Company

NP owns?

Symbol

Price when added to Hot News List

Price

6.15.12

52-week High

52-week Low

Gains/Loss

Accuray

No

ARAY

$7.20

$5.99

$9.37

$3.50

-17%

Read "Robo Doc" Vol. 9, issue 5.

Allscripts Healthcare Solutions

No

MDRX

$18.01

$15.27 (8.15.11)

$10.90

$23.13

$8.99

-39% &

-29%

Read "Health Care Reform" Vol. 7, issue 4.

1Q 2012 earnings on 4.26.12: Bookings of $194.6 million in the 1Q. Revenue of $364.7 million. GAAP net income of $5.8 million.

These 1Q 2012 numbers are way off, and the earnings guidance has been revised downward to $1.5 billion in revenue (no income ##s were offered). Additionally, there has been a major shakeup in the executive suite. The CFO, chairman of the board and four board directors are gone. These are all red flags, and I'll keep digging for more information for the next update. It's important to determine why the revenue is off and what forced such a split in the executive suite and boardroom. (A competitor told me that an acquisition turned out to be not very valuable.)

On June 1, 2012, Allscripts advised that they are putting forth five names at the Annual Meeting on June 15, 2012 to become new board directors. With these additions, eight out of nine directors will be independent. Many have financial backgrounds, which is good for oversight and capital raising, but not always so great for product integrity and sales.

Allscripts Healthcare Solutions, Inc., formerly Allscripts-Misys Healthcare Solutions, Inc. (Allscripts), is a provider of clinical software, services, information and connectivity solutions that are used by physicians and other healthcare providers to improve the quality of healthcare.

American Super-conductor

No

AMSC

$27.77

$3.42

(10.1.11)

$3.88

$38.88

$3.21

-86% &

+13%

Read "The Sunny Side" Vol. 6, issue 3.

On 2.15.12 AMSC reported that it is still pursuing a lawsuit against Sinovel in China. According to AMSC, "AMSC is seeking to recover more than $1.2 billion for contracted shipments and damages from Sinovel in these cases, which stem from Sinovel's contractual breaches in March 2011 and AMSC's discovery of intellectual property theft by Sinovel employees in June 2011." The case is not going well. It has been dismissed by two courts in China so far. On April 10, 2012, AMSC appealed to China's Supreme People's Court.

4Q 2011 and FY results on 6.6.12: Revenues for the fourth quarter of fiscal 2011 were $28.6 million. This compares with $59.8 million for the fourth quarter of fiscal 2010 and $18.1 million for the third quarter of fiscal 2011. The year-over-year decline is due primarily to a lack of revenue from AMSC's former customer, Sinovel Wind Group Co., Ltd. (Sinovel), while the quarter-over-quarter increase was driven by growth in the company's Wind and Grid reporting segments. AMSC reported a net loss for the fourth fiscal quarter of $21.2 million, or $0.42 per share. For the fourth quarter of fiscal year 2010, AMSC reported a net loss of $185.1 million, or $3.67 per share, which included $155.3 million in aggregate one-time asset write-downs, impairments and accrued charges. AMSC reported a net loss of $26.3 million, or $0.52 per share, for the third quarter of fiscal year 2011.

The company's total backlog as of March 31, 2012 was approximately $291 million. This compares with approximately $300 million as of December 31, 2011. Approximately one-third of AMSC's backlog on March 31, 2012 was scheduled to be delivered in fiscal year 2012.

"I am proud of the resiliency and resolve that we demonstrated throughout fiscal year 2011," said AMSC President and Chief Executive Officer Daniel P. McGahn. "We restructured our business, diversified our revenue streams and significantly reduced our cost structure. Our fourth fiscal quarter proved to be a culmination of these efforts as we exceeded all of our financial objectives and maintained a healthy backlog. Now, with fiscal 2011 behind us and a bolstered balance sheet in place, we are focused on driving year-over-year growth, enhancing our gross margin and booking orders for shipment in late fiscal 2012 and early fiscal 2013."

For the quarter ending June 30, 2012, AMSC expects that its revenues will exceed $26 million. AMSC expects that its net loss for the first quarter of fiscal 2012 will be less than $10 million, or $0.19 per share, which includes a benefit of approximately $7 million for the settlement of adverse purchase commitments with certain vendors. AMSC expects that its non-GAAP net loss for the first fiscal quarter will be less than $13 million, or $0.25 per share. AMSC estimates that it will have approximately $85 million in cash, cash equivalents, marketable securities and restricted cash on June 30, 2012.

Applied Materials

2010 Company of the Year

No

AMAT

$13.10

$9.78

(10.1.11)

$10.99

$16.94

$9.70

-16% &

+12%

Read "Let There Be Light" and "LED Lighting," from the December 1, 2010 and August 1, 2010 ezines, Vol. 7, issue 12 and 8. 2010 Company of the Year!

2Q earnings announced on May 17, 2012. Applied generated orders of $2.77 billion and net sales of $2.54 billion. GAAP net income was $289 million. "Our strong performance in the quarter was driven by growing global demand for mobile products such as smartphones and tablets," said Mike Splinter, chairman and chief executive officer. "Applied's semiconductor products are enabling the next generation of more powerful and feature-rich devices.

"Applied delivered profitability at the high end of our expectations and increased operating cash flow to 24 percent of net sales," said George Davis, chief financial officer. "During the quarter, we announced a 13-percent dividend increase, established a new three-year $3 billion share repurchase program, and used $200 million to repurchase over 16 million shares of our common stock."

iShares Australia Index

No

EWA

$22.84

$19.36

(10.1.11)

$21.67

$28.36

$19.36

-5% &

+12%

Read "Are Commodity-Rich Countries Worth a Look?" from Vol. 8, issue 6 and "Hot Funds," from Vol. 7, issue 7. This fund was a rock star on Wall Street in 2009-2010. Australia benefits from having lower debt and a closer proximity to China than the U.S. Also, is rich in natural resources (needed by China), lower in unemployment (at 5.1%) and avoided the bank bailouts that sank the U.S. and U.K.

Pimco Australia Bond Index

No

AUD

$98.90

$96.71

$99.97

$102.48

$94.80

+1% &

+3%

Read "The Sexiest (& Safest) Investment in the World," "Are Commodity-Rich Countries Worth a Look?" and "Hot Funds," from Vol. 8, issue 12, Vol. 8, issue 6 and Vol. 7, issue 7. Pimco is a premiere bond fund corporation, headed up by the legendary Bill Gross. Australia is one of the best investments in the world right now.

Bank of Montreal

No

BMO

$54.08

$53.98

$66.64

$53.36

Flat

Refer to the "Debt World" article in volume 8, issue 2 for details. Canada's banks were ranked #1 by the Milken Institute for global capital in 2009; Australia was #2. Canada has a higher debt to GDP ratio than the U.S., however, so don't dive in without testing the water first. Check out the article

Canadian Imperial Bank

RISK: Low

No

CM

$67.64

$70.04

$88.76

$67.05

+3%

Refer to the "Debt World" article in volume 8, issue 2 for details. Canada's banks were ranked #1 by the Milken Institute for global capital in 2009; Australia was #2. Canada has a higher debt to GDP ratio than the U.S., however, so don't dive in without testing the water first. Check out the article

iShares Chile Fund

No

ECH

$65.05

$51.16

(10.1.11)

$61.30

$80.38

$51.16

-6% &

+20%

Read "Hot Funds," from Vol. 7, issue 7 and "Latin American Funds Doubled" article from the August 2010 ezine, Vol. 7, issue 8.

iShares MSCI China Small Cap Index Fund

No

ECNS

$48.38

$31.04

(10.1.11)

$34.44

$58.80

$31.04

-20% &

+11%

Read "Travel Rewards," from Vol. 8, issue 7.

Cree

Yes

CREE

$52.10

$22.00

(1.1.12)

$23.90

$83.38

$20.25

-54% &

+10%

Read "Let There Be Light" and "LED Lighting," from the December 1, and August 1, 2010 ezines, Vol. 7, issue 8. Love the company. Revenue growth is solid. Sales to Asia are strong. Future likes bright! And the price is finally right.

