When we are not busy obsessing over our charts, we step back and try to figure out what makes a stock attractive or unattractive. Most of these discussions – when they are centered on company metrics and not internal politics or worrying whether North Korea will do something stupid…again – sport letters like “DCF” and [...]

From trough to peak and back to trough, sell-side analysts licked the boots of WFR’s Nabeel while shitting all over the stock. The desperation for mgmt interaction contrasted the across-the-board negative sentiment. Despite the sell-side’s apparent best efforts, the stock rose from sub-10 to a brief moment near 90 (yes SIR!) at the solar peak [...]

While most sell-siders across all industries say investor sentiment is bullish on 2010, the recent stock market action says something completely different. Maybe they are not looking at the performance disparity between the basics and AMZN or AAPL or whatever other darling might be out there. True enough, while commodity and basic industries were shellacked [...]