Andrew Ling

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    • Fri Apr 11th 04:50 AM | Rating: 0 0
      Commented on:
      The Tellurium Supernova Has Erupted
      The other problem is there is virtually no info available on 5N Plus. I dont even know how many shares are outstanding.
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    • Fri Apr 11th 04:48 AM | Rating: 0 0
      Commented on:
      The Tellurium Supernova Has Erupted
      About time you came up with a better idea than shorting FSLR Mark, lol. I've been following 5N Plus since it's IPO and would probably buy some if not for the fact that I'm not allowed to buy stocks on the CAnadian exchange on margin. 5n Plus would have to appreciate twice as much as FSLR for me to make the same amount as I'm still fully margined on FSLR.
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    • Thu Apr 10th 01:48 AM | Rating: 0 0
      Commented on:
      Waiting for the Great Wall of Chinese Liquidity
      Thanks for your response Michael that is a good point. Being a Chinese American I also considered investing in something Yuan denominated such as Chinese real estate but unfortunately they had already passed laws making it difficult for foreigners to invest. Part of the problem with holding Yuan though is it's illiquidity. That obviously isnt a problem if you're living in China and can spend the money there.
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    • Wed Apr 9th 04:26 AM | Rating: 0 0
      Commented on:
      Waiting for the Great Wall of Chinese Liquidity
      Where did you get the 12-14% figure? China's central bank recently raised rates to 6.84%, meaning that individuals making deposits can expect to earn perhaps only 4%.
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    • Wed Apr 9th 04:25 AM | Rating: 0 0
      Commented on:
      Waiting for the Great Wall of Chinese Liquidity
      Where does the 12-14% interest rate on bank deposits come from? China's central bank has interest rates set at 6.84% so investors should be payed only about 4% not 12-14%.
      View article »
    • Fri Jan 4th 12:30 PM | Rating: 0 0
      Commented on:
      PBW: Strong Performance, High Level of Risk
      Very typical article from a typical retail investor. The fact that a stock has appreciated lately has little to do with whether it's "expensive." e.g. one of the most "expensive" stocks in the market right now is Ford Motors, a company with no future. This is why institutional investors continue to buy FSLR while they continue to sell Ford. Along with AMD they're the only two stocks I've ever considered shorting. Glad I went long FSLR instead. A stock that has recently appreciated may indeed be more "risky" but even this is not necessarily true. Valueline has FSLR and SPWR, the only two solar stocks covered, rated at 3 or average for safety. If you still don't understand why the smart money is still long FSLR read this article:

      seekingalpha.com/artic...
      View article »
    • Sat Dec 15th 14:57 PM | Rating: 0 0
      Commented on:
      First Solar, Sunpower Likely to Be Added to the Nasdaq 100 This Month
      "The energy bill passed overwhelmingly with a 86-8 vote, but only after the Senate removed a tax package that would have extended tax breaks for wind and solar projects and cut tax breaks for big oil and gas companies."

      money.cnn.com/news/new...

      The renewables bill will probably be introduced again soon an a separate bill. Also, today, the US pull a 180 on the Kyoto protocol and is no longer opposed to it.

      afp.google.com/article...
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    • Thu Dec 13th 18:47 PM | Rating: 0 0
      Commented on:
      First Solar, Sunpower Likely to Be Added to the Nasdaq 100 This Month
      Not exactly true. A company only needs to be seasoned one year is among the top 25% of Nasdaq 100 stocks in market cap. FSLR is currently in the top 30%. SPWR will not make it this year, however.

      A momo stock is a momentum stock. Some put FSLR in this category. They probably discovered FSLR by looking at lists of this year's best performers. I'm not a momentum investor. I've been buying FSLR since Feb. simply because it's the best alternative energy investment I can find.
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    • Thu Dec 13th 18:30 PM | Rating: 0 0
      Commented on:
      On Poker and Investing: Let Your Winners Run, Cut Your Losses Quickly
      my portfolio has returned 600% this year not 1000%. Currently it's weighted 80% FSLR and 20% STP. Throughout the year I also had large gains from LVS and FXI as well as break even positions in ZOLT CCJ and SPWR. My point was that Buffet knowingly gives up opportunities for spectacular performance in favor of more consistent returns. Internet stocks are a good example. He avoids them like the plague even though most of the best performing stocks of the 90s were internet related.

