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hneumann

hneumann
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  • Earnings Preview: Intel Corp. Q1 2014 [View article]
    Sometimes technical chart analysis makes me laugh. What really is going to count here is guidance by Intel and the interpretation of it by analysts.
    Apr 11 02:36 PM | 1 Like Like |Link to Comment
  • GNC Holdings: Perfect Time To Scoop In [View article]
    Good idea, but investors confidence has to come back for the stock to go up significantly, at least before the next ER.
    Mar 20 12:04 AM | 1 Like Like |Link to Comment
  • Opportunities And Risks For JinkoSolar [View article]
    For the big drop today three reasons: Market down, high beta, big advance last week.
    Mar 11 06:14 PM | 1 Like Like |Link to Comment
  • Opportunities And Risks For JinkoSolar [View article]
    "Author’s reply » it seems a pretty good swing trade to me, still with underlying upward momentum".

    Yes, I have this one in the picture also. High beta. A little strange that today when Nasdaq rebounded, JKS stopped following after a while and lost more. Probably because last week it went up too much, too fast.
    Mar 10 09:18 PM | Likes Like |Link to Comment
  • Opportunities And Risks For JinkoSolar [View article]
    "So on balance, we say, yes, these shares are still a buy. Like we argued in our last article, buying on sell-offs seems much smarter to us, as the shares are very volatile (they are ideal instruments for swing traders)."

    I agree. Beta for JKS is about 5. Today I bought at $34.30, though I was impatient and should have let my original limit price stay at $ 33.80. Regarding the bankruptcy of many small solar players, I think the risk of a capacity glut is very small, because solar energy is booming, at last.
    Thanks for your article.
    Mar 10 08:31 PM | 3 Likes Like |Link to Comment
  • Canadian Solar, Chaori Cast Cloud On Solar Shares [View article]
    The less smaller players, the better for the big ones CSIQ, JKS, TSL
    Mar 10 05:13 PM | Likes Like |Link to Comment
  • Global Growth Will Propel Boeing 14% Higher [View article]
    "Author’s reply » 1. This article was submitted on Friday, March 7th, at approximately 7:00pm Eastern Time, before the flight departed from Kuala Lumpur."

    Ok, in that case my suspicion is not valid. I stand corrected.
    Mar 9 08:13 PM | 1 Like Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]
    " I can outperform the market another 10y if most people is that blind."

    Of course, with smaller companies. XOM has had it's big growth in the past. The stockprice has the risk to undergo the same fate as CSCO when investors realised that Cisco wouldn't grow substantially anymore.
    Mar 9 07:07 PM | 1 Like Like |Link to Comment
  • Global Growth Will Propel Boeing 14% Higher [View article]
    "there is no indication on what caused the crash"

    That's not my point.

    "You cannot expect people to simply stop talking about Boeing/the airline and aircraft industry because of this event."

    Of course not, but this is not 'simply talking' by the author. Because he is long BA calls, he might be afraid that there will be panic selling next week.
    Mar 9 06:11 PM | 2 Likes Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]
    "Various reports also indicate that XOM's capital spending has peaked and is heading down. "

    wdchil, for the XOM investors I hope that spending hasn't peaked. Otherwise their oilproduction will be heading down also. For the cause of that, read my comments from yesterday. They just need new projects, and exploration and development is going to cost them a lot of money. And I don't see a lot of revenues from their green energy in the near future.
    Mar 9 05:16 PM | Likes Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]
    Even better news, also from 2009:

    "Is oil giant Exxon Mobil preparing itself for the beginning of the end of oil? It indeed looks like it. In its 2008 Corporate Citizens Report released Friday the company promises to battle greenhouse gas emissions by increasing energy efficiency in the short term, advancing emission-reducing technologies in the medium term, and developing technologies such as solar, next generation biofuels and gasification for the long term."
    Mar 9 04:49 PM | Likes Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]

    Author’s reply » actually XOM is turning greener everyday.

    From 2009:
    Exxon is finally beginning to invest in renewable alternatives, putting $600 million into algae farms that would turn sunlight into automotive fuel. And the company is putting more effort than ever into developing and distributing natural gas.

    Gas (methane) is unquestionably "greener" than Exxon's conventional oil products. As Forbes says

    Of course, Exxon isn't actually "replacing" anything. It's adding significantly to the global capacity to generate more greenhouse gases, even if some of the increase will come at a slower marginal pace.
    Even the $600-million algae investment begins to pale when you put it into context. Exxon's five-year capital expenditure plan runs to $125 billion, almost all of it on conventional oil and gas infrastructure. The algae farm amounts to a commitment of less than half of one per cent.
    Mar 9 04:37 PM | Likes Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]
    "Regarded….I like most of your articles, HOWEVER, it's apparent that you need to attend communication classes for your 'responses' to readers."

    VinceLatona, that is not his problem. The problem with most people is, that they are blind and deaf to the phenomenon of Peakoil. They don't understand it or don't want to understand it. One ear in, other ear out. The big elephant in the room, way too dangerous to pay attention to. The fossil fuel bonanza is just a blip in human history, but for most people everything will stay the same as 50 years ago. There is still a lot of oil (and gas) left in the ground, but the easy (and cheap and very rapid) to extract stuff is mostly gone. That is not rocket science, not so difficult to understand. IF you are open for it to understand....
    Mar 8 05:25 PM | 2 Likes Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]
    “Lately, some researchers have come up with ways to detect specific emotions and how they affect stock moves. Richard Peterson, founder of MarketPsych, analyzes text in news stories, social media and other sources to estimate whether investors feel, say, "joy" or "trust" about specific stocks and sectors."

    Most important are earnings results in combination with analysts comments. If a company posts an EPS and revenue beat AND rises guidance AND analyst(s) comments are positive, than stockprice will take off in a lot of cases. Joy of course is important. Good results from Green mountain coffee roasters or Facebook or solar companies or Tesla have a different effect than the same from 'boring' companies.

    "More revenues, more income, higher EBITDA, and nearly double to triple the size of any of the competitors on the graph."

    Mr. author, the size of a company doesn't have much connection with rising stockprices. It is about growth. Compare the stockprice action from a big company like Cisco Systems with small competitors with robust growth.
    Mar 8 02:37 PM | 1 Like Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]
    "Author’s reply » Obviously you fail to acknowledge anything except yourself......"

    Nothing is more beside the truth. I question everything. So that is why I started to wonder why oilprices started to rise continiously from about ten years ago. Then I discovered what it's all about. Strong rising demand from China and India and oilproduction that couldn't hold up with that. Then I had to consider if I should believe all the stories like ' manipulation of oilprices' and 'new big discoveries from deep offshore will debunk Peakoil'. Then I found out that oilprices are mainly determined by supply and demand (just like stockprices) and that those 'big' new discoveries are not so big at all. A discovery of 5-10 Gb (gigabarrels) is called gigantic, but you have to put that in perspective: the world uses about 30 Gb every year, that is 3 to 6 of those 'big' discoveries every year. Than maybe you understand where the big oilcompanies are fighting against. Depleting big fields, discovered 30-60 years ago and compensating the declining production from that fields with an increasing numbers of small fields, which are very expensive to trace and develop.
    Mar 8 01:59 PM | 1 Like Like |Link to Comment
COMMENTS STATS
518 Comments
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