3Q earnings on April 17, 2012. Revenue of $284.8 million. This represents a 30% increase compared to revenue of $219.2 million reported for the third quarter of fiscal 2011 and a 6% decrease compared to the second quarter of fiscal 2012. GAAP net income was $9.5 million, or $0.08 per diluted share, a decrease of 50% year-over-year compared to GAAP net income of $18.9 million, or $0.17 per diluted share, for the third quarter of fiscal 2011.

"Overall company backlog is stronger than it was at this point last quarter, with Lighting, LEDs and Power and RF all tracking ahead of Q2, although order visibility is still limited. Our focus remains on driving adoption through innovation and we believe we are well positioned to continue leading the transition to LED lighting and drive growth in our business," Chuck Swoboda, Cree chairman and CEO said, in the earnings press release.

iShares Emerging Markets Index

No

EEM

$41.27

$34.29

(10.1.11)

$38.99

$50.30

$34.29

-6% &

+14%

Read "Hot Funds," from Vol. 7, issue 7.

Eldorado Gold

No

EGO

$14.00

$11.60

(5.11.12)

$12.86

$22.12

$10.20

-8% &

+11%

Read "Investing in Gold" from Vol. 6, issue 9. A Canadian-based, global gold mining company. 2Q earnings will be released on May 3, 2012 after the markets close.

1Q earnings on May 3, 2012. Profit = $68 million. 24% increase in gold revenues over the same quarter in 2011, reflecting higher gold prices. Gold production of 155,535 ounces at an average cash operating cost of $452 per ounce.

Paul Wright, President and CEO of Eldorado Gold, said, "With the addition of two gold development projects in Greece and one gold development project in Romania, the acquisition of European Goldfields is a key milestone in the Company's plans to reach its annual production target in excess of 1.5 million ounces of gold by 2016."

FMC Corp.

No

FMC

$50.41

$50.31

$108.39

$31.91

Flat

Read "Life Begins with Li (Lithium)" from Vol. 6, issue 4 and "Should You Put the Brakes on Toyota?", from Vol. 7, issue 2.

Galaxy Resources

RISK: HIGH

(off the boards, thinly traded)

No

GALXF

$1.18

$0.58

(10.1.11)

$0.60

$1.80

$0.55

-49% &

+3%

Read "Should You Put the Brakes on Toyota?" from Vol. 7, issue 2. Lithium exploration, mining, etc. in Australia and China. Traded off the boards in the US, but is listed on the Australia Stock Exchange.

On March 8, 2012, Galaxy opened the largest battery grade lithium carbonate plant in the Asia Pacific. The $100 million plant has a capacity of 17,000 tonnes a year, according to the Galaxy press release.

Full year results were released on March 21, 2012. Loss was $130.5 million. Galaxy needed to raise $30 million in order to complete the ramp up of the Mt. Caitlin mine and Jiangsu factory. This milestone was achieved on April 12, 2012.

Galaxy has three strong aspects -- Australia-based company in an emerging market -- lithium -- with China as a partner. Galaxy Resources Limited (ASX: GXY) is an international S&P/ASX 300 Index Company which is soon to become one of the world's leading producers of lithium - the essential component for powering the world's fast expanding fleet of hybrid and electric cars.  By 2012, Galaxy's Mt Cattlin mine will be the world's second largest hard rock producer of lithium and through the development of its value adding lithium carbonate plant (17,000tpa), the Company will be the largest and lowest cost lithium producer in China.

Galaxy wholly-owns and operates the Mt. Cattlin mine, which is currently producing spodumene concentrate. Lithium compounds such as lithium carbonate are forecast to be in high future demand due to advances in long life batteries and sophisticated electronics including mobile phones and computers.

Galaxy Resources has positioned itself to meet this lithium future by not only mining the lithium, but also by downstream processing to supply lithium carbonate to the expanding Asian market (through the Jiangsu plant which just opened on March 8, 2012.

Goldman Sachs

No

GS

$108.34

$90.08

(10.1.11)

$95.66

$175.34

$84.27

-12% &

+6%

Annual & 4Q earnings were announced on 4.13.12. 2011 revenues were $28.81 billion with a net income of $4.4 billion for the year. The shareholder letter issued by CEO Lloyd Blankfein focused quite extensively on "Our Client-Driven Strategy," without addressing the Elephant in the Room, the letter,

"Why I am Leaving Goldman Sachs," by Greg Smith. Greg Smith resigned 3.13.12 as a Goldman Sachs executive director and head of the firm's United States equity derivatives business in Europe, the Middle East and Africa. This is the letter everyone has been talking about...

This past year was dominated by global macro-economic concerns which significantly affected our clients' risk tolerance and willingness to transact," said Lloyd C. Blankfein, Chairman and Chief Executive Officer. "While our results declined as a consequence, I am pleased that the firm retained its industry-leading positions across our global client franchise while prudently managing risk, capital and expenses. As economies and markets improve, and we see encouraging signs of this, Goldman Sachs is very well positioned to perform for our clients and our shareholders."

Green Dot

Yes

GDOT

$41.25

$28.50

(2.1.11)

$20.22

$65.10

$19.93

-51% &

-30%

Read "IPO of the Year" from Vol. 7, issue 3.

Announced 1Q results on April 26, 2012. Green Dot reported an 18% year-over-year increase in non-GAAP total operating revenues¹ to $145.5 million, a 21% year-over-year increase in non-GAAP net income¹ to $21.2 million and non-GAAP diluted earnings per share¹ of $0.48. GAAP results for the first quarter were $142.3 million in revenues, $17.1 million in net income, and $0.39 in diluted earnings per share.

"We're off to a great start in 2012, posting solid top- and bottom-line organic growth rates despite the planned discontinuation of the TurboTax program. We are excited about the opportunities that exist in our sales pipeline and believe we are well-positioned for continued success," said Steve Streit, Green Dot's Chairman and Chief Executive Officer.

Big announcement on 1.26.12: Green Dot Corporation GDOT, a provider of widely distributed, low-cost banking and payment solutions to a broad base of U.S. consumers, is working with AARP Foundation and MasterCard to launch the first prepaid card tailored to older Americans. The AARP Foundation Prepaid MasterCard from Green Dot (the "Card") is ideal for direct deposit of paychecks and federal benefit payments, especially given new Federal requirements that all Social Security recipients obtain payments electronically as of March 1, 2013.

WalMart is a partner and investor.

Jiayuan

No

DATE

$12.70

$5.97 (1.1.12)

$4.70

$16.12

$3.60

-63% &

-12%

Read "Is China a Cheap Date?" from Vol. 9, issue 3 & "The Chinese Facebook," from Vol. 8, issue 9. Jiayuan is the Chinese Match.com.

Jiayuan holds their annual meeting on June 15, 2012.

On 4.26.12, Jiayuan added two very imp. Board directors. Mr. Xiaochuan Wang has been the chief executive officer of Sogou.com and the Chief technology officer at Sohu. Mr. Paul Keung has served as chief financial officer and senior vice president of business development at NYSE-listed Taomee Holdings Limited ("Taomee") since February 2011.

On 3.18.12, Jiayuan announced the addition of Co-CEO Linguang Wu. Mr. Yongqiang Qian, chairman of the board of directors of Jiayuan, commented, "Linguang's decade of experience developing and managing successful online and wireless businesses is the perfect complement to [CEO Rose Gong's] visionary industry leadership. I'm pleased to welcome him to the company, and I'm confident that this appointment lays the groundwork for our next stage of growth."  

4Q and FY earnings on March 5, 2012. Net revenues for full year 2011 were US$52.6 million, a year-over-year increase of 97.7%. Net income attributable to Jiayuan for full year 2011 was US$5.9 million, a year-over-year increase of 122.8%.

CEO Rose Gong said, "We are delighted to see that the number of activated smartphone apps accessing Jiayuan's services reached a new record of approximately two million by the end of the quarter."

