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- An In-Depth Look at Solar Stocks [view article]
- Is There Value in Silicon Solar PV? [view article]
- Solar Shorts Keep On Rising Even As Oil Surprises [view article]
- Chinese Solar Stocks Present Compelling Value [view article]
- China ADRs: Severe Loss in June [view article]
- Temporary Market Bottom? 3 Solar Stocks That Look Like Bargains [view article]
- LDK Solar: Forecasting Sunny Skies in Q2 Earnings [view article]
- Solar Sector Plunges Right Along With Market [view article]
- China Stocks: Top Ten by PEG [view article]
- Solar Wafer Prices On the Rise Again? [view article]
- The 'Problem' With Solar Companies is Not Really a Problem [view article]
- LDK Solar: The Brightest Opportunity? [view article]
loading ...Recent LDK Articles
- An In-Depth Look at Solar Stocks
- Chinese Solar Stocks Present Compelling Value
- Is There Value in Silicon Solar PV?
- Solar Shorts Keep On Rising Even As Oil Surprises
- LDK Solar: Forecasting Sunny Skies in Q2 Earnings
- China Stocks: Top Ten by PEG
- Solar Wafer Prices On the Rise Again?
- Temporary Market Bottom? 3 Solar Stocks That Look Like Bargains
- Solar Sector Plunges Right Along With Market
- LDK Solar: The Brightest Opportunity?
- Full List of Articles »
An In-Depth Look at Solar Stocks [view article]
I did not really get much out of the article. What are the top 5 stocks that will be around in 5 years? (Have the best chance) Lots of stocks not listed! I too like eslr ReplyBad
An In-Depth Look at Solar Stocks [view article]
The purpose of investing money is to make a profit. This week the markets saw the US Government declaring support of Fannie Mae, Freddie Mac, the rest of the financials, while declaring war on short sellers. This week also saw the top of oil at close to $150/barrel. First the financials: I truly despise all of the financials except JP Morgan. The short sellers did not make these companies make risky loans, and these loans are still an ongoing problem. For now, I am not investing in them, I am just waiting for them to top out again before trading them to the downside.Second the transportation sector: Now is the time to invest in companies that use a lot of energy and can now make money in the near term with declining fuel prices. Things like the airlines and trucking companies. Trucks have to move food, and planes have to fly people around the world.
Now on to solar companies: I have been in love with solar since the oil crisis of the 70's. There is a time to own, and a time to not own all things. By the way these stocks have "not been going up", I do not see a bottom in this sector in any time frame that I would like to put into print. That said, ENER still looks pretty strong and LDK should be an interesting buy once it gets into the $20-$25 range.
FishGoneBad.com Reply
Rose Street
Beat
An In-Depth Look at Solar Stocks [view article]
its value. Typo... ReplyRose Street
Beat
An In-Depth Look at Solar Stocks [view article]
Some replies:First and foremost I want to make a brief comment to GH. How is bashing Seeking Alpha helpful to anyone? There are some very intelligent posts on here. Not all... but some very good ones. In fact, when I am trying to learn about a company I am not familiar with I first look at the charts, then the key statistics/analyst estimates, and then go directly to the financial blogs in yahoo. Many are Seeking Alpha articles.
The blogs offer the retail investor a deeper look... if you don't like, don't agree, or already know everything written in them then don't read them! However, what you will not tend to find is unwarranted, self-driven bashing (often the case in message boards). Also, it is not the voice of "authority".... which is a good thing because many of the analysts I believe have their own agendas. The ISRG downgrade at 250? I called that a bluff (on my site) because I know ISRG has a solid business and I know that the stock keeps getting downgraded by some analyst for the same reason and then rises before earnings. It is up 10% since the "downgrade".... a nice little trade.
Everyone has to be able to think for themselves here. If you're looking for an "authority figure" you will either have to pay them a lot of money (and they may still be wrong) or you have to wonder if they are really acting in your best interest. The Seeking Alpha articles include thoughtful information in a concise place. Not bad.
Ok... now that I got that out of my system...
Aalen: Conference calls are like body language: it tells you the tone of the conference, how people feel about the company, and whether people really are impressed or not. The TSL CC is a perfect example. When GS asks questions I listen. When they gave a disapproving hint about the cash flow generation that meant TSL was in trouble at least short-term. The downgrade did not surprise me bc of the CC.
