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.) An apparent downward shift in short interest was part of my premise in speculating that Research in Motion (RIMM) could experience significant upside after its last earnings call. It turns out that shorts increased almost … 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.) 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
(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
Higher oil prices are not helping solar stocks. Instead, earnings disappointments and hand-wringing in Italy over solar subsidies and policy have put downward pressure on almost the entire sector. While it seems the second half of 2011 could be rough for solar stocks, the current sell-off seems to be creating some buying opportunities. First Solar … Read more