: iStockAnalyst.com Symbols Feed

Junior Miner Identifies High-Potential Rare-Earth Target (RES.V, NEM)

Mon, 19 Oct 2009 15:55:00 GMT

While the focus has been primarily on gold this year – what with prices soaring into the stratosphere – other minerals, at least as rare, have longed for their place in the sun, and appear to have found them in the middle of October.[More...]

AeroVironment (AVAV) Earnings Good Enough; Some Bump in Guidance

Wed, 24 Jun 2009 19:21:59 GMT

While the heart of earnings season starts up in 2 weeks (already?) some names with non typical quarter ends (i.e. July instead of June) are out this week. We mentioned Monsanto (MON) this morning, Darden Restaurants (DRI) reported last night (not so great on guidance) along with Oracle (ORCL), Riverbed Technology (RVBD) and PMC Sierra (PMCS) tomorrow and a few others are also out there. One small defense firm we still like is AeroVironment (AVAV) - unfortunately in the quest for 'reflation' or 'technology' stocks this name has sat ignored for a few months as the computers jump in and out of the[More...]

Monsanto (NYSE: MON) Pulls Full Year Earnings Guidance Down

Wed, 27 May 2009 15:09:00 GMT

We don't currently own Monsanto (MON) as we exited in early April (Apr 7, 2009: Bookkeeping - Closing Monsanto) just under $80. While the agriculture sector has been exceedingly hot of late, most of the action has been in the "go to" momentum names in fertilizers. This morning Monsanto announced a "sort of" earnings shortfall (guiding to the lower end of a previous range) based on a dramatic drop in Roundup - must be all those consumers flooding into Home Depot (HD) and Lowes (LOW) unaware of the green shoots sprouting around them. Or farmers also unaware of the resurgent US economy. The stock is only down 4% so no big deal, and Monsanto go forward is (in my mind)[More...]

Deere (NYSE: DE) With "Eh" Type Of Report

Wed, 20 May 2009 14:19:37 GMT

I don't see anything special out of Hewlett Packard (HPQ) last night except for the fact that 6400 new people are now going to be unemployed... I'm sorry, that's bearish. 6400 more workers soon will be employed by federal agencies and/or Walmart. And this morning we have an "eh" type of report out of Deere (DE). Since agriculture is my favorite long term thesis (i.e. decades) I always keep an eye out on this company as the big kahuna in equipment. I see very little in the way of green shoots - but hey that's [More...]

Energy Conversion Devices (ENER) Results And 'Darker Times For Solar Power Industry'

Mon, 11 May 2009 20:49:37 GMT

I have a long (and sordid) past with solar power stocks... since I love high growth sectors I jumped into this theme ahead of the pack in latter 2006. In the interim I've missed a lot of opportunities to the upside and lost a lot of money sticking to stocks that I should not of. This is one sector buying "value" stocks has been incorrect and chasing the top valuation (First Solar) has been the only way to survive any buy and hold strategy. In solar, you can lose money holding stocks for 320 days a year but in 9 day periods every so often you can double your money. When the stocks were at their peak of fervor in late 2007 I was early calling for a major consolidation to come in this increasingly commoditized business - this was a very unpopular view at the time to the "herd" as solar stocks were money printing machines for investors for much of[More...]

Buffalo Wild Wings (BWLD) Results Excellent; Panera Bread (PNRA) Decent

Wed, 29 Apr 2009 17:32:45 GMT

As I proposed in the Monday-Tuesday Earnings Preview Buffalo Wild Wings (BWLD) - their results last quarter set off 90 days of victory; frankly at this point the casual dining group is so overheated we should start seeing "sell the news reactions" - imperative word being "should". And in yesterday's update (Bookkeeping: Some Selective Purchases) [More...]

Energy Conversion Devices (ENER) Blows Up

Tue, 17 Mar 2009 01:16:00 GMT

One of these days I need to really start making money on the short side in solar; this sector has caused me so much pain on the long side it would only be fitting in terms of karma. We just touched on the troubles in solar this weekend (Mar 14, 2009: NYT: Europe's Way of Encouraging Solar Power Arrives in U.S.) and lo and behold Energy Conversion Devices (ENER) comes out in after hours with a large guide down, and some drastic measures such as consolidation of employment and production lines. Not exactly something you'd expect from the "green energy" job sector of tomorrow - right President Solar? [More...]

Homeowners Fight Against the Wind: Turbines Blow Ill Wind for Some

Sun, 27 Sep 2009 18:47:00 GMT

Sep. 27--PIGEON -- In the Champagne household, there are two opinions on the whirling wind turbines that surround the family's home of 35 years.
The noise disturbs his sleep and destroys his TV reception.
The wind industry says tougher rules will keep wind farms out of Michigan.

: iStockAnalyst.com Symbols Feed

Junior Miner Identifies High-Potential Rare-Earth Target (RES.V, NEM)

AeroVironment (AVAV) Earnings Good Enough; Some Bump in Guidance

Monsanto (NYSE: MON) Pulls Full Year Earnings Guidance Down

Deere (NYSE: DE) With "Eh" Type Of Report

Energy Conversion Devices (ENER) Results And 'Darker Times For Solar Power Industry'

Buffalo Wild Wings (BWLD) Results Excellent; Panera Bread (PNRA) Decent

Energy Conversion Devices (ENER) Blows Up

Homeowners Fight Against the Wind: Turbines Blow Ill Wind for Some

Kisling: Enid on 'Wind Energy Map'

First Turbine Up on Armenia Mountain

First Turbine Up on Armenia Mountain

Powering the Nation: Claremore's Pelco Structural Works on National Transmission Grid Project

EDITORIAL: Pickens Has Changed Energy Debate

EDITORIAL: Pickens Has Changed Energy Debate

RES Looking for Financing to Reopen Carthage Plant

In Addition to Energy, Wind Farms Will Bring in $$$ for School Districts

Brisk Business

Rare Element announces $3,000,000 financing

Rare Element Initiates 2009 Rare-Earths Drilling Program

RPC, Inc. to Present at EnerCom's 2009 The Oil & Gas Conference(TM)

EnerCom, Inc. Announces Presenting Companies for The Oil & Gas Conference(R) August 9-13, 2009

EnerCom, Inc. Announces Presenting Companies for The Oil & Gas Conference(R) August 9-13, 2009

RPC, Inc. Announces Reduced Quarterly Cash Dividend

RPC, Inc. Reports Second Quarter 2009 Financial Results

Rare Element completes $1.8 million private placement grants options

Rare Element completes $1.8 million private placement & grants options

Rare Element Reports Encouraging Rare-Earths Metallurgical Test Results

Form 4 RPC INC For: Oct 28 Filed by: PALMER BEN M (10K)

Form 4 RPC INC For: Apr 27 Filed by: PALMER BEN M (10K)

Form 4 RPC INC For: Apr 27 Filed by: HUBBELL RICHARD A (10K)

Form 4 RPC INC For: Jan 27 Filed by: ROLLINS R RANDALL (10K)

Form 4 RPC INC For: Jan 27 Filed by: GRAHAM LINDA H (10K)

Form 4 RPC INC For: Jan 26 Filed by: PALMER BEN M (10K)

Form 4 RPC INC For: Jan 26 Filed by: HUBBELL RICHARD A (10K)

Form 4 RPC INC For: Jan 15 Filed by: GRAHAM LINDA H (10K)

Form 4 RPC INC For: Dec 30 Filed by: ROLLINS R RANDALL (10K)

Form 4 ROLLINS GARY W For: Dec 30 (10K)