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mswyman

mswyman
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  • First Solar's Geographical Diversification Will Drive Revenue Growth [View article]
    FSLR continues to build value, while the market holds a fire sale on solar stocks. Go figure. Irrational exuberance has been replaced by irrational pessimism. Don't know when the buy in point will arrive, but I'm going to keep lots of cash on the side to buy in big time when the market finally decides to recognize the real value of solar, and of FSLR in particular.
    Long FSLR!
    Jan 22, 2015. 02:11 PM | Likes Like |Link to Comment
  • New chief at MannKind [View news story]
    First I've heard of this. Could you reference this allegation? Thx.
    Jan 18, 2015. 12:25 PM | Likes Like |Link to Comment
  • Losing Confidence In MannKind [View article]
    Thanks for the detailed presentation of the potentialities of Afrezza if successfully marketed. It is a good counterpoint to the reality that the book value of the company is presently $-.10 per share, or approximately negative $40M overall. With nearly $180M in Cash and over $220 in debt, we need something to cheer us up, don't we?
    Long MNKD, if only for the thrill of the ride!
    Jan 18, 2015. 11:55 AM | Likes Like |Link to Comment
  • Losing Confidence In MannKind [View article]
    Great Name!
    Jan 18, 2015. 11:33 AM | Likes Like |Link to Comment
  • Zacks' Bull Of The Day: Amgen [View article]
    Great synopsis of the stock. I already hold it, but will add to the position on pullbacks. It has already returned 37% in the fifteen months I've held it. Not bad. Looking forward to a great 2015!
    Jan 16, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • SolarCity: Increasing Access To Financing [View article]
    PPA's also seem to be the preferred method for Utilities, who ought to know the market!
    Jan 16, 2015. 02:50 PM | 1 Like Like |Link to Comment
  • Canadian Solar's Japanese Project Portfolio And New Policy Changes [View article]
    Thanks, Robert!
    Jan 13, 2015. 08:07 PM | Likes Like |Link to Comment
  • Canadian Solar's Japanese Project Portfolio And New Policy Changes [View article]
    Thanks for the detailed article on the Japanese solar market and the impact on CSIQ's future sales. As I suspected, there is plenty of market left before Japan, or any country in the Pacific Rim, including the USA, has maxed out their Solar capability. Do you have a sense of who CSIQ's competition is for the Japanese market?
    FD: Long CSIQ.
    PS: As to the off-topic comments, hang in there. Even the best articles pick up static now and then.
    Jan 11, 2015. 10:44 PM | Likes Like |Link to Comment
  • 4 Reasons I'm Adding Gilead To My Healthcare Holdings [View article]
    GILD has pulled back on sentiment, not on fundamentals. That means a reversion to the mean is only a matter of time. On the technicals it is already oversold, so buying time is here, folks. That much being said, I wouldn't call it a screaming buy. More of a "wink, wink, nudge, nudge," continue to accumulate while you can sort of buy.
    Thanks for the great article, Brian, and to everyone who contributed with their comments!
    Dec 27, 2014. 04:33 PM | Likes Like |Link to Comment
  • 4 Reasons I'm Adding Gilead To My Healthcare Holdings [View article]
    Bravo, DMA! That's the number we needed!
    Dec 27, 2014. 04:28 PM | Likes Like |Link to Comment
  • 4 Reasons I'm Adding Gilead To My Healthcare Holdings [View article]
    Splatkid10: Revenue won't be hurt because you can't lose what you don't have. ESRX and GILD had no agreement, so technically, GILD hasn't lost anything. Prospectively, if the deal holds, it means GILD won't have 100% market share of the Hep C market, but revenues otherwise continue to flow. My take, anyway.
    Dec 27, 2014. 04:21 PM | Likes Like |Link to Comment
  • Vivint Solar Update: 50% Down From IPO But The End Is Nowhere In Sight [View article]
    Hi, ManBitesDog,
    After replacing some outmoded inverters on my solar array last summer, I had the installer add a circuit that I can throw if the grid goes down. Once thrown, the solar cells power my house for as long as the sun is shining. It's a welcome addition, tho not as useful as a battery back up system, which, by the way, can be used with any source of electricity. A backup generator is the most common approach used in countries that have serious problems with the reliability of electrical power generation. You might want to price out how much such a generator hook up would cost you if you want to generate your own electricity at nite. Small scale fuel-cells are also a possibility, tho they are probably very expensive.
    Dec 16, 2014. 10:48 PM | Likes Like |Link to Comment
  • Agenus: Herpes Competition And Cancer Checkpoint Prospects [View article]
    Reading your articles is like taking a seminar in biotech science, as well as becoming fully informed on a particular stock. Well Done. Long Agenus!
    Dec 11, 2014. 04:38 PM | 2 Likes Like |Link to Comment
  • How To Play The Polar Vortex Version 2.0 [View article]
    For an exhaustive rundown of the arguments for "the global warming/climate change theory is a hoax" position and their scientific refutation, see the Skeptical Science URL at http://bit.ly/1A6DwNU.

    Appreciations to one and all for their comments. SA is one of the few places where the opposing sides of the debate can actually talk to one another. I've enjoyed it immensely.
    Dec 7, 2014. 04:56 PM | 2 Likes Like |Link to Comment
  • How To Play The Polar Vortex Version 2.0 [View article]
    I took the liberty of doing a Google search on the assertions about the Time Magazine Article on the coming ice age.
    The first thing I found out was that there was never a Time Magazine cover purporting to be about the ice age. There was, however, a doctored cover which is exposed here:
    http://ti.me/1q0G21R.
    The same article debunks the Time/Newsweek pretensions, which were based on journalistic hype, rather than any peer reviewed science -- a journalistic failing that we can only hope is not as prevalent today as it was in the 1970's.
    Enjoy!
    Dec 7, 2014. 04:10 PM | 1 Like Like |Link to Comment
COMMENTS STATS
200 Comments
144 Likes