jcordes

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    • Mon Nov 24th 09:50 AM
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      Rating: 0 -1
      Commented on:
      Three Companies Perfectly Positioned to Bridge the Energy Gap
      Well "User", when George Bush was picking which country to invade I bet you didn't object, and when he picked Hallitburton for billions of no bid contracts I'll bet you were fine with that too. Look, the election's over, your guy lost, or Sarah Palin lost (more important to you, judging by your past comments) get over it. If Obama can't clean up "W's mess then you can invest in a new root cellar where you can spend your future.
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    • Wed Nov 19th 08:25 AM
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      Rating: 0 0
      Commented on:
      Four Chinese Solar Stocks Under Threat from Pollution
      News Flash: Solar's in trouble, too much polution not enough sun light.
      Comment and Analysis: Are you kidding or are you an idiot?
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    • Wed Nov 19th 08:17 AM
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      Rating: 0 0
      Commented on:
      The Solar Shuffle: Only the Best Will Do - JPM
      So if there is over production of Poly and price presuure will come to bare then presumably product costs will come down substantially. The sales/cost advantage FSLR currently has is strictly related to the fact that their primary PV component is not Polly, ergo the wafer companies price competiveness should weigh directly against this situation. Meanwhile FSLR's electric PV conversion is poorer by a measure than the wafer's. Once again it's abandon all and pump FSLR. It's tired.
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    • Wed Nov 12th 09:02 AM
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      Rating: 0 0
      Commented on:
      Who Would Bail Out Switzerland's Banks?
      While appreciating the interconnectedness, to what rationality can the U.S. bail out giant, over levered Swiss banks over which we have no regulatory control and the opacity of which has been the governments bane for years?
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    • Mon Nov 10th 09:24 AM
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      Rating: 0 0
      Commented on:
      Don't Let Bulk Shippers Sink Your Portfolio... For Now
      EXM already reported and gave guidance, they are already trading at 1.5 PE, DRYS is at .7 PE, so presumably your gloomy doomy forecast is that they are shortly going out of business and will scrap their ships. Dry bulkers, while guided by the Baltic index have many leasing strategies available, including multi-year net contracting, bare boat leasing etc. Many have reduced their exposure to the spot market by taking longer contracts, at times 5 to 7 years out and even longer. Most new ship orders are tied to pre-existing lease contracts and will be cancelled if the leases contracts go away, with penalty to the leasee. All in all your article was mostly speculative, short on specifics, made no distinction among various carrier brands, failed to distinguish liquid financial postitions from strapped and made no discussion of likely outcome scenarios. Pretty much a wasted of time.
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    • Mon Nov 10th 09:12 AM
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      Rating: +1 0
      Commented on:
      First Solar and Solarfun May Defy Short-Term Weakness in Solar Sector
      First of all, if you had a clue, you'ld know that China already subsidizes solar chip and polly plants with energy subsidies and 50% tax subsidy, (that is for new manufacturers of four years and under), secondly a weaker Euro may mean pricing headwind, but it accretes to the bottom line as it is favorable foreign exchange for earnings, just as last quarter the Chinese solars had negative adjustments for the opposite reason, thirdly, there have not been any announcements that European subsidies have been curtailed or eliminated, and in fact, there was an announcement in Spain that they continue to proceed down the path of subsidies that has created the demand within in that country.

      I presume from all the foregoing that you either did no research, failed to think critically before opening your mouth, or you have another agenda.
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    • Mon Nov 10th 08:47 AM
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      Rating: 0 -1
      Commented on:
      Investing in Wind Energy: When Will Growth Peak?
      The alternative energy bill renewed credits for eight yearsk, not one.
      View article »
    • Wed Nov 5th 08:36 AM
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      Rating: 0 0
      Commented on:
      Solar Stocks Up, Anticipating Obama Victory

