thehobe

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So We Find a Bottom - Then What?

Your comments are not insightful or contain any pertinent information. i.e., anyone could have written the article with very little knowledge. Just admit for now, that your 600 target was incorrect(for now).
Oct 28 16:26 pm |Rating: 0 0 |Link to Comment |View article
LDK Solar: Astounding Growth & Incredible Value

It's about time someone is noticing the obvious value in this company. Even if there are delays in bringing up all of the polysilicon plant on the exact planned time, the future of this company will be pheonominal!
Sep 24 14:45 pm |Rating: 0 0 |Link to Comment |View article
Why You Should Short Companies Doing Share Buybacks

I disagree with your basic premise: you do not like a company that buys back stock because it cannot find other business opportunities to expand. A company (such as Linear Technology) could never find another company as profitable as itself, so it bought back stock with hoards of non-perforning (<5% return) cash. I think this was the perfect reason to buy back stock. This purchase, of course, did reduce dillution due to stock options of course but this was going to happen anyway. If they had purchased another company at a profit margin lower than their existing business, the "numbers" would certainly degrade instantaneously. The stock buyback was the way to improve the "numbers" instantly without having to improve a non-performing business up to their level of performance. Bigger is not always better. In the case of Linear Technology, the stock over the last 6-12 months went back down but so did the entire industry. They still maintain fantastic "numbers".
May 08 16:29 pm |Rating: 0 0 |Link to Comment |View article

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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
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Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
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