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Showing posts with label Asset Bubble. Show all posts
Showing posts with label Asset Bubble. Show all posts

Sunday, September 8, 2013

The Inflection Point

Axcelis Technologies: At An Inflection Point, With Catalysts For Accelerated Earnings http://seekingalpha.com/article/1677512?source=ansh $ACLS, $AEIS, $AMAT, $ASML, $ATMI, $ENTG, $FORM, $LRCX, $MKSI, $MTSN, $PLAB, $RTEC

Thursday, June 27, 2013

Part 1: The Green Power Bubble that must Break off into another Bubble Before Popping

U.S. Silica Holdings: Energy Boom Should Power Shares Higher Thu, Jun 27 about: SLCA U.S. Silica Holdings (SLCA) is a small (market capitalization ~$1.1B) frac sand player I first covered around this time last year when shares were trading hands at $12 a share. I speculated the stock could double in an article on June 18th, 2012. The shares then rocketed past $28 a share earlier this year but have since fallen back to $20 a share currently. After making a huge gain after selling m... Full Story @ EPW Venture Capital