The board approved a US$10 million share repurchase program on Dec. 22, 2011.

iShares S&P Latin America 40 Index

No

ILF

$43.92

$37.84

(10.1.11)

$41.00

$55.38

$37.84

-7% &

+8%

Read "Hot Funds," from Vol. 7, issue 7 and "Latin American Funds Doubled" article from the August 2010 ezine, Vol. 7, issue 8.

McEwen Mining

(formerly U.S. Gold) 2009 Company of the Year

Yes

MUX

$5.57

$3.69

(12.15.11)

$2.92

$9.87

$0.50

-48% &

-22%

U.S. Gold changed its name to McEwen Mining.

Note: McEwen Mining is not producing gold at this time; is it a gold exploration company, based in Nevada and Mexico which has begun the process of filing for production permits, with a goal of producing gold by 2014.

Added back to the Hot List on June 8, 2011.

The problem with MUX is Argentina. MUX CEO Rob McEwen is being forthcoming about the difficulties associated with Argentina's denial of capital to MUX. So I encourage you to read these updates on the McEwen website. CEO McEwen has over $190 million of his own dough in the game, so he's in this to win. Headwinds abound right now, however.

McEwen Mining began trading on the New York Stock Exchange on Nov. 2, 2010, and has a goal of qualifying for the S&P 500 by 2015. McEwen Mining explores for gold and silver in the Americas and is advancing its El Gallo Project in Mexico and its Gold Bar Project in Nevada towards production. McEwen's shares are listed on the NYSE and the TSX. Added to the S&P/TSX Global Gold Index and S&P/TSX Global Mining Index on 9.15.09. Added to the Chicago Board of Options Exchange on July 19, 2010. Began trading on the AMEX stock exchange on 12.11.06.

McEwen Mining (aka U.S. Gold then) was the 2009 Company of the Year. The article was featured in the October 2009 ezine, Vol. 6, issue 10.

MEMC Electronics

Yes

WFR

$11.99

$4.09

(1.1.12)

$2.01

$13.80

$1.44

-83% &

-50%

Read "One Hot, Overlooked Commodity: Sand," Vol. 8, issue 5 and "The Sunny Side" Vol. 6, issue 3. Investor call on 2.15.12 at 5:30 ET.

S&P's downgraded MEMC's senior debt to a B+ rating on 5.24.12. "We are disappointed with the rating change by S&P," commented Brian Wuebbels, MEMC's Chief Financial Officer, "but we are comfortable that our cash and liquidity position is sufficient to meet our current cash needs. The credit downgrade by S&P today will not adversely affect our current access to our existing non-recourse construction revolver for SunEdison construction activities."

CFO left on 5.15.12 to become CEO of Praxair. MEMC promoted Brian Wuebbels to the Chief Financial Officer role. 

On Dec. 8, 2011, MEMC announced major restructuring, layoffs, cost savings and impairment changes. Should position the company to be leaner and meaner at the end of 2012, but the financials in the interim could look ugly.

1Q earnings results were released on May 9, 2012. GAAP revenue for the first quarter was $519.2 million, representing a decline of 29% from $735.9 million in the first quarter of 2011 and a decrease of 28% from $717.8 million in the fourth quarter of 2011.  The year-over-year decline was due to lower solar and semiconductor wafer volume and pricing, partially offset by sales of excess polysilicon inventory, higher solar project direct sales and solar energy revenue.  The sequential decrease was primarily driven by lower solar project sales, significantly lower solar wafer volume and pricing and weaker semiconductor wafer volume and pricing.  Solar wafer sales to external parties are expected to decline to minimal levels due to the company's strategic shift to primarily supplying wafers for internal consumption.

Net loss was $92 million.

MEMC ended the 2012 first quarter with cash and cash equivalents of $380.6 million, a decrease of $205.2 million from the prior quarter, driven primarily by vendor payments and higher solar energy systems held for development and sale.  Unrestricted cash and unused corporate revolver capacity was $636.9 million at the end of the 2012 first quarter.  The company continues to implement programs to manage its liquidity and capital resources and expects to maintain adequate liquidity during 2012.

PowerShares Lux Nanotech

No

PXN

$8.87

$5.54 (10.1.11)

$6.18

$10.85

$5.54

-31% &

+11%

Potential hot industry for your pie chart. Read the 2010 Company of the Year article from December 2010 ezine, Vol. 7, issue 12. Watch my 2.3.11 report on the LED marketplace on CNBC, or by visiting my YouTube channel at YouTube.com/NataliePaceDOTCOM.

PowerShares Wilderhill Clean Energy Portfolio ETF

No

PBW

$9.91

$5.02

(10.1.11)

$4.25

$11.42

$4.04

-57% &

-14%

Read "$100/Barrel Oil" from the March 1, 2011 ezine, Vol. 8, issue 3.

Rio Tinto

No

RIO

$59.86

$42.87

(10.1.11)

$46.34

$76.67

$42.87

-23% &

+8%

Gold, copper and other commodities mining. Based out of Australia. Mines worldwide, but great way to capitalize on Australia's robust economy.

Annual 2011 results were released on February 9, 2012. Record underlying earnings of $15.5 billion, 11 per cent above 2010's results. Net earnings $5.8 billion, 59% lower than 2010.

$7 billion share buy-back programme on track for completion by end of the first quarter. To date $6.2 billion has been completed, representing 103 million Rio Tinto plc shares equivalent to five per cent of the Group's issued share capital.

Chairman Jan du Plessis said, "Whilst we have today reported excellent underlying earnings numbers, we also have to recognise that we have taken a significant impairment charge in relation to our aluminium business. As this charge largely relates to the acquisition of Alcan, Tom Albanese and Guy

Elliott have notified the Remuneration Committee that they did not wish to be considered for

an annual bonus and I think that is absolutely right.

"We anticipate that uncertainty in the financial markets, particularly around the euro, together with elevated price volatility will continue into 2012. This leads us to remain cautious about near term prospects. However, the medium to long term picture remains very positive for metals and minerals as strong demand growth from emerging markets continues.

Satcon

2011 Company of the Year

Yes

SATC

$3.77

$0.42

(4.1.12)

$0.25

$5.51

$0.39

-94% &

-41%

Read "2011 Company of the Year," from Vol. 8, issue 4 and "$100/Barrel Oil" from the March 1, 2011 ezine, Vol. 8, issue 3.

Satcon provided a 1Q update on 4.11.12: Based on preliminary financial data and subject to the final closing of the company's books, Satcon expects first-quarter 2012 revenue will be between $22 million and $25 million, in line with its previously announced guidance of $22 million to $28 million. Bookings for the first quarter were approximately $45 million, an increase of approximately 130% from the fourth quarter of 2011 and 27% from the first quarter of 2011. In addition, the quarter was the company's most successful bookings period in four quarters, with a book-to-bill ratio of 1.9:1.

4Q and Full-year results on March 1, 2012. Revenue for the fourth quarter of 2011 was $36.0 million, compared with revenue of $45.0 million in the third quarter of 2011. For the year ended 2011, sales reached $188.6 million, a 9% increase over 2010 sales, and total megawatts shipped equaled 800, a 16% increased over total megawatts shipped in 2010. North America continued to be the company's strongest performing region in Q4, representing 94% of total revenue and megawatts shipped. Net loss was $83.5 million.

"Despite significant pricing pressure and uncertainties around program subsidies in the solar market, 2011 was a growth year for Satcon," said Steve Rhoades, Satcon's President and Chief Executive Officer. "Shipments into North America nearly doubled as we continued to strengthen our relationships with some of the region's leading solar integrators and EPC's.

"Our North America and Asia experienced significant growth for us. The utility-scale ground-mounted European market flattened under government policy changes and uncertainty. This caused significant price pressure in what had been of highly profitable market for SatCon just a year before and continues to be challenging in the first half of 2012. The dynamics of these market changes have forced the industry including SatCon to adjust," CEO Rhoades confirmed in a call after the results were announced.

