Comments on: Suntech Power (STP) http://zachstocks.com/2007/07/suntech-power-stp/ Dynamic Investments for Exceptional Traders Mon, 26 Jul 2010 12:25:18 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: List Of Suppliers http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-11135 List Of Suppliers Mon, 12 Jul 2010 11:42:00 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-11135 I finally decided to drop a comment, and let me tell you this is another very strong and powerful post. I've been reading through some of your previous posts and have been visiting your blog every now and then. Take a look at my list of suppliers for eBay and Amazon and let me know what you think. I bet it could make you some good money fast! Anyways, good luck on your blog, and feel free to check out : <a href="http://www.listofsuppliers.com" rel="nofollow">List Of Suppliers</a> Thanks so much! All the best, Dino Vedo I finally decided to drop a comment, and let me tell you this is another very strong and powerful post. I’ve been reading through some of your previous posts and have been visiting your blog every now and then. Take a look at my list of suppliers for eBay and Amazon and let me know what you think. I bet it could make you some good money fast!

Anyways, good luck on your blog, and feel free to check out : List Of Suppliers

Thanks so much!

All the best,
Dino Vedo

]]> By: Buy Solar Panels http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-10035 Buy Solar Panels Mon, 29 Mar 2010 12:28:56 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-10035 I was looking for solar related articles this was excellent I was looking for solar related articles this was excellent

]]> By: ZachStocks » Blog Archive » MEMC Electronic Materials (WFR) http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-334 ZachStocks » Blog Archive » MEMC Electronic Materials (WFR) Mon, 20 Aug 2007 05:03:58 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-334 [...] articles by ticker FIG SCOR FMD OXPS MCO CMG COH VCLK PNK ICE LM STAR TPX STP CPLA NUE MTOX ACM FCSX TLM NVEC BARE RIMM MR ATV TSL PCS BSC BLUD KMX KNOT QSII CBG FMCN BOT LVS [...] [...] articles by ticker FIG SCOR FMD OXPS MCO CMG COH VCLK PNK ICE LM STAR TPX STP CPLA NUE MTOX ACM FCSX TLM NVEC BARE RIMM MR ATV TSL PCS BSC BLUD KMX KNOT QSII CBG FMCN BOT LVS [...]

]]> By: boris http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-116 boris Sun, 22 Jul 2007 22:04:29 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-116 crocs extra- something we didnt review... crox has 2 original styles. these 2 styles Beach& Cayman continue to post impressive year over year sales growth despite the cannibalization effect of 18 to 30 (?) new styles. management says that the 2 styles unit sales volumes will not crest for another few years. crocs extra- something we didnt review… crox has 2 original styles. these 2 styles Beach& Cayman continue to post impressive year over year sales growth despite the cannibalization effect of 18 to 30 (?) new styles. management says that the 2 styles unit sales volumes will not crest for another few years.

]]> By: boris http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-114 boris Sun, 22 Jul 2007 20:00:02 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-114 i totally agree that crocs has a big run and there is more risk. usually i dont chase these runups. I am breaking the chart rules on CROCS on the premise that although there has been a big run, the phenominal numbers the CROCS company has posted makes the P-E-G ratio slim. the idea of 45 million pair this year, 57 million pair next year is an incredible trend. The world wide shoe market is about 20 billion pairs at about $8 wholesale per unit or $160 Billion. in the second quarter the CROX international sales cranked 441% to $60+ million with a higher gross profit then in the states. this is way ahead of (and more uniquish then) Under Armor, Nike, Coach, and True Religion numbers. i strictly trade this CROCS on the dips. my portfolio cores are more stable cmg-isrg. boris i totally agree that crocs has a big run and there is more risk.
usually i dont chase these runups. I am breaking the chart rules on CROCS on the premise that although there has been a big run, the phenominal numbers the CROCS company has posted makes the P-E-G ratio slim. the idea of 45 million pair this year, 57 million pair next year is an incredible trend. The world wide shoe market is about 20 billion pairs at about $8 wholesale per unit or $160 Billion. in the second quarter the CROX international sales cranked 441% to $60+ million with a higher gross profit then in the states. this is way ahead of (and more uniquish then) Under Armor, Nike, Coach, and True Religion numbers. i strictly trade this CROCS on the dips. my portfolio cores are more stable cmg-isrg. boris

