Archive for April, 2008
Headwaters has a disappointing quarter
Headwaters Inc. (HW: 5.31 -0.04 -0.75%) is a company in the midst of a turn around of their major business operations. The company has been hit by the double whammy of the housing construction slow down impacting the construction materials division (50% of sales) and the complete phase out of Section 45K alternative energy business [...]
Change to Income and Growth Portfolios
On this blog I track a couple of portfolios, a Growth and an Income portfolio. The components of these protfolios are stocks that I have researched and believe will provide above market returns over time. The Income Portfolio consists of high yield dividend paying stocks. The Growth Portfolio is a little more complicated, holding growth [...]
Update: Terra Nitrogen Post
Yesterday, I wrote a post on how the dividend payout of Terra Nitrogen Co. LP (TNH: 92.00 +2.51 +2.80%) will change going forward. To recap, the partnership agreement between Terra Industries (TRA: 46.33 -0.57 -1.22%) and Terra Nitrogen gives Terra Industries, as the owner of the general partner, increasing percentages of TNH’s distributable cash when [...]
New Energy Finance – Nex – Weekly Review
Time again for my weekly recap on the performance of the New Energy Finance renewable energy index -NEX for last week. For investors, the performance of the NEX is tracked by the PowerShares Global Clean Energy Fund (PBD: 15.01 +0.04 +0.27%).
Last week the NEX gained 0.8%, tenths better than the NASDAQ and S&P 500. The [...]
Silver Wheaton’s disappearing growth
In spite of average silver prices 22% higher than the previous quarter, Silver Wheaton (SLW: 15.46 -0.09 -0.58%) reports flat earnings for the first quarter of 2008. Revenues were up 11% over Q1, 2007 but 2.6% less than Q4, 2007. Especially revealing, silver ounce sales for the first quarter were down almost 16% from Q1, [...]
