Consol Energy’s Breakout Survives A Reduction In Earnings Guidance

(This is an excerpt from an article I originally published on Seeking Alpha on October 17, 2012. Click here to read the entire piece.) Consol Energy (CNX) is the U.S.’s largest producer of coal from underground mines. {snip} The charts below show how CNX recently broke out and how it has traded relative to its … Read more

Trina Solar Takes Aim At First Solar

This past earnings season for solar companies was a general disappointment if measured by stock performance after the earnings releases although the season started with a bang when Sunpower (SPWRA) issued surprise guidance and generated a one-day, 29% pop in price. I wanted to review the conference calls of all the major, publicly traded solar … Read more

Steel Dynamics Increases Guidance But Still Waiting for Non-Residential Building and Stimulus

Steel Dynamics (STLD) has steadily rolled out increased guidance over the past few quarters. Last night, STLD increased July’s earnings guidance from $0.10 to $0.20 per diluted share to $0.20 to $0.25. This strength has come from orders and volumes in flat-rolled steel and metal recycling. Because STLD has yet to see any impact from … Read more