North America continued to be our strongest performing market in 2011 with shipments nearly doubling over 2010, representing 81% of megawatt shipped during the year. As European ground mount solar declined, we saw a number Europe based inverter manufacturers entered the US market. Despite this, SatCon continues to maintain its leadership position, shipping 645 megawatts into North America in the year.

US domestic market was expected to grow over 50% in 2011 and this is evident in our pipeline activity or in the past three months alone, we have added 2.5 gigawatts to our pipeline for medium voltage solutions for projects expected to begin construction in the next 12 months. We continue to invest in our leading solution portfolio for the North American solar market and we'll be introducing several new products and services over the coming months as we see a significant long-term opportunity to build on our leadership in North America.

The Asia solar market also represented sizable growth for SatCon in 2011 and we see a significant opportunity to expand our presence in these markets in 2012. The China market where SatCon was the second largest inverter supplier in 2010 is expected to triple in size from over 1.5 gigawatts in 2011 to over 5 gigawatts in 2015. To take advantage of this growth SatCon has entered into a strategic sales distribution and manufacturing partnership which we announced earlier this year. I'll go into more detail about that in a few minutes.

Favorable government policies have also created growth opportunities in other parts of Asia including Thailand, Taiwan and India. SatCon delivered 36 megawatts of its industry-leading 500 kilowatt PowerGate Plus inverters to India last year in a market that had an estimated size of 200 megawatts in 2011 and is expected to grow to 3.5 gigawatts by 2015. In addition, SatCon delivered 25 megawatts into Taiwan in the same year and this market is expected to grow considerably over the next few years.

Operating the solar market can be challenging is our expectation and certainly our pipeline supports this notion that the global utility and commercial solar market will grow rapidly in the next several years.

In addition to the operational aspects of our partnership, SatCon has entered into a non-exclusive sales and marketing agreement with CEC, Great Wall for the distribution of SatCon solar inverters for China. The partnership will position SatCon to capitalize on the estimated 14 gigawatts of utility-scale projects under development there. Of the 14 gigawatts of identified non-residential solar projects in development in China today, nearly two thirds are expected to be developed by China state-owned entities and our partnership with CC Great Wall greatly strengthens our competitive position for this China SOEs.

While 2011 was a difficult year for SatCon and for the entire solar industry I'm extremely excited about our prospects going forward. We are tacking the fastest growing markets in new ways, partnering with new and powerful companies, introducing new products for both alike commercial and utility-scale markets, completely resetting our expense structure and continuing the successful work done to-date to reduce both our working capital and the debt we carry on our balance sheet. We will reach our goals of profitability and cash generation by the second half of 2012."

Satcon's share price is too low. The company has been advised by NASDAQ to get it above $1.00 per share for 10 consecutive trading days by June 18, 2012. If they do, all is well. If they don't, but everything else is in order, Satcon may receive another 180 days grace period. If the share price is still out of compliance by June 18, 2012 and there are other listing issues, then NASDAQ could notify Satcon that the company is subject to delisting.

2.7.12: Satcon announced a partnership with Great Wall Computer Company Limited (GWPC 0.00%, news), a majority-owned subsidiary of China Electronics Corporation (CEC -0.62%, news). The partnership will position Satcon to capitalize on the estimated 14GW of utility scale projects under development, fueled by the country's Feed-In Tariff program. Of the 14GW of identified non-residential solar projects in development in China today, the majority are expected to be developed by China State Owned Entities.

Satcon announced major restructuring on 1.4.12. As part of the organizational restructuring, the company will reduce its workforce by 140 employees worldwide, or approximately 35%. This reduction, combined with the closure of the Canadian facility, will result in charges of approximately $2.8 million to $3.0 million. The majority of the charges are expected to occur in the fourth quarter of 2011, with the remainder taking place in the first quarter of 2012. The company expects ongoing savings of approximately $15 million to $17 million annually once all actions are implemented by the second quarter of 2012. An additional charge of $20-$26 million is expected for inventory overstocking issues.

Sohu

No

SOHU

$81.67

$47.42

(10.1.11)

$43.62

$109.37

$41.18

-47% &
-8%

Read "Is China a Cheap Date?" from Vol. 9, issue 3 and "The Chinese Facebook," from Vol. 8, issue 9. Sohu is a Chinese mega portal, with gaming, news, search and TV.

1Q results on April 30 2012. Total Revenues were US$227 Million, Up 30% Year-over-Year and down 8% quarter-over-quarter. GAAP net income was $20 million.

Sunpower

No

SPWR

$24.83

$7.14

(10.1.10)

$4.85

$23.36

$4.51

-81% &

-30%

Read "The Sunny Side" in Vol. 6, issue 3. You know I love solar, but this industry is in major distress mode. Just waiting for Spring Rally to end before taking off this list.

1Q earnings announced on May 3, 2012. Revenue $494.1 million. GAAP net loss = $74.5 million.

March 27, 2012: Sunpower announced they have begun production of their world-record efficiency solar cell, which delivers sunlight to electricity conversion efficiency of up to 24 percent. Sunpower panels are the most efficient in the world and have powered most of the Solar Decathlon winning teams. Maryland, the 2011 Solar Decathlon winner, used Sanyo solar panels, but needed six more panels to compete in the energy contests than #2 ranked Purdue (which used Sunpower).

Sunpower has a new CFO as of 3.21.12. Charles (Chuck) D. Boynton has been named SunPower's new executive vice president and chief financial officer (CFO). Boynton joined SunPower in June of 2010, serving as the company's vice president of corporate finance and corporate development, with global responsibility for finance, planning and analysis and leading strategic investments, joint ventures, and mergers and acquisitions.

SunPower Corp. SPWR announced on 1.18.12 that the company has broken ground on a 13.78-megawatt (DC) solar photovoltaic (PV) power system at Naval Air Weapons Station China Lake (NAWS China Lake) in California. The plant is expected to create 140 jobs during construction, and generate the equivalent of more than 30 percent of NAWS China Lake's annual energy load, helping to reduce costs by an estimated $13 million over the next 20 years.

Suntech Power Holdings (solar)

No

STP

$14.26

$1.77

(10.1.11)

$1.84

$15.55

$1.50

-87% &

+2%

Read "The Sunny Side" Vol. 6, issue 3. The world's largest crystalline silicon photovoltaic (PV) module manufacturer. You know I love solar, but this industry is in major distress mode. Just waiting for Spring Rally to end before taking off this list.

1Q results announced on May 23, 2012. Total net revenues were $409.5 million, a decrease of 34.9% from $629.0 million in the fourth quarter of 2011 and a decrease of 53.3% from $877.0 million in the first quarter of 2011. Net loss was $133.0 million. Cash and restricted cash totaled $663.8 million as of March 31, 2012.

"Cost reduction continues to be the top priority for our business and we have outlined a clear roadmap for the remainder of the year." according to chairman and CEO Dr. Shengrong Shi.

4.12.12: Suntech Power Holdings Co., Ltd. STP, the world's largest producer of solar panels, recently supplied 3.4 megawatts (MW -1.02%, news) of solar panels for a solar installation at Edwards Air Force Base in Southern California. The solar installation at Edwards Air Force Base was designed, financed, and installed by Borrego Solar. 12,000 panels were provided. STP is a Chinese company, however, since the panels were made in AZ (USA), the company is in compliance with the Buy American Act.

Trina Solar LTD.

No

TSL

$27.92

$5.58

(10.1.11)

$6.59

$31.89

$5.01

-76% &

+18%

Read "The Sunny Side" Vol. 6, issue 3. You know I love solar, but this industry is in major distress mode. Just waiting for Spring Rally to end before taking off this list.

1Q earnings were announced on May 23, 2012. Net revenues were $349.9 million, a decrease of 19.7% sequentially. Net loss was $29.8 million, compared to net loss of $65.8 million in the fourth quarter of 2011.

TSL lost a board director to the government (a good sign). On Jan. 9, 2012 the company announced "Mr. Junfeng Li, who was appointed an independent director in November 2007, will focus on his recent appointment by the National Development and Reform Commission as Director of the National Research Center for Climate Strategies."

