Tag Archives: stocks
Dear Analysts At Piper Jaffray Who Cover LDK Solar
Dear Analysts at Piper Jaffray, Normally, I mock sell-side analysts by pointing out all the times they get it wrong. Which is a relatively easy thing to do given their propensity to be a rather excellent contrarian indicator. In fact, before Mr. Diamond stepped down at Barclay’s the other day over that little LIBOR mess [...]
Applied Materials’ Battered Stock: Time to Buy?
Applied Materials (AMAT), the nation’s biggest maker of semiconductor-fabrication equipment, has one of the richest dividend yields among major technology companies., including Microsoft (MSFT), Intel (INTC), Hewlett-Packard (HPQ), Oracle (ORCL) and Apple (AAPL), which later this summer begins paying a quarterly dividend. INTC Dividend Yield data by YCharts Since initiating a dividend in 2005, Applied [...]
Joel Musante: Quality Oil and Gas Stocks On Sale
The Energy Report: We’ve had some pretty interesting ups and downs since your last interview with us in September of 2010. What’s your assessment of the current situation in the oil market? Joel Musante: Most of the focus is now on whether the European Union is going to hold together. This could cause the European [...]
Will Solar Stocks Benefit from the Solar Tariff War?
The U.S imposition of duties on Solar panel imports from China has raised the hackles of the Chinese Government which considers the solar industry to be strategic to its future growth. While it will not affect the Chinese exports in a big way considering the easy workarounds, it has the potential of making the Chinese [...]
Solar Stocks: Is the Bottom In?
Solar Stocks have made their investors suicidal with drops of of 80-90% from the top common even amongst the biggest solar companies. A number of solar companies like Q-Cells, Solar Millenium, and Solon, which used to be amongst the 10 biggest ones have gone bankrupt. In fact most of the German solar companies have either [...]
6 Reasons to Buy Solar Stocks NOW
Solar Stocks have made their investors suicidal with drops of of 80-90% from the top common even amongst the biggest solar companies. A number of solar companies like Q-Cells, Solar Millenium, Solon which used to be amongst the 10 biggest ones have gone bankrupt. In fact most of the German solar companies have either gone [...]
A123 Raises $50M: Is It Enough?
A123 may have solved its short-term financial problems by raising $50 million in debt on Saturday. But the price of saving the beleaguered lithium-ion battery maker’s immediate concerns could lead to a “death by a thousand cuts” to its share price and long-term viability. That’s what some analysts are saying about A123’s weekend announcement of [...]
Will Solar Stocks Make A Comeback?
With fundamental issues in the solar industry, including oversupply and consolidation, solar stocks are likely to remain at record lows through the end of 2012 and into 2013. Recent news announcements about the US Commerce Department duties on Chinese solar panel manufacturers will likely have short-term negative impacts on Chinese solar stocks, said Adam Krop, [...]
In Focus: The SolarCity IPO
The Initial Public Offering (IPO) of Facebook Inc. has been dominating the news, but I am more interested in another IPO that is developing. One of the largest solar installers in the country, SolarCity, has filed a confidential application to the SEC to create an IPO of its shares. This is an exciting development, and is [...]