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Bank Stocks - trade or invest |
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Written by Amit Kumar
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Sunday, 22 March 2009 00:00 |
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The bank stock index, BKX, is down 75% since hitting 121.06 on 02/20/2007 and the volatility has ranged between 50-250% since the credit spreads blew up in summer of 2007. Bank stocks are behaving more like options with exceptional levels of volatility reflecting everyday market sentiment, making a difficult case for longer term investment. In the next 3-5 years, increased regulatory oversight could result in lower financial leverage, increased capital requirements and scrutiny of asset quality, and consequently lower sustainable earnings level. |
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Last Updated on Thursday, 14 May 2009 22:17 |
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Solar stocks come back to earth, do they belong here? |
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Written by Amit Kumar
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Tuesday, 12 May 2009 18:33 |
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Solar stocks have been fallen anywhere between 30-90% this year as the economy worsened, oil prices collapsed and the credit crisis spread. Solar capacity has gone up by almost 50% in the last year, and the capacity is still expected to grow in good double digits next year; however, the last six months have seen spot polysilicon prices fall by almost 40%. |
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Last Updated on Thursday, 14 May 2009 18:54 |
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