shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries from August 2014

The Japanification of Europe

August 31st, 2014 · Comments Off on The Japanification of Europe

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 […]

[Read more →]

Tags: Economy · Eurocrisis

The Coming Solar Capex Boom

August 28th, 2014 · Comments Off on The Coming Solar Capex Boom

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 – […]

[Read more →]

Tags: Solar sector

Solar + Storage is Close to an Inflection Point

August 27th, 2014 · Comments Off on Solar + Storage is Close to an Inflection Point

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 | […]

[Read more →]

Tags: Solar sector

Secular Stagnation and Asset Prices

August 27th, 2014 · Comments Off on Secular Stagnation and Asset Prices

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 | […]

[Read more →]

Tags: Economics · The Markets

Keynesian versus supply-side economics

August 25th, 2014 · Comments Off on Keynesian versus supply-side economics

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 […]

[Read more →]

Tags: Economic Policy · Economics

Phoenix Media (FENG) shares are undervalued

August 25th, 2014 · Comments Off on Phoenix Media (FENG) shares are undervalued

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 […]

[Read more →]

Tags: FENG

Bond markets versus Peter Schiff

August 24th, 2014 · Comments Off on Bond markets versus Peter Schiff

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 […]

[Read more →]

Tags: Bonds · Economics

SunPower shares are still very attractive

August 24th, 2014 · Comments Off on SunPower shares are still very attractive

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

[Read more →]

Tags: Solar sector · SPWR

Is the Fed falling behind the curve?

August 23rd, 2014 · Comments Off on Is the Fed falling behind the curve?

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 […]

[Read more →]

Tags: Monetary policy

Ellie Mae breaks out of multi-year resistance

August 23rd, 2014 · Comments Off on Ellie Mae breaks out of multi-year resistance

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

[Read more →]

Tags: ELLI