At Centre Of Post-Hep C Strategy [View article]
    With all the money GILD has made on Sovaldi, I suspect the latest acquisition is just the first of many. I never cease to be amazed at the brilliance of the managers of this company and fully expect that if anyone can make serious inroads into the oncology field, GILD will. Long GILD.
    May 10, 2015. 08:48 PM | 4 Likes Like |Link to Comment
  • Will Solar ETFs Continue To Shine Post Q1 Results? [View article]
    Great summary, Zacks. Keep up the good work. Thanks!
    May 7, 2015. 02:46 PM | Likes Like |Link to Comment
  • Acceleration Wars: Intel, Nvidia, Xilinx And Altera [View article]
    Thanks, Bill. Your commentary and the replies it occasions are always an eye-opener! Much appreciated.
    May 7, 2015. 02:11 PM | Likes Like |Link to Comment