MrT

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Thu Mar 6th 23:29 PM | Rating: 0 0
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Canadian Solar: Value Diamond in the Alt. Energy Rough

hey gents-

why no analysis on STP and SPWR?

Both of these companies appear to be well positioned long term with excellent management, balance sheet, diverse product, and services.

BTW---FSLR is the short of the year.
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Thu Mar 6th 23:02 PM | Rating: 0 0
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Sigma Designs: Too Inexpensive to Overlook

hey guys-

is anyone concerned that they dealyed their earnings call?

or that they announced a share buy back in advance of earnings?

these seem like a bad sign to me, especially with 29% short interest...

i am long sigma...if they even come close to their earnings...this stock is at $40 quickly...

the blu ray player should be the christmas gift of the year---and I have yet to hear of any major chip player entering the market

hope the shorts are wrong on this one....
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