      If you're satisfied with 15% annual returns, go buy some houses in Texas with 20% down for $100K and rent them out. It's a much safer investment with better than 15% returns (3% leveraged) and better tax benefits.
      View article »
    • Fri Dec 7th 14:20 PM | Rating: 0 0
      Commented on:
      First Solar, Sunpower Likely to Be Added to the Nasdaq 100 This Month
      "The amount of Cd in CdTe solar cells is very small, and could be reduced even further as the cells become thinner; a NiCd flashlight battery has more Cd (7g) than a square meter of today's CdTe PV module. About 20,000 tons of Cd are used worldwide each year, about half for Ni/Cd batteries. About 2,000 tons of Cd is thrown away each year in the form of used toy batteries. Using this quantity of Cd in CdTe photovoltaics would produce 35 GW of PV per year."

      www.pv.bnl.gov/cdte.ht...
      View article »
    • Fri Dec 7th 03:18 AM | Rating: 0 0
      Commented on:
      The Impact of High-Priced Oil on Solar Manufacturers
      techy, once the fact that we have peaked in world production becomes widely agreed upon speculators will drive oil prices up. It doesn't require waiting until there is an actual supply and demand imbalance. This is part of the reason oil is already trading at such "speculative"... levels. I've already considered economic slowdowns and conservation into my $200 oil assumptions. That's why I base my investments off of $200 oil and not $400 or $1000 oil. $200 oil is a level which the economy can bear, where conservation will still have very little effect on price. When Gas was on the rise at $2/gallon surveys were conducted to determine at what price consumers would begin to conserve. The consensus was $3. $3 has been reached and there has been little if any conservation. People are still purchasing pickup trucks that achieve 15 MPG. Using Europe as an example, price will probably not have any major impact on demand until $5-6/gallon or more. This translates to $200 oil. Basically oil will go as high as people are willing to pay.
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    • Fri Dec 7th 03:12 AM | Rating: 0 0
      Commented on:
      First Solar Will Top Estimates Due to Favorable Exchange Rate
      Yes, FSLR's labor costs are obviously very low compared to crystaline silicon PV manufactures. This is why they choose to build plants in Germany and Malaysia over lower labor cost locations. The tax advantages offered there must outweigh labor savings. In addition to the increase in profit margin relating to variable cost operations, you also gain an advantage in fixed cost return on assets. In a sense, the assets you paid for and financed in dollars become more valuable when the dollar declines. The gold miners are a good example of this. Their labor costs are probably also increasing very slightly, but as the dollar declines their margins increase across the board.
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    • Fri Dec 7th 03:05 AM | Rating: 0 0
      Commented on:
      First Solar, Sunpower Likely to Be Added to the Nasdaq 100 This Month
      Exactly. The earnings estimates game is much like the buy sell or hold ratings game. In theory an analyst doing his job should have just as many "sell" rated stocks as "buy" rated stocks. In reality there are far more buy rated stocks. Similarly there are far more companies that "beat" expectations than miss. The analysts figure this is the safe side to error on. It reminds me of home appraisers who, on the west coast, simply appraise the house at it's sale price 95% of the time. I always felt I was getting ripped off paying an appraiser $300 just to satisfy the bank.
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    • Thu Dec 6th 16:45 PM | Rating: 0 0
      Commented on:
      First Solar's $1/Watt Capex: Half the Industry Average
      Thanks for pointing out the error I made with Sharp's capex. Is efficiency estimated to be greater than 10% by the time the plant is completed? I don't know how well Sharp moves technology from the lab to mass production. FSLR's 10.5% efficiency will most likely be around 12% by that time.
      View article »
    • Thu Dec 6th 08:21 AM | Rating: 0 0
      Commented on:
      First Solar, Sunpower Likely to Be Added to the Nasdaq 100 This Month
      There is also potential for additions to the S&P 500. Although I'm not sure exactly how their reorganization schedule works there was an article yesterday about Gamestop, a 9B company replacing Dow Jones & Co a 5B company

      www.chron.com/disp/sto...
      View article »
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