According to Jifan Gao, Chairman and Chief Executive Officer of Trina Solar, "Though we see further signs of industry consolidation, we are addressing the challenges of the current market environment by accelerating the delivery of innovative, technology-driven products and providing differentiated service offerings. We were pleased to announce our successful execution and early April delivery of 500 MW of our high-efficiency Honey technology-based module capacity, which currently offers module power of up to 265 watts for rooftop applications. Additionally, our first quarter benefited from shipments to the United States in connection with qualified projects under the U.S.'s 1603 Federal Grant Program."

Veeco

Yes

VECO

$42.74

$21.46

(10.1.11)

$33.28

$56.05

$20.35

-23% &

+55%

Read "LED Lighting," from Vol. 7, issue 8 and 2010 Company of the Year from Vol. 7, issue 12. VECO was added on 7.6.11, with a special alert sent to subscribers at that time.

1Q results announced on April 30, 2012. $139.9 million in revenue, down from $254.7 million a year ago. Net income was $19 million, compared to $61.3 million a year ago.

Veeco generated about $42 million in cash flow from operations, ending the quarter with $524 million in cash and short term investments.

"As anticipated, we experienced a weak bookings environment in Q1, with total orders of approximately $113 million," continued Mr. Peeler. "LED & Solar orders totaled $85 million, with $70 million in MOCVD and $15 million in MBE. MOCVD orders increased 19% sequentially, with system orders from customers in Korea, China, Taiwan, Japan and North America. MBE orders increased 71% sequentially on production orders from wireless customers. Data Storage bookings declined 62% sequentially to $29 million as customer consolidation activity temporarily stalled capacity investments." Veeco's book-to-bill ratio was 0.81 to 1 and quarter-end backlog was $305 million.

Second Quarter 2012 Guidance & Outlook
Veeco's second quarter 2012 revenue is currently forecasted to be between $120 million and $145 million. Earnings per share are currently forecasted to be between $0.20 to $0.40 on a GAAP basis, and $0.29 to $0.48 on a non-GAAP basis. Please refer to the attached financial table for more details.

Watch my 2.3.11 report on the LED marketplace on CNBC, or by visiting my YouTube channel at YouTube.com/NataliePaceDOTCOM.

John R. Peeler, Veeco's Chief Executive Officer, has become the chairman of the board effective May 7, 2012.

Youku

Yes

YOKU

$25.06

$15.88

$24.37

$69.95

$15.88

-3% &

+53%

Read "Is China a Cheap Date?" from Vol. 9, issue 3 and "The Chinese Facebook," from Vol. 8, issue 9. Youku is the Chinese Hulu and YouTube. Internet and mobile TV is more popular than old school television in China, which has more than 513 Internet users (as of January 2012).

Youku and Toudu announced on March 12, 2012 that the two companies would merge. Once the deal is completed, the combined entity will be named Youku Tudou Inc, and headed by Youku chairman and CEO Victor Koo. Tudou's CEO Gary Wang will join the new entity's board of directors. Youk

4Q and FY earnings were released on March 14, 2012. Revenues were $49.1 million, 103% higher than a year ago. Net loss was $7.9 million, 32% higher than last year. Net loss for the year was $27.3 million, a 16% decrease from 2010. Cash on hand was $587 million as of 12.31.11.

Youku incorporated in the Cayman Islands on September 20, 2005.

Company

NP owns?

Symbol

Price when added to List

Price

4.13.12

52-week High

52-week Low

Gains/Loss

S&P Emerging Middle East and Africa Fund

No

GAF

$60.06

$66.54

$79.97

$57.00

+11%

Read "Travel Rewards," from Vol. 8, issue 7.

AOL

No

AOL

$21.22

$11.53

(10.1.11)

$25.79

$29.45

$10.06

+22% &

+124%

Read "AOL" from Vol. 6, issue 12 and "Is GroupOn the Next Google?" from Vol. 8, issue 7.

4Q2011 earnings on February 1, 2012: revenue was $576.8 million, down 3% from a year ago. Net income was $22.8 million, versus income of $66.2 million a year ago..

AOL owns Huffington Post, Moviefone, Mapquest, among other popular destinations. Launched Editions on Aug. 2 for iPad -- the magazine that customizes reading experiences for each user.

Per ComScore Net Ratings (2.12 data), AOL is the 5^th most trafficked "web parent companies" in the United States, right behind Facebook, Microsoft, Yahoo and Google. Sales for AOL is $2.20 billion annually, but there is plenty of room for this company to come closer to Yahoo's $5 billion in annual revenue and take a bite out of Google's $40 billion.

So, why take AOL off the Hot Stocks List now? Adhering to the winning strategy of "take your profits early and often." In today's volatile marketplace, today's gains are tomorrow's losses. With the rollercoaster ride that Wall Street has been taking for the last decade, there may be opportunity to purchase AOL low again before it reaches its potential (no guarantees, however).

Oracle

No

ORCL

$25.87

$27.53

$36.50

$21.24

+5%

Read "Big Bites Out of Apple and Google" from the February 1, 2011 ezine, Vol. 8, issue 2. 3Q earnings were announced on 3.20.12. Total revenues were up 3% to $9 billion. GAAP net income was up 18% to $2.5 billion.

Shutterfly

No

SFLY

$27.56

$22.70

(1.15.12)

$29.48

$66.70

$21.34

+7% &

+30%

Read "Diamonds or Scrapbooking," from the November 1, 2010 ezine, Vol. 7, issue 11.

Why take your profits on Shutterfly? First of all, I'm adhering to the winning strategy of "take your profits early and often." In today's volatile marketplace, today's gains are tomorrow's losses. The second reason is that, although Shutterfly has made huge fans and may even purchase Eastman Kodak's customers, the Facebook acquisition of Instagram puts Shutterfly's future into question. There is no doubt that Facebook has a corner on the marketplace of photo sharing... When they monetize that, every other game in town is in trouble...

Announced results on 2.1.12. Net revenues for the year totaled $473.3 million, a 54% year-over-year increase. GAAP net income was $14.0 million, compared to $17.1 million in 2010.

P/E is higher than we like, but Shutterfly is an acquisition play, and thus could still add a little more color to your stock sheet.

CFO left on Feb. 24, 2012 to "pursue a personal passion with an early stage medical technology company." He stayed on through yearend results, which lends credibility to this story of the events.

On March 6, 2012, SFLY expanded its photo book offering to cater to the "yearbook" school crowd. According to Gretchen Sloan, Shutterfly's corporate communications executive, "We believe it's a compelling solution for the more than 100,000 elementary schools in the U.S."

Sociedad Minera y Quimica de Chile

No

SQM

$46.39

$52.66

$67.75

$46.00

+13%

This is a great company that manufactures lithium for the electric car & IT industry and potash for agriculture. Businesses include: Specialty Plant Nutrition, Iodine and Lithium.

Read the article, "Treasure Hunting," in Vol. 5, issue 10 and the article "Life Begins with Li (Lithium)," from Vol. 6, issue 4.

SQM began paying a dividend in 2010. The annual dividend was US$0.72592 per share, with US$0.30798 per share to be paid on May 11, 2011.

iShares S&P North American Tech Semi-conductors

No

SOXX

$44.22

$50.45

$64.19

$44.17

+14%

Read "LED Lighting," from Vol. 7, issue 8 and 2010 Company of the Year from Vol. 7, issue 12.

Watch my 2.3.11 report on the LED marketplace on CNBC, or by visiting my YouTube channel at YouTube.com/NataliePaceDOTCOM.

Westpac

No

WBK

$92.34

$102.63

$138.58

$92.34

+12%

Issued it's annual results on November 15, 2011. Go to Westpac.com.au to access. Australian banks fared far better than the rest of the world banks. So did Canadian banks. P/E is good, but the debt is quite high, at 4.34 X equity (on 5.15.11).

Net profit of $6.9 billion, up 7% year over year

Westpac's Chief Executive Officer, Gail Kelly, said: "Today, Westpac is one of the world's leading banks on almost any measure. We have emerged very safely from the last four years of economic uncertainty with a set of capabilities that distinguish us from our peers and as a much stronger company for the longer term."

