Genuine Forex Trading » Investment Ideas http://genuineforextrading.com Just another WordPress weblog Fri, 30 Jul 2010 17:00:08 +0000 en hourly 1 http://wordpress.org/?v=3.0 2011: Return of the Solar Shakeout http://genuineforextrading.com/32544/2011-return-of-the-solar-shakeout-5.htm http://genuineforextrading.com/32544/2011-return-of-the-solar-shakeout-5.htm#comments Fri, 30 Jul 2010 17:00:08 +0000 Seeking Alpha http://genuineforextrading.com/32544/2011-return-of-the-solar-shakeout-5.htm Original Article from Seeking Alpha Editor’s Pick

Greentech Media submits:

by Shyam Mehta

For many in the PV industry, the term "shakeout" conjures up not-so-fond memories of the winter of 2008. The reverberations of the global financial crisis and the difficulty in filling a Spain-sized hole led to a sharp drop-off in global demand, and the resulting oversupply and precipitous price drops led both market participants and pundits to foresee an apocalyptic future for many PV manufacturers. A shakeout (‘consolidation’ to the politically correct), they said, was arriving, and layoffs, restructurings, acquisitions, and insolvencies were on their way. Many of the more than 250 wafer, cell, and module firms around the globe would simply be unable to survive in the brutally competitive dynamic that would surely ensue, leaving behind a leaner, fitter supply chain. To quote GTM Research’s own words circa January 2009: "What will likely emerge…is a substantially smaller list of companies with relatively higher concentrations, and a trimming of the overall capacity amounts to match real market demand".

Fast forward a year and a half. Have the prophecies come true? No doubt, almost every PV manufacturer had to endure severe hardship for the first half of 2009. Prominent firms have felt the heat of significant restructuring and layoffs (Q-Cells (QCLSF.PK), REC, Solon (SGFRF.PK), BP (BP), United Solar). Consolidation of sizable proportions has taken place across the value chain (MEMC’s (WFR) acquisition of SunEdison, First Solar’s (FSLR) acquisition of Nextlight and Optisolar pipelines, the entry of cell and wafer manufacturers into module production). And the prophecies of untimely demise have indeed come true for noteworthy firms and facilities (Applied Materials’s (AMAT) Sunfab business, customers Signet and Sunfilm, BP’s and GE‘s plants in Spain and Delaware, respectively).


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]]> http://genuineforextrading.com/32544/2011-return-of-the-solar-shakeout-5.htm/feed 0 2011: Return of the Solar Shakeout http://genuineforextrading.com/32543/2011-return-of-the-solar-shakeout-4.htm http://genuineforextrading.com/32543/2011-return-of-the-solar-shakeout-4.htm#comments Fri, 30 Jul 2010 11:01:27 +0000 Seeking Alpha http://genuineforextrading.com/32543/2011-return-of-the-solar-shakeout-4.htm Original Article from Seeking Alpha Editor’s Pick

Greentech Media submits:

by Shyam Mehta

For many in the PV industry, the term "shakeout" conjures up not-so-fond memories of the winter of 2008. The reverberations of the global financial crisis and the difficulty in filling a Spain-sized hole led to a sharp drop-off in global demand, and the resulting oversupply and precipitous price drops led both market participants and pundits to foresee an apocalyptic future for many PV manufacturers. A shakeout (‘consolidation’ to the politically correct), they said, was arriving, and layoffs, restructurings, acquisitions, and insolvencies were on their way. Many of the more than 250 wafer, cell, and module firms around the globe would simply be unable to survive in the brutally competitive dynamic that would surely ensue, leaving behind a leaner, fitter supply chain. To quote GTM Research’s own words circa January 2009: "What will likely emerge…is a substantially smaller list of companies with relatively higher concentrations, and a trimming of the overall capacity amounts to match real market demand".

Fast forward a year and a half. Have the prophecies come true? No doubt, almost every PV manufacturer had to endure severe hardship for the first half of 2009. Prominent firms have felt the heat of significant restructuring and layoffs (Q-Cells (QCLSF.PK), REC, Solon (SGFRF.PK), BP (BP), United Solar). Consolidation of sizable proportions has taken place across the value chain (MEMC’s (WFR) acquisition of SunEdison, First Solar’s (FSLR) acquisition of Nextlight and Optisolar pipelines, the entry of cell and wafer manufacturers into module production). And the prophecies of untimely demise have indeed come true for noteworthy firms and facilities (Applied Materials’s (AMAT) Sunfab business, customers Signet and Sunfilm, BP’s and GE‘s plants in Spain and Delaware, respectively).


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]]> http://genuineforextrading.com/32543/2011-return-of-the-solar-shakeout-4.htm/feed 0 Cramer’s Mad Money – Highway to Dell (7/29/10) http://genuineforextrading.com/32542/cramers-mad-money-highway-to-dell-72910.htm http://genuineforextrading.com/32542/cramers-mad-money-highway-to-dell-72910.htm#comments Fri, 30 Jul 2010 10:51:02 +0000 Seeking Alpha http://genuineforextrading.com/32542/cramers-mad-money-highway-to-dell-72910.htm Original Article from Seeking Alpha Jim Cramer

Miriam Metzinger submits:

Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Thursday July 29.