]]> By: boris http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-113 boris Sun, 22 Jul 2007 18:24:43 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-113 let me explain the perspective on STP. i believe the nearby 5 year trend is favorable, came to that conclusion fall 2006, when STP-SPWR were in 6 month selloffs, but the immediate STP pricing is not. you are chasing a 1 month $13+ or 41% bounce thats ripe for profit taking and a tip over, not only that but pulling the trigger in frontt of volitile earnings situation, that better be stellar or this bounce is gonna come crashing down on profit taking, what ego arrogance. the shares have soared 41% on the premise of your tardy realized facts. How much more do you expect? This whole 41% spike has probably be precalculated in Shanghi during May and overcaluclated in New York during June. Enter at end of July? no way. i could be wrong, but this is my style and procedure. let me explain the perspective on STP.
i believe the nearby 5 year trend is favorable,
came to that conclusion fall 2006, when STP-SPWR were in 6 month selloffs, but the immediate STP pricing is not. you are chasing a 1 month $13+ or 41% bounce thats ripe for profit taking and a tip over, not only that but pulling the trigger in frontt of volitile earnings situation, that better be stellar or this bounce is gonna come crashing down on profit taking, what ego arrogance. the shares have soared 41% on the premise of your tardy realized facts. How much more do you expect? This whole 41% spike has probably be precalculated in Shanghi during May and overcaluclated in New York during June. Enter at end of July? no way. i could be wrong, but this is my style and procedure.

]]> By: Zach http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-112 Zach Sun, 22 Jul 2007 18:12:03 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-112 I think for this name I would want to see a multi-month consolidation building a larger base and shaking out many of the momentum holders. (This is obviously not what you want to see if you're already long the stock). I'm not saying I expect this, that is just what it would take for me to feel like the potential reward justifies the risk I am taking in this name that has had such a great run and is priced at such a high multiple. I hope for you it keeps moving and I am able to make my money in other names. I think for this name I would want to see a multi-month consolidation building a larger base and shaking out many of the momentum holders. (This is obviously not what you want to see if you’re already long the stock). I’m not saying I expect this, that is just what it would take for me to feel like the potential reward justifies the risk I am taking in this name that has had such a great run and is priced at such a high multiple. I hope for you it keeps moving and I am able to make my money in other names.

]]> By: boris http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-111 boris Sun, 22 Jul 2007 18:08:13 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-111 So what would it take to get you excited for CROCS again? The 9 day downslope CROX dip 49.70 > 44.00 is -12% or -$5.70. expecting a deeper dip to buy low? hoping for upgrades or hiked estimates and price targets to sell high? So what would it take to get you excited for CROCS again?
The 9 day downslope CROX dip 49.70 > 44.00 is -12%
or -$5.70. expecting a deeper dip to buy low?
hoping for upgrades or hiked estimates and price targets
to sell high?

]]> By: Italian reader http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-105 Italian reader Sun, 22 Jul 2007 10:15:21 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-105 Instead in my watch list of solar stocks there is SOLF, I was intrigued by the young age of this firm (it commenced the operations the 31 august 2004), so the investment is nearly "venture capital". Any ideas about this stock, Writer and Readers? Thanks for the interesting blog Instead in my watch list of solar stocks there is SOLF, I was intrigued by the young age of this firm (it commenced the operations the 31 august 2004), so the investment is nearly “venture capital”. Any ideas about this stock, Writer and Readers?

