Sep 30, 2010 5:38 PM | about stocks: SDRL, DO, SLB, NE, RIG, BHI, CRR, ATW, NOV, OII, WFT, CAM, LUFK, XOM, COP, CVX, OXY, BP, APC, TOT, PBR, PTR, CEO, RDS.A, E, REP, VE, ECA, PZE, EPE [more]
Lifting of Drilling ban a month early should cause Massive short squeeze of historic porportion because when the drilling ban was put in effect it gave the green light to hedge funds to short drillers without any risk by doing so. It created a herd mentality of shorting at will. It caused just about every driller to come crashing down and majority are still trading near the 52wk lows. Some drillers are trading at PE's in single digits, prior to ban on drilling many drillers had PE's in the 20's on average and some even traded with PE's in the 30's or higher. So you can imagine what will happen if the hedge funds wait to cover until the ban is lifted a month early catching them by surprise : "A Massive short Squeeze of historic proportion". Problem is these hedge funds are smart money and they are not waiting until the ban is lifted on them by Surprise, they have already started covering as can be witnessed from the price movements of drillers this week, notably DO,SLB,RIG, others too have started to move. Now is the time to search for drillers that have not moved as much yet and still trading in single digit PE's. Waiting till the news comes out will cause you to miss out on vast majority of gains, plus will you be there to buy on the dime right before the spike on the news? Most probably not..
About stocks: LPH, TPI, JKS, VIT, BIDU, CSIQ, HRBN, NEP, SOLF, HMIN, CXDC, SSRX, SOL, CSR, CISG, HTHT, ACH, LFC, PTR, CEO, LDK, JASO [more]
The most important use for rare earth elements is in hybrid and alternate fuel vehicles. The powerful, efficient motors and the high-capacity batteries needed in these vehicles are driving demand for these minerals.
"In a Toyota Prius, for example, there's over 20 kilograms of rare earth,"
"Now you've got cars like Lexus coming out with three electric motors in them. There's a lot of rare earth demand building up in the hybrid vehicle market."
"The uses seem to be expanding almost exponentially every year. The hybrid vehicle industry really drives it, but the uses are just staggering. That's part of the problem--to decide what product you want to produce and which market you want to address."
comments from: Gary Billingsley, chairman and chief financial officer of GWMG [more]
when that happens , we always have a Bear Hunt. [more]
on position, I first tracked it down at low $3's but a 100% move is good enough for me.
Tags: REE, MCP, LYSCF.PK, JOYG, BUCY, CNH, DE, CAT, RTP, BHP, FCX, VALE, TCK, GNA, MTL, SID, TS, AKS, PKX, SLT, GOLD, SLV, GLD, TC, GGB, X, GG, NUE, POT, MOS, CF, AGU, TNH, CLF, ANR, WLT, BTU, MEE, DOW, DD, EMN,
By Physics Today on September 27, 2010 1:26 PM |
Alarmed by the near total dependence of the US upon China for supplies of rare-earth minerals, the House Committee on Science and Technology approved legislation that would extend federal loan guarantees to help finance the development of technologies needed by prospective domestic producers of the 17 elements, which are essential for a wide array of military and civilian applications. [more]
Sept. 27, 2010, 9:33 p.m. EDT [more]
RIG shares were crushed from when its RIG operated by BP blew up, but new evidence is showing that BP is to blame.. I expect RIG to win a major lawsuit against BP unless of course BP settles out of court and pays RIG for all damages it caused to RIG. [more]
Sep 24, 2010 10:01 AM | about stocks: LYSCF.PK, REE, MCP, RTP, BHP, FCX, VALE, TCK, GNA, MTL, SID, TS, AKS, PKX, SLT, GOLD, SLV, GLD, TC, GGB, X, GG, NUE [more]
USA computer equipment sales in August is up over 4% in the just released data today.
USA computer equipment sales in August is up over 4% in the just released data today.
The Company has a fiscal year ending December and recently reported its 2Q10 results. For the quarter, net earnings were $20.6 million, or $1.75 per diluted share, compared with net earnings of $75.4 million, or $6.43 per diluted share for 2Q09. The prior year results included special items totaling $4.60 per share for alternative fuel mixture tax credits, renewable energy tax credits and debt retirement costs. Excluding those items, 2Q09 diluted earnings were $1.83 per share.
For FY09, net income was $182.5 million, or $15.50 per diluted share. This compares with net income of $114.5 million, or $9.72 per diluted share for the twelve month period ending June 2010.
Net sales for 2Q10 were $343.86 million, 8.5% higher than 2Q09 sales of $316.91million. Operating income was lower due to higher raw material costs. Net sales in FY09 totaled $1,250.1 million compared to $1,320.9 million for the trailing twelve months ending June 2010.
