Tag: GOOG

High Conviction Paired Trade – Short Tesla Motors And Buy Exide Technologies, The Sequel

John Petersen Last November I broke with tradition for the first time in over 30 years and suggested a paired trade that bought Exide Technologies (XIDE) and shorted Tesla Motors (TSLA). Over the following three months, investors who made the trade and bought four Exide shares while shorting one Tesla share pocketed the following gains. 16-Nov-2010 16-Feb 2011 Net Entry Exit Gain Buy Four Exide -$29.76 $49.68 $19.92 Short One Tesla $30.80 ...

Feeling Feeling Blue About Green? Reasons for Cleantech Optimism…

David Gold There are so many easy reasons to be a pessimist today:  the world financial crisis, the discord and dysfunction in Washington, and the almost certain doom that many scientists claim we are facing from global warming. With the first high profile cleantech company failures, the euphoria of the cleantech bubble has burst creating pessimism about the future of cleantech as a whole.  I say, hogwash!  History says we have many reasons to be optimistic.  Just because things look bad today doesn’t mean the world is coming to an end!  We humans have a hard...

If Energy Were Free and Unlimited…

David Gold As soon as gas prices rise, our nation becomes focused on energy.  When they drop again, it falls off most consumers’ radar.  Yet the importance of energy goes way beyond the cost of filling up your gas tank or paying your electric bill.  In often-extraordinary ways, energy is interwoven into absolutely everything that we need to live or that we love to do.  One of the most useful tricks I learned in engineering school is that to put any problem in perspective, it helps to ask what if things were...

Brightsource: New Tech is Filled With Failure

Dana Blankenhorn If there is one thing I've learned as a tech reporter it is that failure is common, but what we learn from failure can often lead to greater success. Back in 1984 I was asked to help write the manual for a start-up called The Promise. The Promise would offer home banking, home shopping, and information services, delivered to your PC. The Promise failed almost before the lights went out on the press conference. It was at least a dozen years too early. There was no Internet, and I worked on a double-floppy IBM PC. Fortunately...

The Water Food Energy Climate Nexus (Pt. 1)

v:* {behavior:url(#default#VML);} o:* {behavior:url(#default#VML);} w:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Eamon Keane Eamon Keane 2 581 2011-04-11T22:13:00Z 2011-04-11T22:13:00Z 4 1112 6341 52 14 7439 14.00 Clean Clean false false false false EN-IE X-NONE X-NONE ...

Some Realism on Shale Gas

shale gas Eamon Keane shale gas shale gas Shale gas is back in the news recently after Obama hearted the shale gale in his energy speech ("Recent innovations have given us the opportunity to tap large reserves, perhaps a century's worth of reserves...in the shale under our feet,"), and Daniel Yergin (full disclosure: he wrote The Prize) has a lengthy piece in the WSJ along with an interview in which he says a bunch of stuff. It turns out that the US and...

EE=C

Tom Konrad, CFA Apple takes on Google in Silicon Valley rivalry to save the world... first.   Recently appointed Apple (NASD:AAPL) senior VP of Energy Lester Coulson is unimpressed by Google's (GOOG) efforts to solve climate change.  "Google has been trying to make renewable energy cheaper than coal for more than three years now, and we haven't even seen a Beta version!" Coulson admonishes.  "Sure, they've made a few headlines by investing in EGS and planning to string wires up and down the Atlantic coast, but after investing $100 million, is renewable energy cheaper than...

SolarWindow Story Deserves More Skepticism

Dana Blankenhorn Back in December I wrote skeptically of New Energy Technologies Inc., (NENE) whose SolarWindow was written-up here in September, mainly as a result of this press release. The press release drew press coverage, including an October mention by CNBC anchor Erin Burnett. I should add here Ms. Burnett has not done a Maxim cover shoot – the photo by the story is a fake. But is the story a fake? Since the fall NENE has been on a roll, rising in price from about 60 cents to over $1.60. The...

A Solar Penny Stock Worth Watching?

