From Destocking to Restocking, Joy Global Weakens Case for a Commodities Crash

This is an excerpt from an article I originally published on Seeking Alpha on December 20, 2011. Click here to read the entire piece.) Last week, Joy Global (JOY) reported its fourth quarter and 2011 operating results and provided some valuable details on the outlook for commodities in 2012. JOY blames inventory destocking for the … Read more

Alarms Ring Ever Louder As Research In Motion Again Repurchases No Shares

This is an excerpt from an article I originally published on Seeking Alpha on December 16, 2011. Click here to read the entire piece.) Research In Motion (RIMM) has dropped to prices last seen in 2004, yet management has not yet seen fit to buy a single share under its latest stock repurchase authorization. According … Read more

GT Advanced Systems A Likely Loser in Looming Solar Trade War

This is an excerpt from an article I originally published on Seeking Alpha on December 15, 2011. Click here to read the entire piece.) On December 2nd, the U.S. and China got another step closer to a trade war over solar energy. In “China Rejects U.S. Panel Ruling That Solar Imports Harm Industry“, Bloomberg reported … Read more