Archive for category Tracking Stocks
Why Solar goes much lower still. The same reason the Sector High was NUTS
Posted by 2011wd in 2011 Energy Report, 2011 Power Report, GTL, Natural Gas, Solar, TES, TES Thermal Energy Storage, Thermal Banking, Tracking Stocks, Trading, Waste To Energy, Water and Waste Treatment on August 23, 2011
Every alternative is only as strong as the old energy feedstock PRICING ACTION under the surface. This all a part of the WHEN OF IT.
AS reported when the highs were here. You sell the highs and buy the lows. We still go lower here. To be sure the M.M. while yank it for all it’s worth, but that is just because they can. Playing off the backs of retailers. Don’t let them play you.
In the end it will come back to inventory levels, supply and demand, & pricing action of old energy feedstocks. Most seem to forget natural gas. Big mistake. HUGE. They also forget GTL, or gas to liquids. Another massive mistake. Keep in mind most of the gas is shut in, meaning it is seen and regarded as worthless. Nothing could be more wrong. GTL plays a very big part of the U.S. domestic energy future regardless. If it is closed looped as it no doubt will be at some point soon, the game changes. Waste to Energy soon comes into the mix. Water and Waste Treatment will always be a KEY part of the overall green sustainable future, IF you build it into your BIM/CAD designs from the very start. AS you do, you will see the value of GTL. This does not mean solar will not have it’s place. It simply means inventory levels must come down. How low do they go?
How far is the price of the product going to fall? Go ask the M.M. They are the guys who have been playing the energy trading scam from the start.
Short or not, selling dollars was a short term mistake
Posted by greensciences in Dollar, Oil Prices, Tracking Stocks, Trading, Truth in Markets on May 16, 2011
avg. maturity 1.1 year, means they are playing short term moves and they simply missed this one from the currency side.
Short or no, they called this short term move wrong.
May not want to own up to it as yet, hoping the dollar goes back down soon. you can’t buy out of dollar bonds and not get hit by the dollar going up, when & if, it does.
so far two weeks in, the technicals have it coming off the bottom. where it goes from here is anyone’s guess.
as always i’m watching the price of the product for my direction. you can watch PMs. whatever makes you happy.
It is that 50X leverage that has my attention.
Will Distributed Solar Drive Utilities into Bankruptcy?
Posted by greensciences in 2011 Power Report, BACT, CHP, Green Design, Green Sustainable Future, LAER, Natural Gas, Old Energy Designs, Power, Power Towers, Recapitalization Reports, Restructure & Recapitization, Restructure Reports, Solar, Solar Companies, STE, TES Thermal Energy Storage, Tracking Stocks, Truth in Markets, Waste To Energy on February 26, 2011
We do not address the residential side of power however if the price to install does come down we might in the future. Why pay higher prices now if you know the price of install will come down. Makes no sense.
Commercial is another matter. A very big matter.
As this question is extremely important we will address the public ECO ASPECTS. BACT will not do with regard to retrofit, however much you are SOLD on the idea. If you are not reworking old energy designs with LAER standards, you are simply kicking the can down a very short road. When you look at Utility Value WATCH OUT FOR poor clean up designs which might be approved very recently. Those retrofit expenses do NOT produce Green Sustainable Eco Standards in our view. NOT BY A LONG SHOT.
The Power Sector is a vital part of our work and our detailed answers are private and very much a part of our research reports which are private user access only. There is a great deal here that has been overlooked. Current Case in point, showing recently approved rework addressed in private reporting details.
Electric Vehicles & the Natural Resource Cliff
Posted by greensciences in Green Cars, Tracking Stocks, Truth in Markets on February 7, 2011
When it comes to markets and understanding the details to consider, it is nice to find a research group who GETS IT.
If you want to learn the real story behind all the PR BUZZ keep up with their insights.
