arkhon

Anthony Jaramillo

arkhon’s Activity

Tue Mar 25

Article Comment

arkhon commented on an article. 5:19 PM

Is SunPower Really Worth 2.5 Times First Solar?

DMC, not sure where you get your numbers. For 2013 Sunpower had $0.79 and $0.70 EPS basic and diluted respectively (taken from their own 10-K).

That would give: 22/0.7 = P/E ~31

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Mon Mar 24

NL

Article

arkhon published an article 2:00 PM

Uranium May Be Over-Hyped in the Short Term

Lingering issues abroad and the long-term nature of uranium contracts could put pressure on uranium miners in the short term.

Wed Mar 19

Article Comment

arkhon commented on an article. 2:22 PM

2 Reasons to Be Bearish on the NAND Industry

Piyush,

Won't NAND shrinks decrease their cost of production? So a lower price per gig wouldn't be much of a concern as long as they cost less to produce ie. margins shouldn't suffer.

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