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.