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Robert Dydo

 
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  • Raising Expectations For Trina Solar's Third Quarter Results [View article]
    I think you misread Trina article. I did not say that price of the stock will rise in this text, so please do not suggest this. I have raised expectations for EPS in Q3 and Q4, which in fact became the case. I called Trina in 2014 to have PE of 14 and see to make $1. If they make more and 14 is applicable they stock will be higher. If I am wrong $1 than I will learn to see where I made a mistake, but on results of Q3 I do not see any errors. This does not change the fact about Jinko and their superior business model. It is awkward that I have to explain why I prefer superior company, but my objective comparison shows it.
    Nov 28 01:14 AM | Likes Like |Link to Comment
  • Raising Expectations For Trina Solar's Third Quarter Results [View article]
    0.25 per share is 0.25*71M=$17.8M. 9.9M of current profit is built on 4.5M of tax benefit, you certainly are aware. So Trina needs to come up with additional $14M per income from operations, another words make her to have $97M in GM, is about 16.6%. The company does not pay any taxes, have the gain out of financial instruments, does not have any extra dime spent on the Opex. I know there is a provision there, but at Forex is also certainly on the high side. I think they guided 16% for Q4, so I am stipulating they will make 16.6%GM when I say .25 per share. Unfortunately, they sold $10M of solar plants this Q and 100MW of cells in this quarter, this added to 15.2%GM. As I stated $1 is pretty good start for Trina, and it is 300% more than the average. Are you investing in stocks to lose? Of course I write conviction articles about companies I buy, would there be any other point if I did not buy my preferred stocks?
    Nov 28 12:57 AM | Likes Like |Link to Comment
  • Raising Expectations For Trina Solar's Third Quarter Results [View article]
    I should add, that when you review the quality of the net income you cannot deny that 50% of it came from tax benefit and the original 50% was helped by Forex injection. I still think TSL is the best third company out there.
    Thanks for your view moreofthesame.
    Nov 27 02:56 PM | Likes Like |Link to Comment
  • Raising Expectations For Trina Solar's Third Quarter Results [View article]
    I sold my TSL on the day of release of the quarter. I bought both TSL and JKS shares on Friday prior to their releases . As I did my analysis I came to conclusion
    a. JKS has a better potential to make money per share
    b. TSL is limited in this potential as I see it today.
    I do not suggest for anyone to sell it.
    Do you think PE of 14 is not enough or will they make more than a dollar in 2014?
    Please note, I also discussed everything I do on the forum, and naturally the space here is not designed to accommodate such a disclosure or discussion.
    Nov 27 02:47 PM | Likes Like |Link to Comment
  • Canadian Solar Is Looking Strong In 2014 [View article]
    If you look for an article on JKS, I have one published today
    http://bit.ly/17XMTGH. I will submit to SA on Friday.
    Nov 27 02:06 PM | Likes Like |Link to Comment
  • Canadian Solar Is Looking Strong In 2014 [View article]
    The only person who can tell if it is worth it, is you, but If you in the sector, and you want to know a lot about it, can you afford not to join?
    Nov 27 01:29 AM | 1 Like Like |Link to Comment
  • Canadian Solar Is Looking Strong In 2014 [View article]
    Thanks bentiger, this covers it well.
    It keeps a lot more than spammers away, it also keeps it civil and informative. If you have more than $25K invested you probably want to know more than Bloomberg tells you or Barrons?
    If you have more than 50K, you need to get reports. If you have more than $100K, you should not be in the market without it.
    Very clean, modern setup. I love to post articles on SA, but for the quality discussion SPVI Forums are the best.
    Nov 27 01:23 AM | Likes Like |Link to Comment
  • Canadian Solar Is Looking Strong In 2014 [View article]
    Hi there, thank you. Yes, I am planning to write on JKS in the near future, not sure of the timeline. Do I know you from SPVI Forums?
    Nov 26 05:44 PM | Likes Like |Link to Comment
  • Raising Expectations For Trina Solar's Third Quarter Results [View article]
    visit here for some articles on DG http://bit.ly/IcepVn
    Jinko actually has 120MW project which is bought, I believe.
    Nov 24 05:32 PM | Likes Like |Link to Comment
  • Raising Expectations For Trina Solar's Third Quarter Results [View article]
    yes canb888, they tried to spook everyone that solar for a fantasy, now they deny boom in Japan as being phony. There were many solar manufacturers, and now there are many applicants in Japan to build the plants, but at the end money is with those who know the EPC, and have experience, financing CSIQ will benefit in Japan beyond an imagination of a person who wrote that for Reuters.
    Nov 19 01:23 PM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    Snake, you should join us, I got 20% on the yearly subscription which is 6.6 per month until the end of this month. Our membership is growing and your analysis is wasted on yahoo. You bring a good element of the discussion. Take the appropriate space. It cannot be the cost, which btw, cash flow allows us to move to better server improved the site etc. Consider it as you are going to love it. http://bit.ly/1aRBHJc
    Nov 19 07:45 AM | Likes Like |Link to Comment
  • Raising Expectations For Trina Solar's Third Quarter Results [View article]
    I overspent on Opex in my estimate by some $15M, clearly not recognizing enough saving on local shipments. Few other things like income tax benefit etc as well as the 10MW conservative adjustment. Got the GM right and 39% as in shipment but that was revenue, so a lot more was shipped. Awesome, they have done it.
    Nov 19 07:42 AM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    I am sorry but those questions cannot be answered in this format.
    I suggest to join our discussion forum and things will be a lot clearer if you read materials and discussion there.
    http://bit.ly/1aRBHJc
    This is a fee-based site, most people who invest in stock market are able to afford $9.60 per month. Thanks
    Nov 11 03:49 PM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    A lot of people are happy. I read your comments on yahoo and have couple observations. We have very lively discussions and great analysis and massive amount of improvement in the data presentation, a lot more than you suggest. To contrary we have a solid membership count and our new PDF report, accompanying the data, became a great hit. I am amazed that avid solar investors choose existence on yahoo boards, but it a personal choice, but I suppose internet offers to many to be who they want to be not who they are. Another surprise is that $9 US dollars per month, amount one spends on a cheap lunch per day, is enough when it comes to forum quality. Cheers
    Nov 7 08:49 AM | Likes Like |Link to Comment
  • Clouds Lift For Canadian Solar, Suntech [View article]
    It is over today, news release of bankruptcy and in the future , short term delisting next. I hope Doug's article did not have people buy shares in STP.
    Nov 6 08:44 AM | Likes Like |Link to Comment
COMMENTS STATS
138 Comments
47 Likes