Free cash flow is considered by many a superior measure to earnings. For FY09, Clearwater reported free cash flow of $17.45 per share. For the trailing twelve months ending June 2010, free cash increased to $21.96 per share.
Clearwater has a very solid balance sheet. As of 2Q10, the Company reported cash and short term investments of $333.0 million and long term debt of $148.4 million. Cash and short term investments represent about 40% of the recent stock price. Clearwater does not report any goodwill or other intangibles on its balance sheet, making the Price/TBV ratio 2.11.
The Company is both profitable and efficient. Return on Equity is 31.6% as compared to the industry median of 11.2%. Similarly, return on assets at 12.2% compares very favorably with the industry median of 2.6%.
Clearwater has long term debt of $148.4 million, as of June 2010. The long term debt to capital ratio is 27.3% and long term debt to equity is 37.6%, as compared to the industry medians of 35.8% and 60.8%, respectively. [more]
Starbucks Plans Selective Price Increases - WSJ.comStarbucks said it plans selective price increases amid run-ups in prices for green arabica coffee and other raw ingredients.
online.wsj.com/.../SB10001424052748703860104575508292633972562.html - Add to iGoogleGet more results from the past 24 hoursThe Cost of an E-Book Will Be Going Up - NYTimes.comFeb 10, 2010 ... E-Book Price Increase May Stir Readers' Passions .... Some analysts say that if consumers balk at price increases, piracy could grow rapidly ...
www.nytimes.com/2010/02/11/.../11reader.html - Similar - Add to iGoogleLithium Price Increases Underscore Inflationary Pressures ...Sep 15, 2010 ... Share Last week, FMC Corporation (NYSE: FMC) announced an increase in “global pricing for n-butyllithium and s-butyllithium and lithium ...
lithiuminvestingnews.com/.../lithium-price-increases-underscore-inflationary-pressures/ - CachedArmenia facing natural gas price increases - UPI.comSep 13, 2010 ... Moscow is likely to raise the price that Armenia pays for natural gas in 2011, the Armenian prime minister said.
www.upi.com/Science...price-increases/UPI-21781284391984/ - CachedallAfrica.com: Zimbabwe: Bread Price Increase Unjustified - BitiSep 10, 2010 ... Finance minister Tendai Biti has described recent bread price increases as unjustified, while the Competition and Tariff Commission (CTC) ...
allafrica.com/stories/201009100508.htmlSeven Tips for Managing Price Increases — HBS Working KnowledgeJun 16, 2008 ... Consumers get hit with the price-increase hammer every time they drive past a gas station. Harvard Business School professor John Quelch ...
hbswk.hbs.edu/item/5957.html - Cached - SimilarXbox Live Gold subscribers face price increase | Crave - CNETAug 30, 2010 ... Gold members of Microsoft's Xbox Live premium online service should expect a $10 price hike in yearly memberships beginning November 1.
news.cnet.com/8301-17938_105-20015064-1.html - CachedAppleInsider | iTunes price increases mean slower sales for music ...Feb 9, 2010 ... iTunes price increases mean slower sales for music labels ... but conceded that a 30 percent price increase during a recession was not the ...
www.appleinsider.com/.../itunes_price_increases_mean_slower_sales_for_music_labels.html - Cached [more]
thats the song going thru the heads of the executives at Clearwater and its no wonder. The low float stock is approaching Billion market status and as such would be bought by a new set of fund managers, institutions, ETF, and index funds that only buy companies that are at a Billion plus market cap.
So lets all sing I wanna be a billionaire for the shareholders at Clearwater.
So today what Happens? All those people that heard him are shorting FORD instead. I am wondering though what happens when everyone knows people do the opposite of Cramer. Will it eventually turn into a contrarian to the contrarian? [more]
Their comments instead cause the market to go higher.
Sep 21, 2010 8:59 AM | about stocks: TTM, IGTE, IBN, IIF, IFN, SLT, WIT, WNS, SYNT, REDF, MMYT, PTI, HDB, INFY, CTSH, RDY [more]
Data shows that foreign institutional investors (FIIs) have made net investments of $15.4 billion this year and this includes a net buying of $2.4 billion from 11 trading sessions this month in the Indian market.
