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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (31151)	6/9/2008 11:34:31 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78644

TSL - all those solar stocks are momo. TSL has got margin problems even in the current boom, what is going to happen if supply catches up with demand. Most of those solar companies have no moat, its a commodity market albeit growing fast but even that does not that prices cannot collapse - we have seen this many times with memory chips, CCD sensors, LCD screens etc. I think wind is the alternative energy to concentrate one. Wind is more economical and there are higher barriers of entry (IMO) and they few large players are more likely to remain profitable when demand slows down.

To: Grommit who wrote (31151)	6/13/2008 11:32:44 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78644

Grommit, I see Rllee is interested in MPW, and I've been in for a few shares myself since November. If I may ask, is there any particular reason why you have closed your MPW position now? (I see no reported negative news for this company.) ==== I'll follow you into [t]CNI[/t] now for a few shares. Numbers look very good on some measures - profit margins expanding every year for past several. OTOH, the pace of that cannot continue or those high margins maybe even be sustained. P/sales ratio compared to past years is high. OTOH, as oil prices continue to increase, rail transport becomes that much more attractive compared to transport by truck. Good times for this company apparently with decent roe. OTOH, with railroads being such a capital intensive business (imo), RR companies need those high roe numbers to make continual investments in their business. (That is, that good roe may not translate to excess money being available to shareholders.)