Wednesday, December 1, 2010

UBS: Good with a chance of great

101201 Good with a Chance of Great - Outlook 2011 -


Anonymous said...

i'm an owner of APWR...clearly a diaster...what should i do?

Anonymous said...

Bend over and have some sushi!

Anonymous said...

Oh, you weren't one of the smart ones who sold in the last 15 minutes yesterday.

You held untill today for the 30% butt kicking.

Palmoni said...

APWR looks like a case of Chinese touting and cooking books--and then, looking like they have to clean up the books and report reality since the Chinese companies are all under such scrutiny now.

I don't think this was a case of overly optimistic management but in hindsight, a case of fraud.

Unfortunately I had to eat some sushi on this play

But that's why I don't mess with these small cap names anymore

You can get sucked in and the controls on reporting just aren't there

Anonymous said...

any recommendations today? Is CREE a good long term bet?

Anonymous said...

could the same be said for CCME?