The CC also tells you about the management, details, so much there
Puerlfan:
Excellent points. This is why an article like this can be valuable... their are people who know thin film and other facets of the solar industry like no one else. I have to admit the prices of FSLR and ENER had me focus more on silicon based then thin film... however when one looks at the dependability and cash flow of the thin films (FSLR at least) it becomes clear why institutions have been holding them more so far overall.
frflyr: Solar will be there but don't discount wind or any of the others... There's a reason T.Boone Pickens is investing so much in wind farms... also nice addition with the info
Others: If I didn't mention your stock in detail it is because I chose to look at a reasonable group of stocks and focus primarily on those that are currently profitable. I expect that there will eventually be pruning and consolidation in this industry and that it is still too early for anyone to tell how it will work out. For now all are in play... solid fundamentals and cash flow are pluses... but so is new technology.
Overall... if this article taught you anything you did not know or made you think then it was successful in its aim. Think of Seeking Alpha and other blog sites as an investment community and a place to generate and share ideas... not the final stop in decision making... and I think you will be more likely to unlock it's value and succeed. Reply
An In-Depth Look at Solar Stocks [view article]
you did not comment on eslr why or you don't know much about eslr it is a good one to own i own thousands shares they have some new contracts worth millions i would like your comment i know it is good one to own i am stii buying ReplyAn In-Depth Look at Solar Stocks [view article]
You didn't mention DSTI and it's not in a part of your table list, why ReplyAn In-Depth Look at Solar Stocks [view article]
well, thanks anyway for explaining some of the basics and clearing up some matters and also the links! bits and bits accumulate.... ReplyRose Street
Beat
An In-Depth Look at Solar Stocks [view article]
I will try to answer some of the other questions posed this weekend ReplyRose Street
Beat
An In-Depth Look at Solar Stocks [view article]
GH:It's interesting that seeking alpha chose this title for the article. The original article on my blog is titled: Long Term Bull Market-Solar. I am appreciative of Seeking Alpha for creating a forum to express and share ideas... however I personally would not have been quite as bold in my title...
I have a background in biochemistry (UCLA)and actually am best acquainted with the bioscience and pharma... although I have used my scientific knowledge and thinking to sharpen focus on broader swabs of the market. You will find the science breakdown included and also that as I mention this is not the "be all end all article", if there is such a thing, but intended as an investigative glimpse that is meant as a foundation to be built upon over time. I already added a subsequent follow up article on the issue of cash flow and the GS downgrade of TSL at the end of the article (under top posts)-LT Bull Market Solar. I expect to add more over time as I see solar being around for a long time to come... Reply
Detective
Is There Value in Silicon Solar PV? [view article]
Excellent overview. But, let me repeat my mantra: When cost of capital begins to exceed expected IRR, the solar game is up!industry.bnet.com/ener.../
My Best,
David J Phillips - Editor, 10qdetective.blogspot....
Contributing Energy Analyst
CNET/BNET
Reply
Solar Shorts Keep On Rising Even As Oil Surprises [view article]
FYI - I didn't use shares short as a % of float in this piece because I can't get historical information on it. I prefer to see the change in shorts over a period of time. The % of float is only important to the extent you are trying to time a short squeeze. Squeezing shorts is not the point of this piece. Replyk
Chinese Solar Stocks Present Compelling Value [view article]
Sorry, that should say "S&P buy recommendation on TSL was posted 7/16/2008... Replyk
Chinese Solar Stocks Present Compelling Value [view article]
This S&P buy recommendation on TSL was posted 7/6/2008, including EPS estimate of $3.72 for 2008.S&P MAINTAINS BUY RECOMMENDATION OF TRINA SOLAR ADSS Updating selected Q2 guidance, TSL now expects revenues of $200M-$205M, gross margin of 22.5%-23.5%, and operating margins of 14%-15.2%. These metrics are notably above our model and previous guidance. Consequently, we are raising our '08 earnings per ADS estimate by $0.54 to $3.72, supported by our confidence that management will continue to execute growth plans. Reply
An In-Depth Look at Solar Stocks [view article]
Geez. It is such a waste of time reading the vast majority of SeekingAlpha articles. There are about 3 really competent authors, and then hundreds who are rank amateurs who put maybe a week into reading some books and articles and think they know enough about a sector as huge as solar power to write an "in depth" article.No more for me, thanks. Goodbye, SeekingAlpha. Reply
Chinese Solar Stocks Present Compelling Value [view article]
Stockaccumulator: Thanks for the post on SOL, I think it has potential too.For anyone interested: There is an interesting article called "Inside The Solar Gold Rush" in the July 21, 2008 issue of Fortune Magazine. Reply