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I have decided open up this forum, to tap into a wealth of experience from members of this forum toward other areas of the investment spectrum. This forum will be moderated, therefore do not expect your new topics immediately show here. Repplies will not be moderated.

Thanks and enjoy

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Guest jocksolar

Very interesting idea, Odyd. If the quality of commentary on other sectors matches that on the solar sector on this forum, it could offer some really interesting thoughts. I would start by recommending Japan as a very interesting region to be looking at right now, specifically retailers (department stores are large and transparent) and banks (loan volumes and MV generally is about to accelerate sharply). I worked in the market for 10 years and the lengths to which the government and BoJ are going to stimulate activity coupled with the valuations across there is as close to risk-free money as you can get...

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Guest Xeloris

I Agree,  Recently I've diversified some outside of Solar after my TSL Trade,  However still 80%+ in solar.

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Hi Jock,

Excellent, I think it would be important to have specific ideas and names. We need to be also aware of access to exchanges.  I think for most NA exchanges would be the best, but I think we have an international forum, thus this should not be a limiting factor.

I hope for quality here. I am also interested in person to be a willing moderator of this thread. I wish for quality, but I will not have time to put ample of time to moderate this thread, to give justice to those efforts. So if anyone is wanting to do this, approval of new topics etc. it will be great.

For example,TESLA would be a stock someone could recommend. I would hope to see full fundamental pros and cons if they are any, price targets etc. Post like "guys get into XYZ is awesome" are below standards of this forum. 

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Guest Xeloris

EBIX - 52 week range 8.21-23.27, short interest 50+%, Current stock price 11.30, Ebix, Inc. provides software and e-commerce solutions to the insurance industry.

 

What caught my attention to ebix? Cash Flow Statement, this company been making money hand over fist, most of which is re-occuring revenue. They are at about 20% free cashflow. They are in the international insurance exchange, health insurance primarily, as regulations change thats more $$$$. GS offered to buy them back in july at ~20$ a share, this deal fell through for undocumented reasons. However multiple shareholder lawsuits went out as the thought was this truly undervalued the company at negotiated price.

 

What caused ebix to crash?: Short Sellers, Specifically one has written multiple “research” documents stating that ebix is committing fraud, money laundrying and now tax evasion etc. The story changes every 3 months causing another massive drop in stock price. I've been lucky to load up on many shares at ~10$ range.

 

For some history on the attacks:

http://cgfocuslist.com/?p=85

 

Please go to Gotham City research the website, they only have 3 articles - all negative on EBIX and they disclosure they are short the stock. 

 

http://gothamcityresearch.com/

 

The website is rather new being created just February this year

 

I did some research - Their location is a UPS Store:

14747 N Northsight Blvd Suite 111, PMB 309
Scottsdale, Arizona 85260

 

Their website looks like a wordpress blog, also when most journalist write something they like to put their name on it. Why do these articles not have the persons name who wrote it? They hide behind the name Gotham City and publish articles on SA.

 

http://www.whois.com/whois/gothamcityresearch.com

 

 

 

Reasons for appreciation? - 100 Mil authorized buyback over 24 months(1/4th of current market cap), p/e of 6, massive free cashflow.. this company makes money.. I give a price target of about 50$ a share in 3 years with the buybacks continued growth and removal of these acquisitions.. I currently 10% of my portfolio is invested in this company

 

Portfolio:

 

CASH 20%, TSL 20%, CSIQ 15%, EBIX, 10%, BAC 10% (Only invested because best investment option available in 401k being employed by Merrill Lynch) JASO 10%, SAN ~8%, JKS 5%, SOL5%, JCP 3%

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Guest spiritcraft

EBIX - 52 week range 8.21-23.27, short interest 50+%, Current stock price 11.30, Ebix, Inc. provides software and e-commerce solutions to the insurance industry.
  A further boon due to Obamacare?

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Guest solar123

EBIX - 52 week range 8.21-23.27, short interest 50+%, Current stock price 11.30, Ebix, Inc. provides software and e-commerce solutions to the insurance industry.

 

 

Xeloris, what it your PT and time frame for your EBIX trade?

 

Thanks.

 

This forum is an excellent idea.

 

I make 2-3 "earnings" plays a week, yesterday was WGO and the day before was ABT and YHOO.

 

I , "plan" on making 1-2% off each trade (hoping for 3-5+ % gain/week) and get lucky when I get a 7% hit like WGO this morning and a 5% hit with ABT. I am usually out in the first 30-60mins of trading. On YHOO, I lost 2%, as I held it for too long.

 

Either way, with all of the information available out there, I amalgamate all of the earnings chatter (like my own "rotten tomatoes" for stocks) and pick what looks like it will have a slight gain. I try to stick with "well known" stocks with a market cap over 1B (WGO was below). In the case of WGO, my company produces products for the automotive industry and it is in such a boom, earnings were a given.

 

I won't be posting any ideas here, as they are not sophisticated enough for all of the technical investors here. I am looking at LVS later today, yet might back off.

 

I try to have 20% of my portfolio in cash to be able to execute these trades. And yes, I take a lot of hits, mostly small, yet each week has been up since I started this a few months ago.

 

GLTA

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Please start posting individual topics instead following this thread, this is intro thread and will be closed for time being, so proper way of introduction of topics will take place.

