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August 13
Paul Cheung (Zacks.com)   (+0.00%  risk: conservative)  
LDK   LDK Solar's Growth Potential Offset by Gross Margin Pressure   —  8/13 - "LDK Solar Co.’s (LDK) revenue and earnings for the second quarter continued to show strong growth, which again exceeded market expectations. We think LDK will continue to grow quickly in the next few quarters due to its aggressive capacity expansion and strong growth of solar power indust...
Zachary Scheidt (ZachStocks)   (+5.61%  risk: aggressive)  
Growth Prospects and Depressed Stock Price Make LDK Solar a Buy   —  8/12 - "If there was a dark spot in the announcement, it revolved around gross margins. Although average sales prices were higher than most analysts expected, the cost of polysilicon (or poly) cont...
Trader Mark   (-29.57%  risk: aggressive)  
Fundamentals Make LDK Solar Look Extremely Undervalued   —  8/11 - "There is a good chance for $2.75 in earnings in 2008 for LDK Solar - even taking into account the $40 price tag in after hours that is under 15x forward earnings if the $2.75 is good. If yo...
Corey Lorinsky (ClusterStock)   (-2.69%  risk: aggressive)  
Kaufman Brothers Still Bullish on Akeena Solar In Spite of Weak Q2   —  8/7 - "Akeena Solar's (AKNS) Q2 earnings were a flop yesterday. The solar power systems installer missed consensus on EPS (-$0.18 vs. -$0.16 consensus) and completely blew revenue ($7.1 million vs....
SP Community Rating: LDK     

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August 11
Thomas Catino (Ant & Sons)   (+18.11%  risk: moderate)  
CSCO   Cisco Systems Still a Wait and See   —  8/6 - "Perhaps the most encouraging part of the conference call was when he said that there is progress in the U.S. enterprise market and that total overall enterprise growth is possibly stabilizing; “while growth still varies dramatically by industry, the large multinationals and financial insti...
Douglas McIntyre (BloggingStocks)   (+18.48%  risk: moderate)  
The Miracle at Cisco   —  8/6 - "There are two reasons Cisco's numbers are surprising. The first is that its large router business primarily sells products to telecom and cable companies. Capital spending in those sectors h...
Jonathan Kennedy (ClusterStock)   (-33.70%  risk: aggressive)  
Analysts Can't Make Up Their Minds on Cisco   —  8/6 - "Bank of America reiterates Neutral due to a lack of positive catalysts going forward. Says guidance is achievable, however." "FBR (Friedman Billings Ramsey) maintains Outperform and $31 p...
Valuecruncher   (-12.06%  risk: aggressive)  
Cisco Currently Looks Cheap   —  8/8 - "At Valuecruncher we decided to put some numbers around the potential future performance of CSCO using our on-line valuation tool...Our assumptions of revenues for the next three years are $4...
SP Community Rating: CSCO     

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August 04
Zack Miller (BloggingStocks)   (+3.62%  risk: moderate)  
MER   The Merrill Lynch Diet: Starving Shareholders   —  7/29 - "I thought we were supposed to believe that Merrill Lynch’s (MER) selling a part of its Bloomberg stake and by taking $40 billion of writedowns this year alone, investors were (almost?) out of the woods. Guess again, news came overnight that Merrill will be selling more than $8 billion ...
Henry Blodget   (+16.34%  risk: moderate)  
Merrill's Deals Have Some Scary Fine Print   —  7/29 - "First, there was the sale of $30.6 billion of toxic crap for 22 cents on the dollar ($6.7 billion). Merrill had already written this down to $11.1 billion, so that's only another $4.4 billi...
Notable Calls   (-9.12%  risk: moderate)  
Merrill Gets Positive Feedback from Analysts Following Recent Deals   —  7/29 - "Oppenheimer's Meredith Whitney notes this would reduce MER's CDOs exposure by $11.1 billion. While MER has significantly diluted existing shareholders, they applaud this purging of assets a...
David Ferreira (The Bullish Bear)   (+0.00%)  
Merrill's Fund Raising Sets a Bad Precedent for the Financial Sector   —  7/31 - "You really can fool all of the people all of the time (or so it would seem). Writedown after writedown, lies and more lies: and yet, Wall Street believes in the Investment banks. The DJIA w...
SP Community Rating: MER     

