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December 2007



Severe Hedge Fund Unwinding Continues

December 22, 2007 – Comments (12)

Two of the largest quantitative hedge funds each lost 6% in the month of November alone:  [more]



Nano-Cap Stocking Stuffers

December 18, 2007 – Comments (4)

Nano-Cap Stocking Stuffers -- Say that six times really fast.  [more]



First Solar Math

December 12, 2007 – Comments (16)

First Solar is trading at 207x 2007 estimated earnings and 125x next year's estimated earnings.  No blinding flash of insight there.  And before I continue, let me say that the stock is probably more likely to go up in the short term than down.  It's a leader in a hot hot space (a little pun there), it has a technological edge, and the stock has momentum.  [more]

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