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Last Thursday, May 16th, Louisville-based solar installer Real Goods Solar (RSOL) closed at $1.75/ share. Two short trading days later, Real Goods closed Monday at a whopping $6.08/ share.RSOL data by YChartsPoint blank: I do not know why this rally happened.What I do know is that the Real Goods rally has created a tremendous amount of hidden value at parent company Gaiam, Inc. (GAIA).Gaiam spun off Real Goods in late 2008 and still owned 10,062,111 RSOL shares as of April 23rd. This represents approximately 38% of the outstanding shares of Real Goods.Gaiam has rallied modestly alongside Real Goods, but it still appears significantly undervalued relative to the current value of Gaiam's Real Goods holdings.GAIA data by YCharts Some Quick Math... Last Wednesday, with RSOL trading at $1.75, Gaiam's stake was worth $17.6 million. Now, with RSOL trading at $6.08, Gaiam's

Wal-Mart’s (NYSE:WMT) quest to establish a retail outlet in one of the five borough of New York City has been described in quixotic-like terms since its quest for a location in Brooklyn hit a wall last September. Still, the big-box retailer is forging ahead with plans to find a new location, according to prominent New York brokers, who told The Commercial Observer that the company is currently negotiating for a spot in the five boroughs. The retailer’s most recent bid failed in East New York after a coalition of labor unions, community defenders, and politicians, including Christine Quinn, launched an assault on the proposed new store. Furthermore, Wal-Mart’s widely condemned employment practices and its perennial disagreements with labor unions had painted a negative picture of how one of its stores would change the neighborhood. The site that the company had its eye on — known as Gateway II — will now house a unionized ShopRite. NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! Since talks between the owner of the property — Related Companies — and Wal-Mart regarding a location in southeast Brooklyn fell apart last fall, the company appeared to retreat from its plans for New York. But that may not be the case; several brokers told the industry publication that Wal-Mart is shopping for property on the Queens-Brooklyn border. Faith Hope Consolo, chairman of Douglas Elliman’s retail leasing and sales division, said that “an industrial building over there with vacant lots next to it” could be a possibility. Another industry source familiar with Wal-Mart’s real estate aspirations said the company was in active negotiations for a “very substantial,” approximately 300,000-square-foot site in the outer boroughs. “They just want to be here,” Consolo said, adding that Wal-Mart might try to work its way into New York City with smaller format stores. “They’ve done that with their express stores and locations near college towns.” In 2010, the Associate Press reported that Wal-Mart was attempting to enter urban markets like New York, San Francisco, and Chicago, with stores as small as 20,000-square feet. A typical big-box store covers 150,000 square feet. NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! Of prospective store locations, Consolo noted that Wal-Mart will always have community problems, “which is so old hat” for the company. “There are a lot of stupid people here. New Yorkers should have access to products at good prices,” she added. Walmart’s senior director of communications, Steven Restivo made a similar assessment, writing in an email to The Commercial Observer that there was “nothing new regarding Walmart in NYC.” He added, “Two things haven’t changed: New Yorkers want us here, and residents continue to go out of their way to shop at our stores outside of the city.” New Yorkers, he said, spent more than $215 million at Wal-Mart’s locations in the area. Restivo gave no specifics regarding Wal-Mart’s future plans, but Consolo said the company is negotiating with developers, including Related Companies and Vornado Realty Trust (NYSE:VNO). “They’re going back to the old well to try and sow new seeds,” she said. “They have their eyes on New York and aren’t blinking.” Follow Meghan on Twitter @MFoley_WSCS Don’t Miss: Are Americans Faulting Obama for the IRS Controversy? Read the original article from Wall St. Cheat Sheet

To create the list below we began by screening for high Return on Invested Capital (ROIC) - a good measure of how effectively a company uses capital to generate returns.ROIC = (Net Income - Dividends) / Total CapitalInvested capital can include cash, buildings, machinery, other businesses, etc. However, ROIC does not provide investors with details as to where those returns are being generated, so it is best to compare stocks based on ROIC along with other fundamentals. Building the List We began by screening for stocks with exceptionally high ROIC, above 500%. This left us with a list of 17 stocks, from which we selected three companies representing different sectors of the market to further scrutinize.We searched trends in returns for each stock, including: Return on Assets (ROA), the result of dividing a company's annual earnings by its total assets, Return on Equity (ROE), the total net

A limit exists on the amount of loss deductions that a partner can take in a taxable year. Specifically, an MLP owner's basis in his MLP interest determines his allowable loss deductions. This article explains the loss limitation imposed by the code. It also explores what happens when a partner's losses are limited, but he has both capital and ordinary losses. In other words, how is the character of allowable and carryover losses determined in those instances? Finally, this article gives a few tax planning tips to use when investing, based on the loss limitation. What is the Limit on Loss Deductions? The basic rule seems simple. A partner cannot be allocated losses in excess of his basis in the partnership (I.R.C. 704(d)). Disallowed losses are carried over to subsequent years, until the partner has enough basis to take them (1.704-1(d)). The basis that matters, for

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday May 21. Bullish Calls: The AES Corporation (AES): "I like that electric utility. It has spent its time in the wilderness and now it is time to get manna from AES." Tractor Supply Company (TSCO): "I think it goes higher. It is a great growth retailer." Toll Brothers (TOL): "I think it is going to be fine (when it reports earnings).

