Pairs Trade: Cisco Systems Is Catching Up to Juniper Networks

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Cisco Systems (CSCO) has steadily declined since reaching a peak in April, 2010. For much of this time, analysts and commentators seemed to focus on company-specific problems as the blame. It seemed competitor Juniper Networks … Read more

T2108 Update – September 19, 2011 (Euro-bounce ends)

(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag.) T2108 Status: 37% VIX Status: 33 General (Short-term) Trading Call: Hold. Commentary T2108 is nearly unchanged from the last … Read more

links for 2011-09-19

'Go Where the Crisis Is — Europe' to Buy Stocks – TheStreet David Marcus, manager of the Evermore Global Value Fund, says alarming news stories about Europe's debt debacle — including a possible default in Greece — is creating the biggest bargains in two decades. As a global value-fund manager, Marcus has put his focus … Read more

Investors in Great Western Minerals Urge CEO to Choose Dilution for Funding Needs

On the morning of September 14, Great Western Minerals Group (GWMGF.PK) President and CEO Jim Engdahl held the company’s fourth CEO conference call. I became interested in Great Western through a friend who follows the rare earths industry very closely. According to the company: “Great Western Minerals Group Ltd. is an integrated Rare Earths processor. … Read more

links for 2011-09-18

Evergreen Solar and Solyndra Fail: Is Wall Street's Hatred of the Solar Industry Still "Irrational?" | Alternative Energy Stocks Much has been made this week about the nearly contemporaneous bankruptcy filings of two American solar companies, Silicon Valley’s Solyndra and Evergreen Solar (formerly ESLR) out of Massachusetts. These two had something in common: Both made … Read more