More Concessions From Obama’s Energy Team - Waiving the White Flag?
09/09/2010 by SCP Editor in Articles
September 9, 2010 – “Coal remains important and a priority to the nation’s energy agenda”, aka “We really need your votes.” Energy Secretary Steven Chu said this week that burning coal and boosting the economy are compatible. ...
Bachman Maintains HOLD on Canadian Solar (Nasdaq:CSIQ) - Time to Look Forward Now, Q2 is Done
09/03/2010 by SCP Editor in Articles
September 3, 2010 – Auriga’s Mark Bachman maintained a HOLD rating on Canadian Solar (Nasdaq:CSIQ) citing uncertainty about timing and sustainability relating to the company’s move to improve its margin structure. ...
Cowen’s Stone Remains Downbeat on Energy Conversion Devices (Nasdaq:ENER)
09/01/2010 by SCP Editor in Articles
September 1, 2010 – Analyst Comments – Cowen’s Rob Stone maintained a NEUTRAL rating this morning on Energy Conversion Devices (Nasdaq:ENER), which is currently trading around 0.6x book, citing execution and dilution risk. ...
Markets Set to Move Higher on Less Bad Than Expected Economic Data
09/09/2010 by SCP Editor
September 9, 2010 – The futures are indicating higher openings for the broader markets as the Street reacts to better than expected weekly jobless claims, and a narrower than forecast trade deficit. In addition, global debt concerns ...
Stocks Opening Modestly Higher - European Bank Concerns Subside For Now, Refocus on Recovery
09/08/2010 by SCP Editor
September 8, 2010 – The futures are indicating higher openings this morning for the broader markets, absent any negative economic data releases and as concerns about the health of European banks easing. Focus appears to be turning back ...
Stocks Opening Lower - Currency Concerns and Profit Taking in Focus
09/07/2010 by SCP Editor
September 7, 2010 – The futures are indicating lower openings this morning for the broader markets. The softness is largely being attributed to the currency markets, but profit taking is likely relevant in the discussion as well. ...
The Media is Dumbing Down The Economy - We See Potentially Disastrous Consequences
08/13/2010 by SCP Editor in SCP Blog
August 13, 2010 - The financial media continues to exacerbate the problem by lame thinking. We listened to a reporter on Bloomberg this morning talking to a fund manager about the potential for a double dip. The fund manager forecasted ...
Our Take on the New Normal - Adjust for Downside Risk Now
08/12/2010 by SCP Editor in SCP Blog
August 12, 2010 - We continue to think that the Street has already priced in, if not overpriced in, the impact of relatively strong earnings season. It has, up until yesterday, been largely ignoring the implications of all of the ...
Time to Get Agressive on Renewables?
07/26/2010 by SCP Editor in SCP Blog
An investor asked us the following question this morning:
Do you think it is time to go big time on margin into renewables, thinking they will catch up here to the market finally???
Our ...
This Morning’s Key Economic Data - Weekly Jobless Claims (week ended September 4, 2010)
09/09/2010 by SCP Editor
September 9, 2010 – This Morning’s Key Economic Data – Weekly Jobless Claims (week ended September 4, 2010) – the number came in better, or less bad, than expected, showing a contraction in jobless claims of 27,000 (expectations ...
This Morning’s Key Economic Data - Nonfarm Payrolls for August (2010)
09/03/2010 by SCP Editor
September 3, 2010 – This Morning’s Key Economic Data – Nonfarm Payrolls for August, 2010 - The Nonfarm Payrolls report for August came in showing job losses of 54,000, less bad than the 105,000 that had been expected, with the ...
This Morning’s Key Economic Data - Weekly Jobless Claims (week ended August 28, 2010)
09/02/2010 by SCP Editor
September 2, 2010 – This Morning’s Key Economic Data – Weekly Jobless Claims for the Week Ended August 28, 2010 – The number came in slightly better, or ‘less bad’ than expected, at 472,000. Sure, it could have been worse, ...
