ONE-TWENTY TWO - A collection of personal articles on financial markets including analysis you can use
Feb
18

The Solar Fun is Done For Now

written by Dr. Duru

(This is an excerpt from an article I originally published on Seeking Alpha on February 15, 2012. Click here to read the entire piece.) I hope my fellow solar enthusiasts enjoyed 2012′s solar run while it lasted. Solar stocks went on a tear to start the new year, but now the fun is done. Reality […]

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Dec
4

Using Debt-to-Equity Ratios to Identify Potential Survivors of the Solar Downturn

written by Dr. Duru

This is an excerpt from an article I originally published on Seeking Alpha on November 28, 2011. Click here to read the entire piece.) In “5 stocks for the solar surge“, Jim Jubiak at MSN Money lays out some interesting groundrules for taking advantage of the downturn in solar to buy companies on the cheap. […]

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Aug
25

First Solar Executives Try Again to Signal A Bottom for Company Shares

written by Dr. Duru

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Apparently, First Solar (FSLR) executives agree with my assessment that their company’s shares are undervalued…and now the company has officially launched its PR campaign to spread the word. After the close of trading, FSLR announced […]

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Aug
23

ReneSola Allocates Increasing Cash Hoarde to Share Repurchases

written by Dr. Duru

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) ReneSola (SOL) went from a tremendous 2010 – gaining 84% and as much as 206% – to a complete collapse in 2011. On the heels of several disappointing earnings reports this year, SOL has dropped […]

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Jul
14

ReneSola Attempts A Bottom

written by Dr. Duru

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) ReneSola (SOL) has come a long way down since I highlighted it near its two-year peak in late 2010. The stock has lost as much as 65% since then. SOL has reported one disappointment after […]

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Jul
12

Profiting from Physical Assets in a Resource-Constrained World – Rules and Picks (Part 2 of 2)

written by Dr. Duru

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) {snip} This piece is a follow-up post to “Preparing for Profits in a Resource-Constrained World” (Part 1) in which I discussed the implications of Jeremy Grantham’s fundamental thesis of a new world where resources are […]

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May
23

Solar’s Debt-to-Equity Ratios Remain OK but Shorts Ramp as Disappointing Earnings Mount

written by Dr. Duru

(This is an excerpt from an EXTENSIVE article I published on Seeking Alpha. Click here to read the entire piece.) Just when you thought solar earnings could not disappoint the market any further…{snip}…LDK provided a pre-announcement that contained the news that the company canceled a debt offering because interest rates are higher than expected. This […]

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May
4

BTU International Warns As Solar Inventories Grow

written by Dr. Duru

BTU International (BTUI) is a global supplier of advanced thermal processing equipment and processes to serving markets in solar cell, nuclear fuel and fuel cell manufacturing as well as electronics assembly and semiconductor packaging. Before reporting disappointing earnings Tuesday evening, BTUI had a market cap of $117M. This small company caught my big interest after […]

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Mar
3

Another Solar Sell-Off and Another Round of Solar Buys

written by Dr. Duru

Higher oil prices are not helping solar stocks. Instead, earnings disappointments and hand-wringing in Italy over solar subsidies and policy have put downward pressure on almost the entire sector. While it seems the second half of 2011 could be rough for solar stocks, the current sell-off seems to be creating some buying opportunities. First Solar […]

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Nov
18

Solar Swings: Sept Soaring to Oct Peaking to Nov Selling

written by Dr. Duru

After the stock market’s sharp rally off the March, 2009 lows, most solar stocks stopped appreciating by that summer. For the remainder of the year, they experienced wild swings up and down in price in quick succession. In the summer of 2010, it appeared prospects had finally turned around for the better for solar stocks […]

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