Celsius Holdings Shares Hard to Resist at $3
March 8, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
VFC submits:
The CEO of Celsius Holdings, Steve Haley, hosted a conference call last Thursday in which he provided investors with an update on business operations and some guidance for the future.
The company announced impressive fourth quarter revenue growth weeks ago, so this call was primarily an opportunity to inform investors what’s in store for the short to mid term future of the company.
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Grid-Based Energy Storage Represents a $200 Billion Opportunity
March 1, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
John Petersen submits:
A reader sent me a copy of an exhaustive new study titled "Energy Storage for the Electricity Grid: Benefits and Market Potential Assessment Guide" that was commissioned by the DOE’s Energy Storage Systems Program and prepared by Jim Eyer and Garth Corey. I’ve been following the work in progress on this report since last summer and have eagerly awaited an opportunity to shift away from the over hyped electric vehicle market and focus instead on a far larger market where cost, performance and substantive business merit will be the only drivers. It looks like my time has finally come. For technology aficionados that want a detailed understanding of what the various grid-based storage applications are, the entire report (232 pages including appendices) is a must read. Over the next few weeks I’ll try to extract some high-level technical and market data and translate that information into a form that will be useful to energy storage investors.
The Eyer-Corey Report identifies 17 discrete grid-based energy storage applications, discusses the performance requirements of each application and assesses the 10-year economic potential for each application. The Report also includes a great summary that condenses a couple hundred pages of detail into a single table.
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PEW Study Shows Trillion Dollar State Pension Gap; Can Anything Be Done?
February 18, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Michael Shedlock submits:
Inquiring minds are reading a 66 page Pew Center study on the Trillion Dollar State Pension Gap (pdf file). From the study:
A $1 trillion gap. That is what exists between the $3.35 trillion in pension, health care and other retirement benefits states have promised their current and retired workers as of fiscal year 2008 and the $2.35 trillion they have on hand to pay for them, according to a new report by the Pew Center on the States.
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Amedisys: Why It Will Hit $85
February 10, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Short Ideas
Phil Davis submits:
Here’s PSW member Tuscadog’s detailed analysis of the company Amedisys (AMED). Tuscadog feels this is one of the few solid opportunities in the stock market, and he suggests a massive short squeeze may be coming due to AMED’s 53% short interest. – Ilene
Amedisys, Inc. provides home health and hospice services to the chronic, co-morbid and aging American population. Its home health services include skilled nursing and home health aide services; physical, occupational and speech therapy; and medically oriented social work to eligible individuals who require ongoing care. The company also offers clinically focused programs for chronic conditions and various diseases,… (Yahoo financial, more here.>>)
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$1.32 Euro Under Construction
February 3, 2010 by Seeking Alpha
Filed under Tips
Original Article from Seeking Alpha Dollar Currencies
Ashraf Laidi submits:
We pointed out 2 weeks ago that the ongoing decline (weakening) of the once strong inverse correlation between equities and USD would lead to a scenario of prolonged US strength regardless of the evolving trend in equities. As the correlation weakened from a strong -0.94 in November to -0.26 in the 1st week of January, it enabled us to forecast further advances in the greenback irrespective of intraday or daily moves in equities. By taking the other side of the coin and using the daily relation between EURUSD and S&P500, the positive correlation has now fallen from +0.94 in November to a statistically insignificant +0.27 (9-month low).
And as the relationship between FX and equities fades away, the role of yield differentials is strongly back in play, especially for the high profile EURUSD rate. The chart below clearly shows the correlation between German & US 10 year yield spread and EURUSD at an 8-month high of +0.61. Such strong correlation implies that as US yields (now at 3.68%) further gain above their German counterparts (now at 3.22%), the USD dollar strengthens further against EUR, thereby dragging down EURUSD. As markets expect the ECB to maintain rates unchanged (no tightening) and more FOMC members to dissent against the stance of exceptionally low levels of fed funds rate for an extended period, the US yield foundation is expected to further work in favour of the USD against EUR. The $1.38 target issued in January remains intact with a 60% probability of seeing a $1.32 in March.
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25 Stocks Under $250 Million Worth a Good Look
January 27, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Davis Freeberg submits:
Many investors tend to focus on large well established companies, but I’ve always had a penchant for small cap stocks. It could be my masochistic tendencies, but I prefer the risk/reward of a long shot, over companies who already dominate their market. Typically, my investment style has been to seek out strong brands that have fallen out of favor with the market and then wait for their fortunes to improve. Sometimes this involves waiting for years, sometimes it involves taking a complete loss and sometimes I get lucky and other firms step in and buy them out or bid up the price. Since a few of my readers have inquired about what sorts of things I look for in an investment, I thought I’d present a list of 25 small cap stocks that I currently have my eye on. Most of the data has been taken from Yahoo! finance as of 1/26/2010, so it’s probably a good idea to double-check the numbers.
1-800-Flowers (Market Cap = $136.47 million Ticker: FLWS) – Ever since United Online (UNTD) purchased FTD, 1-800-Flowers seems to have lost market share, but despite their wilting fortunes, they represent a strong brand in a market with limited competition. After cutting operating expenses by $50 million in the second half of 09 and with Valentine’s day just around the corner, I wouldn’t count this one down and out.
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Conan O’Brien: A $40 Million Bailout Recipient?
January 20, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Rolfe Winkler, CFA submits:
Conan O’Brien is expected to receive some $40 million for leaving NBC, the media unit of General Electric (GE), itself among the largest recipients of taxpayer help. While it would be a stretch to compare the late-night talk show host to a Goldman Sachs (GS) or Citigroup (C) banker, he’s arguably only a few steps removed.
Though the conglomerate wasn’t a recipient of direct equity aid from the Troubled Asset Relief Program, GE availed itself of perhaps an equally important bailout facility, the Temporary Liquidity Guarantee Program overseen by the Federal Deposit Insurance Corp.
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Can the Nexus One Add $20 Billion to Google’s Market Value?
January 13, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Erick Schonfeld submits:
How much exactly is the Nexus One line of Android phones worth to Google? The folks at Trefis have modeled Nexus One sales into their financial forecast for Google (GOOG) and estimate that it will account for nearly $20 billion of Google’s market cap (based on its target price pf $659 per share), accounting for 9.3 percent of the total. That is more than its estimated contribution of ad and search partnerships (5.1 percent), Google Apps (3.2 percent) or YouTube (2.4 percent). Only search ads account for more of Google’s total value (68.1 percent).
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No Inflation? How We’re Spending $456,000,000 More Daily on Energy
January 9, 2010 by Seeking Alpha
Filed under Tips
Original Article from Seeking Alpha Dollar Currencies
William Fairbanks submits:
The recent winter blast across much of the country will only continue the recent trend in energy prices that are putting pressure on an already squeezed American consumer. After dropping dramatically in the latter half of 2008, energy prices, led by oil have, have rebounded significantly aided by a weak dollar.
The increases have been significant, and perhaps more so now than in 2008, in regards to the impact on discretionary consumer spending. Let’s look at recent moves in the past year. Oil, which bottomed at $35 in December of 2008, has now, without much fanfare from the administration or the talking heads on TV, climbed to over $80 per barrel. Crude oil imports averaged about 8.5 million barrels per day in the latter half of 2009.
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Cramer Says Google Is Headed for $750
December 16, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Ockham Research submits:
“Empire Google (GOOG) is more than doubled since the March lows, but lately over the last couple of weeks the stock seems to have hit a wall. This stock has been stalled…I say, Google, look out $600. You ain’t seen nothing yet. Pictures are worth a thousand words and $750.” — CNBC’s Mad Money 12/15/2009
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