tootse

LDK Solar Pre-Announces Good Numbers: Gross Margins Should Spike in 2008

Of course, Barron's is allowed to rehash the same information over and over right... right?

Deciding Between Mutual Funds and Their ETF Equivalents

The quality of writing on SA really seems to be suffering of late. Are the editors listening?

Valuing ICICI Bank's Subsidiaries

Isn't your PE of 35 quite high for the banking sector inspite of high growth rates?

What would be the losses in synergies in terms of what the different subsidiaries now enjoy?

Why LDK Beats First Solar

To the earlier poster who brought up LDK's polysilicon price for 2008: They have already contracted 75% of the raw material for 2008, based on what they mentioned in their conference call.

To the other poster who does not believe the future margins: LDK's polysilicon plant is slated to come online in the latter half of 2008. The increasing raw material cost is the biggest detriment to the margins, which will be addressed by in-house production(vertical integration), thereby increasing the margins.

Bhutto Assassination Weighs On Indian ADRs, ETNs

This highlights the irrational extrapolations of the market!

Bhutto was a persona non-grata in terms of effect on the Indian economy since she was in exile.

I agree that her assassination is extremely disturbing, but it in no way *further* threatens the stability of India than when she was in exile.

This is a great buying op.

Sterlite Industries India: A Steal At Present Prices

An even bigger steal after today!!

What Does the Jump in Jobless Claims Mean for the Economy?

9 month high? Were the claims not higher in mid-June @ 40000?

Hambrecht Ups Forecast For iPod Sales But Cautions That Apple Q4 Margins Could Disappoint

Don't you think Apple has long term pricing contracts and is less affected by month-to-month price variations?