Thursday, December 26, 2013

Facebook or UPS+FDX

The market capitalization of Facebook is $142 billion, which is equal to the combined market value of UPS and FedEx. At the same time, the latest quarterly revenue of UPS and FedEx is $24.75 billion, which is about 12 times the quarterly revenue of Facebook, at $2.02 billion for the latest quarter. It will take at least ten years for Facebook to catch up with that of UPS and FedEx if Facebook can grow at a 30% rate above that of UPS and FedEx.

Wednesday, December 18, 2013

Solar TAN

The top five components of Solar TAN are: First Solar, Canadian Solar, Solar City, Sun Power, and Sun Edison. The total market capitalization of the top five stocks is $18.49 Billion. The top five stocks occupy about 31.74% of the total weight of TAN. So approximately the total market capitalization represented by TAN is about $58 Billion, which is about one half of the market capitalization of Intel. The total average daily trading volume of the top five stocks is $1.6 billion, which is equivalent to the average trading volume of Microsoft.

Tuesday, December 17, 2013

Rayonier RYN

Rayonier sells timber for domestic and export markets from 2.7 million acres in the U.S. and New Zealand. Rayonier manufactures high-value Performance Fibers for customers around the world. They have approximately 1,800 employees. Approximately 50 percent of their sales are outside the U.S. to customers in more than 20 countries. Its stock reached its 52 week low today.