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Alex Salkever's Blog Posts
FSLR
With solar overheated, here are two indirect ways to play climate change
10/15/09
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Filed under: ETF Investing, Stocks to Buy, Green StocksInvestors hoping to ride the climate change bandwagon have had a roller coaster ride over the past two years. Greentech stocks soared with the oil spike in 2007 and 2008, then crashed with stock market and commodity price declines in 2009. Sinc...
CRE
GE
General Electric: Up, down or sideways?
07/02/09
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Filed under: General Electric (GE), RecessionAfter a nifty rebound off a 52-week low of $5.73, industrial and financial services giant General Electric (NYSE: GE) is in a weird place. The company's shares are trading at around $11.75, which is well below the $15 levels achieved in early May. This wou...
CRE
GE
General Electric: Up, down or sideways?
07/02/09
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Filed under: General Electric (GE), RecessionAfter a nifty rebound off a 52-week low of $5.73, industrial and financial services giant General Electric (NYSE: GE) is in a weird place. The company's shares are trading at around $11.75, which is well below the $15 levels achieved in early May. This wou...
ANF
TIF
Shoe drops on Nike
06/25/09
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Filed under: After the bell, Earnings reports, Tiffany and Co (TIF), NIKE, Inc'B' (NKE), Abercrombie and Fitch (ANF), RecessionNike (NYSE: NKE) has thus far navigated this downturn exquisitely. It has maintained sales overseas, in particular in Asia. Nike's legendary supply-chain mastery and inventor...
Green Shoots Scenario: Onshoreable jobs
06/17/09
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Filed under: Forecasts, Good news, Economic data, Housing, Financial CrisisMarkets were mixed and downish Tuesday, but there was some good news to be found.
Housing starts and building permits soared, causing a big pop in shares to battered homebuilders. Whether this is a false start or a real jump,...
Green Shoots Scenario: Onshoreable jobs
06/17/09
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Filed under: Forecasts, Good news, Economic data, Housing, Financial CrisisMarkets were mixed and downish Tuesday, but there was some good news to be found.
Housing starts and building permits soared, causing a big pop in shares to battered homebuilders. Whether this is a false start or a real jump,...
Doomsday Scenario: Beige book bombs, income inequality
06/10/09
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Filed under: Bad newsMore dark clouds for your silver lining. The Beige Book numbers came in today showing continuing mild deflation. The report, published eight times per year, is a compendium of anecdotal insights from the various Federal Reserve Banks. A report out of Harvard University shows that...
GM
F
House: Save the auto dealers! Can Ford survive the intervention?
06/10/09
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Filed under: Ford Motor (F), General Motors (GM), Financial CrisisWell, you knew it had to happen since Uncle Sam effectively owns Chrysler and General Motors. The U.S. House of Representatives is trying to pass a bill that would mandate the large automakers honor existing franchise agreements and pu...
GIS
Green shoots scenario: Krugman calls recovery
06/08/09
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Filed under: Good news, General Mills (GIS), Economic dataSummer is here and green shoots are popping up everywhere. Paul Krugman calls a recovery by September, a very fast turnaround for someone who has been very bearish. Taiwan exports hit a six-month high last month, sparking hopes that the electr...
GS
Goldman Sachs lost out on Twitter to some dude named Gary
06/01/09
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Filed under: Goldman Sachs Group (GS), Tech for the rest of usThe most powerful investment bank on the planet boasts a respected team of technology analysts. But Goldman Sachs Group (NYSE: GS) seemed to miss the boat on grabbing a good Twitter handle. The company tweets under @GS_News (and it has ple...
MON
Monsanto: Buy the Dip?
05/29/09
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Filed under: Commodities, Agriculture, Stocks to BuyShares of seed and agricultural products company Monsanto Company (NYS: MON) plunged from $92 to $79 yesterday when the company lowered guidance. Monsanto has long been a favorite play on the growing demand for food. It's high-tech, genetically mani...
CCL
Carnival hits a Swine Flu iceberg
05/28/09
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Filed under: Carnival Corp (CCL)The Swine Flu outbreak keeps chugging along as the number of people affected rises.
Shares of all travel-related companies have been sickened by the threat of a really bad pandemic, as opposed to a mild flu with a lot of media hype. And the market concerns can hardly ...
ETF
OIH
Drill Baby Drill? Maybe not really
05/26/09
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Filed under: Forecasts, Commodities, OilOil driller stocks have long been a favorite of hedge funds (and Karen Finerman of "Fast Money") and something of a proxy for expected movements in oil prices. During the huge oil spike last year, the Oil Service HOLDRs (ETF) (NYS: OIH) Oil Services ETF shot th...
TGT
Target beat masks problems
05/20/09
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Filed under: Target Corp. (TGT)The cheap chic retailer beat the Street handily in its latest earnings numbers. That's no surprise, considering the dismal performance of Target (NYS: TGT) as compared to peers over the past year. The drugstore that stocks everything nearly destroyed a hedge fund run by...
CAT
BBY
White Paint Index: What the price of titanium means to the economy
05/18/09
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Filed under: Forecasts, General Motors (GM), Indices, Caterpillar (CAT), Sony Corp ADR (SNE), KB HOME (KBH), Economic data, HousingEconoblog Financial Armageddon has a great post on titanium and what the price of this prized commodity means for the general economy. In a nutshell, titanium is a critic...
GM
F
Detroit dealer cuts: Not deep enough to get Japanese parity
05/15/09
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Filed under: Ford Motor (F), General Motors (GM)There's a great post on the lean manufacturing blog Evolving Excellence about the auto industry and what it might really take to fix it. Bottom line -- Evolving Excellence says more dealer cuts needed so General Motors Corporation (NYS: GM) and Ford Mot...
Is the world's most successful hedge fund under SEC investigation?
05/15/09
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Filed under: Rumors, Money and Finance TodayIt certainly appears that way. WSJ picks up on dissent among investors in Renaissance Technologies, a massive quantitative hedge fund run by the highly secretive geek James Simons. Observers have been wondering how Renaissance's in-house Medallion Fund has ...
X
NUE
China's steel story: government slowing down demand
05/14/09
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Filed under: U.S. Steel (X), Nucor Corp (NUE), BHP Billiton Ltd ADR (BHP)The whole world watches China when it comes to the natural resource play. Iron ore and steel companies have watched their share prices swing wildly based on news coming out of the Middle Kingdom in terms of what Chinese mills wi...
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