Why the Double Standard in Chinese vs. American Solar Stock Valuations? [View article]
Who said: "in the long run you're dead"? These little Chinese companies are fighting for a place in the bright future of solar and placing risky, but necessary, bets by ramping up their capacities. They have to squeeze out the pennies per watt since they haven't hit "parity" yet. Even their own government imports coal on top of the vast amount they already burn, China has a trivial amount of solar generating capacity. Its not like China has to forego supporting their own solar industry to export modules for hard currency. They have so much hard currency already that it is in danger of becoming soft.
Risks: dependence on eratic government policies among importers, ignored costs of massive pollution they are causing locally, alternate energy technologies, product failures destroying their brand, order flow sagging just as bills for expansion become crushing. Other risks abound but why risk irritating the already outraged China defenders on this site -- for nothing?
Why the Double Standard in Chinese vs. American Solar Stock Valuations? [View article]
I'm glad to see all this attention paid to these low eval companies. I own JASO stock and welcome the hype. But there are many factors not considered in the article and comments that suggest more thought be paid to risks of various nature. I won't elaborate because I sense most of the readers are in the "choir" and would brand my comments as discriminatory. I only bother to comment for those with an open mind that they might look for the real risk related negatives before allocating funds to these stocks.
Odds Are Worsening, But Edge Has Not Improved [View article]
Your point about the Fed having no control over the money multiplier is completed by including the effect the "entertainment" news has on it. Optimism is the gas pedal for the economy and that pedal is a slippery one. An increase in positive affirmations from the media compared to negative ones will boost the multiplier and allow the Fed to claim success. We're back to CNBC, et al.
The Start of a Bull Market in Tanker Rates [View article]
I started to make a case for NAT based on China having 200 million cars and India adding 2.5 million cars per year; and growing fast. They don't run on coal. Then I considered the effect on peak oil and now worry that the increasing demand will hassen a decreasing supply. Good for the price of oil but not for the BDTI. Perhaps LNG ships would be better.
Will There Be a Short Squeeze in Buckle? [View article]
Had I but considered the likelihood of a short squeeze I wouldn't have sold my Dec calls for a modest profit. I am now following your articles. I still have BKE stock and may "help" some of the squeezed get covered.
The Correction Is Likely Over...It's Now Time to Chase Beta [View article]
Thank you Johnny Inca and others for recognizing the emptiness of Alan's article. Alan is quite right to avoid setting himself up for failure since he knows he can't begin to predict the future. I resent him setting up a situation where he can falsely take credit and slip blame for whatever happens in the future.
Why Paul Krugman Is Wrong About the U.S. Economy [View article]
As long as re-election is the highest priority of our leaders they will postpone more painful real fixes. The political system is diseased and the evidence is the extreme partisanship and pandering to important constituents. Monied interests buy the party, the party buys the politician, the politican buys the votes by mortgaging the voters' grand-childrens' future. Obviously not a complete discription.
One Strong Case for Firmly Regulating High Frequency Trading [View article]
The SEC can impose increased fees per share traded that will impact hedge funds far more than the average investor. Consider the fee as an insurance premium the average investor pays to reduce volatility and predation.
Are iPad and iPhone HD Apple’s Parting Gifts to AT&T? [View article]
I'm happy with AT&T which is ramping up their capacity. I imagine service at Verizon would be quite reduced it 2 million subscibers a month were added.
This analysis ignores the vast amount of stock options they own that are in the money or will be. If the analysis were done on an "accrual" basis I suspect the picture would look different.
General Electric to Take on First Solar [View article]
"GE is GE" succinct where elaboration is called for. GE owns news media and lobbyists. They can get the legislation they need to extend subsidies for solar and bring home the pork from all parts of the pig. On balance, the extension of subsidies will likely help FSLR over the next 5 years more than the competition will hurt.
Cramer Abandons Ship on Blue Chip Oil Stocks [View article]
These oil stocks also serve as a hedge against inflation and volatile events in the Middle East that occur with some regularity. They are a form of insurance that pays a dividend. These are long term investments and can't be very entertaining for Cramer or his lightning round listeners until history eventually repeats.
12 Technology Stocks That Hedge Funds Love [View article]
Why the Double Standard in Chinese vs. American Solar Stock Valuations? [View article]
Risks: dependence on eratic government policies among importers, ignored costs of massive pollution they are causing locally, alternate energy technologies, product failures destroying their brand, order flow sagging just as bills for expansion become crushing. Other risks abound but why risk irritating the already outraged China defenders on this site -- for nothing?
Why the Double Standard in Chinese vs. American Solar Stock Valuations? [View article]
Odds Are Worsening, But Edge Has Not Improved [View article]
Inclined to Short the Bond Market, But Stocks Remain Bewildering [View article]
The Start of a Bull Market in Tanker Rates [View article]
Will There Be a Short Squeeze in Buckle? [View article]
Special Dividends Like Never Before [View article]
Having $30+ billion sitting in cash has a way of distorting one's attitude towards cost and efficiency. They could stand being leaner.
The Correction Is Likely Over...It's Now Time to Chase Beta [View article]
Why Paul Krugman Is Wrong About the U.S. Economy [View article]
One Strong Case for Firmly Regulating High Frequency Trading [View article]
Are iPad and iPhone HD Apple’s Parting Gifts to AT&T? [View article]
Insider Buying Remains Non-Existent [View article]
General Electric to Take on First Solar [View article]
On balance, the extension of subsidies will likely help FSLR over the next 5 years more than the competition will hurt.
Cramer Abandons Ship on Blue Chip Oil Stocks [View article]