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Robert Dydo  

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  • 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 HSOL, 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 HSOL 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, HSOL, 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, HSOL, 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 HSOL 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, HSOL 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
  • Solar Plant Development Is The Next Phase Of The Price War
    Mar. 19, 2012 CSIQ, CSUN, HSOL 6 Comments
  • Suntech Will Not Impress In 2012 While Jinko May Join Ranks Of The Ordinary
    Mar. 12, 2012 HOKUQ, HSOL, JKS 4 Comments
  • A Closer Look At Canadian Solar's Way Of Mapping The Industry's Future
    Mar. 8, 2012 CSIQ 18 Comments
  • Manufacturing Costs At First Solar No Longer Offer Advantage Over The Chinese Solar Companies
    Mar. 2, 2012 CSIQ, TSL, YGE 34 Comments
  • Long-Term Polysilicon Contracts Continue To Harm China's Solar Elite
    Feb. 29, 2012 CSIQ, TSL, YGE 1 Comment