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July 28
J.D. Steinhilber (Agile Investing)   (+11.06%  risk: moderate)  
Graphic_rating_sell SPY   Until Housing Improves, Don't Expect Stocks to Rebound   —  7/28 - "Until we see a light at the end of the tunnel for home prices, the risks to the economy and the financial sector remain skewed to the downside. Indeed, partly as a result of the weak housing market, the index of leading economic indicators we track from the Economic Cycle Research Institu...
Toro   (+0.34%  risk: conservative)  
Overwhelming Negativity among Investors Suggests a Short-Term Move Higher   —  7/25 - "Now, the tens of readers who have followed this blog over the past few years might have the impression that I am a perma-bear, given my general negative tone since I began writing Running o...
Brent Steenbarger (TraderFeed)   (+0.00%)  
Money Flow Analysis Shows Fewer Sellers, But No Surge in Buyers   —  7/27 - "Another part of bottoming is seeing an increase in the funds being put to work in the stock market. That is the function of the money flow indicator, which tracks the dollar volume entering...
Douglas McIntyre (BloggingStocks)   (+18.48%  risk: moderate)  
Domino Effects of Credit Crunch Could Have Severe Consequences   —  7/28 - "In a turn that no one could have expected, the banking community is in such a tight credit fix that even companies with near-perfect credit cannot get loans...Bank credit is now declining a...
Michael Shedlock   (+58.47%  risk: aggressive)  
The Phases of a Bear Market...and the Ones that We're Seeing   —  7/25 - "In a bull market, everyone ignores the greed and fraud that running rampant. No one wants to take away the spiked punch, even after it is perfectly clear that everyone is drunk. The party c...
SP Community Rating: SPY     

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July 24
Henry Blodget   (+16.34%  risk: moderate)  
Graphic_rating_sell GOOG   Google Blows Q2: Multiple Compression to Continue   —  7/17 - "Gross revenue and net revenue in line, EPS light. Most of EPS miss from interest income and higher G&A, which isn't that big a deal. Massive CAPEX ($698 milllion) once again hammered free cash flow, which has been flat for four quarters (Where on earth is all this money going?). Revenue b...
Eric Savitz (Barron's)    
Analysts See a Buying Opportunity in Google   —  7/18 - "So, there are a couple of ways to think about Google’s (GOOG) big post-Q2 sell-off this morning. For starters, as I noted last night, there seems to be increasing evidence that online adver...
Sramana Mitra   (-21.99%  risk: aggressive)  
Google Keeps Scoring   —  7/18 - "Google’s growth rate has decelerated while its annual revenue has jumped from $3.2 billion to $16.6 billion in the past three years. Last quarter (Q1 2008) the company’s revenue rose 42% in...
Zena Olijnyk (FP Trading Desk)   (+0.00%)  
Deutsche Bank: Pullback in Google "Way Overdone"   —  7/21 - "The recent pullback in shares of Google Inc., is “way overdone,” says Jeetil Patel, analyst at Deutsche Bank Securities, adding that he still has a buy recommendation for the giant of the ...
SP Community Rating: GOOG     

