Seeking Alpha
View as an RSS Feed

Robert Dydo  

View Robert Dydo's Articles BY TICKER:
  • In Order To Be Viable, SunEdison's Strategy Must Deliver Operating Profit
    Fri, Apr. 10 SUNE 26 Comments

    Summary

    • SunEdison’s scale demands heavy debt levels, which in return need operating profitability.
    • Operating profit turnaround is a tipping point for viability of SunEdison’s strategy.
    • Secondary equity sales are good for growth, but bad to pay for operating loss.
  • Does High Module Efficiency Make SunPower A Better Company?
    Fri, Apr. 10 SPWR 75 Comments

    Summary

    • Despite one of the highest module efficiencies on the market, the company cannot be considered a business leader.
    • Efficiency demands high average selling price, but returns only average benefit to gross margin.
    • Investment thesis based on module efficiency is a wishing well story without facts in financial statements.
  • Canadian Solar And A Yieldco
    Mon, Apr. 6 CSIQ 35 Comments

    Summary

    • Earnings are only a part of the equation for the company engaged in creating a yield company.
    • Investors should not focus on the transition leading to the yield, but the outcome of the yield.
    • Despite the transition, Canadian is expected to outperform the industry in 2015.
  • Avoid Yingli Green Energy
    Sun, Mar. 29 YGE 7 Comments

    Summary

    • The company shows limited growth.
    • Improvement on the balance sheet brings limited benefit.
    • Operating expenses are not reduced effectively.
  • Chinese Solar Companies Offer Choices For Investment In 2015
    Mon, Mar. 16 CSIQ, JASO, JKS 9 Comments

    Summary

    • The growth in shipments presented by Chinese companies is in line with the demand growth for the industry in 2015, no overcapacity expected.
    • Market conditions are manageable at the enterprise level- EU market to shrink, gap to be replaced by emerging markets.
    • Healthy demand and yield vehicles support investment in Chinese companies.
  • Changing The Game: Canadian Solar's Acquisition Of Recurrent Energy
    Wed, Feb. 11 CSIQ 16 Comments

    Summary

    • Canadian Solar (CSIQ) reached a critical project mass to start a yield co.
    • Japan, UK and China projects can be opted to replace Ontario’s “build and sell” model.
    • Investment thesis becomes a home team experience for the US investors.
  • Canadian Solar's Japanese Project Portfolio And New Policy Changes
    Fri, Jan. 9 CSIQ 35 Comments

    Summary

    • Japan remains as a prime destination for solar for at least two to three years.
    • New rules solve uncertainty and still offer opportunities.
    • Canadian Solar's Japanese portfolio offers plenty of value to the company and investors.
  • Factoring Fear Into Canadian Solar Valuation
    Nov. 24, 2014 CSIQ 83 Comments

    Summary

    • 5 out of 6 analysts have an average target of $40 per share.
    • False assumption and obvious errors are behind short-selling thesis.
    • Investors should analyze each detail before acting in panic and trust financial statements.
  • JA Solar - A Great Company, But A Miserable Stock
    Sep. 30, 2014 JASO 35 Comments

    Summary

    • JA Solar is a leader in technology adoption.
    • JA Solar's stock price has not improved with the industry's recovery.
    • The company's market cap does not reflect its value.
  • Canadian Solar Remains The Most Undervalued Stock In The Chinese Solar Portfolio
    Sep. 25, 2014 CSIQ 25 Comments

    Summary

    • Exciting potential for earnings per share.
    • Return potential up to $65 in a conservative view.
    • Remains undiscovered by retail investors.
  • Chinese Solar Companies Deliver Record Volumes To Japan
    Sep. 25, 2014 TSL, CSIQ 2 Comments

    Summary

    • Poor market understanding of Japan's solar plant portfolio.
    • Canadian Solar cash flows, experience and dominant place in Japan favors the company.
    • New law enables financially stable entities to gain the most.
  • Strategy For 2014 Solar Portfolio: Consistent Value Generation, Pt. II
    Mar. 24, 2014 CSIQ, JKS 5 Comments

    Summary

    • Both, Canadian Solar and JinkoSolar, offer potential of double return.
    • Current market is discounting solar stocks on first quarter slowdown perceptions.
    • Canadian Solar revenue recognition is matter of time not credibility.
  • Strategy For 2014 Solar Portfolio: Looking For Undervalued Situations
    Mar. 24, 2014 HQCL, JASO 3 Comments

    Summary

    • JA Solar operational improvements gone unnoticed by the market.
    • Hanwha Solar's high margin rate is not reflected in the company's stock price.
    • Both companies offer undervalued situation for solar investors.
  • Hanwha SolarOne, A Forgotten Stepchild Of The Chinese Solar Boom
    Jan. 8, 2014 HQCL 34 Comments
  • JinkoSolar: A Rock Star Of The Solar Industry Is Born
    Nov. 29, 2013 JKS 20 Comments
  • Canadian Solar Is Looking Strong In 2014
    Nov. 26, 2013 CSIQ 17 Comments
  • Raising Expectations For Trina Solar's Third Quarter Results
    Nov. 18, 2013 TSL 31 Comments
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies
    Oct. 28, 2013 CSUN, CSIQ, JKS 26 Comments
  • The EU Minimum Price Benefits Chinese Solar Companies
    Aug. 4, 2013 YGE, TSL, CSIQ 1 Comment
  • Q2 Profitability Check For U.S.-Listed Chinese Solar Companies
    Jun. 29, 2013 CSIQ, HQCL, JASO 8 Comments
  • Chinese Solar Module Exports Show Record Growth During Q1 2013
    May. 5, 2013 CSIQ, JKS, SOL 30 Comments
  • China's November Solar Shipments Add Concerns About Q4 Estimates
    Jan. 2, 2013 CSIQ, CSUN, FSLR 4 Comments
  • Solar Industry And Burden Of Debt, Q1 2012 Edition
    Jul. 8, 2012 FSLR, HQCL, JASO 4 Comments
  • U.S. Tariffs Are Non-Event, Says Largest Chinese Cell Maker JA Solar
    Jun. 7, 2012 JASO 5 Comments
  • Hanwha SolarOne Posts Fifth Consecutive Quarter Of Declining Shipments
    Jun. 1, 2012 HQCL 28 Comments
  • Yingli Solar Ships Most Modules In Q1, Leads In Processing Costs
    Jun. 1, 2012 YGE 1 Comment
  • SunPower Increases Quarterly Revenue, First Solar Sees Big Losses
    May. 4, 2012 FSLR, SPWR Comment!
  • LDK Solar Takes $411.8 Million In Write-Downs In Q4
    May. 1, 2012 LDK 2 Comments
  • Solar Industry And Burden Of Debt: A Q4 View
    Apr. 23, 2012 CSIQ, FSLR, HQCL 4 Comments
  • U.S.-Listed Chinese Solar Companies Use Pricing To Fight Homegrown Rivals
    Apr. 10, 2012 LDK, FSLR, JKS Comment!
  • Solar Global View: Chinese Set To Lead In 2012 While New Markets Emerge
    Apr. 3, 2012 CSIQ, FSLR, JKS 6 Comments
  • The Aftermath Of Countervailing Duties Takes Priority Over Earnings Reports: American Equipment Makers May Lose The Most
    Mar. 26, 2012 AMAT, DQ, JASO 7 Comments