Colgate-Palmolive Co. (CL) May 22, 2013 3:15 am ET Executives Noel R. Wallace - President of Colgate North America & Global Sustainability Delia H. Thompson - Senior Vice President of Investor Relations Analysts Peter Smith Presentation Peter Smith Good morning, everyone. I'm Peter Smith from our New York-based Institutional Corporate Marketing team. It is my privilege and pleasure here this morning to be pinch hitting for Lauren Lieberman, who is our coverage analyst on the Colgate-Palmolive Company. With us today from Colgate-Palmolive, we have Mr. Noel Wallace, who is President of North America and Global Sustainability; and Bina Thompson, who heads up the company's Investor Relations program. With its selectively dominant market shares, significant emerging markets' exposure and relative price-inelastic product portfolio, Colgate has historically exemplified the hallmarks of a high-quality, defensive growth name. Now with the announcement of a 4-year restructuring program, resultant savings will be available to fund

The Affordable Care Act will begin rolling out in October, and it will bring sweeping changes to how Americans get healthcare coverage. In particular, superstore-like state health exchanges — that are meant to make shopping for health insurance easier and more affordable — will open for enrollment this fall. NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! That Obamacare is controversial is undeniable. Republicans have attempted 37 times to repeal the bill or defund it, arguing that it will expand the powers of the federal government too far, or hurt small businesses, or put a heavy burden on the country’s finances. And where political objections end, economical objections begun. Industry experts have argued that the reform will not improve the healthcare system in America. This sentiment is best expressed by Democratic Senator Max Baucus — a key architect of the healthcare reform law — told Health and Human Services Secretary Kathleen Sebelius at an April hearing that he is concerned that the implementation of the Obama administration’s signature healthcare law will be a train wreck One group will surely see their coverage change, and probably not for the best: spouses. Despite the fact that Obamacare mandates that businesses with 50 or more employees provide health insurance for their workers and their dependents or pay a penalty, it will not require employers to cover spouses. The law only defines children as dependents. Before the Patient Protection and Affordable Care Act was enacted into law, approximately 150 million Americans received health insurance through their jobs and this insurance provide coverage to many husbands and wives as well. Many healthcare law authorities say that the change will not result in any big changes in the way that employers provide insurance for husbands and wives. But that may not necessarily be the case. NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! The legislation’s provisions represent a significant divergence from current standards. “Right now there are virtually no employers that just offer coverage for the employee and their children,” health care law expert Tim Jost told Mother Jones. “Whether that will change or not, who knows. We will probably see at least some employers who will offer individual and child coverage, but not coverage for spouses.” He regularly consults with the Obama administration on the implementation of the Affordable Care Act. In the case of a higher earning family — say one that brings in more than $94,000 per year, an income greater than what 78 percent of households earn — health insurance costs could greatly increase. If a spouse is dropped from a husband’s or wife’s insurance, the household income would disqualify him or her from receiving a government subsidy to purchase insurance on the government-run insurance exchanges. The uncovered spouse would then have to purchase private insurance, which could costs hundreds of dollars per month. If the dropped spouse is a middle income earner or poor, he or she will be able to shop on the exchange with a subsidy. But even then, coverage is not free, although the idea is that it will be at least affordable. When people buy coverage on the exchange, the subsidy will be based on household income, measured before the household pays for the employer-provided health insurance. The law stipulates that employer-provided health insurance must cover a set of core benefits and be affordable — which the law defines as premiums costing no more than 9.5 percent of an employee’s income. Added on top of those insurance costs, the family will be paying for the spouse’s subsidy on the exchange, which will based on that much higher pre-healthcare-costs income level. NEW! Discover a new stock idea each week for less than the cost of 1

The US dollar is firmer against most of the major currencies, but is more mixed against the emerging market currencies. Although the US reports April existing home sales (consensus +1.4%), the focus is on Bernanke's testimony and then the FOMC minutes.Essentially, we expect the Federal Reserve Chairman to say essentially three things: First, that the Fed has made progress on its thinking of the QE exit strategy. Second, that there will be no imminent tapering off of purchases of long-term assets and that the decision is dependent on the trajectory of prices and the labor market. Third, that fiscal policy and weakness in Europe are headwinds for the US economy and that the Fed cannot yet be assured that economic growth is sustainable. We suspect some late dollar longs are vulnerable if Bernanke hits these points.The Federal Reserve is not the only central bank in the news today.

Chinese Internet stocks rallied on Monday after Qihoo 360 Technology (QIHU) posted strong first quarter 2013 numbers. Investors in the China online gaming sector, in particular, were heartened by Qihoo's 103% year-over-year growth of its paying users on the company's web game platform in March 2013. The news sparked a 2%-8% rise in the shares of pure-play Chinese online gaming companies such as Giant Interactive (GA), Changyou (CYOU), Perfect World (PWRD), and Shanda Games (GAME).Qihoo's positive news on online gaming reinforces the recent positive revenue trend reported from NetEase (NTES), Giant Interactive, and Chiangyou in recent weeks. NetEase, Giant Interactive, and Changyou each posted respectable year-over-year double digit growth of 11%, 12.6%, and 29.9%, respectively. Shanda Games is scheduled to release first quarter 2013 results on May 23, 2013 and Perfect World will announce earnings in the same period on May 28, 2013.As the chart

Shares of Aegerion Pharmaceuticals (NASDAQ: AEGR) rocketed 33% higher in last Thursday's trading after the company reported that it would increase the price of flagship product Juxtapid (lomitapide) from $235,000 per patient to $295,000 beginning June 1st. This significantly increases Wall Street's expectations of the company's top and bottom-line growth going into the next year. While many pharmaceutical companies struggle with the pricing power of their branded drugs for any number of reasons, it seems that Aegerion has found an extremely lucrative niche in hypercholesterolemia. Yesrterday shares pulled back a tad as some shareholders looked to take profits after such a violent move to the upside, but AEGR is expected to hold most (if not all) of the ground based on the long term financial effects of this pricing confirmation.Investors are also anticipating a positive CHMP decision on the therapy. Expansion into Europe provides significant growth potential for