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July 16
Dan Caplinger (Fool.com)   (+0.00%)  
SPY   DJI   Stop Waiting for the Crash; Use a Regular Investment Plan   —  7/16 - "Picking the exact market bottom to invest may make you feel like a superhero, but in the long run, you don't have to be a superhero to make money investing...Experts trying to call a bottom in stocks have been thwarted at every turn...The one-step-forward, two-steps-back pattern has been ...
Michael Shedlock   (+58.47%  risk: aggressive)  
Bernanke's Testimony: Hogwash   —  7/15 - "Actions continue to speak louder than words. For all this talk about "inflation", the Fed sure is not concerned much about it...Bernanke has an ongoing alphabet soup of credit lending facil...
David Merkel (The Aleph Blog)   (+25.18%  risk: aggressive)  
Fifteen Notes on the Current Market Stress   —  7/16 - "Going back to one of my themes, be wary of companies that sell their best assets to bail out their worst assets. Tonight’s poster child is GM. How to get cash? Borrow against the remaind...
J.S. Kim (The Underground Investor)   (-12.79%  risk: moderate)  
The Two Best Investment Rules for Volatile Markets   —  7/15 - "There are two rules that every investor should abide by not only in volatile markets, but in any type of market: (1) Keep your losses small and cut your losses early and (2) Let your profit...
Brian Kyser (Dollars to Doughnuts)   (-1.90%  risk: conservative)  
Two Currency Plays to Counter the Ongoing Fall of the Dollar   —  7/15 - "The fact that the market is looking increasingly "crash-prone" is indeed old news. Just take a look at virtually any financial sector, and in particular, the banking index ($BKX), and you ...
SP Community Rating: SPY      DJI     

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Kevin Schulle (Seeking Alpha)   (-34.19%  risk: aggressive)  
Graphic_rating_buy LDK   Graphic_rating_buy YGE   Chinese Solar Stocks Present Compelling Value   —  7/16 - "I believe many Chinese Solar companies like Trina Solar (TSL), Yingli (YGE), and LDK (LDK), are good buys after the recent sell off...In the past two weeks, a small perfect storm has forced solar shares much lower. There have been analyst downgrades and concerns over secondary offerings, ...
Notable Calls   (-9.12%  risk: moderate)  
Cowen: Solar Stocks Pricing in Worst-Case Scenario for Spanish Subsidies   —  7/7 - "Cowen notes Solar stocks have been pummeled by concerns about a potential sharp drop in Spanish solar subsidies. In firm's view, a proposed 2009 cap of 300MW is unlikely to become law, as it...
Envoy Global Research   (+57.75%  risk: aggressive)  
Canadian Solar's Cash Flow Issues Likely to Remain; Investors Should Look Els...   —  7/14 - "Canadian Solar (CSIQ) announced plans to sell 3.5 million common shares, raising the company’s expected fully diluted share count to nearly 36 million shares (32.3 million shares as of last...
Ian Cooper (The StockAdvisors)   (-35.83%  risk: moderate)  
First Trust Global: Blowing in the Wind   —  7/2 - "Wind power is a source of energy that is a renewable, clean, has a low operating cost and is a technology that's been around for over century," says Ian Cooper...The small cap specialist and...
Fred Fuld (StraightStocks)   (+0.00%)  
Tidal Power Stocks an Overlooked Alternative Energy Opportunity   —  7/13 - "Tidal power, not to be confuesed with wave power, is the conversion of the energy of tides into electricity. Tides are the rising and falling motion of the earth’s ocean surface caused by t...
SP Community Rating: LDK      YGE     