Company

NP owns?

Symbol

Price when added to List

Price

6.15.12

52-week High

52-week Low

Gains/Loss

S&P Emerging Middle East and Africa Fund

No

GAF

$66.54

$65.44

$79.97

$57.00

--

Read "Travel Rewards," from Vol. 8, issue 7.

Apple

No

AAPL

$351.99

$574.13

$644.00

$310.50

2Q earnings announced on April 24, 2012 at 2:00 p.m. PT.

On March 19, 2012, Apple announced that, subject to declaration by the Board of Directors, the Company plans to initiate a quarterly dividend of $2.65 per share sometime in the fourth quarter of its fiscal 2012, which begins on July 1, 2012.

Additionally, the Company's Board of Directors has authorized a $10 billion share repurchase program commencing in the Company's fiscal 2013, which begins on September 30, 2012. The repurchase program is expected to be executed over three years, with the primary objective of neutralizing the impact of dilution from future employee equity grants and employee stock purchase programs.

On March 24, 2012, the Fair Labor Association announced the results of their audit of the Apple/Foxconn factories in China. In their press release, FLA stated, "FLA found excessive overtime and problems with overtime compensation; several health and safety risks; and crucial communication gaps that have led to a widespread sense of unsafe working conditions among workers." According to ABC News anchor Bob Weir, Apple responded to the report, saying, "We appreciate the work that the FLA has done at FoxConn and we fully support their recommendations." FoxConn released a statement the same day saying they vowed to reduce worker's hours without reducing wages. So, overall, the news coverage of the report was pretty positive. Despite the fact that there were 9 suicides in 2010 at FoxConn and the company still has "suicide nets" to prevent more.

Baidu

No

BIDU

$124.96

$119.38

$165.96

$94.33

Read, "Is China a Cheap Date?" from Vol. 9, issue 3.

Hot company. Buy at a god price.

Berkshire Hathaway

No

BRK.B

$85.30

$82.57

$87.65

$65.35

Warren Buffett's company has more exposure to the bank bailouts (Wells Fargo and American Express to name just two) than most investors realize. And, contrary to what he used to say, the company engages in active trading and hedging. Plus, he's 82 and doesn't have a clear, young successor in place. (Last one, David Sokol, had to resign on March 30, 2011.)

iShares JP Morgan Emerging Markets Index

No

EMB

$104.63

$113.53

$115.00

$103.57

Read "Hot Funds," from Vol. 7, issue 7.

Facebook

No

FB

$38.00

$30.00

$45.00

$25.75

Read "Facebook," from Vol. 9, issue 2 and "Mark Zuckerberg" from Vol. 9, issue 7.

First Solar

No

FSLR

$144.76

$13.95

$175.45

$11.43

See "Solar Springs Up Again," article in Vol. 5, iss 4. On August 16, 2012, CFO Jens Meyerhoff left to "self-reflect" on his next steps. (red flag) First Solar was removed from the NASDAQ 100 Index, and replaced by Texas Instruments, on April 14, 2012.

First Solar uses cadmium telluride instead of silicon to transfer sunlight into useable energy. Cadmium telluride isn't as abundant or as efficient a power source as silicon, and now that silicon is affordable, First Solar has a crisis at the core of its business model. The entire solar industry has been under attack for the last year, however, the silicon manufacturers have a business model that should work going forward, whereas First Solar may have to retool to become competitive. I first warned of this in April of 2008. Click the blue-linked article to read.

Ford Motor Co.

No

F

$14.55

$10.35

$18.97

$9.05

Read "How Cap and Trade Saved Ford" from Vol. 6, issue 4. Ford is making cars people want to drive, but be careful with any investment here. The same conditions that plagued Chrysler and GM are present here -- lots of debt, pensions and Other Post Employment Benefit Obligations. Ford built cars that won awards in 2010 (and attracted consumer interest). And for that they get a big bravo.

Ford's credit rating is below investment grade, at BB+ (as of 10.21.11, by S&P), with a Stable Outlook. If pensions and other post employment benefits are considered, the debt and liabilities load increases. As of the Annual Report, which was released on 2.21.12, the pensions were underfunded by $24.8 billion and debt was $99.5 billion.

General Electric

No

GE

$19.05

$20.00

$21.17

$14.02

--

Read "Apple Joins $500 Billion Club," from the March 1, 2012 ezine, Vol. 9, issue 3. GE is carrying more than 3X debt to equity. The legacy problems that dogged the airlines and auto manufacturers (and sent them into Chapter 11 restructuring) are present at GE, too.

General Motors

No

GM

$33.11

$21.74

$33.75

$19.00

--

Read "One Very Hot IPO," from the September 1, 2010 ezine, Vol. 7, issue 9. Chevy Volt won Motor Trend's 2011 Car of the Year, but can GM regain market share from worldwide market leader, Toyota? GM may have shed a lot of debt in the bankruptcy filing, however, the company's profit margins remain very slim at 4%.

Google

No

GOOG

$627.42

$564.51

$670.25

$473.02

See Vol. 8, issue 2 article, "Big Bites Out of Apple and Google," and Vol. 6, issue 5 for "Hulu Your Heroes." Excellent company and great anchor for your large caps in the nest egg. Just be sure to add at a reasonably good price (not the 52-week high).

GroupOn

No

GRPN

$18.95

$10.06

$31.14

$8.80

Read "Is GroupOn a Deal?" and "Is GroupOn the Next Google?," from the Dec. 1, 2011 and July 1, 2011 ezines, Vol. 8, issue 12 and 7. Questions about management, governance, accounting and negative cash flow have us concerned about the viability of GroupOn as an investment. Read the articles for additional information.

Intuitive Surgical

No

ISRG

$584.52

$531.66

$584.52

$320

--

Read "Robo Doc" Vol. 9, issue 5.

KLA Tencor

No

KLAC

$49.00

$48.31

$55.15

$26.69

Read "LED Lighting," from the August 1, 2010 ezine, Vol. 7, issue 8.

Watch my 2.3.11 report on the LED marketplace on CNBC, or by visiting my YouTube channel at YouTube.com/NataliePaceDOTCOM. Check out this Fox Biz interview with CEO of KLA on 9.27.11.

Kulicke & Soffa

No

KLIC

$8.71

$9.24

$13.69

$6.71

Read "Let There Be Light" and "LED Lighting," from the December 1, 2010 and August 1, 2010 ezines, Vol. 7, issue 12 and 8.

iShares MSCI Indonesia Index

No

EIDO

$30.72

$27.27

$32.92

$22.80

Read "Travel Rewards," from Vol. 8, issue 7.

Microsoft

No

MSFT

$28.25

$30.02

$32.95

$22.73

Watch my appearance on CNBC, outlining the reasons Skype is a very hot acquisition for Microsoft, and read my article, "One Very Hot IPO" from the September 1, 2010 ezine, Vol. 7, issue. 9. Microsoft purchased Skype on May 10, 2011 for $8.5 billion in cash.

Netflix

No

NFLX

$124.00

$65.79

$304.79

$60.70

Read my article, "Blockbuster's Second Coming" from the May 1, 2010 ezine, Vol. 7, issue. 5.

Orocobre

No

OROCF

$2.35

$1.19

$4.03

$0.97

Read "Should You Put the Brakes on Toyota?" from Vol. 7, issue 2. This is an Australian lithium company with a deal with Toyota to supply lithium for lithium ion batteries. Began trading on TSX (Toronto Stock Exchange) in June of 2010 and trades on the Australian Stock Exchange as well.

On March 7, 2011, Orocobre announced that the Argentinian government is slowing down the permit process for the proposed lithium potash project in NW Argentina. On March 4, 2011, the local government declared lithium to be a strategic mineral resource and introduced a secondary approvals process. According to the decree, additional approval will be required for both the Olaroz lithium-potash project for which the Company has already received approval of its development and production EIS, and the Cauchari lithium-potash project, for which an exploration EIS has been submitted. This new process does not affect the Company's program at Salinas Grandes, which is predominantly located in Salta Province. However, as of Oct. 31, 2011, Orocobre is still "actively engaged" in the secondary approvals, without measurable progress.

