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- Trina Solar Looks Good, Though Market Yawns
- Trader Mark submits: Just another day of good solar news ignored by the market - today is Trina Solar's TSL turn. Some upside to previous guidance given in today's press release - market could care less. On $3.53 estimated 2008 earnings the company now trades at under 4x earnings. I'd...
- External links 2008-10-15
- Linn Energy Offers Compelling Story and Valuation
- Trader Mark submits: A few readers have been sending me some great information/recommendations on energy royalty trusts, and I've been doing a lot of homework on the group. There is also another subset of companies which are energy related master limited partnerships which I only started doing homework on the...
- External links 2008-10-22
- Perfect World, Energy Conversion Devices: Stocks to Consider
- Trader Mark submits: Although we are now in a time when fundamentals mean nothing, I'm still following along to see how companies are doing, so when an era of rationality returns and the casino action abates, we know what stocks we want to be back in. I sold both Perfect...
- External links 2008-11-11
- The Random Nature of James River Coal
- Trader Mark submits: I don't know what is going on with this stock; its movements are of completely random nature of late. It's up 35% today, so I'm going to sell most of the position into this rally; this will take it down from a 0.9% stake to...
- External links 2008-11-25
- Replacing Rene Sola with LDK Solar
- Trader Mark submits: ReneSola SOL jumped from up 14% to up 30% in a recent 75-minute period. The stock is now hitting resistance near $5 and I'm not going to look a gift horse in the mouth.The stock has jumped from 1.7% of the portfolio to 2.4% just from today's...
- External links 2008-12-30
- A-Power Energy Has More Credibility with a GE Joint Venture
- Trader Mark submits: Excellent news for A-Power Energy APWR in terms of credibility: a letter of intent signed with a unit of General Electric Drivetrain Technologies GE. If the order of the deal was in reverse APWR supplying GE, this would be enormous, but better than a sharp stick to...
- External links 2009-01-12
- Peabody Delivers on Quarter, but Guidance Not Ready for Prime Time
- Trader Mark submits: Staggering amount of earnings this week - I am not looking that closely at all these commodity plays because they are generally trading in one horde per HAL9000's instructions. What was interesting yesterday was a oil fell 8%ish many oil stocks were up. Malfunction? Broken circuit board?A...
- External links 2009-01-28
- Why Is China Stockpiling Oil?
- Trader Mark submits: One thing you cannot say about the Chinese government is that they don't have a very long-term vision. This is an interesting article on Reuters about how the country has fully loaded its oil reserves and now is looking to load up ships for even more....
- External links 2009-03-10
- Energy Conversion Devices Guides Down - What Happened to President Solar?
- Trader Mark submits: One of these days I need to really start making money on the short side in solar; this sector has caused me so much pain on the long side it would only be fitting in terms of karma. We just touched on the troubles in solar this...
- External links 2009-03-18
- The Globalization of Natural Gas
- Trader Mark submits: A quite interesting story via the New York Times; a lot of people toss "crude oil" and "natural gas" into the same "energy" hamper, but they actually have quite different constructs in terms of demand/supply dynamics. [Mar 15, 2009: NYT - As Oil Prices Plunge, a Frenzy...
- External links 2009-03-24
- Oil Thesis Buying 101 - Even 'Experts' Mock It
- Trader Mark submits: I absolutely love this short story on oil prices from the AP; it highlights one of my favorite themes... i.e. thesis buying. So many on Wall Street love to use the excuse that "price action" is "foretelling" some future event; that markets are so efficient and "all-knowing...
- External links 2009-03-27
- Chesapeake Energy CEO in Questionable Compensation Deal
- Trader Mark submits: This is so discouraging, even the CEOs who people have relatively high opinions of seem to simply be fleecing their companies - McClendon was supposed to be one of the "good guys". I found this article quite randomly when doing some weekend reading on a completely different...
- External links 2009-04-05
- Energy Conversion's Earnings and My Long and Sordid Past with Solar
- Trader Mark submits: I have a long and sordid past with solar power stocks. Since I love high-growth sectors, I jumped into this theme ahead of the pack in latter 2006. In the interim, I've missed a lot of opportunities to the upside and lost a lot of money sticking...
- External links 2009-05-12
- Oil Drawdown Takes Traders by Surprise
- Trader Mark submits: By Brad Zigler Real-time Monetary Inflation per annum: 8.3% Crude oil backpedaled from a cycle high above $60 Tuesday after being bolstered by data showing strong Chinese demand. Oil imports to China are up nearly 14% year-over-year. By the time the New York Mercantile Exchange [NYMEX] day...
- External links 2009-05-14
- Oil Recovers, but Where Are the Fundamentals?
- Trader Mark submits: I think that has to be the 3rd-4th piece on he exact same concept I've posted the past 60 days, but oil continues ever upward. As I've stated many times, I am hoping we get oil back to $120 or so, or at least gasoline to $3+...
- External links 2009-05-20
- Restarting James River, a Smaller and Cheaper Coal Company
- Trader Mark submits: James River Coal JRCC is smaller than the "headline" coal stocks but is among the cheapest with a very surprising earnings report at the beginning of the month. In one of the worst trades of the year, I closed out JRCC from the portfolio March 17th before...
- External links 2009-05-26
- Joy Global Impresses the Street, but Oh, the Cancellations
- Trader Mark submits: I listed the over as under on the "reflation" trade as "2 days". So it was the under. The thesis is back after a very short vacation.One way to the play the mining thesis are the 2 major equipment suppliers - Joy Global JOYG and Bucryus BUCY;...
- External links 2009-06-05
- A Look at Gas Prices by State
- Trader Mark submits: It now is becoming clear to me that the powers that be want Michigan to secede from the union. Expunging the manufacturing base of over 20 years and now this? I mean, California gas prices I understand, but we don't have any of those high falutin environmental...
- External links 2009-06-07
- Blackrock Energy and Resources: One Stop Shopping for Energy Exposure
- Trader Mark submits: Let me preface this piece by saying I stole this specific instrument from Jeffrey Saut, who mentioned it in his weekly missive. Long-time readers will know I've mentioned this market has become all about asset allocation and sectors - I noticed this late in 2007 when...
- External links 2009-06-09
- What Is Driving up the Price of Oil?
- Trader Mark submits: This is an interesting development; I won't pretend to know what exactly all the causes are for this huge spike in oil while the largest user in the world (25% of all demand) has 10 year highs of inventory, and Europe is in complete disarray. I am...
- External links 2009-06-18
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