Is Their Cash flow Rigged? You be the judge
Posted by 2011wd in Blowing the F#*@ing Whistle, Greed, Justice, Power to the People, Tracking Stocks on May 12, 2010
http://bit.ly/d6li8N While the rest of us are attempting to make ends meet and bring in cash flow the hard working way, what are these banksters doing?
Run Banksters!!!!! Run!!!!!
The Drys tell the story
Posted by 2011wd in Economic Policy, Tracking Stocks on August 24, 2009
http://www.wikinvest.com/index/Baltic_Dry_Index_-_BDI_(BALDRY)
remember they were getting 10X what the tankers were getting.
http://en.wikipedia.org/wiki/Oil_tanker
Here a few keys are found..
http://online.wsj.com/article/SB125107082428552461.html
What happens to these numbers if US Domestic Fuel demand is cut by 1/3.
Stock market P/E at 129-1. Price to Earnings should matter.
Posted by 2011wd in Economic Policy, Tracking Stocks on August 23, 2009
http://www.ritholtz.com/blog/2009/08/chart-of-the-day-sp500-pe-ratio/
The historic chart shows a ratio of 20-1 has been the high, while 7-1 has been a low market. Price to Earnings should matter, however in this market anything seems to go. Seems in the penny stock world they called that the pump and dump. Guess who has been the PUMP?
The short answer is this. They can make it going up and then they can make it going down. Any guesses?
If it’s this high here, what is it in China?
Need to see the Global Equity Market P/E Ratios 2009
The Street may finally notice the Baltic Dry
Posted by 2011wd in Greed, Tracking Stocks on August 17, 2009
http://www.investmenttools.com/futures/bdi_baltic_dry_index.htm#bdi
This is the China Indicator that has been so easy to read. Here is your inventory build up. They are not shipping out and at some point they will be forced to stop shipping in. They moved in to soon on their buy across the board. Major Mistake. MASSIVE.
WATCH.
There not the only one wanting to grab stuff up on the cheap. The problem is when you rush back it, look out.
Seems Warren Buffet is concerned..
Makes sense why he would be.
Why the drop in Solar Energy Stocks?
Posted by 2011wd in Solar, Solar Companies, Tracking Stocks on August 15, 2009
http://www.msnbc.msn.com/id/32416986/ns/business-businessweekcom/
Two factors that may have been hidden to some. Inventory build ups & the much needed associated write downs added to the worst time to seek lending.
inventory write downs. in China this will at some point get ugly.
http://www.thestreet.com/story/10573500/1/ldk-solar-slumps-20-as-sun-sets-on-2q-update.html
These inventory buildups are across the board in China, not just solar. The when of it should be explored.
http://www.cnbc.com/id/32417639
Green Stocks. Watch three key signals
Posted by 2011wd in Tracking Stocks on July 8, 2009
By now hopefully you are tracking a few green stocks you like. If not let us know and we will share a few of ours.
We are looking at three factors before buying anything.
One. what is the EBITDA? When you track any stock add this number to your list of important numbers to watch. Whatever tracking service you use always add EBITDA. We like Yahoo, but you can use any service you like. Doesn’t matter as you are only tracking potential stocks to buy.
Why EBITDA? Earnings Before Interest on the debt they have. Taxes they must pay. Depreciation of assets over time. Amortization of the intangible assets over time. If the company is so small that don’t have earnings before ITDA then the question becomes why invest. This goes to working cashflow and with any business that potential cashflow must be strong enough to cover basics.
Two. S,G, & A. Sales, general and administrative costs. If this number is out of wack, forget it. We work on 18%. for Sales. Any more than that and the margins start to get hammered. If the management is not willing to get lean and mean now, they never will. Why invest with management that can’t work tight in a down market.
Three. The percentage above or below the 52 week low. If we are not buying the 52 week low the question becomes why. That is what the stock is being tracked for in the first place, to pick the bottom each year.
IF you can’t pick bottoms, don’t buy stocks, until you learn how.
We are still working on picking bottoms.
-
You are currently browsing the archives for the Tracking Stocks category.
Flickr Photos
More Photos
