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Shareholdersunite Stocks + Scorecard

June 14th, 2013 · Comments Off

How are we doing?

Shareholdersunite Stocks + Scorecard.

Comments OffTags: Shareholdersunite elsewhere · Stock Tips

The Japanification of Europe

August 31st, 2014 · No Comments

  • The eurozone is resembling Japan’s lost decades ever closer on a host of metrics, including demographics, growth, inflation, yields and debts. In some respects, the eurozone crisis actually resembles the Great Depression of the 1930s.
  • If policy makers do not respond to this crisis, things are likely to get worse rather than better.
  • Japan responded with new policy initiatives, getting it out of deflation; its stocks remain a better bet until the ECB wakes up.

The Japanification Of Europe | Seeking Alpha

→ No CommentsTags: Economy · Eurocrisis

The Coming Solar Capex Boom

August 28th, 2014 · No Comments

  • Demand for solar energy keeps on rising briskly, after steep price falls.
  • Prices have stabilized and companies recovered some of their profit margins.
  • For growth to continue, companies need to significantly expand capex, which has interesting implications for certain stocks.
  • If capex doesn’t increase enough, prices could actually increase.

The Coming Solar Capex Boom – Applied Materials, Inc. (NASDAQ:AMAT) | Seeking Alpha

→ No CommentsTags: Solar sector

Solar + Storage is Close to an Inflection Point

August 27th, 2014 · No Comments

  • Solar energy has already achieved grid parity in a number of locations, but problems with its intermittent nature remain.
  • Energy storage will greatly diminish these remaining problems, so solar + storage is becoming a big investment opportunity.
  • We survey the landscape and the investment implications.

Solar + Storage Is Close To An Inflection Point | Seeking Alpha

→ No CommentsTags: Solar sector

Secular Stagnation and Asset Prices

August 27th, 2014 · No Comments

  • There is a lot of confusion what secular stagnation really means; here is a quick introduction and scheme.
  • We look at what impact secular stagnation has on asset prices.
  • Secular stagnation has likely been beneficial for both bonds and stocks, but at the cost of greater financial instability.

Secular Stagnation Effects On Financial Markets | Seeking Alpha

→ No CommentsTags: Economics · The Markets

Keynesian versus supply-side economics

August 25th, 2014 · No Comments

  • In the battle of economic ideas, one that has been raging for nearly four decades is that between supply-siders and Keynesians.
  • While we think some supply-side measures can be useful, one really has to be specific as to the kind of measures and expected effects, it’s all in the details.
  • A general supply-side approach seems a little out of place as a recipe to combat what is a distinctly Keynesian crisis.

Supply-Side Versus Keynesian Economics | Seeking Alpha

→ No CommentsTags: Economic Policy · Economics

Phoenix Media (FENG) shares are undervalued

August 25th, 2014 · No Comments

  • The shares sold off after Q2 figures but we only see healthy growth.
  • Debt free, solid growth, quality media reputation and close ties to one of the best media brands in China.
  • The shares are too cheap, especially taking the whopping cash position into consideration.

Phoenix New Media Shares Are Undervalued – Phoenix New Media Limited (NYSE:FENG) | Seeking Alpha

→ No CommentsTags: FENG

Bond markets versus Peter Schiff

August 24th, 2014 · No Comments

  • Some market observers like Peter Schiff have warned us that many markets and even the whole economy are kept up by asset purchases by the Fed.
  • So we should expect the recovery to stall, the dollar, stocks and bonds to fall when the Fed stops these purchases.
  • Not only is this not happening, some of these markets are actually up, like the bond market. So who is right, bonds or Peter Schiff?

The Bond Markets Vs. Peter Schiff | Seeking Alpha

→ No CommentsTags: Bonds · Economics

SunPower shares are still very attractive

August 24th, 2014 · No Comments

  • SunPower shares have been on a tear the last couple of years.
  • Shares supported by significant competitive advantage, innovations, strong market growth and stable ASPs.
  • The shares have sold off on Q2 results but this provides a new buying opportunity.

SunPower Shares Are Still Very Attractive – SunPower Corporation (NASDAQ:SPWR) | Seeking Alpha

→ No CommentsTags: Solar sector · SPWR

Is the Fed falling behind the curve?

August 23rd, 2014 · No Comments

  • The nature of the 2008/9 crisis was different from previous crisis, and the nature of the recovery also differed.
  • Apart from explaining the tepid nature of the recovery itself, it also shows the difficulties in interpreting the economy.
  • These difficulties complicate the timing of policy changes by the Fed and significantly increase the risk that the Fed is falling behind the curve.

Is The Fed Falling Behind The Curve? | Seeking Alpha

→ No CommentsTags: Monetary policy

Ellie Mae breaks out of multi-year resistance

August 23rd, 2014 · No Comments

  • Shares in Ellie Mae (ELLI) have finally broken out from multi-year resistance.
  • This on stellar results in a very difficult market.
  • The company is very well positioned to profit even more when mortgage volume will increase next year.

Ellie Mae Breaks Out Of Multi-Year Resistance – Ellie Mae, Inc. (NYSE:ELLI) | Seeking Alpha

→ No CommentsTags: ELLI