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Water is Thicker than Oil
2006-09-26 09:23:00 My posts are usually much shorter so I apologize for the length of this one. If you are here for the stock picks only and want to skip the lecture on Water , click here to jump to the part where I recommend stocks.Water is what some consider, the new oil. Even though 70% of Earth is covered with water, only 3% is fit for human consumption, of which two-thirds is frozen and largely uninhabited ice caps and glaciers, leaving 1% available for consumption. The remaining 97% is salt water, which cannot be used for drinking or agriculture. If all the earth's water fit in a gallon jug, available fresh water would equal just over a tablespoon.There is no more fresh water on Earth today than there was a million years ago. Yet today, 6 billion people share it. Since 1950, the world population has doubled, but water use has tripled. As I write this story, I googled the word "Water Shortage" and lo and behold, a story from Arab News popped up reporting on the current water shortage in Jedda. Co...
Yay For Yahoo
2006-07-24 02:01:00 As everyone who follows financial news in the US knows, Yahoo (YHOO) delayed the launch of its new and improved ad platform (Panama), that is supposed to generate more revenues for the company back to Q1 of next year. The news was a major disappointment on Wall Street and that coupled with its in-line earnings, sent the stock down over 20%, leaving Yahoo's market cap at less than one-third to that of its biggest competitor - Google (GOOG).Is this an over-reaction? I think so. I think Yahoo is incredibly cheap and what most people do not realize is that Yahoo's earnings were in-line despite losing Microsoft as one of its search partners. At 20 times earnings, there have been very few times when Yahoo has been such a bargain, considering that quarterly revenues are up 33% over last year.Yahoo's current search market share in the US stands at around 28% while Google's is 44% and the trend seems to indicate that Yahoo might lose more to Google. However, the Panama launch, coupled wi... More About: Yahoo!
MEMC Wafers are Crisp
2006-06-05 16:57:00 According to Eric Savitz of Barron's, the demand for solar power is so high that the solar industry has eclipsed the semiconductor business as the world's leading consumer of silicon wafers. This high demand has created a shortage of polysilicon, a material used in the manufacture of solar panels.The obvious play on the polysilicon shortage is MEMC Electronic Materials (WFR), one of the world's largest producers of silicon wafers. Unlike some of its rivals, MEMC produces most of its own silicon, and in fact sells some excess supply back into the market. The result is that MEMC benefits from soaring wafer pricing without suffering the associated increase in raw-material pricing.With solar energy catching steam in California, if solar panelled roofs become part of the government's agenda, stocks like WFR and ESLR will be huge winners.The recent correction in this stock presents a great buying opportunity at or below 37.-- Faisal Laljee More About: Cris 1, 2, 3, 4 |
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