omodes123

Buying Radio Shack Would Kill Dell

why would I go 30 miles to the nearest compusa or best buy when there's a Radioshack selling dell less than a mile away.

Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops

what you don't understand is that fact that people in china are frenzied for money and this is really the first time they've had a chance to get a taste of it. Instead of hiding money under mattresses, people actually have the courage to invest. China should still be considered a growth market with double digit GDP growth. image what our boom would have amounted to if we were sustaining growth at those levels. China has some catching up to do. Think the inverse of what you just said: "what a wonder world we would all have if Chinese people could make just as much money as Americans". Instead of tens of millions of ipods sold apple could have sold several 100 million. The world is in dire need of an expansion to the "first world" markets. this is only the beginning...

Take a look:
finance.yahoo.com/char...;range=20020930,200706...

The Bubble Theorists Have Shanghai Wrong

finance.yahoo.com/char...;range=20020930,200706...

The Bubble Theorists Have Shanghai Wrong

doesn't look like bubble turf to me either

Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops

You mention that CHL and SNP are trading within reasonable evaluation. I would image there were companies within the same sector which remained reasonably valued as well - and after the bubble became gems. You need to compare SNP with energy sector stocks probably most similar to VLO. If one invested in VLO 2002 post bubble you would be up over 1100%. In fact the bubble doesn't even apply to VLO - starting 2000 you would be up over 1400%. I believe there are still value picks in the mix.

Uranium Resources: Insider Selling Presents Buy Opportunity

Using the investment strategy of sector focus and narrowing down to a single stock, URRE is the best of the U miners base on PE... definately a buying opportunity. Though the juniors have the most upside potential because ISR mining can get started rapidly in comparison to other mining methodologies. If they are able to get their production online soon, they could lock in multi-year contracts much higher comparitive rates.

Why Are Shares of Solar Chip Maker Solarfun Smoking Hot?

I forgot to mention I read it, and subsequently added it to my caps portfolio. Should have done so with my real portfolio ;o). Though in the long run I believe wafer based silicon solar modules will fall to the wayside to nanotech based photovoltaics like nanosolar. It's just a matter of time. Unfortunately nanosolar is held by private equity and not taking addition capital.... boooooo.

Why Are Shares of Solar Chip Maker Solarfun Smoking Hot?

I believe it had a lot to do with your article here: energy.seekingalpha.co...

A succint article not so much about solar energy stocks but more so about sector focus and picking the best in the pack.