Category: Business

Reading Time: 2 minutes Chinese solar stocks are on the fire these days, mostly due to the Chinese goverment subsidy news (like this one). For me, this solar thing is ONS, not for long term investments at this time. The most worrisome thing for solar, is not the over-supply (competition), is not the volatility of raw material cost (as

stlplace
April 9, 2009

Reading Time: 2 minutes We all know GM is in trouble financially. Its stock (NYSE:GM) is around $6, a 50 years low. A lot pundits made fun of GM and its stock on TV or the web space. But I have a different feeling for GM. Among many reasons, I think of two: 1) In graduate school I worked

stlplace
October 30, 2008

Reading Time: < 1 minute Company web page; Google Finance; Yahoo Finance; quick facts on Trane unit. 2Q 2008 results (Bloomberg), released on Aug 1. ====== Ingersoll-Rand Co., the maker of Thermo King and Hussmann refrigeration equipment, said second- quarter profit rose 26 percent after acquiring air conditioner- maker Trane Inc. Profit from continuing operations climbed to $262.5 million, or

stlplace
October 17, 2008

Reading Time: < 1 minute Saw this from Yahoo Tech-ticker. While I would not necessarily compare Amazon/Bezos to Apple/Jobs, I admire Amazon the company and Bezos as a business leader. That being said, the stock (Nasdaq: AMZN) is still not cheap, with a PE (ttm) about 40. As a customer, some of the features I like about Amazon over the

stlplace
October 14, 2008

Reading Time: < 1 minute Fannnie and Freddie crisis I read Burham’s beat Fannie Mae’s Golden Goose article last Friday, after seeing the dramatic stock actions of FNM and FRE on that day. Following that, I also reviewed Barrons March 11 article, IS this Fannie Mae Toast? Yeah, it looks like it. The bad thing is, those executives at Fannie

stlplace
July 14, 2008

Reading Time: 2 minutes These days the talk of Belgium/Brazil beer maker potential takeover of Anheuser-Busch (NYSE:BUD) is getting St. Louisians attention. Note Anheuser-Busch is not just a large beer maker based in STL, it’s also has roots in the city and the community. (Bottles of Stella Artois beer pass along a production line at an InBev brewery in

stlplace
June 4, 2008

Reading Time: < 1 minute Last week I had the opportunity to try the latte at a new McDonald restaurant near my home, it was good. The middle size iced carmel latte cost $2.79 ($2.99 after tax), slightly cheaper than Starbucks. One caveats (as I understand), not many McDonald stores offer those espresso at this time, the new ones offering

stlplace
April 15, 2008

Reading Time: 2 minutes I sold some Mindray stocks (MR) last Friday and today, and I bought some Syngenta (SYT), the European agriculture company. I think it is a more reasonably valued stock (compared to my across street neighbour Monsanto), in this ag (soft commodity) boom. The thing I want to make sure is it does not bust very

stlplace
March 17, 2008

Reading Time: 2 minutes (Update) I started this article a few months ago. Just as I complete it today, I heard the Elliot Spitzer’s scandal (possibly criminal prosecution) regarding his involvement in prostitution ring. How ironic. I hope people don’t discount Elliot’s relentless effort to clean up the Street, no matter what comes out of his case. (Original) When

stlplace
March 10, 2008

Reading Time: 2 minutes Last week one of the news in wireless arena is Sprint Nextel wrote down all the book values for the Nextel acquisition (about $29.5 billion, see Bloomberg). Put it in perspective, this is one of the largest fiascos of corporate merger&acquisition in recent history. The magnitude is in the league of AOL and Time Warner

stlplace
March 5, 2008
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