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    • Thu Jun 26th 16:55 PM | Rating: 0 0
      Commented on:
      A Missed Opportunity in Canadian Solar
      up more than 300% since I first bought it

      seekingalpha.com/artic...

      still, CSIQ has a low P/E = 13 for 2008 and P/E = 9 for 2009

      do your math.

      View article »
    • Fri Jan 11th 03:18 AM | Rating: 0 0
      Commented on:
      Xinhua Finance Media Offers Growth and Value
      thank you for making it clear to me that you are good in babbling, and nothing else. there is no point argue with someone with nothing but propaganda.
      View article »
    • Thu Jan 10th 18:26 PM | Rating: 0 0
      Commented on:
      Xinhua Finance Media Offers Growth and Value
      tell me you're joking... no point of 'guessing'? well, there's a point trying to Estimate a company's value as an investor, isn't it? and it's even more relevant if you have a growth company in your hands which trades at less a half of the price of which it has been IPO'd, isn't it so?

      and can you tell me please, what exactly is the danger of being an ally and a business partner to one of the most powerful governments in the world?

      and Ron Burkle, one of the richest men alive, is thinking the same as me. he bought 6.2% of XFML at the price of $6 per ADR, and you can be sure that if a businessman like him invested roughly $25M in a company, it was after his lawyers and accountants did their D.D.
      and don't forget who's one of his closest friends - the Clintons. it could be nice to have the former and future presidents of the US on your side.





      View article »
    • Thu Jan 10th 13:02 PM | Rating: 0 0
      Commented on:
      Xinhua Finance Media Offers Growth and Value
      I think it has nothing to do with it since the chinese government is acting towards open markets. I don't see how it can possibly heart XFML. I also think 2008 will be the year of chinese firms, and just look at the outstanding growth in sales of XFML and understand they control a booming market in its initial steps. you can buy a piece of it in less than 90% of book value at the moment.

      I wrote about it in $5.64, I think this price reflects all worries. if you want to short stocks, at least do it with stocks with high multipliers.

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    • Thu Jan 10th 05:53 AM | Rating: 0 0
      Commented on:
      Xinhua Finance Media Offers Growth and Value
      Xinhua News Agency (XNA) is the largest news and information gathering and release center in China and has bureaus in more than 100 countries and regions worldwide. Its partnership with Xinhua Finance dates back to 1999, when its financial information division, China Economic Information Services, signed a 20-plus-10 year agreement for the formation of Xinhua Financial Network. This agreement is exclusive with a non-compete clause, allowing XFML to create and use its name for the services and products they have today.
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    • Wed Jan 9th 16:49 PM | Rating: 0 0
      Commented on:
      Xinhua Finance Media Offers Growth and Value
      No. though it has the same name, it has nothing to do with the state's Xinhua. XFML is a fully independant firm in china, and most of its revenue comes from advertising, and not from news as some may think, so even if you talk about that kind of risk - it is limited.
      View article »
    • Tue Oct 30th 06:21 AM | Rating: 0 0
      Commented on:
      LDK Solar: Soon-To-Be World Leader?
      notice that all of the $2.3B contracts have been signed during Q3 alone, and additional contracts are expected to come.
      View article »
    • Fri Oct 26th 11:25 AM | Rating: 0 0
      Commented on:
      Three Cheap Clean Energy Stocks
      I think so too... next month are the reports. LDK will be the first at the 1st of November. I think we are about to see strong and sharp moves up at those three. right now the prices are: LDK - $38, CSIQ - $9.3 and TSL - $54, just for the record... :-)
      View article »
    • Wed Oct 24th 12:49 PM | Rating: 0 0
      Commented on:
      Why Lazard is Wrong About LDK
      in $25, P/E for 2007 is = 17.5 and P/E for 2008 is 9.3

      are they stupiid? renewable stocks have an average P/E of 50-60 so a $25 is unreal. actually, $75 tag is much more real.


      View article »
    • Tue Oct 23rd 14:28 PM | Rating: 0 0
      Commented on:
      LDK Solar Needs To Communicate More Clearly
      you have a mistake in your data. LDK's market cap is currently $4.2B.
      CSIQ's market cap is currently only $261M. LDK trades 16 times CSIQ's worth. and where will they bring the money from? where do you think? this year alone CSIQ's sales expected to sum up to more then $260M !!
      next years expected to be as twice as strong with more than HALF A BILLION $. that's where the money comes from.

      View article »
    • Mon Oct 22nd 17:04 PM | Rating: 0 0
      Commented on:
      LDK Solar: The Pros, the Cons, the Recap
      you have a mistake. forward P/E is 15, based on expected $2.7 net profit per share for 2008. this calculation is not including the last 2 contracts with SOLF and CSIQ (the last one is more than half Billion $ contract!)

      I assume that for $40 a share, we have f P/E = 10-12.

      yes, it is very cheap.
      View article »
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