Why I'm Bullish on Shake Shack (NYSE: SHAK)
by Jeff Siegel
Thursday, January 29, 2015
Not every modern fast food joint is Chipotle (NYSE: CMG).
It's just not.
The truth is, Chipotle has filled a very profitable niche. It's insistence on values, quality and convenience has provided the launchpad for its tremendous growth. And while some could try to replicate that, most don't. So why do so many investors insist on comparing every new fast food IPO to Chipotle?
They did this with Potbelly (NASDAQ: PBPB), they did it with Noodles & Company (NASDAQ: NDLS), and now they're doing ...
This is BETTER than Oil!
by Jeff Siegel
Wednesday, January 28, 2015
I've never understood it, but no one really gives a damn about water.
Sure, it's the foundation of life. But what does that matter when we can get cheap smartphones and Internet-connected washing machines? Those things are exciting, and there's proverbial gold in those silicon hills.
Don't get me wrong; I love technology and continue to profit handsomely by devoting a small portion of my portfolio to tech stocks. My point, however, is that while technology is great, without water, we die.
Community Solar Programs Just Make Sense
by Tim Conneally
Friday, January 23, 2015
We've been saying it for a couple of years already, but it bears repeating: Community solar projects just make sense.
When 85% of the residential market doesn't have appropriate space for a solar project, solar gardens are kind of a no-brainer. Pick a place that's good to build a solar farm, open it up to consumers who can't build their own, and massively multiply the market size.
However, it's really not that simple. The rollout of these types of projects has been anything but smooth.
In early ...