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Showing posts from February, 2017

Feb 21 week earnings - First Solar Inc.

So starting this week, my goal is to at least talk about one stock that is on my watchlist from earnings perspective.. Let us get started :  This week's pick is First Solar (FSLR). For Solar City, this was the strong competition before Solarcity merged with Tesla, from portfolio management standpoint. First Solar's fundamentals are good if not attractive. With 20% profit margins and 10% return on average equity, it's a good green energy stock to follow. However President Trump's election victory pushed this stock from $40s to low $30s over past 3 months. Last 5 days, however, the price volatility seems to have increased with price increase over last week by almost 10%. Though the business fundamentals seems strong, recent price movement on stock suggests that increased price is in response to some expected big news. My guess is that market is already priced high for some unfavorable earnings news on Feb 21. I feel the seasonality affect of winter and President Trump

DryShips Inc (DRYS). - What is the deal? Should you buy this stock?

Dryships Inc. was recently introduced by a close friend in a dinner party. My key takeaway was that stock volatility was super high in November 2016. and has been sliding since then with a return on equity at time of writing this blog now being close to -990%... I followed the stock for two weeks and made 12% in two weeks. In that course I researched the stock over multiple sites, both good and bad. Here is what the profile of the business is : Business Industry primarily transportation services for drybulk goods. With trump tightening borders prospects seem to be a sinking one. Net profit margins -   - 600% - basically for every $1 of investment company is giving up $6 more .. that definitely makes this a pinksheets market stock at least now. Most Recent Media News -  Today after market close, the price of the stock sank below $3.65. Some of the popular analysts are predicting the stock to trend towards reverse split one more time !! yes several reverse splits in last 3 month