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haleiwahu

haleiwahu
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  • LDK Solar's Q4 Guidance Implies Solid Performance [View article]
    IAM Phree - There have been others than don't agree that LDK will last the year. I have no idea where they get their information. What you have stated in your article is what I've found in my research. Good job for confirming it.
    Jan 17, 2011. 05:08 PM | 5 Likes Like |Link to Comment
  • Evergreen Solar Gets That Sinking Feeling [View article]
    If you want an equity position, you gotta buy a solar/pv system made in China so you can get the incentives our government offers you. Go figure.
    Jan 17, 2011. 04:56 PM | Likes Like |Link to Comment
  • 8 Stocks You May Profit From Shorting [View article]
    Nope Yngvai, as I mentioned in my post, I sold out and am on the sidelines now just monitoring. Cost averaging down on this one is a losers bet. Now on (SLW) where there's silver and gold backing and a parallel to its cost value, I would agree that there are other/better ways to monitor its stock value. when silver goes up,(SLW) stock value goes up.

    I've also held long on Lynas. I feel Lynas has much more potential and a better portfolio than (MCP) which I feel has been inflated too long. I don't see another $61 stock unless the hype simply doesn't go away, but even if hype continues, it's still hype. Tuesday will be an interesting day for (MCP). As soon as it finally tanks, Lynas is sure to soar.
    Jan 17, 2011. 04:52 PM | 1 Like Like |Link to Comment
  • Cramer's Stop Trading! It Doesn't Matter What Intel Says (1/14/11) [View article]
    Currently staying away from commodities markets until Wednesday at the earliest. Right now watching Coals, Oils, REE's and Rails. I also have a few other diversified markets that I watch when commodities vegetate. When one is down, often another is up.
    Jan 17, 2011. 04:44 PM | Likes Like |Link to Comment
  • Two Indian Stocks Defying the BSE [View article]
    (MRO) looks very good, but using the charts, you think it's ready for a serious adjustment?
    (VPHM) how come there's such a difference between sales growth & income growth? but with only 647k vol trading, looks like it may be challenging to profit from this one.
    Concur Technologies, looks good but again low volume trading only 386-569k.
    (FISV) again looks good but less than 1mil trading, but certainly bears looking into.
    (ENTG) now this is what I'm looking for, looks solid, almost 1.7mil trading vol. doubled in value in the last year and inexpensive to play with.
    (CDNS) even better yet. Solid movement, 6.5mil vol trading, up $3 for the year, market cap 2.36b good upside.
    (SLB) up over 50%yr. good vol trading, over 118b market cap.

    Thx for some good Tuesday watches. I need to shuffle things up a bit since the commodity market is taking a beating. Thx. Jeff.
    Jan 17, 2011. 04:30 PM | Likes Like |Link to Comment
  • Time for Investors to Take a Serious Look at Lithium [View article]
    Lynas Corp (seekingalpha.com/symbo...), the Australian rare earth element mining company, announced it will accept an offer from China Non-Ferrous Metal Mining Co to provide A$252 million of equity capital in exchange for a 51.6% equity position in Lynas. As part of the deal, China Nonferrous will provide guarantees to help Lynas secure financing from Chinese banks for two loans worth $104 million and $80 million. Lynas said the second loan is not needed immediately but is to be made available at the request of its board.

    I haven't had the chance to read just how much (seekingalpha.com/symbo...) has been affected by the recent flooding in Australia. Here's the whole article: www.istockanalyst.com/...
    but I continue to find it interesting that China has their hands in almost every natural element.
    Jan 17, 2011. 03:50 PM | Likes Like |Link to Comment
  • Steel Stalls [View article]
    Australian floods are affecting a lot of markets according to all the reading going on including Coal, Alpha Natural Resources (ANR), International Coal Group (ICO), Massey Energy Co. (MEE) and Patriot Coal Corp (PCX) to mention a few.
    Jan 17, 2011. 03:32 PM | Likes Like |Link to Comment
  • Denison Mines: An Investment in Uranium's Growth Potential [View article]
    Good article Michael: I've been watching (DNN) but I prefer (CCJ). The best reason I can site for this is the volume trading and because of its unpredicatability (at least I can't predict it) I don't buy long. Of all the Uranium stocks you list, these are my two most favorite to watch. I have been long on (CCJ) for about 2 months now. As has been mentioned in other articles, Cameco Corporation operates as a nuclear energy company. The company operates through three segments: Uranium, Fuel Services, and Electricity. The Uranium segment involves in the exploration for, mining, milling, purchase, and sale of uranium concentrate.

