VP of Common Sense

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  • In the Battle of Best Solar Plays, U.S. Is a Distant Second
    Didn't CSIQ already release Q2 earnings, or pre-release them? Estimated earnings were $33-35M etc., should be around $0.77/share...
    Aug 03 23:04 pm |Rating: 0 0 |Link to Comment |View article
  • Which Solar Stocks Will Continue To Shine?
    West1: I *think* the yuan is pegged off the dollar, so even though they do business in europe they still suffer the dollar/euro exchange issues.
    Jun 06 16:03 pm |Rating: 0 0 |Link to Comment |View article
  • SunPower Buy Opportunity?
    I look at it this way, CSIQ's earnings per share were higher than FSLR, and the share price is 79% lower. So I think there is some headroom, also blowout earnings have a way of getting a company noticed.

    Yes, FSLR is speculative and overpriced, but even after today CSIQ's market cap will be below $1.5B. I agree with you that going forward FSLR's competitive advantage erodes, and CSIQ is out-earning them already.

    So, I'm not adding to my position, but I see significant potential (4x?) further growth. However, I think that when the oil bubble pops, the solar stocks are probably going with it.
    May 13 15:20 pm |Rating: 0 0 |Link to Comment |View article
  • SunPower Buy Opportunity?
    CSIQ Q1 Earnings: I'm giddy! Of course that means the stock price will probably go down...
    May 13 09:05 am |Rating: 0 0 |Link to Comment |View article
  • SunPower Buy Opportunity?
    Jack,

    I bought CSIQ at $20 based on your commentary. The research I did supported your commentary, but I never would have heard of them if not for you. So far, still long. Thanks.
    May 12 21:26 pm |Rating: 0 0 |Link to Comment |View article
  • Trina Solar: Best Value in the Solar Space
    Full disclosure: I bought FSLR at $205 because I thought they were the leader in thin film. They probably still are, but I agree that the P/E is absurd.
    Apr 26 09:25 am |Rating: 0 0 |Link to Comment |View article
  • Trina Solar: Best Value in the Solar Space
    This is mostly a JackY question, but I'll look at any answer with logic behind it:

    I bought FSLR, CSIQ, and SPWR in February based at least partially on your commentary. So far that has worked out pretty well. I'm leaning towards dumping FSLR after Q1 results come out, as estimates are well below what they did in Q3 and Q4. Maybe I should sell now, but timing is what it is.

    Either way FSLR is on the way out of my portfolio. I partially agree with your P/E based analysis, but I also agree with prior posts that P/E alone is not a reason to buy a stock. So other than P/E, what does TSL bring to the table? Also, what would your top three in the sector look like right now?
    Apr 25 20:45 pm |Rating: 0 0 |Link to Comment |View article
  • The Current State of the Solar Energy Sector
    Re: Smokey - Why don't rich people have solar array's?

    Vanity. The same thing that explains most of their purchases.
    Feb 19 18:22 pm |Rating: 0 0 |Link to Comment |View article

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