Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Archive for November, 2008

Three Solar Picks that should thrive – even with reduced subsidies.

The last time around that I picked on SunPower – there was a lot of opposition to my conclusions – most of which have proven to be true, plus, their [alternative energy's] situation has been worsened by a decrease in the price of crude oil, and the strength of the dollar [which will cut U.S. ...

Jerry Yang needs to lead Yahoo!

Dear Jerry: You are the CEO of a successful company – with $7 Billion a year in revenues, and profits after taxes of almost a billion. Your company, in the quarter ended Sep 30, 2008 had more revenues than it did in all of 2003.  Sure, Yahoo’s operating income for the referenced quarter was half ...

Like gold, but different, better, but still a commodity.

My take that gold was not a measure of anything except the desire to hoard – and my six reasons why gold is not a currency anymore brings me to my thesis on silver. Argentinum. Silver has been separated from lead and used in jewelry from 3000 BC.  Now silver is a lot unlike gold. ...

Semiconductor stocks worth buying.

Q: When is it the correct time to buy into a cyclical stock/company/industry ? A: The correct time to nibble is when the leading company is losing money – while the second and third tier companies have NO pricing power.  The clear time to buy more is when pricing power returns to the industry – ...