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Entries from July 2016

SunPower’s Crash Is An Opportunity

July 18th, 2016 · Comments Off on SunPower’s Crash Is An Opportunity

SunPower’s shares have halved since the beginning of the year. But a couple of weaker quarters isn’t necessarily a big concern due to the volatility of quarterly figures. Apart from pricing in the power plant sector, we see little in terms of long-term trends turning unfavorable, and we think the shares will come back in […]

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Tags: Uncategorized

President Trump And The Markets

July 18th, 2016 · Comments Off on President Trump And The Markets

Driven by an angry electorate sensing the secular stagnation, Trump’s economic agenda basically amounts to a hostile takeover of the Republican Party. This is good insofar as much of the electorate doesn’t believe in trickle-down economics, and rightly so. But there remain considerable economic risks attached to Trump’s economic platform on trade, immigration, and the […]

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Tags: The Markets

ArcelorMittal Is A Buy

July 10th, 2016 · Comments Off on ArcelorMittal Is A Buy

The steel market is stabilizing. ArcelorMittal will still produce positive free cash flow this year, despite the difficult market. While timing a cyclical stock is always difficult, one does not have to get it exactly right to produce substantial gains. ArcelorMittal Is A Buy – ArcelorMittal (NYSE:MT) | Seeking Alpha

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Tags: MT

Dual Risk Out Of China

July 10th, 2016 · Comments Off on Dual Risk Out Of China

The largely state-owned industrial sector is plagued by overcapacity, large debt, deflation and declining credit quality. The Chinese authorities have three ways of dealing with this, restructuring, devaluation, or stimulus. They seem to have chosen the path of least resistance; while this is good news in the very short run, it only increases the risks […]

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Tags: China