James Shaw

China Solar Companies Slowing Production

Let us find out whether the claims in this article are true during their earning report season:

JASO - tomorrow before market open
LDK - 11/19
TSL - 11/19
STP - 11/20

Now the bearish camp can easily win the game because market is in bear mode and the solar sector is no exception.

Most solar stocks are traded so low and I don't know how much lower it could go.

Most lost 90% from their highs.

In general, US solar companies are valued 10 times higher than similar Chinese solar companies based on their current and forward PEs

Solar Stocks on Sale

No matter how low/high oil price will go, the wider use of solar energy will be the great future development. No one can change the trend.

The reason is simple: the technology is becoming mature, cost is going down, it is time for large scale applications. Sunlight is free, clean.

California has a bill for voting in election day:

"Solar energy will count at least 20% of total energy generation before 2010 and 40% - 50% by the year of 2020 - 2050."

Long all solar stocks, specially deep discounted solar stocks such as JASO at 3.7, YGE at 3.59, SOL at 4.96, TSL at 10.50.

Unthinkable.

Solar Stocks: Cutting Back on Three Names

TSL best in the group:

Q2 est EPS has gone up a lot from $0.71 -> $0.80, 2008 from $3.14 to $3.24, 2009 from $4.09 -> $4.35 by analysts.

At $28, it is grossly undervalued.

LDK Q2 est EPS 0.42, price 33
STP Q2 est EPS 0.33, price 33
CSIQ Q2 est EPS 0.45, price 28

Not to mention US solar stocks.

Canadian Solar: Opportunity in Multiple Contraction from Dilution

The drop may be due to Spain's news because almost all solar stock dropped Thursday even SPWR reported very good quarter.

Long term: Buy from here.

Will Some Solar Companies Face a Cash Crunch?

The main customers for those solar companies are in European countries such as Germany, Spain, etc.

These countries have the long reputation of doing good business practices. I don't think that they will refuse to pay the deliveries.

It is normal to pay in 30-90 days. Don't let those to scare or mislead small investors.

The publish of this article at this time is a good indication that the solar stock prices are approaching bottom.

The same type of article is also appear on Yahoo by Motley Fool last week.

Solar sector will keep growing for at least the next few decades. We expect new technology will be developed, cost will be bringing down, efficiency will increase. Wider application will be expected.

Solar energy is a good, clean way to solve long term energy shortage problem. As SUN provide huge amount of energy to the earth free.

If we only use very small portion of it, we can completely get rid of oil. Oil will be used up sooner or later. Solar energy will not.

Chinese solar companies have the cost advantage compared with US companies. Some companies also do have their own technology.

I will continue investing in the future of our clean energy industry no matter how the noise bashes the industry poineers.