      Being as how your last article entirely missed the massive two day run up in this sector, and your strong opinion was for more contraction and doom, I find it quite amazing that once again you poop out yet another article spreading caution and more negativity without even mentioning your negative analysis and advise was a bust. Could you be wrong once again? or what, trying to cover shorts?
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    • Tue Nov 4th 10:37 AM
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      Rating: 0 0
      Commented on:
      More Downside Ahead for Solar - Barclay's
      A gap between writing the article and publishing can be a bummer sometimes. GS downgraded the sector three weeks ago and I mentioned then that the crooks at GS obviously were preparing a large long position before the elections and earnings. More of the same, but a day late this time.
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    • Tue Nov 4th 09:08 AM
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      Rating: 0 0
      Commented on:
      What to Do Now With Solar Energy Stocks
      There is such a smorgasboard of misinformation in this article it is hard to know where to start. As pointed out by another poster, LDK announce no need for financing, SOL just recieved large financing facility from the Bank of China, the entire sector took a long overdue swing to the upside yesterday, presumably just offsetting by one day the time between writing the article and seeing it published. Bummer.
      You cite concerns with Pollysiclicone supplies then turn right around and talk about over production and cost erosion. Which is it ? Your analysis of FSLR's seems to be running in complete opposition of the opinion of the market, but you couldn't have known about the run up yesterday that preceeded the publication of this article. Most bazaar of all, you talk about the sector weakness and down trending as thought the stock market over all didn't crash in October, as though the sector had an isolated problem. It did, it crashed somewhat harder that the rest, but it will recover somewhat more aggresively too. Witness the near 15% to 20% yesterday in some stocks.
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    • Sat Nov 1st 08:54 AM
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      Rating: 0 0
      Commented on:
      Don't Listen to Goldman on Commodity Prices
      There's a reason GS is also know as BS. Market analysts, no, market manipulators.
      View article »
    • Wed Oct 29th 08:59 AM
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      Rating: 0 0
      Commented on:
      Xcel's Subsidy Cut: More Bad News for Solar
      Another arguement against privately held utilities.
      View article »
    • Tue Oct 28th 09:41 AM
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      Rating: 0 0
      Commented on:
      LDK Solar Has Caught My Attention
      It is and continues to be a macro-trend. It doesn't hurt that LDK, SOL, etc. are located in an economy expecting to slump to a mere 9% GDP growth, with a government that subsidizes the tax rate and the energy costs for these companies, and whose population is in the billions, of whose governements main focus is on massive improvement of infrastructure.
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    • Tue Oct 21st 09:09 AM
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      Rating: 0 0
      Commented on:
      Will Chrysler Crash?
      Ok free marketeers, the UAW is not the boogyman, perhaps globilzation poliitics are, but the real systemic problem with the Big Three, is that they have ossified under their own weight and via a willing Congress happily facilitating the problem. The car companies have spent fortunes on lobbying to preserve the cafe standards and crash safety requirements while the Japanese and the Koreans, not to mention European car companies have instead developed fuel efficient, safer and more attractive products, the American car companies have institutionalized the status quo through lobbying and poor politics.

      Good sales will overcome any disadvantage. So the UAW causes a price disadvantage to American car manufacturers? Well I guess that logic just doesn't apply to Lexus, BMW, Mercedes, Audi, etc. insofar as price competitiveness doesn't seem to limit their sales. Labor costs to high to build in America? Is that why Hyundai, Nissan and Toyota keep opening American plants. Chrysler builds poor quality cars? No, not really, they build cars that people don't want to own because; poor fuel economy, boring designs, no cachet, mediocre safety ratings. The American car companies locked themselves into the truck and suv market by preserving favourable trade barriers in this market from Asain manufacturers through, (you guessed it) effective lobbying of our Congress and Administration regulators. American car companies are woefully behind in fuel efficiency for........ the same reason.

      So get off the boogieman UAW and labor as scapegoat. McSame and the Republicans can't keep touting their "I believe in the American Worker" as a badge of patriotism and at the same time trash all labor unions as the great satan of American businesses failures.
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    • Mon Oct 13th 18:54 PM
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      Rating: 0 0
      Commented on:
      Trying to Make Sense of Cramer's Advice
      Cramer frequently introduces his audience to interesting sectors and gives occasionally interesting insights, however his specific stock recomendations have been abominable over the volalitliy of the Summer and early Fall. If you listened to him you would have lost your ass in; (choose the ones you like), CHK, FSLR, JOY, AA, RIG, Frontline, Mosaic, Colfax, Skyworks, the list goes on and on. Most of these were touted at all time highs and have been murdered worse than most. He's irrationally against Chinese stocks and loves infrastructure most of the time.

      Of course Cramer reverses himself all the time, and in this volatility it might be hard not to, but he has not acknowledged how ghastly his mistakes have been with some of the above names. He put his viewers on 52 week high momentum plays that would have broke anyone if they followed his advice down the wire. He's mispredicted the oil pull back, the commodity crash, and set many naive investor up to take a bath. The fact that he continues to tout the same stocks regardless of their performance maybe worse than reversing field without acknowledgement.

      Bottom line, like any advice, you can look for insight, but you must discount the tips and be highly selective based on researchable criteria and trends. I will admit that I have played a very few selective Cramer tips and generally did quite poorly with them, but on the other hand his ideas caused me to consider other ideas, sectors and strategies that I wouldn't other wise have. I feel lucky to have avoided his biggest losing touts such as CHK and FSLR.
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