shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 1

New Model Portfolio

September 12th, 2014 · Comments Off on New Model Portfolio

And trades, check it out here

Comments Off on New Model PortfolioTags: Model Portfolio

Is JinkoSolar The Bright Spot In The Solar Industry?

January 18th, 2017 · No Comments

  • The solar industry is once again plagued by oversupply and falling prices, affecting the whole industry.
  • Against the backdrop of this, Jinko Solar’s management is surprisingly upbeat.
  • We look at what drives this remarkable optimism.

Is JinkoSolar The Bright Spot In The Solar Industry?

→ No CommentsTags: JKS

China Throws A Wrench In The Dollar Bull Run

January 18th, 2017 · No Comments

  • The market overwhelmingly assumes a continuation of a dollar bull-run.
  • And there are indeed sound reasons for that.
  • However, on closer inspection, the rationale might be less solid than meets the eye, and there is ample room for surprises.

China Throws A Wrench In The Dollar Bull Run

→ No CommentsTags: China · currencies

How Deep Will The Solar Crash Be?

January 18th, 2017 · No Comments

  • Spot prices in solar panels have moved sharply downwards.
  • Once again, this is causing widespread damage in the industry. We do a little survey of the market and the condition of some solar panel producers.
  • There are a few companies which are less pessimistic and others which are well equipped to withstand the downturn.

How Deep Will The Solar Crash Be?

→ No CommentsTags: Solar sector

Second Chance For Destiny Media Investors

January 16th, 2017 · No Comments

  • Destiny Media struggled for years making a success of its streaming video solution, Clipstream. They’re now trying a new approach that holds more promise.
  • The stock price is basically reflecting maximum market skepticism, but it isn’t reflecting improving fundamentals, intellectual property and market opportunities.
  • We think the risks are much smaller than the potential gains, even if Clipstream doesn’t become a success.

Second Chance For Destiny Media Investors

→ No CommentsTags: DSNY

Exciting Times At Microsoft

January 16th, 2017 · No Comments

  • Microsoft is on a roll with its cloud business and cool hardware. And there is more to come, like the HoloLens.
  • Cracking the ability to run Windows on Snapdragon chips opens up old markets where Microsoft had already lost, as well as new markets.
  • This is bad news for Intel, Chromebooks, and Apple.

Exciting Times At Microsoft

→ No CommentsTags: MSFT · Technology

The Black Swan Market

January 2nd, 2017 · Comments Off on The Black Swan Market

  • The markets have risen inexorably, despite numerous sizable market risks and already steep valuations.
  • We seem to live in markets that price in all good news and ignore risks unless these actually turn real.
  • Since that can happen with surprising speed, we give a few pointers on how to deal with this situation.

The Black Swan Market

Comments Off on The Black Swan MarketTags: The Markets

Headwinds For Polaris Should Gradually Subside

January 2nd, 2017 · Comments Off on Headwinds For Polaris Should Gradually Subside

  • Polaris performance was stellar until they ran into some considerable headwinds.
  • While these headwinds still persist during 2017, they should gradually ease.
  • When that happens, the ongoing improvement programs are likely to start showing up and profits is likely to recover substantially.

Headwinds For Polaris Should Gradually Subside – Polaris Industries

Comments Off on Headwinds For Polaris Should Gradually SubsideTags: PII

Trump Vs. China, Round One

January 2nd, 2017 · Comments Off on Trump Vs. China, Round One

  • Since China is considerably more dependent upon the US market, at first sight, it looks like the US is in a strong position versus China to deal with trade frictions.
  • However, there is an obvious way China can hit back on any US-imposed import tariffs, stop defending its currency and let it float.
  • In the end, protectionism is likely to make everybody worse off.

Trump Vs. China, Round One

Comments Off on Trump Vs. China, Round OneTags: China · Economic Policy

Cliffs Natural Resources’ Stock Price Exploded In 2016 – Any Rocket Fuel Left?

December 28th, 2016 · Comments Off on Cliffs Natural Resources’ Stock Price Exploded In 2016 – Any Rocket Fuel Left?

  • It has been quite a ride for Cliffs Natural Resources this year.
  • The company recovered on the back of cost cutting and a recovery in the iron ore price.
  • It also benefited from domestic protection of the steel industry.
  • Whether the party will continue depends mostly on China and how much of the expected Trump infrastructure boom actually materializes.

Cliffs Natural Resources’ Stock Price Exploded In 2016 – Any Rocket Fuel Left?

Comments Off on Cliffs Natural Resources’ Stock Price Exploded In 2016 – Any Rocket Fuel Left?Tags: CLF

When Will China’s Debt Problem Detonate?

December 26th, 2016 · Comments Off on When Will China’s Debt Problem Detonate?

  • Chinese debt, particularly its corporate debt, has been rising explosively and now stands at unprecedented levels according to basically any metric.
  • The magnitude is such that many expect some kind of crash.
  • While that can’t be excluded, particularities of the Chinese financial system provide some safeguards against that happening.
  • What is more likely is that credit and economic growth will decrease and banks and companies will be burdened by debt for a long time, like Japan.

When Will China’s Debt Problem Detonate?

Comments Off on When Will China’s Debt Problem Detonate?Tags: China