Earnings

Judgment Day for Research In Motion Could Yield Upside Surprise

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Trailing P/E and forward P/E both below 6 Price/Sales below 1 $2.12 billion in cash on the balance sheet Zero debt Double digit profit margins Sounds like a steal, especially for a technology company (valuation … Read more

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

(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 … Read more

What Happened to Ener1? The Disappointment and the Promise

(This is an excerpt from an article I published on Seeking Alpha. Click here to read the entire piece.) Ener1 (HEV) lost 36% last week after reporting earnings that disappointed with the news of a massive $73.3M write-down of the company’s investment in Norwegian electric vehicle company THINK. HEV management insisted this action should not … Read more

Evergreen Solar Confirms Its Scramble to Avoid Bankruptcy

(This is a partial excerpt from an article I published on Seeking Alpha. Click here to read the entire piece.) When Evergreen Solar (ESLR) issued a dire earnings warning, I speculated that the company is flirting with bankruptcy. Tonight, ESLR reported quarterly earnings for the quarter ending April 2, 2011 and confirmed that it is … Read more

LPS Poised to Profit As Housing Market Continues to Worsen (Transcript)

(This is an excerpt from an article I published on Seeking Alpha. Click here to read the entire piece. Full article includes extensive notes from LPS’s last earnings conference call.) For two weeks, I have tried to post my notes from the first quarter earnings conference call for Lender Processing Services, Inc (LPS), a major … Read more

BTU International Warns As Solar Inventories Grow

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 … Read more

Buy First Solar On the Other Side of An Earnings Disappointment

Famous short-seller Dick Chanos visited the CNBC set on April 14 and talked about his expanding list of targets that includes alternative energy, especially First Solar (FSLR). In response, the stock dropped 2.7% that day and did not stabilize until the stock lost almost 10% over the course of a week. Directly ahead of another … Read more

RIM Warns, Management Holds Firm, and Market Continues to Lose Confidence

(This is an excerpt from an article I published on Seeking Alpha. Click here to read the entire piece.) After listening to Research In Motion’s conference call explaining the company’s downward guidance Thursday night, I thought I would write a piece just as bullish as management’s insistence that longer-term upside prospects remain unchanged. However, writing … Read more