I got up very early today so I could shuffle some deck chairs around on the Titanic, otherwise known as my portfolio. FWIW which is zero, I sold half of my largest position

I don’t have time for a write-up now; however, this is a heads up that STP has once again fallen to bargain basement prices. The Fusion Investing Portfolio plans to buy 2,000 shares on Friday 3 October.
You can check my previous articles on Suntech here.
The good: PEG of 0.53, forward P/E of 11.66, dominant low cost solar provider, good margins and return on equity, excellent R&D.
The bad: High debt, earnings not translating to cash flow due to investments in growth.
Just bought 1,000 at 32.50, not the low I was after …

General Electric, GE, leads the way. I  like this writeup by Henry Blodgett.
My initial reaction, with GE futures down, is that this is a good opportunity to buy GE on tempoary weakness, though there is probably no need to rush. I continue to see the GE glass as half full. This is why I am investing. “Industrial earnings to remain strong in third quarter, up 10-15%, led by infrastructure businesses” and they say in the press release
In their press release GE state a lot, so you should probably just read …

Only got five minutes for your first pass? So let’s see how GE stacks up.
We’re approaching those early 2003 lows despite earnings being 54% higher. This GE 16 year BMW chart shows there is plenty of room to run when sentiment changes.
Let’s quickly check some other metrics as all of the following are at long term lows:

Price to book
Price to free cash flow
Price to earnings
Price to sales

This is one of the primary reasons I invest in GE, more on that another day.
Today it’s Q2 earnings time.
So it’s time to go to the source.
Press Release
Main Presentation
Supplemental Data
Always go directly to the source. Rather than read a Reuters or some other press release on a company’s earnings, go straight to the source. Go the company’s investor relations page on their website to get the information from the horses mouth. If it’s a company you invest in then sign-up for the investor alerts.
For those too busy to read the …

I often see this confusion in fundamental investors, how can you call a bottom? The thing is you can’t. Technical investors know that and never proclaim they can. Fusion investors also know they can’t time market bottoms, but they also know they can increase their chances of getting close to the bottom by combining fundamental and technical analysis in a mixing bowl along with some behavioral finance. Fusion analysts know they don’t have to nail the bottom, to outperform they simply buy at prices lower than 50% of other market …