The Mother of all Short-cover rallies?
We hope we can be forgiven, but we had quite a day. We advised to buy SIGM at $20 this morning, and didn’t even have the time for a proper […]
Solar energy: free market versus industrial policy. Complements rather than subsitutes
Free markets are extremely useful tools, but they have their limits as well, as they rely on price signals that provide incentives on which economic actors take decisions, but at […]
Update on our puppies.
It’s been quite a week. Let’s review a little of what’s been going on with the four companies we have advised you to take positions in.
Some strange market logic
Sometimes, markets do not work as one is inclined to expect. For instance, when the housing and credit crisis started to really scare the markets early this year, and increasingly […]
Update on our featured stocks
Our puppies are all in a perky mood this morning. Help came from GDP figures, which (in our view), were surprisingly good. The economy grew by an annualized 0.6%, the […]
Looking for cheap stocks in an expensive market II. TSL update
We ran some comments about an article by Motley Fool about the housing crisis and the general state of the market this morning. Today, the market seems to be in […]
A new First Solar in the making?
A company that hardly sells anything (with some luck they’ll have $2M in revenues this year), will only seriously start producing in 2010, but nevertheless has a grown-up market capitalization […]
Updates on IOC and TSL
Let’s start with IOC first. This gripping story is nearing the finish line. In two or three weeks, we’ll know the outcome of a DST test which will say a […]
Trina Solar (TSL) on the march again: building Trina City
We’ve been a little quiet about Trina the last couple of days, this is not because we don’t like it anymore. We had quite a run, after we advised to […]
Solar demand is set to rise
Some good news out of The Netherlands. They started (or better said, re-introduced) subsidies for the installation of solar panels for citizens and businesses alike. On April first (no joke). […]