Tuesday, September 01, 2015
The post “View on a Sea of ‘Mostly’ Green” published on August 28, 2015, promised two micro-cap ideas that prove life goes on after a market rout. Management teams at the two smallest companies in the Crystal Equity Research coverage group are bravely or perhaps just innocently forging on without pause. The last post on August 25th, “Linear Trip on a Volatile Ride,” described the entrepreneurial efforts underway at a developmental stage company deploying digital commerce technologies in the Asia market.
The renewable energy industry is also moving on. However, management teams are not only vexed at possible disruption in the capital markets and valuation multiples. Renewable energy companies also have to worry about flagging commodity prices that make it even more difficult to prove the competitive potential of alternative fuels.
Friday, August 28, 2015
The last post “View on a Sea of ‘Mostly’ Green” published on August 28, 2015, was written mid-trading day when the U.S. equity market was staging a comeback after precipitous losses the day and week before. Alas, indices took a nose dive back ‘into the red’ later in the day. Throughout the week stocks have gyrated up and down on the way to higher closing prices. Volatility measures have skyrocketed. It can be an interesting ride in a volatile market when investing in companies that by definition are operating with linear goals for higher sales and fatter profits.
The last post promised two micro-cap ideas that prove life goes on after a market rout. At least the life of an entrepreneur goes on. Management teams at the two smallest companies in the Crystal Equity Research coverage group are bravely or perhaps just innocently forging on without pause.
Tuesday, August 25, 2015
The financial press and media pundits are busy with one expose after another on the future of the U.S. equity markets. The downturn in the market that really began in late June 2015, has been unnerving to say the least. The successive ‘legs’ down that began in the third week in August have been especially worrisome for those who had just taken new long positions in U.S. securities.
Many had tried to blame the U.S. equity market declines on the China Central Bank, which had devalued its currency earlier in the month of August. Yet it seems to be China authorities who have come to the rescue of the U.S. equity market by cutting interest rates and reducing the reserve requirements for China banks. These actions were taken as some encouragement by European and U.S. investors, who finally began buying stocks. Indeed, European markets ended higher in the first day of trading following the China monetary actions even though the China stock exchanged had experienced yet another day of steep declines. The U.S. market opened the day higher, registering throughout the first trading day a consistent sea of ‘mostly’ green on traders’ computers.
Friday, August 21, 2015
Fuel cell developer SFC Energy, A.G. (F3C.DE) recently came calling on money managers in New York City. The company’s chief financial officer Steffen Schneider wants U.S. investors to know SFC has more going for it than simple fuel cells. True enough the company sells fuel cell components, but it is also capable of delivering complete off-grid energy solutions and integrating full systems.