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  • Three Reasons Solar Sell-off May Be in Early Innings
    solar sell-off has just started?? Did the author even bother to look at the charts?`that supposed rally of STP, LDK etc. that he is talking about followed a hefty 50-70% decline prior to it. So you could argue the severe decline has resumed but certainly it hasn'T started the 'first innings' !
    Second: All that short-term speculation about obama!/McCain killing or not killing solar is just dumb. sorry to say it so explicit, but that's what it is. Solar is not a replacement of oil nor will $70, $100 or $150/bl decide the fate of solar. Solar is set to arrive in a big way due to the longer term trend of switching to renewable, clean alternative energy sources.
    Europe encourages solar while oil was at 30-40$/bl. that the USA completely missed the trend due to way too cheap gasoline and little incentives to develop solar is the USA's problem.
    Bottom line: hedgefunds and momentum crowd may chase solar stocks up or knock them down. longer term, the most robust and best managed ones will shine big time. So to some solars, it will be resumption iof a lethal downfall. To others, it will be another correction on the way up.
    Sep 03 11:27 am |Rating: 0 0 |Link to Comment |View article
  • How to Take Advantage of Cameco's Shopping Spree
    @cameco Jr.: I didn't and do not expect anything from the author. But if you post an article headline 'how to' you either follow up on that promise or you chose another headline. Rest assured I am not going to waste my time on another Mickey-Article now that I know that headline and content might be two different things entirely.
    Sep 02 11:25 am |Rating: 0 0 |Link to Comment |View article
  • Is This the Death of Gold & Silver Stocks? Part II
    this bragging by silly daytraders about their alleged profits is annoying, to say the least. Don't know why these spammers have to deposit their nonsense right here as commentaries to an article they never bothered to understand and never will understand.
    I agree with the author but I may add that owning physical silver should be another top priority for longterm investors. It may or may not pay off tomorrow or next year or even in five years. but in 10 or 20 its will feel like looking back from 1980 after buying gold at 35$ in 1970
    Sep 01 12:43 pm |Rating: 0 0 |Link to Comment |View article
  • How Much Longer Can Money Managers Hang in Behind Energy?
    so, Bill, in essecne you look at the money flows to decide what investment to make? Or so I oversimplify? Because if you do, then you are no better than any other momentum chaser. You see, i don't care if the price of oil goes to 80, 90, 100 or 130 because at any of these prices many of the oil and gas companies are very profitable and would deserve much higher stock prices. I couldn't care less whether the hedge funds and momentum chasers and quants recognbize this a weel a quarter or a year from now. If COP continues its stock buybacks at current rates even assuming slightly declining profits and cash flows over the coming years, then I will be their only shareholder 10-15 years from now. go figure, what for do I need hedge funds, money managers and money flows?
    Sep 01 10:34 am |Rating: 0 0