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July 14
David Pett   (-23.59%  risk: aggressive)  
Graphic_rating_buy AAPL   3G iPhone 4x the Fun for Apple's Top Line   —  7/11 - "Initial sales of Apple Inc.'s new 3G iPhone launched Friday are expected to be four times that of iPhone 1.0, after its launch last year, according to a new report from RBC Capital Markets..."Early reviewers liked the iPhone 3G for its 3-5x faster speeds (over EDGE) and lower subsidized ...
Tavis C. McCourt (Morgan Keegan)   (-17.30%  risk: aggressive)  
Slightly Raising Apple Estimates Following 3G iPhone Launch; Reiterate Market...   —  7/14 - "Based on trends during the quarter, we have revised our estimates to reflect the new iPhone business model and our analysis of recent component price trends, with EPS estimates about the sa...
Corey Lorinsky (ClusterStock)   (-2.69%  risk: aggressive)  
Freidman Billings: iPhone Component Analysis Good News for Marvell, Linear Tech   —  7/14 - "After cracking open Apple's (AAPL) iPhone and looking at its insides, FBR has determined..." 'Marvell does have the WiFi chip ($2–$3 of content) in the iPhone, as we thought. With about ...
Jonathan Kennedy (ClusterStock)   (-33.70%  risk: aggressive)  
AmTech Research: RIM's Products Can Compete with iPhone; Stock Still a Buy   —  7/11 - "AmTech thinks RIMM can compete against Apple's (AAPL) iPhone because of "superior connectivity." Specifically, RIM's Blackberries have a better user experience and are more addictive: 'A...
Brian White    
New iPhone a Challenge to GPS Vendors, But Not a Major Threat   —  7/1 - "Apple's new 3G iPhone will have embedded GPS, which will make the gadget all the more useful. Regardless, though, will consumers be using their iPhones as replacements for full GPS devices i...
SP Community Rating: AAPL     

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July 11
The Correct Call   (+36.65%  risk: aggressive)  
Graphic_rating_sell FNM   Graphic_rating_sell FRE   Avoid Fannie and Freddie Like the Plague   —  7/11 - "Are Fannie and Freddie worthless? That is the big question crossing the minds of those in the financial and political realms this morning. We said yesterday that bottom-fishing was a fool’s game akin to playing Russian roulette and this is why." "Unfortunately, the collapse of these tw...
Lita Epstein (BloggingStocks)   (+0.00%)  
Don't Count on a Government Takeover Of Fannie/Freddie   —  7/11 - "Truthfully, the government can't afford to take over Fannie and Freddie because their outstanding debt would more than double the federal government debt outstanding, which would further de...
Jim Cramer   (-19.41%  risk: aggressive)  
Mortgage Insurers to Blame for Fannie/Freddie Debacle   —  7/11 - "The blowhards and bluff artists and the Gang of Four -- Ambac (NYSE: ABK) (Cramer's Take), MBIA (NYSE: MBI) (Cramer's Take), MGIC (NYSE: MTG) (Cramer's Take) and PMI (NYSE: PMI) (Cramer's T...
Bradley Ball (Citigroup)   (-81.56%  risk: aggressive)  
Fear Begetting Fear Among Fannie/Freddie Investors; Selloff is Overdone   —  7/11 - "The recent pressure on the shares of FRE (FRE.N; US$8.00; 1H) and FNM (FNM.N; US$13.20; 1H) reflect market concerns/confusion surrounding potential future dilutive capital raises. While the...
SP Community Rating: FNM      FRE     

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Zachary Scheidt (ZachStocks)   (+5.61%  risk: aggressive)  
Graphic_rating_sell VMW   Prospects for VMWare's Stock are Still Weak Following Recent Tumble   —  7/10 - "VMware, Inc. (VMW) which is 80% owned by EMC Corporation (EMC) made headlines this week when the company fired their CEO (Diane Green) and lowered their 2008 outlook. While the change in leadership may have caught many by surprise, guidance lower should have been expected given the diffic...
Anders Bylund (Fool.com)   (-21.86%  risk: conservative)  
Too Soon for Doom and Gloom at VMWare   —  7/8 - "Greene's replacement is former Microsoft (Nasdaq: MSFT) bigwig and Intel (Nasdaq: INTC) executive Paul Maritz...Maritz was responsible for some of Microsoft's most successful products, such ...
Eric Savitz (Barron's)    
CEO Change, Business Conditions, Spin-Off Possibility Factor Into Analyst Vie...   —  7/9 - "Several analysts this morning actually asserted that replacing Greene with former Microsoft exec Paul Maritz should be considered a positive development for the company. “It was not a comple...
Kaushik Roy (Pacific Growth Equities)   (-40.61%  risk: aggressive)  
Business Trends Healthy for VMWare, But Stock to Remain Volatile; Reiterate Buy   —  7/9 - "In our opinion CEO Diane Greene parted ways as the VMW Board (dominated by EMC Management) decided not to spin out VMW for now. We do not believe that the departure of Ms. Greene has anythin...
SP Community Rating: VMW     

