nonzerosum

Tomasz Johannsen

Following (0) Followers (5)

nonzerosum’s Activity

Thu Mar 28

CAPS Outperform Pitch

nonzerosum wrote about Alon USA Partners (ALDW) . 8:20 PM

ALDW Outperform

same thesis as nti - the crack spreads are structural because of the fracking revolution

Caps Pick

nonzerosum made a pick in CAPS. 8:20 PM

Alon USA Partners (ALDW) will Outperform the S&P 500

Wed Mar 20

CAPS Outperform Pitch

nonzerosum wrote about First Solar (FSLR) . 3:04 PM

FSLR Outperform

Cheap, and everyone still hates the sector. I like solar's prospects despite the drubbing I took on the Chinese companies a few years back. If you take out net cash, FSLR is trading less than 4x FCF, and they are now at grid parity.

Caps Pick

nonzerosum made a pick in CAPS. 3:04 PM

First Solar (FSLR) will Outperform the S&P 500

CAPS Stats & Trivia

CAPS Player Rating 89.56
Player Rank 7852 out of 75176
Score 514.20
Score Change Today +5.79
Accuracy 60.87%
Active Picks 17
Total Picks 176
Best Pick NFLX (+247.43)
Worst Pick HSOL (-123.47)
Average Score per Pick 2.92
Charms Earned 8
Highest Rated Favorite chk999
Go to nonzerosum’s CAPS page

Boards Stats & Trivia

One star, 50 posts Old School Fool CAPS All Star Global Fool
Board Posts 129
Recs Received 142
People who have rec'd these posts 106
Recs to Posts Ratio (last 30 days) N/A
Threads Started 63
Threads Started Percentage 48.84 %
Most Frequent Board Messed-Up Expectations Portfolio
Very First Post A HG Watercooler post. (7/27/2006)
Percentage of Posts Rec'd 40.31 %
Show nonzerosum’s 10 Latest Posts