CEO Wall of Shame, Michael Dell, Dell (DELL), BP (BP)


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]]> http://genuineforextrading.com/32542/cramers-mad-money-highway-to-dell-72910.htm/feed 0 Medtronic: Poised for Superior Results http://genuineforextrading.com/32526/medtronic-poised-for-superior-results.htm http://genuineforextrading.com/32526/medtronic-poised-for-superior-results.htm#comments Fri, 30 Jul 2010 10:33:59 +0000 Seeking Alpha http://genuineforextrading.com/32526/medtronic-poised-for-superior-results.htm Original Article from Seeking Alpha Long Investment

Roger I. McNamara submits:

An opportunity is now offered whereby the astute investor is able to acquire shares in an undisputed Industry leader — in the instant case Medical Device manufacturer Medtronic (MDT) at an entry price featuring:

– a 21% markdown from its 52 week closing high;
– a current (dividend) yield of 2.45%;
– a multiple of less than 11 Times plausible earnings over the current fiscal year (April 30, 2011);
– a Free (excluding the dividend payment) Cash Flow yield of 7.5%.


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]]> http://genuineforextrading.com/32526/medtronic-poised-for-superior-results.htm/feed 0 Raise a Glass to China New Borun http://genuineforextrading.com/32525/raise-a-glass-to-china-new-borun.htm http://genuineforextrading.com/32525/raise-a-glass-to-china-new-borun.htm#comments Fri, 30 Jul 2010 10:29:07 +0000 Seeking Alpha http://genuineforextrading.com/32525/raise-a-glass-to-china-new-borun.htm Original Article from Seeking Alpha Long Investment

By Dan France

They say timing is everything and China New Borun Corp (BORN) probably couldn’t have had worse timing for its recent IPO. The offering was completed during a period of market volatility and an environment in which planned IPOs were being postponed or withdrawn altogether. As of June half of the IPOs completed YTD were priced below expectations and BORN was no exception. BORN was initially expected to price in the $12-$14 range during the week of June 7. By mid-week the scaled down price range was $8-$9 and it finally priced on June 11 at $7. The shares sold off following the offering before recently stabilizing and finding support at around $5.


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]]> http://genuineforextrading.com/32525/raise-a-glass-to-china-new-borun.htm/feed 0 Chubb Corporation: Consistent Dividend Delivery Over the Past Decade http://genuineforextrading.com/32524/chubb-corporation-consistent-dividend-delivery-over-the-past-decade.htm http://genuineforextrading.com/32524/chubb-corporation-consistent-dividend-delivery-over-the-past-decade.htm#comments Fri, 30 Jul 2010 09:58:23 +0000 Seeking Alpha http://genuineforextrading.com/32524/chubb-corporation-consistent-dividend-delivery-over-the-past-decade.htm Original Article from Seeking Alpha Long Investment

Dobromir Stoyanov submits:

The Chubb Corporation (CB), through its subsidiaries, provides property and casualty insurance to businesses and individuals. The company operates through three segments: Personal Insurance, Commercial Insurance, and Specialty Insurance. The company is member of the S&P Dividend Aristocrats index. Chubb has increased dividends for 45 years in a row. The company announced a 5.70% dividend increase in February 2010, plus a 14 million share repurchase initiative.

Over the past decade this dividend stock has delivered an average total return of 5.90% annually (click to enlarge).


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]]> http://genuineforextrading.com/32524/chubb-corporation-consistent-dividend-delivery-over-the-past-decade.htm/feed 0 2011: Return of the Solar Shakeout http://genuineforextrading.com/32523/2011-return-of-the-solar-shakeout-3.htm http://genuineforextrading.com/32523/2011-return-of-the-solar-shakeout-3.htm#comments Fri, 30 Jul 2010 05:00:12 +0000 Seeking Alpha http://genuineforextrading.com/32523/2011-return-of-the-solar-shakeout-3.htm Original Article from Seeking Alpha Editor’s Pick

Greentech Media submits:

by Shyam Mehta

For many in the PV industry, the term "shakeout" conjures up not-so-fond memories of the winter of 2008. The reverberations of the global financial crisis and the difficulty in filling a Spain-sized hole led to a sharp drop-off in global demand, and the resulting oversupply and precipitous price drops led both market participants and pundits to foresee an apocalyptic future for many PV manufacturers. A shakeout (‘consolidation’ to the politically correct), they said, was arriving, and layoffs, restructurings, acquisitions, and insolvencies were on their way. Many of the more than 250 wafer, cell, and module firms around the globe would simply be unable to survive in the brutally competitive dynamic that would surely ensue, leaving behind a leaner, fitter supply chain. To quote GTM Research’s own words circa January 2009: "What will likely emerge…is a substantially smaller list of companies with relatively higher concentrations, and a trimming of the overall capacity amounts to match real market demand".