Dana Blankenhorn As a rule "penny stocks," public companies routinely selling for less than $1 a share, and sometimes just a few pennies, make me nervous. While the intent is laudable – to give small investors a chance to bet on long shots just like the boys on Sand Hill Road  – the result has always looked like a rigged casino. Because of its low capitalization and small float it's easy to “pump and dump” a penny stock, boosting its value with some publicity, then selling it short. And if the deal were worthwhile, why isn't the smart...

Will Chronic Traffic Problems Slow Down Chinese Car Ownership?

Eamon Keane Following the worst traffic jam in history this past August, Beijing has introduced significant curbs on cars. New car registrations will be slashed 70% to 240,000. Non-registered cars must have a permit and cannot travel at peak hours (7-9am and 5-8pm). With 4.7m cars and a population of 22m, Beijing only has approximately 200 cars per 1,000 people. This is just half the level of cars in Mexico city with which Beijing is tied in IBM's "Commuter Pain Index". If you think LA is bad, Beijing is 4 times worse: When rumours...

Buying Green Stocks Pays, but Finding Green in Brown Pays More

Tom Konrad CFA Although green stocks did better than un-green (or brown) stocks since Newsweek's 2009 Green Rankings were published, the big winners were the greenest stocks in the brownest sectors. Newsweek has released its 2010 Green Rankings for America's 500 largest corporations, and the companies at the top of the list are happily gloating about being greener than their rivals.  More important to investors is the question: Do the greenest companies beat the market? Marc Gunther notes that the top 100 companies in the 2009 Green Rankings outperformed the S&P 500 by 6.8%.  ...

Ten Green Gambles for 2010: Q3 Update

Tom Konrad CFA To my surprise, the market came back in the 3rd Quarter, and my portfolio of put options designed to hedge a market decline is predictably down.  However, my benchmark (a put against the Dow Jones Industrials has performed even worse than my picks.) I don't have a lot to say about the performance of my Ten Green Gambles for 2010 so far this year.  These gambles were a bet on a market decline in 2010.  Since we're now into the 4th quarter and the market is still...

Will Rare Earths Cripple the Green Economy? Part 1

Eamon Keane Rare Earth Elements Eamon Keane This is Part One of a three part series based on a rare earth elements (REE) review which is available for download at slideshare, where references can be viewed. Part 1 is an introduction to REEs. Part 2 analyzes REE consumption and refining and Part 3 looks at how REEs might affect the green economy.  Rare earths captured the popular imagination a year or two ago. Since then a bonfire of reports, presentations and analyses have been published, with many generating more consulting fees...

Why Wait For Tesla Or, A Better Place? Kandi Technologies is Already a Profitable...

Part I Arthur Porcari. Ever hear of China based NASDAQ listed Kandi Technologies (KNDI)? If you haven't, you're not alone. No financial writers, no analysts, and no significant institutions or funds are interested.  But they should be.  This series will go into the reasons why. In part II, we'll look at the company's business and history : Kandi is already selling EV mini-cars by the thousands.   Kandi landed a joint venture with three multi-billion dollar Companies for quick-change battery charging, with the first stations opening in November. Owns a mortgage free modern ten...

The Pure Technologies Takeover of Pressure Pipe Inspection Company

Tom Konrad CFA In February, I published an interview with Sam Healey portfolio manager at Lamassu Holdings about Pure Technologies (PUR.V, PPEHF.PK), a company that can find and repair leaks in water systems without shutting down the system. Last week, Pure Technologies announced that it intended to acquire Pressure Pipe Inspection Company for cash and stock worth as much as C$34.9 million.  The market's reaction was initially positive with PUR.V gaining C$0.29 on Wednesday, the day following the announcement, but most of these gains were given back on Thursday and Friday. My initial feeling is that this...

Ten Green Energy Gambles for 2010: Q2 Update

Tom Konrad CFA My speculative green gambles still have chips, but the mild decline of the stock market so far this year is not enough to make them really pay off, yet. In January, I brought readers a collection of nine bearish puts on non-green companies and ETFs and one tiny energy efficiency company with a chance of taking off big before the end of the year.  They considered of bets against three fossil energy companies, four travel and leisure stocks, a Mexico ETF , a Trucking company (JB Hunt ), and a long bet on Power...
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