    And this is what I look for in (CCJ) articles just what you said: "These legacy contracts protect both Cameco and their customers from the large shifts in pricing of uranium. Cameco is able to do this with a very low cost of production."

    I invest in (SLW) for the same reason. Good Article.
    Jan 17, 2011. 03:27 PM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - The One Stock to Buy and Hold (1/14/11) [View article]
    I've owned (XOMA) when it spiked during Dec. Hope the climb continues, but I get the feeling that it's leveled off.
    Jan 17, 2011. 12:07 PM | Likes Like |Link to Comment
  • Cramer's Stop Trading! It Doesn't Matter What Intel Says (1/14/11) [View article]
    Good information, seems to be in alignment with the financial reports available to me. We'll see how things open up tomorrow.
    Jan 17, 2011. 12:02 PM | Likes Like |Link to Comment
  • 8 Stocks You May Profit From Shorting [View article]
    I sold MCP at $56 and change on Jan 3 when I thought it had peaked then. So I left some $$$ on the table. But watching the drops and believing what I was reading here on SA, I did not re-buy yet.

    If you are buying at todays rate of $46+ then here is one tid-bit of info that may support that move. Molycorp (MCP), a leader in the rare earth group, had a big day Monday, jumping 7.60, or 15%, on 17 million shares, which is strong volume. Looks like the next move is underway, and I expect short-term to see stock up in the mid-60s.
    Jan 17, 2011. 11:41 AM | Likes Like |Link to Comment
  • Precious Metals Correction Presents Buying Opportunity [View article]
    If your thinking on the worlds currency market and inflationary factors becomes reality, then silver & gold should coninue to climb. My guess is that SA readers on this thread will buy into this thinking when it becomes a reality.
    Jan 17, 2011. 11:24 AM | Likes Like |Link to Comment
  • Precious Metals Correction Presents Buying Opportunity [View article]
    Akhil - If you are holding long gold and silver, then your comment has merit that when the "speculators unwind their positions due to some event that they have not anticipated or foreseen". Those holding long will suffer loss. The day traders will have liquified their position and are standing in the bank waiting to make their deposits. At whatever position the commodities are in tomorrow, is of no consequence to the day trader. It's just another day with another starting point and ending point. The scales rally up and down as usual with the day traders picking up scraps here and there and getting out. I'm convinced here that it's not always the first mouse that gets the cheeze.
    Jan 17, 2011. 11:06 AM | Likes Like |Link to Comment
  • Precious Metals Correction Presents Buying Opportunity [View article]
    I agree that it is a good thing to have physical gold and silver in your portfolio. For the purposes you stated, it would be better to have bullion amounts small and large rather than graded collectables. To buy and sell stock shares of the same commodity is an entirely different strategy and involves using cash, not gold and silver in hopes of increasing value to your portfolio. Then there's real estate and other assets which can round out your portfolio. My guess is that many of us would never own gold as a means to survive when we fled our country, I certainly see its value for that purpose.
    Jan 17, 2011. 11:01 AM | Likes Like |Link to Comment
  • Precious Metals Correction Presents Buying Opportunity [View article]
    Oh, and btw, silver is now $28.29 and gold $1360.90 down again from yesterday. Market looks down for Tuesday. Glad I sold off SLW, I'm looking for SLW and other commodity stocks to be down again on Tuesday. It'll give me a better buy in price when SLW hits below $31.65. Remember I bailed at $32.45 after my last buy at $34.40 which did not rally back. SLW had a rally going up to $40+ in Dec which I worked daily up and down as SLW was establishing good working spreads. Think I'll hold off on my SLW buy on Tuesday but I'll be in the wings watching.
    Jan 17, 2011. 10:46 AM | Likes Like |Link to Comment
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