Is Now The Time To Sell?08/16/10
It’s been an interesting last couple of weeks on the market. Earnings have been great, GDP numbers not so great and unemployment still struggling. I’ve been bullish for a long time and that’s still my long term view as we get past this “breather” in out recovery. But now may be time to take...
INTCATWThe Market Rages Back05/10/10
Whiplash has probably set in for most investors after the market went up 4% today. A little certainty in Europe apparently goes a long way for the US markets. What these dips do is give an opportunity to see what the market undervalues and underestimates right now.
If you’re like me and you think w...
The Market Goes Crazy05/06/10
The market went crazy again today. Some blame the shenanigans that happened at Citi but I think this is just a panic we’re not going to have a V-shaped recovery. Employment numbers haven’t looked very good lately and even though corporate numbers are solid the market has burned out. You can only ...
FSLRFirst Solar Blows Past Estimates… Again04/30/10
First Solar (FSLR) reported numbers that surprised to the upside again. This is becoming a theme that Wall Street just doesn’t want to believe. Currently trading at less than a 20 P/E I still think this is one of the most attractive stocks available. Add in possible policy changes and this could be...
SPWRAMYRGThe President Talks Energy04/27/10
Today the president spoke at an Iowa wind blade plant about the need for energy changes in the US. Now that health care is done (sort of) and financial reform seems to be heading through congress I wonder if this is going to be his next big push.
I’ve made no secret of liking renewable energy. I’...
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