ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
(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 … Read more
The slogging has been a little tough since I recommended buying First Solar (FSLR) on the other side of an earnings disappointment. FSLR did disappoint and after the stock broke down from post-earnings consolidation, I insisted the stock remained a buy even as short interest reached new highs. After bouncing 11% so far this week, … Read more
Silver's price rise clouds outlook for solar panels | The News Journal | delawareonline.com Soaring silver prices are hampering the solar industry's ability to compete with fossil fuels. Panel makers consume about 11 percent of the world's supply of silver, used to conduct electricity in solar cells…High silver prices may provide a competitive advantage to … Read more
Wall Street's Irrational, Dangerous Hatred of Solar Stocks | Alternative Energy Stocks For most of 2011, the stocks of solar power companies of all kinds, from providers of raw polysilicon to developers of finished utility scale plants, have been taking a beating on world and U.S. stock markets, partly because solar has been the industry … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) GT Solar (SOLR) is one of the few companies, and just about the only solar company, that has survived the May-June correction in the general market. The stock has managed to stay on an uptrend … Read more
(This is an excerpt from an article I published on Seeking Alpha. Click here to read the entire piece.) The latest short interest data are out for the two weeks ending May 13, 2010 (see list of solar short interest at NASDAQ.com). There are three main changes from my review of the health of solar … Read more
(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
(This is an excerpt from an article I published on Seeking Alpha. Click here to read the entire piece.) Even as the market grinds lower in the current correction phase and solar stocks get slammed, GT Solar (SOLR) has stood out. Today, SOLR made new 2 1/2 year highs on the announcement of its latest … Read more
(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
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