The company is based in Brisbane, Queensland, which had extensive flooding last year. Lithium production isn't projected to begin until 2012 and with the new developments in Argentina, this could be further delayed.

Orocobre Limited is listed on the Australian Securities Exchange and Toronto Stock Exchange (ASX:ORE, TSX:ORL) and is the leading lithium-potash developer in the lithium and potassium rich Puna region of Argentina. For further information, please visit www.orocobre.com.

Oracle

No

ORCL

$27.53

$27.70

$36.50

$21.24

FLAT

Read "Big Bites Out of Apple and Google" from the February 1, 2011 ezine, Vol. 8, issue 2. 3Q earnings were announced on 3.20.12. Total revenues were up 3% to $9 billion. GAAP net income was up 18% to $2.5 billion.

iShares MSCI All Peru Index Fund

No

EPU

$40.73

$41.87

$51.35

$29.79

Read "Hot Funds," from Vol. 7, issue 7 and "Latin American Funds Doubled" article from the August 2010 ezine, Vol. 7, issue 8. Left-winger Ollanta Humala, a career military man who has moderated his anti-capitalist views since narrowly losing the 2006 election, won the Presidential election.

President Humala notes that Peru has had economic growth of 7-8% for 8 years. He calls the Peruvian economy "solid." While Humala promises that the poor will receive more of the country's profits, he also says that his central bank will be run by an independent and that he wants to work closely with the United States. Check out this video interview with Humala by Reuters.

Priceline

No

PCLN

$508.15

$659.41

$774.96

$411.26

Read the article "The Priceline Negotiator," from Vol. 7, issue 10. Great company. Don't want people buying in high, hoping to sell higher. And if you made a healthy gain, considering capturing profits.

4Q & FY results were announced on February 27, 2012. For full-year 2011, the Group had revenues of $4.36 billion, a 41.2% increase over 2010. The Group had GAAP net income applicable to common shareholders for full-year 2011 of $1.06 billion, or $20.63 per diluted share, which compares to $527.5 million or $10.35 per diluted share in 2010.

Ross Stores

No

ROST

$35.90

$66.61

$66.74

$30.08

Read "Discount Designer Stores," from Vol. 5, issue 6. Sales have been growing steadily in this discount marketplace, especially given the "jobless recovery." Profit margins are slim, however, 7%.

Shutterfly

No

SFLY

$30.51

$26.77

$66.70

$21.34

Read "Diamonds or Scrapbooking," from the November 1, 2010 ezine, Vol. 7, issue 11.

Shutterfly has made huge fans of its customers and may even purchase Eastman Kodak's customers, however the Facebook acquisition of Instagram puts Shutterfly's future into question. There is no doubt that Facebook has a corner on the marketplace of photo sharing... When they monetize that, every other game in town is in trouble...

Announced results on 2.1.12. Net revenues for the year totaled $473.3 million, a 54% year-over-year increase. GAAP net income was $14.0 million, compared to $17.1 million in 2010.

CFO left on Feb. 24, 2012 to "pursue a personal passion with an early stage medical technology company." He stayed on through yearend results, which lends credibility to this story of the events.

On March 6, 2012, SFLY expanded its photo book offering to cater to the "yearbook" school crowd. According to Gretchen Sloan, Shutterfly's corporate communications executive, "We believe it's a compelling solution for the more than 100,000 elementary schools in the U.S."

iShares S&P North American Tech Semi-conductors

No

SOXX

$50.45

$50.98

$64.19

$44.17

--

Read "LED Lighting," from Vol. 7, issue 8 and 2010 Company of the Year from Vol. 7, issue 12.

Watch my 2.3.11 report on the LED marketplace on CNBC, or by visiting my YouTube channel at YouTube.com/NataliePaceDOTCOM.

Sociedad Minera y Quimica de Chile

No

SQM

$52.55

$53.09

$67.75

$46.00

--

This is a great company that manufactures lithium for the electric car & IT industry and potash for agriculture. Businesses include: Specialty Plant Nutrition, Iodine and Lithium.

Read the article, "Treasure Hunting", in Vol. 5, issue 10 and the article "Life Begins with Li (Lithium)," from Vol. 6, issue 4.

SQM began paying a dividend in 2010. The annual dividend was US$0.72592 per share, with US$0.30798 per share to be paid on May 11, 2011.

Tesla

No

TSLA

$32.60

$29.91

$39.95

$21.50

Read "Tesla. The Best Car on the Road," "Will Congress Kill the Electric Car (Again)?" and "Tesla Trades on NASDAQ" from Vol. 8, issue 11, Vol. 8, issue 10 and Vol. 7, issue 7.

Jan. 17, 2012: Tesla lost two key executives just a few months before the Model S debt. Peter Rawlinson, Tesla's vice president and chief engineer, and Nick Sampson, director of vehicle and chassis engineering, departed the automaker. In an e-mail to Automotive News, Tesla spokesperson Ricardo Reyes wrote that Rawlinson completed conceptual and design engineering work on the Model S and "decided to step away to tend to personal matters in the United Kingdom." He also wrote: "Nick Sampson is no longer with Tesla. He had fully transitioned from any Model S activities by the time of his departure." This has a bad smell to it... However, there is no denying that the Tesla cars are impressive. Here's a Tesla video to see a preview of Model X (Tesla's SUV) and Model S (sedan).

Should you buy now? Very volatile stock. The new sedan is scheduled to start delivery in July of 2012. (Model X reservations are going on now, with full production slated for 2014.) Production is at a former Toyota factory, which places a lot of ducks in a row, however, ramping up for production is something that can be wrought with delays and other unexpected kinks. Tesla has a very strong board and management team and a great car in the Roadster. Advance reviews of the S sedan are gushing.

There has been some recent press on the danger of having the car's batteries rendered useless -- into bricks -- so, if you're a customer, be sure to understand the risks of having a first generation all electric car.

4Q and FY results were announced on Feb. 15, 2012. Revenues increased to $204 million for the year, up from $117 million last year. Net loss was $254 million. Cash = over $300 million. Long term debt: $268 million.

Toyota and Tesla announced on August 5, 2011 that they will build electric RAV4s beginning in 2012. The production line will be in Woodstock, Ontario, and the electric powertrains will be shipped by Tesla from California.

Very exciting car company. But very early stage, and may be in need of raising more and more dough to stay on production track before the RAV4 and Model S hit stores. (At the current cash burn rate, Tesla is out of money by February 2013.) Be careful.

Tiffany's

No

TIF

$63.94

$53.59

$84.49

$54.58

Read "Are Diamonds a Girl's Best Friend?" Vol. 9, issue 2.

Toyota Motor Company

No

TM

$71.84

$76.50

$93.74

$60.37

Read "Should You Put the Brakes on Toyota?" from Vol. 7, issue 2 and "One Very Hot IPO" from Vol. 7, issue 9.

Toyota revised annual earnings on 12.9.11. Car sales are expected to be down to 7.4 million. And the net loss should be in the $80 billion yen range. There is much speculation that Toyota will lose its title as #1 carmaker this year, and may slip to #3, behind VW and GM, respectively. Toyota was hit very hard by the Japanese Earthquake, floods in Thailand and other disasters. Bear in mind that the official full-year report will not be issued until May 11(ish) 2012, however, the sales data (and new rankings) should be released in early January 2012.

Toyota and Tesla announced on August 5, 2011 that they will build electric RAV4s beginning in 2012. The production line will be in Woodstock, Ontario, and the electric powertrains will be shipped by Tesla from California.

The auto industry is vulnerable, and investors should be aware of the price and that 22 P/E is high for auto manufacturers.

Earnings are down and profit margins are flat...

VMWare

No

VMW

$77.90

$91.02

$115.19

$74.69

Read "Health Care Reform" Vol. 7, issue 4.

