The solar stocks have relinquished their leadership position ever since winter arrived. However, given our long-term optimism on the sector (see our post from April), I wanted to do a quick chart check before the …
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Dan and I were at a Stocktwits conference two weeks ago in San Diego and one of the presenters was going over some charts in the market over the past year. He got to a …
Continue readingAs part of some new offerings we’ll be concentrating on potential portfolio hedges when we feel the market could be at inflection points. In August we showed a couple potential hedges using SPY options before …
Continue readingNot all Elon Musk stocks are created equal. Despite SCTY’s 138% ytd gains, the stock has nearly been cut in half since the May all time highs. TSLA on the other hand is levitating near …
Continue readingMorningWord 8/7/13: On Monday I took a quick look at the frothy action in Web 2.0 stocks ytd (FB, YELP & Z) vs their Web 1.0 peers EBAY, AMZN & YHOO in an effort to …
Continue readingEnis got the solar industry on our radar a few months ago with this piece. His point, which I agree with is that the solar industry is on the verge of mainstream, and like the …
Continue readingI mentioned my long-term bullishness on the solar sector overall in my CotD post last month, comparing fallen solar stocks to fallen internet stocks in the mid-2000’s. Putting aside the price action comparisons, the fundamentals …
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