Navivest's Comments Navivest's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/54826/comments First Solar On An Earnings Run http://seekingalpha.com/article/82474-first-solar-on-an-earnings-run?source=feed#comment-191789 191789
Unfortunately, what matters is where Wall Street thinks the stock should be. Is (FSLR) overpriced? Yes. Is Wall Street overlooking that right now? Yes. So until solar stops being one of the hot sector of the moment or the company absolutely disappoints, we won't see a huge decline in the shares, or they'll rebound in very short order.

Also, I would not stay away from the earnings, its a good way to make great money. When earnings time gets close, buy some calls, then hedge the position.

There are strategies to ensure you make money in a stock like (FSLR) which is guaranteed to move strongly on an earnings release even without knowing which way the stock go. ]]>
Tue, 24 Jun 2008 11:23:00 -0400
Unfortunately, what matters is where Wall Street thinks the stock should be. Is (FSLR) overpriced? Yes. Is Wall Street overlooking that right now? Yes. So until solar stops being one of the hot sector of the moment or the company absolutely disappoints, we won't see a huge decline in the shares, or they'll rebound in very short order.

Also, I would not stay away from the earnings, its a good way to make great money. When earnings time gets close, buy some calls, then hedge the position.

There are strategies to ensure you make money in a stock like (FSLR) which is guaranteed to move strongly on an earnings release even without knowing which way the stock go. ]]>
Barron's Banks on $100 Oil http://seekingalpha.com/article/82269-barron-s-banks-on-100-oil?source=feed#comment-190656 190656 ]]> Mon, 23 Jun 2008 04:09:55 -0400 ]]> Research in Motion Rallying Ahead of Earnings http://seekingalpha.com/article/82063-research-in-motion-rallying-ahead-of-earnings?source=feed#comment-189836 189836 Sat, 21 Jun 2008 16:02:35 -0400 Market Power, Asset Allocation and Oil Price http://seekingalpha.com/article/82162-market-power-asset-allocation-and-oil-price?source=feed#comment-189566 189566
It is imperative that we increase US output as well as get serious about alternative energy. Unfortunately as is so often the case in this country, wherever there are politicians there are lobbyist so that now we have a very powerful farm lobby that refuses to let us use alternate feedstock for ethanol besides corn. This has resulted in everyone knocking ethanol. Lest we forget, Brazil is efficiently producing ethanol and powering their vehicles with it.

Thankfully, there is a limit that Americans will reach. Ford actually announced they will delay releasing their new F150 truck. The delay is supposedly for just two months, but to the extent that this is their bread and butter, what does that mean for the company? As it is, Explorer sales have fallen from over 450k units at their peak, to just about 150k a year! Something needs to be done ASAP.]]>
Sat, 21 Jun 2008 00:28:37 -0400
It is imperative that we increase US output as well as get serious about alternative energy. Unfortunately as is so often the case in this country, wherever there are politicians there are lobbyist so that now we have a very powerful farm lobby that refuses to let us use alternate feedstock for ethanol besides corn. This has resulted in everyone knocking ethanol. Lest we forget, Brazil is efficiently producing ethanol and powering their vehicles with it.

Thankfully, there is a limit that Americans will reach. Ford actually announced they will delay releasing their new F150 truck. The delay is supposedly for just two months, but to the extent that this is their bread and butter, what does that mean for the company? As it is, Explorer sales have fallen from over 450k units at their peak, to just about 150k a year! Something needs to be done ASAP.]]>