Entries Tagged as 'Economics of stock analysis'
January 7th, 2012 · Comments Off on Competitive advantage through organization
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..
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…
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..
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.
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?
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).
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.
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.
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?