1Q 2012 results from April 18, 2012. Revenues for the first quarter were $1.06 billion, an increase of 25.1% from the first quarter of 2011. Net income for the first quarter was $191 million, or $0.44 per diluted share, compared to $126 million, or $0.29 per diluted share, for the first quarter of 2011. Cash, cash equivalents and short-term investments were $5.22 billion and unearned revenue was $2.81 billion as of March 31, 2012.

"The quarter's solid performance across our portfolio underscores the value that VMware is providing customers as they work to transform their IT organizations," said Paul Maritz, chief executive officer, VMware, in the earnings statement.

"VMware is well positioned for growth as the leader in virtualization and cloud infrastructure," said Mark Peek, chief financial officer, VMware. "Second quarter 2012 revenues are expected to be in the range of $1.10 and $1.12 billion. Annual 2012 revenues are expected to be in the range of $4.525 and $4.625 billion, an increase of 20% to 23% from 2011, and annual license revenues are expected to grow between 12% and 16%."

Executive changes were announced on April 11, 2012. Most were promotions of people who had helped grow the company from single digit million revenue to single digit billion revenue.

Wells Fargo

No

WFC

$32.25

$32.45

$34.05

$22.58

RealtyTrac is predicting that foreclosures in 2012 will exceed those in 2011. However, the Feds keep giving the banks money and allowing banks to carry their losses off the books. Which means that earnings reports are fairy tales. Don't believe them. Banks are more troubled than you know. And, as we've already discovered, they are too big to fail.

See "Wells Fargo's Incredible Exploding Earnings" in Vol. 5, issue 9, and "Wells Fargo's Great Depression," in Vol. 4, issue 12.

Westpac

No

WBK

$102.63

$103.23

$138.58

$92.34

--

Issued it's annual results on November 15, 2011. Go to Westpac.com.au to access. Australian banks fared far better than the rest of the world banks. So did Canadian banks. P/E is good, but the debt is quite high, at 4.34 X equity (on 5.15.11).

Net profit of $6.9 billion, up 7% year over year.

Westpac's Chief Executive Officer, Gail Kelly, said: "Today, Westpac is one of the world's leading banks on almost any measure. We have emerged very safely from the last four years of economic uncertainty with a set of capabilities that distinguish us from our peers and as a much stronger company for the longer term."

Wynn Resorts

No

WYNN

$147.98

$99.53

$172.58

$101.02

Check out the article, "(No) Viva Las Vegas" in Vol. 5, issue 10.

Steve Wynn is a great marketer and capital raiser and the Wynn Hotel is gorgeous. However, Vegas is one of the worst places for real estate in the U.S. and the city has taken a huge hit as a convention center as well. Be very careful here. The Hangover sparked a Vegas renaissance in 2010. The Wynn pool scene is hot. Buying a vulnerable company with a high price to earnings ratio is not.

Increased cash flow has improved Wynn's debt rating, but it is still below investment grade.

On March 5, 2012, Standard & Poor's Ratings Services assigned its 'BBB-' issue-level rating to Las Vegas-based casino operator Wynn Resorts Ltd.'s proposed $900 million first mortgage notes due 2022. In addition, S&P assigned the notes a recovery rating of '2', indicating their expectation for substantial (70% to 90%) recovery for noteholders in the event of a payment default. Wynne is borrowing from Peter to pay Paul with this issuance. There was a due date of 2013 for repay that will be canceled with this issuance and only $100 million will be due on 2015, according to the S&P press release.

Zynga

No

ZNGA

$9.45

$5.56

$14.55

$7.45

Read "Zynga" Vol. 9, issue 1.

Company

NP owns?

Symbol

Price when added to Cooling Off List

Price

6.15.12

52-week High

52-week Low

Gains/Loss

Amazon

No

AMZN

$217.64

$218.35

$246.71

$166.97

Flat

Hot company. Buy at a good price. P/E ratio is very high, at 180 on June 6, 2012.

AOL

No

AOL

$27.40

$25.99

$29.45

$10.06

-5%

Read "AOL" from Vol. 6, issue 12 and "Is GroupOn the Next Google?" from Vol. 8, issue 7.

AOL owns Huffington Post, Moviefone, Mapquest, among other popular destinations. Launched Editions on Aug. 2 for iPad -- the magazine that customizes reading experiences for each user.

Per ComScore Net Ratings (2.12 data), AOL is the 5^th most trafficked "web parent companies" in the United States, right behind Facebook, Microsoft, Yahoo and Google. Sales for AOL is $2.20 billion annually, but there is plenty of room for this company to come closer to Yahoo's $5 billion in annual revenue and take a bite out of Google's $40 billion.

High P/E as we head into the seasonally weak summer season. Just looking for a better buy-in point.

LinkedIn

No

LNKD

$110.36

$102.01

$122.70

$45.00

-8%

Read my article, "Should You Link In?" from the June 1, 2011 ezine, Vol. 8, issue. 6. 1Q 2012 results announced on May 3, 2012.

News Corp.

No

NWSA

$16.42

$20.63

(5.11.12)

$20.07

$20.63

$13.38

+22% &

-3%

Read my article, "Murdoch's Humble Pie," from the August 1, 2011 ezine, Vol. 8, issue. 8. The News Corp. scandal in the UK is still far more active than American investors realize.

James Mudoch resigned from BSkyB as chairman on 4.4.12 (although he still remains on the board). Investors have called for James resignation from the News Corp. board. To date, the Murdoch family have used their weighted voting rights to keep James on the boards of News Corp and BSkyB.

In the statement released by Rupert Murdoch and Chase Carey, it appears that James has a future at News Corp., although his role there might be more tenuous than anyone is officially letting on, judging by the ambiguous language used even by his father...

"We are grateful for James Murdoch's successful leadership of BSkyB. He has played a major role in propelling the company into the market-leading position it enjoys today – and in the process has been instrumental in creating substantial value for News Corporation shareholders. We look forward to BSkyB's continued growth under the leadership of Nicholas Ferguson and Jeremy Darroch and to James' continued substantial contributions at News Corporation."

There has been widespread speculation that James Murdoch resigned in anticipation of a critical report from the British Parliament's House of Commons select committee, which is expected to be released any day now. There is very little coverage of this in the U.S., though the report will undoubtedly affect News Corp., so search on the BBC website for the most complete coverage.

Rochester Municipals Bond Fund

No

RMUNX

$14.86

$16.02

(10.1.11)

$16.78

$16.91

$14.49

+13% &

+5%

Read "Bond Beautification Project" from Vol. 7, issue 10 and "Bonds, Bond Funds and T-Bills: The Next Disaster," from Vol. 7, issue 9.

Sears Holding Company

No

SHLD

$30.80

$80.48

(3.12.12)

$51.08

$87.69

$28.89

+35% &

-37%

Read my article, "Discount Designer Stores," from the June 1, 2008 ezine, Vol. 5, issue. 6. Sears is more of a hedge fund than a retail store.

Taubman Centers

No

TCO

$24.74

$61.32

(7.15.11)

$73.10

$80.69

$21.85

+192% &

+19%

Read the article, "Global Recession," from Vol. 6, issue 6 in June 2009.

Mall owners are hit with the quadruple whammy of sluggish retail sales, high turnover, lower occupancy and declining real estate value.

Time Warner

No

TWX

$24.44

$36.42

$38.62

$27.62

+50%

Read the article, "Hulu Your Heroes," from Vol. 6, issue 5 in May 2009.

PowerShares Treasury Bill Index Fund

No

PLW

$30.02

$32.78

(10.1.11)

$33.40

$33.01

$27.09

+11% &

flat

Read "Don't Get Fooled Again," from Vol. 7, issue 8. When interest rates rise, bonds and bond funds fall in value. Time to find another "safe" place for your assets. Read "The High Price of Questionable Credit" from the September 2011 ezine, Vol. 8, issue 9.

Zale Corp.

No

ZLC

$2.92

$3.37

(4.1.12)

$2.40

$6.90

$2.06

-17% &

-29%

Read "Are Diamonds a Girl's Best Friend?" Vol. 9, issue 2.