Sep 20, 2010 12:53 PM | about stocks: MMYT, TTM, REDF, WNS, SLT, HDB, RDY, CTSH, IGTE, WIT, SYNT, IBN, IFN, PTI, INFY, IIF [more]
Linjeta Study Results expected to be Presented Between Sept 20-23, Biodel Inc (NASDAQ: BIOD) [more]
Kenneth Cole Productions Said to Be in Sale Talks With Iconix Brand Group Sep 17, 2010 4:11 PM | about stocks: ICON, KCP, SKX, NKE, TBL, CWTR, CROX, SHOO, BOOT, DECK, COH, WWW
By Lauren Coleman-Lochner - Sep 17, 2010 3:42 PM ET Fri Sep 17 19:42:19 GMT 201
Designer Kenneth Cole is in talks to sell the shoe and clothing company he founded to Iconix Brand Group Inc., the licensing company run by his brother Neil Cole, according to two people with knowledge of the matter. [more]
Yesterday when Japan intervened for the first time, GOLD and other metals hit new record highs, as intervention is percieved as benefiting the Japanese economy and therefore more demand for Gold , Silver , Palladium, Platinum in the Industrial space. [more]
Sep 15, 2010 10:19 AM | about stocks: PAAS, SLV, GLD, CDE, HL, AUMN, SLW, BHP, RTP, SCCO, POT, MOS, AGU, CF, ANR, CLF, WLT, BTU, NEM, KGC, AUY, SSRX, SWC, AEM, ABX, GG, GFI, EDO, ANV [more]
Political Ad Spending Set to Soar
By Steve McClellan at Adweek [more]
Its taking a breather right now at $22 but it was $23+
One silver stock that is also on a tearrrr is PAAS.
As glum as CEO Ginsburg likely is about Aug. 30th sell-off, there is a slight bright side to the share price action: That $30 million buyback is going to go a lot further now.
Oppenheimer's Helfstein was cheered a bit by the buyback, and said possible positive catalysts for the stock from here could include any comments at upcoming Fall investor conferences about ad trends for the fourth quarter, and the beginning of the political spending season.
Oppenheimer & Co. analyst Jason Helfstein, who has an outperform rating on the stock, noted that the company's full-year outlook for EBITDA [earnings before interest, taxes, depreciation and amortization] of $105 million to $107 million on revenue of between $230 million to $234 million doesn't look so bad when compared to what he was forecasting prior to the second-quarter report.
"Based on our estimates prior to better 2Q results, revised revenue guidance is in line, and EBITDA is 5% ahead," he said in a note.
DGFastChannel attributed the view for third quarter, where it now expects to report revenue of $51 million to $53 million vs. the current Wall Street consensus view of $61 million, to normal seasonality, which it said was masked a bit by the strong second quarter, as well as short-term pressures from the transition of its Pathfire syndication business to a retail model from wholesale. Oppenheimer's Helfstein said this switch should be beneficial in the long run. [more]
Best part of this is that it proves you can hit like a major leaguer .340 and still make lots of money by letting the winners run and closing the losers quickly.
You only need to pick 1 winner out of 3 and close the 2 losers quickly and make big gains in the market.
Now that is another so called "MONSTER MOVE" up.
From $17.01/shr to $23.45/shr
Stock has moved from $7+/shr to $10.56/shr a 50%+ gain in just a few days worth of trading.
Thats what you call a Monster Move up..
Stock is trading at only $29.59 but target is $40+
Should be interesting once it breaks $30 resistance.
Its not hard to pick a stock in a sector that is entering a secular bull market, look at the past with Oil, Gold, Silver, Fertilizer, Agriculture,Solar. and this year : Rare Earth & Photovoltaic Inverters [more]
LYSCF now $1.25, MCP now $23.89, REE now $5.95, UURAF now 0.58
Read my prior posts for informative DD on the sector as a whole.
Here is why: Rare Earth metals spot prices have risen dramatically since June: [more]
at least until it becomes clear they will not tax windfall profits. As of yesterday the tax is still being defended. [more]
Did America really have a troop surge in Afganistan this summer to protect the Rare Earth Mines in Afganistan? [more]
When rare earths get rarer, there’s troubleReinhard Butikofer (Environment)
7 September 2010, In the race for green tech, the leading position of Europe and the United States is coming under new pressure.
During the summer break, China’s commerce ministry cut export quotas for so-called rare earth elements by 72 per cent for the second half of this year. [more]
Rotate to Drug/healthcare (Considered safe haven sectors) [more]
Incandescence bulbs waste 95% of their energy and convert only 5% to actual light. Contrast this to the CFL which converts 25% of input energy to visible light via the Rare Earth phosphor coating. This efficiency results in much lower lamp temperatures, significantly longer life (estimated at 6 to 10 times as long), and less total energy consumed, directly reducing greenhouse gas emissions.
ENERGYSTAR reports that if every home in America replaced just one incandescent light bulb with a qualified CFL then in one year that action would save enough energy to light more than 3 million homes. This would prevent the release of greenhouse gas emissions equal to that of about 800,000 cars.
Countries around the globe are mandating the phase out of incandescent bulbs. Australia led the way by announcing all bulbs must be replaced with CFLs by 2010. The U.S. passed an energy bill that bans incandescent bulbs by 2014.
It is estimated that Rare Earth consumption in this application is growing about 15-20% per year meaning additional supply will be necessary to support this growth.
More information can be found on the ENERGYSTAR website a [more]