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  • Which Solar Stocks Will Continue To Shine? [View article]
    I am actually over-weighting STP instead of focus solely on TSL. This is not "buying grocery" and can hardly do apple-to-apple comparison. More like apple-to-cherry to me. TSL has one of the lowest PEG ratio and consistently deliever solid growth. On top of that, they now position themself in the same range grass margin as JASO/STP. it was below 20% before. Solar is a very much manufacture oriented business and consistently need a lot of capital for expansion, renovate equipments and conserve raw materials. Scale does matter. TSL has its niche and STP is better/saver bet in my opinion.
    Jun 07 16:29 pm |Rating: 0 0 |Link to Comment
  • First Solar's Future: Bright or Dim? [View article]
    back to the "personal computer" old days, it cost like a "supercomputer", nobody ever expects it is going to be so "cheap" and getting so "personal". how many do you have at home, i have three and not even count the ones I tossed away.
    Apr 29 18:27 pm |Rating: 0 0 |Link to Comment
  • Solar Stocks: Nine That Will Shine in a Bull Market [View article]
    dont forget JASO which is a chinese solar company which is led by seasoned executives rooted silicon valley and focus solely on solar cell production, the segment which has most technical value.
    Apr 21 10:10 am |Rating: 0 0 |Link to Comment
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