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July 09
Brent Steenbarger (TraderFeed)   (+0.00%)  
SPY   Three Themes to Help Track Market Sentiment   —  7/7 - "Lately, much of the odds have boiled down to whether the market is trading in what I call "recession mode" or "recovery mode". In recession mode, there is risk-aversion among stocks; in recovery mode we see bargain hunting among the hardest hit sectors. The three themes I've found most hel...
Stockerati   (+0.00%)  
5 Rewarding Sectors in a Shrinking Economy   —  7/8 - "Given this nature of the economy, the questions that comes to our minds more often than not are—should I dig in my heels and grind it out or should I convert my stocks into cash or gold ? (I...
Dan Knight (Vestopia)   (+0.00%)  
Price Momentum: A Helpful Tool in Gauging Market Trends   —  7/3 - "Price momentum is a well known "market anomaly", defying efficient market theorists. In general, the effect is stocks that have been outperforming in the past tend to continue to do so, and ...
The Big Picture   (+15.07%  risk: conservative)  
Five Phases to the Current Down Cycle   —  7/8 - "Interesting analysis via David Rosenberg of Merrill Lynch:" 'There have been five phases to this current down-cycle – the first four are still in full swing, but it is the fifth that will...
Trader Mark   (-29.57%  risk: aggressive)  
Lack of Panic in Market Suggests Bottom Isn't Here Yet   —  7/8 - "We are doing all the things necessary to form a bottom - the natural gas stocks are finally being hit, fertilizer is now joining coal in the outhouse, and we are getting some minor rotation ...
SP Community Rating: SPY     

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July 08
William Trent (Stock Market Beat)   (-13.11%  risk: conservative)  
Graphic_rating_buy COP   ConocoPhillips Undervalued Given Soaring Oil Prices   —  7/3 - "With oil dictating everything in this market, I can’t understand why ConocoPhillips (COP) is trading at 7 times next year’s earnings. It’s not like the earnings estimates are falling. 90 days ago, analysts expected the company to earn $10.43 a share this year and $10.59 next year. Today...
QualityStocks.net   (+0.00%  risk: conservative)  
Coastal Caribbean an Interesting Royalty Play on Energy Sector   —  7/7 - "Coastal Caribbean Oil & Minerals Inc. Ltd., a development stage oil and gas lease administrator, controls large sections of oil and gas leases in Montana and North Dakota. Through a series o...
Tyler McKinna (Dividend Money)   (-11.36%  risk: moderate)  
Spectra Energy: A Recession-Proof Gas Pipeline Play   —  7/4 - "Spectra has what appears to be a very assertive, yet stable, long term growth plan that is focused on organic growth and project development. This includes a very lucrative joint venture wit...
Ranjit Thomas (Seeking Alpha)   (+46.09%  risk: aggressive)  
High Capital Expenditures Could Derail Goodrich Petroleum   —  6/30 - "The stock has more than doubled from $30 to $75 in the last three months as excitement over the company’s ownership of land in the Haynesville Shale area has grown. The Haynesville Shale ha...
The Sovereign Society   (-34.93%  risk: aggressive)  
Buy Refining Stocks Ahead of the Oil Bubble Burst   —  7/8 - "Recently, many investors have begun to speculate that the bull run in crude oil prices has reached bubble-like proportions. Some folks are saying that "speculators" have driven the price of ...
SP Community Rating: COP     

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Steve Biggs (Zacks.com)   (-8.52%  risk: moderate)  
NVDA   Expect Margin Pressure to Weigh on Nvidia Following Earnings Warning   —  7/7 - "Product-related issues for NVIDIA (NVDA) such as the transition from the G80 to G92 series and the recently discovered failure of certain note