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Entries Tagged as 'Economics of stock analysis'

Competitive advantage through organization

January 7th, 2012 · Comments Off on Competitive advantage through organization

Often overlooked..

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Tags: Economics of stock analysis · Shareholdersunite elsewhere

Ten tech stocks for the next decade’s technology revolution

December 31st, 2009 · Comments Off on Ten tech stocks for the next decade’s technology revolution

Investing in technology stocks is a mixed blessing though..

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Tags: Economics of stock analysis · Technology · The Markets

Amazon fundamentally very sound, but overbought

November 12th, 2009 · 1 Comment

Amazon posted stellar Q3 results in October and the shares have been on a tear since then. First an interesting take on the company’s situation, then we’ll look at whether there are some trading opportunities…

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Tags: Economics of stock analysis · Technical Trading Ideas

The economic analysis of stocks: Airline companies

July 29th, 2008 · Comments Off on The economic analysis of stocks: Airline companies

What moves airline stocks? The energy cost that is required to move the planes, one would say nowadays. Well, that is true, but only to a certain degree..

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Tags: Economics of stock analysis

Why we think oil is close to the top

July 9th, 2008 · 10 Comments

The froth might continue for a while. Apparently, in the futures market, the natural hedgers have all but disappeared which leaves the place for the speculative buyers. But in the real world, usual supply and demand are starting to exert their influence.

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Tags: Economics of stock analysis · Opinion · The Markets

Solar problems?

July 6th, 2008 · 1 Comment

There is no question that the manically depressed solar sector does suffer from another depressed bout of sell-off. But this time, is there any substance behind it? 

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Tags: Economics of stock analysis · Solar sector

The Economic Analysis of Stocks: Sigma Design

June 4th, 2008 · Comments Off on The Economic Analysis of Stocks: Sigma Design

In this short analysis, one concept plays a key role, core capabilities. Sigma Design, the stock we’ve been covering is in trouble, and this concept could offer a way out. Luckily, management seems to have some understanding of it, and we have to delf into a little economics of knowledge to make things clear (hopefully). 

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Tags: Economics of stock analysis

Elasticity

May 30th, 2008 · Comments Off on Elasticity

There is a discussion going on in the media about whether, and if yes to what extent, the current boom in commodities (both soft and hard, that is, raw materials and grains), is driven by speculation. Once again, a bit of simple economics goes a long way in explaining.

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Tags: Economics of stock analysis · The Markets

The Economics of Stock Analysis: Sigma Design

May 11th, 2008 · Comments Off on The Economics of Stock Analysis: Sigma Design

This time we dig into some industry dynamics to help explain what’s been going on with Sigma Design. We saw a big runup turning into an almost equally big fall from October 2007. The price seemed to have rebounded somewhat, we think there is every chance that will continue, general markets provided.

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Tags: Economics of stock analysis · SIGM

The Economics of Stock Analysis: Solar Stocks

May 9th, 2008 · Comments Off on The Economics of Stock Analysis: Solar Stocks

These solar energy stocks, like our present favourite Trina Solar (TSL) are terribly volatile as one look at the graph will testify. What is behind that? 

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Tags: Economics of stock analysis · Solar sector · TSL