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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (951)	3/20/2014 1:03:39 PM
From: Kirk ©	Respond to of 26622

Good idea. Why don't you put your four stock picks, $1,000 each into "Jerome's Solar Index" and report it weekly? It would be easy to do with a Yahoo! portfolio. Maybe others will follow.....

To: Jerome who wrote (951)	4/8/2014 11:15:30 AM
From: Kirk ©	Respond to of 26622

Taiwan makers look to demand for thin heat-pipes used in smartphones Aaron Lee, Taipei; Adam Hwang, DIGITIMES [Tuesday 8 April 2014] Sony Mobile Communications has adopted thin heat-pipes for its Xperia Z2, and Taiwan-based thermal module makers hope that other smartphone vendors will follow suit, according to Taiwan-based supply chain makers. Japan-based vendor NEC took the initiative to use heat-pipes in its 4.7-inch Media X06E in 2013, and since then Samsung Electronics and Lenovo have cooperated with Taiwan-based thermal module makers to develop thin heat pipes specifically for use in smartphones, the sources indicated. However, Samsung and Lenovo have not yet decided to adopt such heat-dissipation components for smartphones, the sources pointed out. Japan-based Furukawa Electric and Fujikura as well as Taiwan-based Chaun Choung Technology, TaiSol Electronics, Auras Technology, Asia Vital Components and Yeh-Chiang Technology have developed thin heat-pipes for use in smartphones, the sources noted. While heat-pipes used in PCs range from 1mm to 2mm in diameter, models for use in ultrabooks and tablets have smaller diameters of 1-1.2mm and 0.8mm respectively. Models specifically for smartphones with a diameter of 0.6mm have been developed and are ready for volume production, with heat-dissipation effects better than those for graphite carbon fiber which is currently the mainstream heat-dissipation material for smartphones, the sources indicated. digitimes.com

To: Jerome who wrote (951)	4/9/2014 2:17:29 PM
From: Jerome	1 Recommendation Recommended By Kirk © Read Replies (2) \| Respond to of 26622

Learn a few things from hedge fund managers.... For want of better things to do last week-end .(too damned cold for outside activities)..I researched a couple of dozen hedge funds to see if I could decipher some trading trends. Methodology: I looked at the top 30 funds (for return) and to see which stocks were a common denominator for the group. In stocks it was Micron, SunEdison, Bank of America..Intel, Apple , TSM, and Visa These stocks were overweighted in almost every portfolio. Most were purchased when the charts said sell, and have become big winners in two to three years. Take Sun Edison....purchased at less than $2.00 a share. When a stock like SUNE and BAC were in the low single digits these fund managers had just one question, and it was.. will this company survive? If the answer was yes...they bought in. No chart or spread sheet gave a glimmer of hope. Now there are a few special situations to pay watch. Marvell (MRVL) has 10% of its stock owned by one hedge fund manager. What his plans are I don't know, but I do know that he will extract a price for his large position. CHK ...Chesapeake Energy is another company with a hedge fund footprint all over it. I have no idea what the plans are for this company, but company officers are on notice. My last observation is that most of the better hedge funds put about 10 to 15% of their monies on a few selected big bets (read MU, SUNE, BAC). The rest of the money goes to undervalued stocks in the hopes that one or two turn out to be big winners (like VALE, ESV, HAL , HES, and COG).These stocks individually usually comprise about about 1% or less or the portfolio. I did not notice any 100 to 1 long shots, or any penny stocks. My source for this information was ...... http://www.insidermonkey.com/

To: Jerome who wrote (951)	10/13/2016 11:11:55 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26622

I hope you are well. The SEC is conducting an investigation into SunEdison ( OTCPK:SUNEQ) "seeking information and documentation relating to various matters," according to a new regulatory filing. SunEdison said the notice was accompanied by a subpoena seeking emails and other electronic communications sent or received by current and former directors of the company and of spinoffs TerraForm Power (NASDAQ: TERP) and TerraForm Global (NASDAQ: GLBL). sec.gov Item 8.01 Other Events. On October 5, SunEdison, Inc. (the “Company”) received a notice that the United States Securities and Exchange Commission (the “SEC”) is conducting a non-public, fact-finding investigation relating to the Company. The notice was accompanied by a subpoena, seeking production of certain emails and other electronic communications sent or received by certain current and/or former directors and/or officers of the Company, TerraForm Power, Inc. and/or TerraForm Global, Inc. As previously disclosed in the Form 8-K dated March 31, 2016, the Company previously had received a non-public, informal inquiry from the SEC. In addition, the Company has received subpoenas from the United States Department of Justice (the “DOJ”) seeking information and documentation relating to various matters. The Company and the board of directors intend to continue to cooperate fully with the SEC and the DOJ.