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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
- Perfect World Announces Share Repurchase Program
- Trader Mark submits: We don't currently own Perfect World PWRD because the market, in all its wisdom, has deemed that the youth of China will stop playing video games, because Americans can't pay their mortgages. Perfect logic. But on Monday, the company announced the type of stock buyback program we...
- External links 2008-10-15
- Wells Fargo, JPM Report, and Survive
- Trader Mark submits: I honestly think every major mutual fund in America is flocking to Wells Fargo WFC - every dip is bought and this is one of the very few stocks over both the 50 and 200 day moving averages. They should have quite a powerful franchise when all...
- External links 2008-10-15
- Warnings from the Shops and Shippers
- Trader Mark submits: Before the main story: yet another 4%+ day - the volatility right now is simply unprecedented... 6% daily swings is starting to be the new norm. Simply jaw dropping moves. ********************** by Trader Mark
- External links 2008-10-15
- Two Banks That Don't Need Handouts: PNC, BBT
- Trader Mark submits: PNC Financial PNC "missed" by more than BB&T BBT but the market has them both down 5% or so this morning. Even Wells Fargo WFC is down 7% today - miracle of miracles. Overall, two banks not needing government handouts (but I'm sure they'll...
- External links 2008-10-16
- Watching the Malls: As Goes Retail, So Go Communities Across America
- Trader Mark submits: Part and parcel with our "Pooring of America" theme is the credit bubble has resulted in overbuilding of too much retail - in just about every niche. We're way overbuilt - we build for a steroid-filled credit demand cycle. Unfortunately, as the U.S. has moved away from...
- External links 2008-10-18
- Icon - Even CROs with Decent Earnings Aren't Immune
- Trader Mark submits: It has been quite awe-inspiring to see even the safety sectors hit this badly - one of them should have been healthcare, but there has been no safety in this storm. I've stuck with contract research organization firms in general, despite eroding charts. Icon ICLR continues...
- External links 2008-10-21
- The Tribe Speaks: Apple Is Good Enough
- Trader Mark submits: As we state every quarter with Apple AAPL, you never know how the masses will react to the traditional "smash the numbers and then lowball guidance by a large amount". This time they lowballed guidance even more than usual, but with the absolute hammering in the stock,...
- External links 2008-10-22
- Emergent BioSolutions: Stellar Acting Stock
- Trader Mark submits: I asked readers last week if they had any stocks on their screens that fulfilled some criteria in this quite brutal marketI am curious on your watch lists and holdings if you technical types out there can find stocks over both their 50 and 200 day moving...
- External links 2008-10-22
- Regions Financial: Missed Earnings but Still Profitable
- Trader Mark submits: Regions Financial RF earnings were out Tuesday and similar to our other banks we see degradation but a still profitable company. They "missed" but bank earnings in this environment are a complete dart throw so that's not the point.It is always hard to know what is priced...
- External links 2008-10-22
- 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
- Alliance Data Systems Beats Expectations Soundly
- Trader Mark submits: Remember we own Alliance Data Systems ADS for a non-financial, non-commodity (i.e. non correlated to the most controversial areas of the market), heavy buyback stock. [See: Starting New Position: Alliance Data Systems]. While these criteria have not protected the stock completely, it's done better than a lot...
- External links 2008-10-23
- Mechel: Glad I Got Out When I Did
- Trader Mark submits: Long-time readers will remember former holding Mechel MTL.... I just pulled up a quote and see it is hovering just over $4. Ouch. Russia has been among the worst stock markets this year, closing their market almost on a weekly basis now. Mr. Putin didn't help Mechel...
- External links 2008-10-27
- Will CF Industries Take Itself Private?
- Trader Mark submits: CF Industries CF is yet another fertilizer company whose valuation simply makes little sense. It reported stellar earnings Monday and was up 12% early Tuesday morning. That sounds exciting, except when you realize that takes it all the way back to Friday's pricing... which is the...
- External links 2008-10-29
- Ultrashort Emerging Markets Should Come with a Warning Label
- Trader Mark submits: Ultrashort Emerging Markets EEV should have a warning label on it; we were "fortunate" to have a 0.1% stake in it Wednesday but going back toWednesday 's discussion about how asset allocation is everything - just having this hedge on Wednesday alone can cost you nearly...
- External links 2008-10-30
- Share Buybacks Make Apple Sweeter
- Trader Mark submits: Some interesting comments on the blog of late debating the merits of buying stocks with dividends versus not. I don't have a problem buying stocks without dividends since many stocks I focus on are relatively young and in high growth states. In markets like this they are...
- External links 2008-10-30
- Volkswagen Saga: Major Short Squeeze
- Trader Mark submits: We are obviously not involved with this "greatest short squeeze in history" as Volkswagen (VLKAY.PK) is on a German exchange and I wouldn't touch something this random and crazy with your 10 foot pole but some interesting developments - first Porsche (which is trying to buy shares...
- External links 2008-10-30
- Sequenom Misses, but Who Cares?
- Trader Mark submits: Near term results for Sequenom SQNM are really a moot point as we're looking to mid 2009 forward on this story; the main issue in this new and not so improved environment is making sure young companies have cash to get them to the point where they...
- External links 2008-10-30
- Cramer Effect Hits AeroVironment
- Trader Mark submits: I did not notice the performance of AeroVironment AVAV yesterday because so many stocks are now being whipsawed 10-25% a day up and down, but it looks like the stock was mentioned by Jim Cramer on Monday's Mad Money and the stock has screamed higher - I...
- External links 2008-10-30
- After Smashing Earnings, Thoratec Actually Guides Up
- Trader Mark submits: As I expected, Thoratec THOR demolished earnings expectations as this quarter's sales came before the product recall of their heart device. What boggles me is they have the confidence to increase full year guidance. In full disclosure, I did not listen to the conference call nor do...
- External links 2008-10-30
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