Fast forward a year and a half. Have the prophecies come true? No doubt, almost every PV manufacturer had to endure severe hardship for the first half of 2009. Prominent firms have felt the heat of significant restructuring and layoffs (Q-Cells (QCLSF.PK), REC, Solon (SGFRF.PK), BP (BP), United Solar). Consolidation of sizable proportions has taken place across the value chain (MEMC’s (WFR) acquisition of SunEdison, First Solar’s (FSLR) acquisition of Nextlight and Optisolar pipelines, the entry of cell and wafer manufacturers into module production). And the prophecies of untimely demise have indeed come true for noteworthy firms and facilities (Applied Materials’s (AMAT) Sunfab business, customers Signet and Sunfilm, BP’s and GE‘s plants in Spain and Delaware, respectively).


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]]> http://genuineforextrading.com/32523/2011-return-of-the-solar-shakeout-3.htm/feed 0 2011: Return of the Solar Shakeout http://genuineforextrading.com/32522/2011-return-of-the-solar-shakeout-2.htm http://genuineforextrading.com/32522/2011-return-of-the-solar-shakeout-2.htm#comments Thu, 29 Jul 2010 23:00:17 +0000 Seeking Alpha http://genuineforextrading.com/32522/2011-return-of-the-solar-shakeout-2.htm Original Article from Seeking Alpha Editor’s Pick

Greentech Media submits:

by Shyam Mehta

For many in the PV industry, the term "shakeout" conjures up not-so-fond memories of the winter of 2008. The reverberations of the global financial crisis and the difficulty in filling a Spain-sized hole led to a sharp drop-off in global demand, and the resulting oversupply and precipitous price drops led both market participants and pundits to foresee an apocalyptic future for many PV manufacturers. A shakeout (‘consolidation’ to the politically correct), they said, was arriving, and layoffs, restructurings, acquisitions, and insolvencies were on their way. Many of the more than 250 wafer, cell, and module firms around the globe would simply be unable to survive in the brutally competitive dynamic that would surely ensue, leaving behind a leaner, fitter supply chain. To quote GTM Research’s own words circa January 2009: "What will likely emerge…is a substantially smaller list of companies with relatively higher concentrations, and a trimming of the overall capacity amounts to match real market demand".

Fast forward a year and a half. Have the prophecies come true? No doubt, almost every PV manufacturer had to endure severe hardship for the first half of 2009. Prominent firms have felt the heat of significant restructuring and layoffs (Q-Cells (QCLSF.PK), REC, Solon (SGFRF.PK), BP (BP), United Solar). Consolidation of sizable proportions has taken place across the value chain (MEMC’s (WFR) acquisition of SunEdison, First Solar’s (FSLR) acquisition of Nextlight and Optisolar pipelines, the entry of cell and wafer manufacturers into module production). And the prophecies of untimely demise have indeed come true for noteworthy firms and facilities (Applied Materials’s (AMAT) Sunfab business, customers Signet and Sunfilm, BP’s and GE‘s plants in Spain and Delaware, respectively).


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]]> http://genuineforextrading.com/32522/2011-return-of-the-solar-shakeout-2.htm/feed 0 Cramer’s Stop Trading! The Health Food Trend Is Here to Stay (7/28/10) http://genuineforextrading.com/32516/cramers-stop-trading-the-health-food-trend-is-here-to-stay-72810.htm http://genuineforextrading.com/32516/cramers-stop-trading-the-health-food-trend-is-here-to-stay-72810.htm#comments Thu, 29 Jul 2010 10:55:06 +0000 Seeking Alpha http://genuineforextrading.com/32516/cramers-stop-trading-the-health-food-trend-is-here-to-stay-72810.htm Original Article from Seeking Alpha Jim Cramer

Miriam Metzinger submits:

Stocks discussed on Jim Cramer’s Stop Trading! TV Segment, Wednesday July 28.

Whole Foods (WFMI), Panera Bread (PNRA), SLM Corp (SLM), Sprint Nextel (S), Jones Apparel (JNY)


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]]> http://genuineforextrading.com/32516/cramers-stop-trading-the-health-food-trend-is-here-to-stay-72810.htm/feed 0 Cramer’s Lightning Round – Out of Range (7/28/10) http://genuineforextrading.com/32515/cramers-lightning-round-out-of-range-72810.htm http://genuineforextrading.com/32515/cramers-lightning-round-out-of-range-72810.htm#comments Thu, 29 Jul 2010 10:47:21 +0000 Seeking Alpha http://genuineforextrading.com/32515/cramers-lightning-round-out-of-range-72810.htm Original Article from Seeking Alpha Jim Cramer

Miriam Metzinger submits:

Stocks discussed on the lightning round session of Jim Cramer’s Mad Money TV Program, Wednesday July 28.

Bullish Calls

Boeing (BA): "We’re able to buy the stock at $65-66 and put it away for a multiple… maybe as long as a seven-year move… because of all the big airline cycles, and the new ones, have lasted seven years. This one, my friend, is…I like it!"


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