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Hi there again, please take the look at this format. You present your tip like Xeloris did in a form of he new Topic. Stock symbol etc. Small thesis.

Members can vote by using reputation buttons as good or bad idea. New members can see the reputation, and you have trusted recommendations etc, you get the idea. 

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Hi there, I know that we have members with recommendations. Please simply create new topics with the stock ticker and do a bit of investment thesis.

I do want to separate those from each other as I wish to check 

a. popularity

b. reputation

c. easy navigation

 

New topics will be moderated but replies are not. I guess I reserve the right to publish only good quality posts.

Thanks

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Why silver miners: Silver and gold are beaten down. At some point  reduction in silver miniing will reach a critical supply and demand point. This is going to raise the price of siver. Not only that, the supply of money by the fed will eventually give rise to inflation. It is just a question of time when money gets the velocity.

I prefer silver over gold due to industrial value.

 

My favourites : AG,EXK,and and SVLC (increasing order of risk and reward)

 

Why these 3 : This article echoes my views of these 3, hence no need to explain again.

 

http://seekingalpha.com/article/1750502-why-the-price-of-silver-will-recover-and-how-to-play-the-rebound?source=yahoo

 

Risks :  Silver and gold have been in a beer market for a last couple of years.  Hard to predict how long this can continue. Inflation did not rise as much as was expected and hence the precious metals fell. Reason has been the velocity of money.  Patience could be tested. Only  companies with strong balance sheet may survive.

 

 

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I used to invest in exploration start ups a lot. What is the margin growth these days.  Gold was trading at $200 per ounce.  GM should be high and that would fuel more search for new mines. All time favor was Kinross and Goldcorp.

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Guest CrouchingTiger

Saush11, thanks much for the post. I am fully invested in solars right now but one area I am looking for diversification is gold/silver once CN solars' PPS is normalized. I am a regular reader of Zero Hedge and to a degree, do believe the inflation thesis in the long run. Silver and gold are ways to protect and benefit from the potential run-away inflation. Any thoughts?

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Guest iwcwatch

As mentioned in my signature, rich combo : DANG + SOL (solar)

 

E-Commerce bubble is coming. The market is getting bigger and bigger.

 

Alibaba is going to IPO in US, which can catalyse the bubble big again.

 

DANG quarterly result is improving and will turn positive at Q1 2014. The EPS is getting better every quarterly. Still quiet in the market.

 

Share to the bros in this PAID forum. Just 2 cents. Good luck. :cool:

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I've been accumulating Silver Wheaton Jan 2015 calls. Silver Wheaton has royalty stream revenue from a wide variety of sources.  The calls were at a low premium though the premium has jumped quite a lot lately. SLW are well placed if the there is a rebound in Ag prices and meanwhile they are well financed and still were profitable in Q2 (20c/sh). I've also been accumulating Franco Nevada A warrants that expire in 2017. They are well out of the money now. FNV have mainly gold royalty streams. With both these companies an increase in the underlying commodity goes almost straight to the bottom line. I see these as hedges but remember that if we end up with severe deflation, as in 2008, and as could happen again if the Tea Party crazies prevail, au and ag prices are likely to drop further and the stocks with them. So with both of these be prepared for a lot of volatility.

 

Virginia Mines, VGQ on the TSE, is a small  company with a royalty stream due to start in late '14 from a major mine being built in Quebec by Goldcorp. In effect it is another long call on au with a capable exploration team kicker. My guess is that the royalty will eventually be spun off.  VGQ has been surprisingly stable even through the  downturn of the last year.

 

There are many small exploration companies with what will eventually be mineable deposits that have invested more in proving up their orebodies than their current market cap and they look tempting. But given the difficulty for juniors in raising capital to keep going I'm mostly staying away from them until financing becomes less dilutive. One intersting one is Midas Gold with a major deposit in Idaho. Teck Cominico did their last financing and have 9% of the company.

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Saush11, thanks much for the post. I am fully invested in solars right now but one area I am looking for diversification is gold/silver once CN solars' PPS is normalized. I am a regular reader of Zero Hedge and to a degree, do believe the inflation thesis in the long run. Silver and gold are ways to protect and benefit from the potential run-away inflation. Any thoughts?

Crouch,

Sorry for the delayed reply. Really got caught into something else.  My view on inflation - its when and not if.  Fed money is sitting  in the  banks improving their balance sheet.  At some point they will start taking risk and start lending and that will increase the velocity of money.

 

Also, I am of the view that fed's ability to taper is limited. 

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Guest CrouchingTiger

Crouch,

Sorry for the delayed reply. Really got caught into something else.  My view on inflation - its when and not if.  Fed money is sitting  in the  banks improving their balance sheet.  At some point they will start taking risk and start lending and that will increase the velocity of money.

 

Also, I am of the view that fed's ability to taper is limited. 

 

Saush11, thanks for note. I agree that Fed has no choice but to print. A little market correction would make it pee in its pants. Who wants to make the hard choice? With that, we will have inflation sooner or later. But this suit us well, I think. Printing money is great for the market and for solars. We need a stability of overall market for solars to flurish. Then we can diversify and protect ourselves.

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Guest Xeloris

Although this isn't as exciting as solar's.. Its up 8% today  to 12.55.. Shorts at 50% short interest are getting killed

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