Thursday, September 6, 2012

A short note

Been preoccupied with other things for a while, but not much has changed anyway. Our coal and ore stocks have taken a beating lately, but we have time. the problems in Europe and the slow down in China have things on hold, but oddly enough, the S&P is at a 52 week high. This is a peculiar market. Guess I shouldn't be surprised, as regulators sold us out years ago, so fundamentals don't mean what they used to. Anyway, we find opportunities where and when we can. Oh yeah, I'm still holding ARNA!


Investor September 22, 2012 at 1:11 AM  

We miss your posts and generous, frequent insight, Paper Gains!

I hope you don't mind but I have several questions about SOL (Rensola).
1. Are you still holding?

2. Do you consider the 1.40 - 1.70 range a buy?

3. This slowdown in China...does this effect the solar biz?

4. And in your opinion, what November election result do you think would be better for SOL-- an Obama or Romney administration?

Much like your past posts, I have high hopes for Solar. The price of these Chinese ones in particular have been a roller coaster ride. Are you still thinking north of $10 in 2013/2014 or has your opinion changed?

Gozo Farmhouse Vacations Guestbook September 22, 2012 at 2:26 AM  

Would you increase your holding in ARNA around $8? Would you think that institutions are holding the price down to increase their stake in the company or are there other reasons that are keeping price in check?

PaperGains September 23, 2012 at 8:02 PM  

Gozo and Investor,

See my latest post. Sorry for the delay. Thanks for your comments.


The Vix

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Where we rant and rave about the market and of course give our opinions on stocks we love or hate. We're not advisors and urge you to conduct your own due diligence.

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