Category Archives: Investing

Investing talk

Reviewing Solar Stocks

Back in November, I recommended Sunpower (SPWR) and First Solar (FSLR).

At the time, SPWR was $4 / share.
Its now $15 / share.

If you’d invested $10,000 6 months ago, you’d have $37,500 today.

First Solar at the time was $24.
Its now $44.
You’d nearly have doubled your money, in 6 months.

These are american companies employing american workers and their product cuts down on the need to continue polluting.

Investing

Facts.

1. Solar demand is growing just about everywhere.
2. Solar prices are dropping.
3. Solar is getting more efficient.
4. Solar stocks are at very low prices.
5. Oil is FINITE
6. Burning Oil is not good for the planet
7. Coal is FINITE
8. Burning Coan is not good for the planet
9. Natural gas is FINITE
10. Burning Natural Gas is not good for the planet

Assuming you share the planet with me, you should agree that we should stop doing things that are bad for the planet – our home.
This should apply pressure to reduce fossil fuel usage and increase clean energy tech.

If you are employed at a fossil fuel company, you should want to transition to clean tech not only to avoid damaging your home (idiots), but to prepare for the times when fossil fuels are no longer retrievable. Unless you could devise a way to suck carbon out of the air.
More pressure to change to clean tech.

Now, regarding solar investments.
Solar stocks are trading near all time lows, even as most of the market has rebounded – and solar has grown FASTER than the market.
Its clean fossil fuel interests are shorting solar stocks.
Is this not the PERFECT time to invest in solar?
There will be some losers – there will be companies that fail.
SPWR and FSLR should be targets.

Stocks do better under democrats


“The BGOV Barometer shows that, over the five decades since John F. Kennedy was inaugurated, $1,000 invested in a hypothetical fund that tracks the Standard & Poor’s 500 Index (SPX) only when Democrats are in the White House would have been worth $10,920 at the close of trading yesterday.

That’s more than nine times the dollar return an investor would have realized from following a similar strategy during Republican administrations. A $1,000 stake invested in a fund that followed the S&P 500 under Republican presidents, starting with Richard Nixon, would have grown to $2,087 on the day George W. Bush left office.”

From thinkprogress.

Vonage

In selecting Vonage stock 8 months ago, I used an old reliable tactic.
I’d heard of it.

And it was under a buck at the time.
I bought at 94 cents, and it was under 50 cents not long ago.
It hit 2 dollars today, presumably because it released apps for the iPhone and Blackberry.
Almost a 40% increase in a day.
http://biz.yahoo.com/ap/091005/us_tec_vonage_calling_app.html?.v=11

The other reason I liked this stock is their commercials, like the shark one below.

And as usual, after a large increase the stock has given back about half its gains.

I suspect this is due to high volume traders and short term investors. People are making their money and getting out.
Then they get back in to do the same thing over again.

Increase the capital gains tax rate and perhaps the market would be less volatile.

CIT Group nears bankruptcy – perfect time to buy?

CIT Group shares lost 99 cents today on news that the commercial lender is again near collapse.

It would be a risky play, to jump in when the water is the hottest.
But if the price of shares drops below 50 cents – I’m in.
Not for much, but its a gamble I’d be willing to make*

*Don’t follow my advice – I’m a rookie

This is a company who’s stocks were trading in the $40 range within the last two years.
Obviously, if the company survives without going into bankruptcy, the shares will rebound to some degree (eventually)

You can read more about CIT Group here:
Report: CIT Group again on brink of collapse

Jim Kramer on The Daily Show

Jon Stewart of The Daily Show consistently conducts good interviews.

The following is the leadup to his interview with Jim Kramer.

March 4, 2009

The Daily Show With Jon Stewart Mon – Thurs 11p / 10c
CNBC Financial Advice
www.thedailyshow.com
Daily Show
Full Episodes
Political Humor Healthcare Protests

March 9, 2009

The Daily Show With Jon Stewart Mon – Thurs 11p / 10c
In Cramer We Trust
www.thedailyshow.com
Daily Show
Full Episodes
Political Humor Healthcare Protests

March 10, 2009

The Daily Show With Jon Stewart Mon – Thurs 11p / 10c
Basic Cable Personality Clash Skirmish ’09
www.thedailyshow.com
Daily Show
Full Episodes
Political Humor Healthcare Protests

This is from March 12, 2009

If you have a short attention span, pay attention for the first 3 minutes.
And remember that Kramer has a show on CNBC.

The Daily Show With Jon Stewart Mon – Thurs 11p / 10c
Jim Cramer Pt. 2
www.thedailyshow.com
Daily Show
Full Episodes
Political Humor Healthcare Protests

An interesting article about Jon Stewart, and how he’s got a bit more freedom than non-comedy news.
http://www.huffingtonpost.com/jim-moore/and-a-comic-shall-lead-th_b_173734.html

CombinatoRx, Incorporated (CRXX)

To sum up the in-depth analysis used in selecting this stock, I can say this:
It was under a buck (0.61 cents), and has been as low as 0.41 in march.

Recently trading was halted for a day.

Nasdaq halts CombinatoRx trading pending FDA review

I get the impression that news of their new pain drug will play a big part in their future.

Despite the length of that analysis, here’s one more.

Ford.
Ford was $1.98/share.

That was actually based on a tip from my aunt, who steered me away from GM thankfully.
Ford is the only one of the big three (GM, chrysler) that did not accept bailout money last December.

And looking back, I should have simply dumped everything into Ford.
But I just saw an article about CRXX and its exciting, despite my not knowing much about the company.

Seeking Alpha – Combinatorx-could-move-either-way-on-fda-review-wednesday

Although Combinatorx (CRXX) stock dropped 15% during early trading on Tuesday, a pop is likely if the FDA review of the company’s pain medication, Exalgo, is positive.

UPDATE: October 5, 2009
CRXX jumped from $1.27 to $1.60 earlier before settling at $1.49.
The reason for the  near 20% jump?

Their drug development partner (Fovea Pharmaceuticals SA) may be bought out soon, and that appears to be the reason for the ‘pop’

http://boston.bizjournals.com/boston/stories/2009/10/05/daily2.html?ana=yfcpc

Investing

Two things led me to invest in stocks for the first time last November.

1. Buy Low
November, 2008
The market was at the lowest point it had been in the last 10 years.
The DOW was in the low 7,000 range.
Almost everything was down drastically.

2. An intelligent, democrat was elected.

At that point, I was convinced we’d see an upswing in the economy – although I had no idea how long before we’d see upward movement.
It turns out, that wasn’t the low point.
March the DOW managed to hit the mid 6,000’s.

Today, the DOW is in the mid 9000’s, and everything I invested in is in the black.
Do I have the midas touch?
No. It was simply a good time to get in.

I’m betting on the US.