Thanks for the interesting blog

]]> By: Zach http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-102 Zach Sun, 22 Jul 2007 01:23:25 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-102 You may be right on avoiding STP. However, I would prefer to buy a stock breaking to fresh new highs on strong volume as opposed to buying on the dips. Yes, you miss some opportunity that way, but you also tend to have a less risky position. Since I often use 10% as a guideline for my stop point, I want to be sure a pullback or consolidation is over before I commit capital. On CMG I was pleasantly suprised that on a day the DOW was down so much, it didn't give up much ground. Now I know percentage wise it's in line or even above the weakness in the indexes, but a growth name like this often magnifies a market loss by 2 or 3 times so yesterday was not too dissapointing. Thanks for staying in touch. You may be right on avoiding STP. However, I would prefer to buy a stock breaking to fresh new highs on strong volume as opposed to buying on the dips. Yes, you miss some opportunity that way, but you also tend to have a less risky position. Since I often use 10% as a guideline for my stop point, I want to be sure a pullback or consolidation is over before I commit capital.

On CMG I was pleasantly suprised that on a day the DOW was down so much, it didn’t give up much ground. Now I know percentage wise it’s in line or even above the weakness in the indexes, but a growth name like this often magnifies a market loss by 2 or 3 times so yesterday was not too dissapointing.

Thanks for staying in touch.

]]> By: boris http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-97 boris Sat, 21 Jul 2007 16:38:19 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-97 i lighten CHIPOTLE thursday in 87s and then did buybuy @ 86+ on friday. it looks like the industry group is going to stay subdued on the stock market over the next few days with either poor or suspicious investor sentiment. On Friday's Fast Money then warned the restaurant group is volnerable and Cheese Cake may disappoint on quarterly metrics substainly this coming Wednesday. subprime, financials, higher gas prices, higher interest rates, declining house values, are multi- point pinching-pressuring the consumer. consumer spending power is wild card. thus skepiticsm is high. if this lingers on CMG a & b until earnings july 31, for the next 7 trading days.... the stock might be lowish with reserved optisism just in front of earnings and get a nice pop on earnings day... if in fact earnings come through. based on robout stunning same store sales in June for mall based Zumiez.... i would say consumer interest, traffic, and Chipotle's same store sales are going to continue kicking ass. KEY to $150? CHIPOTLE entrees priced in $5s might have value towards $8-$15 vs. competition. Whats a better value a empty Starbuck's $5 cup of java or all of CMG $5s priced entree? did you know that penetration rate of Chipotles is 50 units in metropolis of Denver? I believe the 50 units are spread out over 2 million people but might be as high as 3-4 million people. i lighten CHIPOTLE thursday in 87s and then did buybuy @ 86+ on friday. it looks like the industry group is going to stay subdued on the stock market over the next few days with either poor or suspicious investor sentiment.
On Friday’s Fast Money then warned the restaurant group is volnerable and Cheese Cake may disappoint on quarterly metrics substainly this coming Wednesday.

subprime, financials, higher gas prices, higher interest rates, declining house values, are multi- point pinching-pressuring the consumer. consumer spending power is wild card. thus skepiticsm is high. if this lingers on CMG a & b until earnings july 31, for the next 7 trading days…. the stock might be lowish with reserved optisism just in front of earnings and get a nice pop on earnings day… if in fact earnings come through. based on robout stunning same store sales in June for mall based Zumiez…. i would say consumer interest, traffic, and Chipotle’s same store sales are going to continue kicking ass. KEY to $150? CHIPOTLE entrees priced in $5s might have value towards $8-$15 vs. competition. Whats a better value a empty Starbuck’s $5 cup of java or all of CMG $5s priced entree? did you know that penetration rate of Chipotles is 50 units in metropolis of Denver? I believe the 50 units are spread out over 2 million people but might be as high as 3-4 million people.

]]> By: boris http://zachstocks.com/2007/07/suntech-power-stp/comment-page-1/#comment-96 boris Sat, 21 Jul 2007 16:26:02 +0000 http://zachstocks.com/2007/07/suntech-power-stp/#comment-96 i would aviod. you missed the 2 big dips down to lower 30s since Febuary. where have you been? and if you missed it you missed it. dont chase it. let it cool off some and come to you. i would aviod. you missed the 2 big dips down to lower 30s since Febuary. where have you been? and if you missed it you missed it. dont chase it. let it cool off some and come to you.

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