Alphameister

China's Green Stimulus: A-Power, First Solar May Get Big Chunk

Also long APWR and SNRY (for the same reasons articulated above by connorport). The strength in APWR was amazing today given that the stock is overextended technically and FXI was down 4.5%. I took some profits above 18, though APWR remains a major position. Looks like big money is starting to pour into APWR with visions of much higher prices.

Chinese Wind Power Plant Coming to U.S. Soil

I have a substantial stake in APWR (it pays to follow the political winds), but I share the disgust of Davewmart that the US is not making a major commitment to nuclear power. Thanks for the valuable insights, Dave.

Chinese Wind Power Maker A-Power to Set Up Factory in U.S.

Just like Toyota establishing manufacturing plants in America. APWR (one of my largest holdings) looks like a giant in the making. I hope it can manage effectively all the promising alternative-energy ventures it has initiated in the past year.

Senator Schumer Misses the Full Picture on A-Power's Joint Texas Wind Farm

Schumer is just another posturing politician playing to his base. As long as we accept that wind power is an inevitable part of our future, this APWR deal is win-win for both countries.

America Is Creating Green Energy Jobs...in China

He who has the money calls the shots. If we need China to finance green-energy projects in the U.S. (whether directly or indirectly), we should hardly be surprised that they are going to want a substantial percentage of the jobs that go with such projects. It's a win-win for both countries. APWR is one of my major holdings.

WSJ: Most Jobs for Chinese Wind Farm in Texas to Go to China

APWR looks like an emerging powerhouse, and the deal seems to ensure the US will not be overpaying for a clean-energy project that will be a plus for both countries. I'd like to see more of this.

China's Wind Energy Development Hits a Road Block

Informative article, though the comments seem superior analytically. Excess capacity in wind turbines is troubling even if APWR has the competitive advantages, but the company seems exceptionally well positioned to address China's energy needs, and its stock offers a lot more potential than GE. In the investment/speculation world, GE and APWR do not compete with each other. Those willing to accept greater risk in the pursuit of greater rewards will always choose an APWR over a GE.

China Kicks off Renewable Energy Drive with Wind Farms

I may deplore the world of central planning in which we live, but I try to invest in growth sectors of the real world in which we live. Have done well with APWR to date and expect many more gains to come.

A-Power Energy Generation Systems: Headwind or Tailwind?

......and I will be adding to my holdings of APWR near 10 where I'd expect support from the 50-day average.

A-Power Energy Generation Systems: Headwind or Tailwind?

I appreciate the industry survey regarding the wind-turbine business, though I'm guessing that GE knew as much as this author does at the time they decided to joint-venture with APWR. The negative tone of the article is sufficiently strong that the "faint praise" mentioned by "tresspass" above wasn't able to penetrate in my reading. In any case, the market valuation of APWR has now dropped to the $320 million considered reasonable by the author making no allowance at all for any contribution from an emerging wind-power business.

The salient issues to me are the conservatism of estimates that are based entirely on booked contracts making no allowance for new business generated during the months ahead. Estimates have been raised after yesterday's conference call and seem likely to be raised again as new business is booked. I see the proven growth of APWR as being worth at least 50% more than the p/e the author deems appropriate, and the "call option" on the wind-power business as having considerable value as well. I would not be surprised to see this impressive stock priced at 20 or higher by year-end.

I have my share of misses, but my gains in APWR average more than 100% and my portfolio is up 70% year-to-date, largely through Chinese stocks like APWR.

Best Performing Stocks of the Last Quarter

APWR is providing another decent entry point on today's report of disappointing first-quarter earnings. Management raised its forecast of full-year results (based entirely on current contract backlog) and virtually promised higher estimates throughout the year as new contracts are signed. I'll be adding to my stake on this pullback to support.

A-Power Energy Generation: Chinese Company with Huge Growth Begins to Move

When a stock has raced ahead from under 5 to over 11 in the span of a month, a bit of profit taking is not exactly shocking. Yesterday's sell-off did not even bring APWR back to its 200-day average near 9 (where I would add to my already substantial holdings). I, too, noted that this year's guidance is based entirely on existing backlog, making no allowance for future orders or sales into the wind-power market. I expect the company to beat this low-ball guidance very handily and will be surprised if the stock is not trading above 20 by this time next year. Perhaps the first-quarter report will provide a new great buying opportunity.

Chinese SmallCap Mania Returns

Admittedly very confusing, basehitz. As I read the company's comments, the '09 estimates are based entirely on the existing backlog of orders and make no allowance for new orders and no contribution from the wind-turbine venture. This is the ultimate in conservative guidance and probably explains, to some extent, the 100% beat in the latest quarter!! I'm guessing that even the consensus estimates will prove too low.

On Apr 14 02:26 PM basehitz wrote:

> "Alphameister" comments peaked my curiosity, so I ran some numbers.
> My focus is FY09 guidance.
>
> FY09 net guidance = $29m/ 33.5m (shares outstanding) = $.86 EPS vs
> consensus = $0.95 EPS.
> FY09 rev guidance = $290m vs consensus $385m. And y/y growth modest
> as Fy09 was $265m
>
> Warned on both substantially lower for FY09 despite strong mrq.
>
>
>

Chinese SmallCap Mania Returns

"Quality" is in the eye of the beholder and is not determined by size as owners of C, GM and AIG can readily attest. Market averages (and especially attractive individual stocks) often blast off in the early stages of a bull move. I have no problem with the charts you chose to present above, but it would be more intellectually honest to present as well the long-term charts on which those "frothy" moves are barely a blip on the radar screen after huge declines. You failed to mention that APWR beat by 100% in its latest earnings report, trades at 8 times soaring earnings, and recently announced a joint venture with GE (does that still qualify as "quality"?) to produce wind-power turbines.

The Differences Between Chinese and U.S. Economic Recoveries

The problem with "environmentalists" is that the welfare of the human species seems consistently to be at the bottom of their prioriies. It has become a religion that attempts to bully non-believers into compliance. Ever since a writer for the U.S. Fish and Wildlife Service, turned her passion for the welfare of fish and fowl, into a passionate, fatally flawed diatribe against DDT (estimated to have saved as many as 100 million human lives) by virtually eliminating malaria, there has been this insane religion seemingly determined to restore the planet to all its natural beauty without regard for the consequences to its human inhabitants. The result: we now have plenty of American eagles but several hundred million or so new human malaria sufferers worldwide because of the success of environmental "missionaries" in persuading governments of tropical lands to ban DDT.

www.reason.com/news/sh...

Al Gore was a champion of Rachel Carson and today he's a champion of the global-warming crowd. Not hard to understand the skepticism of many Americans regarding this latest environmental crusade.