It was almost a year ago when I dared to call Chipotle Mexican Grill, Inc. (CMG) overpriced. So how has that call worked out?

GTP are worth a look.
Up until mid June Ospraie were large buyers of an Australian agricultural investment company called Great Southern GTP.AX. I have previously posted about this company or at least their convertible notes. I remain long both of their convertible notes.
You can check GTP’s recent filing here
Here is a summary of GTP’s current restructuring plan
Why Ospraie was continuing to double and triple down is clear. Whether the idea will work out remains to be seen.
For the time challenged
NTA per share June 30 - $2.13
Current share price - …

Is Suntech the financier de rigueur for the solar industry?
It sure seems that way.
I have been trawling the internet trying to find details on Suntech’s minority ownership of and loans to a number of their suppliers. I have momentarily given up hope after reading a reference to a Credit Suisse research note on STP. The only comment by the CS analyst not taken directly from the earnings release or conference call was “We raise our DCF-based target price from US$48.0 to US$50.0.”

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Piper Bullish on Suntech (STP) …

Suntech Power Holdings Co. Ltd. (STP)
Suntech Reports Second Quarter 2008 Financial Results
Great results shouldn’t be a surprise to anyone. I’ll write more tomorrow, but from my first look it was a sensational quarter.

Expectations were for $0.32 (.27-.27 range) STP did $0.41 up from $0.25 last year. (GAAP $0.38)
Revenue grew 51.3% to $480.2 million comfortably ahead of the May forecast of $430 million to $440 million. Expectations were for $439M.

Quarter ended PV cell production capacity was 660MW and  is on track to reach 1GW by the …

Q4 2008 Earnings
Earnings Preview
Oplink Communications, Inc. (OPLK)  financial results fourth quarter ended June 30, 2008
Five analysts are predicting eps between $0.09 and $0.11, consensus of $0.10.
For those focused on eps this figure will compare poorly to last years $0.23.
Fast forward -> Results are now in and they’re great.
Good results, turnaround occurring, great upside potential in this well managed cash rich company.
The two main reasons I find oplk attractive are they make money and they mange that money well. Add in growth, OCP turnaround potential with proven management at …

I decided to invest some of my profits from selling OHI into buying a trading position in Suntech Power Holdings Co. Ltd. (STP). Back in mid June I flagged that I would wait patiently for STP to come to the value point I wanted…and here it is.
STP has once again fallen to a value point I couldn’t ignore. After a quick refresh of my due diligence I have gone overweight in STP. [Neither OHI nor STP are held in the FI Portfolio] The following notes are my half edited notes …

Omega Healthcare Investors Inc. (OHI), has been volatile since July 07.
Check out this chart to view the wild rollercoaster for this boring REIT. With those recent extremes I shouldn’t be surprised about the ride over the last four days. OHI closed last Wednesday at $17.84, it announced OK Q2 earnings Thursday morning and the conference call later that morning was likewise mixed by largely positive looking forward. Yet OHI closed down 3.5% at 17.22. Then on Friday OHI climbed 4.8% followed by a 4.5% climb today. These are big moves …

Would you rather a cat scratch your bum or a hamster hang off your face?
That was the insightful answer my five year daughter provided when I asked the women of the household their opinion on Bare Escentuals, Inc. (BARE). Once the laughter died down my partner gave this less amusing, but clearer response for those who can’t interpret the thought patterns of a five year.

Click to enlarge
Rich Smith over at the Fool concludes this article on Bare Escentuals, Inc. (BARE) with good advice
Let’s see whether the company’s free cash flow story looks similarly attractive — once management gets around to releasing its cash flow statement, that is. Seems to me, Bare just might bear closer examination.

According to this pitch at Motley Fool CAPS Bare Essentials, Inc. (BARE) is a TMFSarahGen favourite. I’ve known Sarah for a while know and have always admired her openness to investing styles and willingness to combine both fundamental and technical analysis. Sarah also freely combines short term trading with long term investing. Those traits are pure Fusion Investing.
Sarah recently became a fully fledged Rule Breaker analyst. Her CAPS pitch on BARE highlights
Strong repeat business from the most loyal customers in cosmetics combined with growing international sales, accelerating door openings (at …