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medzjohn

medzjohn
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  • The Real Reason Saudis Didn't Cut Oil Production [View article]
    I'm sure you are right Mark. No law exists to upset the rich and powerful. That would be what you call backwards.
    Dec 14, 2014. 11:51 AM | Likes Like |Link to Comment
  • The Real Reason Saudis Didn't Cut Oil Production [View article]
    It seems strange that we can use US courts to prosecute some international violators of our laws but not the oil companies.
    Dec 13, 2014. 11:21 PM | 1 Like Like |Link to Comment
  • Factoring Fear Into Canadian Solar Valuation [View article]
    Perhaps the question isn't price but assured supply pipeline. With demand growth outstripping manufacturing capacity, and the pressure building for industry consolidation, CSIQ may have decided to lock in capacity at bargain rates.
    Dec 10, 2014. 05:13 PM | Likes Like |Link to Comment
  • The Real Reason Saudis Didn't Cut Oil Production [View article]
    Instead of falling at their feet why doesn't some American get some guts and prosecute OPEC for anticompetitive behavior in US?
    Dec 6, 2014. 02:40 PM | Likes Like |Link to Comment
  • Why I'm Buying Up Coal Stocks [View article]
    Keep trying, MWinMD.

    Climate deniers may fall into the category Upton Sinclair, the author and one time candidate for Governor of California, once wrote about:

    “It is difficult to get a man to understand something, when his salary depends on his not understanding it.”
    Dec 2, 2014. 04:01 PM | 2 Likes Like |Link to Comment
  • Solar And Oil Are Only Marginally Related [View article]
    In fact, lower oil prices will lower the input and transportation costs of solar panel manufacturing. It will also lower the costs of all other project inputs. A big buy signal for solar.
    Dec 2, 2014. 01:04 PM | Likes Like |Link to Comment
  • Chevron: A Great Opportunity Reveals Itself, But Don't Sweat The Oil Price [View article]
    The fall in the price of oil may be strike three for XOM. Buying the worlds largest unconventional gas company at the market top was strike one. Getting sideways with foreign policy in Russia and Iraq Kurdistan has cost them billions. Their refineries and other services will do well, but the law of big numbers needs more.
    Dec 1, 2014. 05:20 PM | 1 Like Like |Link to Comment
  • The Real Reason Saudis Didn't Cut Oil Production [View article]
    The drop in oil prices is OPEC's frontal assault on the electric vehicle, which is the greatest threat to oil dominance and dependence. OPEC wants to make people forget about the price of gas when they buy a car. But the die has been cast with the birth of the Nissan Leaf, Toyota Prius and hydrogen vehicles, Tessla, Chevy Volt, etc. The fuels of the future will be renewable.
    Dec 1, 2014. 04:41 PM | 1 Like Like |Link to Comment
  • Factoring Fear Into Canadian Solar Valuation [View article]
    Fundamentally, the oil and solar businesses are not competitive. But their stocks compete as financial assets.

    Investors highly leveraged to unconventional oil are likely also somewhat leveraged to other new energy technologies. When their portfolios are ravaged in an oil panic they need to raise cash to cover their margin calls. It's the energy sector investor who is collapsing, not the solar industry.
    Dec 1, 2014. 02:57 PM | 2 Likes Like |Link to Comment
  • Solar stocks continue plunging; oil at $68/barrel [View news story]
    No brainer is right: With the ignorance of the average stock buyer any reasonably informed and rational investor should be quite successful. But being smarter than Mr Market is not enough. You also have to be careful not to get run over by the stampede to the poor house.
    Dec 1, 2014. 02:39 PM | 4 Likes Like |Link to Comment
  • Easier mortgage standards on the way [View news story]
    Low household income is a bigger barrier to most would be buyers than availability of financing. This won't have much effect until income rise.
    Nov 29, 2014. 01:23 PM | 6 Likes Like |Link to Comment
  • Factoring Fear Into Canadian Solar Valuation [View article]
    The forward guidance was way overplayed. They should stop giving it. Their current quarter numbers tell the story. Giving foreward-looking caution just allows the shorts to splatter the blood of positive sentiment.
    Nov 26, 2014. 03:22 PM | Likes Like |Link to Comment
  • Factoring Fear Into Canadian Solar Valuation [View article]
    Solar stocks are like roller coasters. Not for the faint of heart. Buckle up and enjoy the ride.
    Nov 24, 2014. 05:48 PM | 2 Likes Like |Link to Comment
  • Reality Bites Into China Solar Growth [View article]
    China's solar industry supplies the world. The author should not draw such ominous conclusions from tales of problems in the domestic market.
    Nov 24, 2014. 01:05 PM | 2 Likes Like |Link to Comment
  • Trina Solar Limited (TSL) Q3 2014 Results - Earnings Call Webcast [View article]
    Can't play the audio. Will there be a transcript?
    Nov 24, 2014. 12:21 PM | Likes Like |Link to Comment
COMMENTS STATS
265 Comments
328 Likes