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Cwaggy1

Cwaggy1
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  • Brick-and-mortar retail nightmare: A study from research firm GroupM Next indicates that 45% of shoppers at a physical store will walk out and complete their purchase online if they can find price savings of 2.5% or more. At 5% savings, the number jumps to 60% of shoppers. The Amazon (AMZN) Effect continues to rev up as the numbers of shoppers who check product pricing on-the-fly with their mobile devices now stands at a whopping 44%. Pass the aspirin: SPLS, OMX, ODP, RSH, HGG, CONN, DKS, TGT, WMT, GPS[View news story]
    My cost advantage is time on the road dealing with Massachusetts drivers and the cost of gas used in getting to the mall. If I need a $39 FM/USB device for my boat, by the time I travel to and from (2 hours out of my day, can't bill the time) and add in the costs, it is now a $50 radio. Click once and three days later it is at my doorstep. Priceless.
    Aug 21 02:03 PM | 7 Likes Like |Link to Comment
  • Lime Energy: 7 Reasons This $3 Stock Warrants Serious Consideration [View article]
    momos? Not sure what that means.
    Aug 15 11:14 AM | Likes Like |Link to Comment
  • Lime Energy: 7 Reasons This $3 Stock Warrants Serious Consideration [View article]
    At 95 cents today, it should merit serious consideration
    Aug 15 08:54 AM | Likes Like |Link to Comment
  • Wind Industry Manufacturers Forced To Reassess As The PTC Nears Expiration [View article]
    Nice article Blake. I am a follower. PM me lets exchange some ideas.

    Cliff
    Jul 6 10:26 AM | 1 Like Like |Link to Comment
  • Don't Blame Insider Trading Or Anything Else [View article]
    Making a U-turn illegally is not the same as insider trading. Always interesting to see how the insiders rationalize their crimes.
    Jun 4 09:15 AM | 1 Like Like |Link to Comment
  • The White House's $1B+ attempt to build an industry of companies that make batteries for electric vehicles is going flat. Firms have few clients and operate well below capacity, and their futures are in doubt. A major problem is that the government gave grants that were linked to production timetables which weren't tied to demand.
     [View news story]
    A bad idea remains a bad idea no matter how much money is thrown at it.
    May 31 09:50 AM | 3 Likes Like |Link to Comment
  • A123 Systems (AONE) -16.7% after filing an 8-K in which it claims its history of losses and cash burn "raise substantial doubt on the Company's ability to continue as a going concern." It's added management is trying to raise cash and is "evaluating other strategic alternatives," and is "in discussions with strategic partners for substantial investments." A123 had $113M in cash and equivalents as of March 31, down from $187M three months earlier.  [View news story]
    .....circling the drain..........
    May 31 09:45 AM | Likes Like |Link to Comment
  • The imposition of tariffs on Chinese rivals hasn't done much to help First Solar (FSLR -5.8%), which closed today at new all-time lows. Not helping matters was another bearish note (previous) from Axiom's Gordon Johnson, who believes First Solar could be forced to buy back three large-scale projects to keep them running. Johnson also warns any product recall related to large-scale projects could trigger a "liquidity event," and potentially bankruptcy.  [View news story]
    Can't help but think 1st Solar is just circling the drain.
    May 30 06:23 PM | 1 Like Like |Link to Comment
  • Lighting manufacturer Cree (CREE +7.2%) says it has halved the cost of its LED streetlights and hopes the new lower prices will sway local governments to adopt the new technology. Cree's new outdoor streetlight will sell for under $200 when bought in volume, comparable in cost to traditional lighting using high-pressure sodium vacuum technology.  [View news story]
    100W lamps are still available. Go online.

    Meanwhile, CREE's innovation and cost reduction will rival CFL lighting when life-cycle costed against replacements of HPS lamps.
    Apr 11 04:23 PM | Likes Like |Link to Comment
  • A123 Is Proof Some Companies Go Public Too Soon [View article]
    I hope the local 'sustainability' crowd here in Boston stops touting this company as exemplary and begins to recognize that the only thing green about A123 company is the cash heading down the chute. Maybe a re-org is needed and re-name it A 10 - 9 - 8
    Mar 28 02:37 PM | Likes Like |Link to Comment
  • With First Solar (FSLR) trading near a multi-year low, Maxim Group's Andrew Chew thinks the time may be ripe for GE, which recently announced plans for a thin-film solar plant of its own, to make a bid. Though with bad solar industry news arriving almost every day (I, II, III), perhaps any interested party would be better off biding its time.  [View news story]
    watch for a volume spike as everyone jumps in.....
    Nov 15 05:01 PM | Likes Like |Link to Comment
  • The "MoMo Massacre" resembles a classic slasher pic, writes Kid Dynamite, where the characters get killed off one by one. Starting with OPEN and RIMM, continuing through to GMCR, FSLR, and NFLX, and now AMZN. We know how the sequels go, so those remaining - AAPL, CMG, PCLN - don't go outside to check on that odd noise.  [View news story]
    I see this is where the optimists chill.
    Oct 26 02:29 PM | 1 Like Like |Link to Comment
  • A group of U.S. solar panel manufacturers file formal trade complaints with the U.S. Commerce Department against China, alleging massive illegal subsidies. In a statement, the newly-formed Coalition for American Solar Manufacturing says “Artificially low-priced solar products from China are crippling the domestic industry.”  [View news story]
    You have to realize that Chinese have traditionally used less carbon fuels historically, compared to Americans. We NEED those fossil fuels, they didn't. Now their needs are expanding but they can control demand by matching alt technology and non-renewables to specific needs.

    Let me ask you, if we're so smart, why hasn't every school and municipal bldg built in this country in the last 20 years been passive-solar, super high-performance? Hindsight you say? No, its stupidity. All those things were predictably cost effective and we'd still be reaping benefits. Perhaps some 'central planning' called 'efficiency standards' would be beneficial to the country as a whole but we are too politicized and get freaked out about light-bulbs.

    We have met the enemy....
    Oct 20 03:46 PM | Likes Like |Link to Comment
  • A group of U.S. solar panel manufacturers file formal trade complaints with the U.S. Commerce Department against China, alleging massive illegal subsidies. In a statement, the newly-formed Coalition for American Solar Manufacturing says “Artificially low-priced solar products from China are crippling the domestic industry.”  [View news story]
    Tex, take a reality check: An American worker needs $15 an hour to just get by. And that is not a 'union rate'. In China, where everyone is in 'the union' they make $15 day. It's a race to the bottom in the solar industry now and the 1st one to gain parity with conventional sources will be the winner. And it won't be an American company, union or open shop, period.

    Hello..Earth to Texas: Manufacturing is OVER in this country. We simply can't compete paying First World wages.

    If your investor group speculates that you can sell $4 panels but some other Asian SOB makes them for a buck, guess what? Bad bet, you lose. Its called the market and it seems China has that figured out and we in turn sue them. Same damned thing happened in the computer hardware industry. These things are just mere footnotes of economic history and so will be this industry funded complaint.
    Oct 20 03:39 PM | Likes Like |Link to Comment
  • The Lights Are On At Cree [View article]
    Cree is tanking now; I'll bite @ $17.
    Oct 3 05:09 PM | Likes Like |Link to Comment
COMMENTS STATS
17 Comments
24 Likes