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

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 – ...

Gold – a useless commodity, and an even worse indicator of anything.

10.27.2008 · Posted in DJIA, Gold, investment, platinum, S&P, silver, Uncategorized

Every time the market fluctuates to the down-side, we seem to get inundated with Gold advertisements – with all sorts of theories including: a. One that gold’s price – after accounting for inflation is at a fraction of (your favorite year here)’s quotation. b. The Dow/Gold theory that one unit of gold will equal the ...

ICE, ICE baby – and other exchanges – Part II.

All right then, I gave it away in the title of the article. My favorite investment in the CDS market to be is the Intercontinental Exchange. Founded in the year 2000 in Atlanta, the ICE pioneered the market for WTI Crude [West Texas Intermediate Crude]. Most of this commodity is from smaller wells in Texas ...

ICE, ICE Baby and other exchanges – Part I.

The unravelling of the housing market, followed by the credit markets, was, (in my opinion) due to the proliferation of Credit Default Swaps a.k.a CDS’s. CDS’s were invented by a brilliant British woman – Blythe Masters. In the olden days, if you bought a bond, your risks were: a. Default on the payment of interest. ...

Us Americans need to take a look at the British bailout plan.

Yes, we are American.  We spend more hours at work than do workers in most developed countries, and can be fired at will [almost]. But our bank’s bailout plan sucks.  I did not want to use a word as strong as the s-word, but it really does.  The Brits are doing a better job.  Their ...