larsson

Those Bubbling Solar Stocks

Further:

I do undertsnad everyone not beeing long some of those stocks, but beeing short at actual values on some of those stocks (TSL,CSIQ,LDK...) could lead to big losses.

So, before misleading others, remove stocks which are trading extremely low as of 2008 P/E from your "posting"!

Those Bubbling Solar Stocks

Adam,

sure not all of the named Chinese Solars will make it. But this is a question for 2010-2013. If you do your research, you will find out from the CC's of the a.m. companies, that demand is so big, that they can't catch up with producing. So a shake out is far away, and there are several years to go before it happens.

You are right, 4-6 months ago, most Chinese solars have been overvalued in a hype, but today -some of the names you mention are trading under P/E 2008 of 15. For such grwoth stocks, there is just no bubble like you predict.

To mention the stock with the lowest P/E, according to analysts they say now that TSL will earn 3.4 US$/Share, while the company guided for 4-5 EPS 2008. We are still at P/E 8-10 at TSL.

This with more than 100% EPS growth 2006-2010 (Sold out 2008 and 75% 2009).

Would you call this a bubble or a fantastic investment?

If you talk about bubbles, mention the right names, US Solars - but leave the names not to be mentioned for your own reputation...

Those Bubbling Solar Stocks

Why would anyone short Chinese solars? Most of them have more than 50% EPS growth and have attractive P/E's. Short scrap, but not such growth stocks. You guys really will face difficulties to cover, especially TSL...

Those Bubbling Solar Stocks

It looks like this guy tries to fool others. This is a crime, and they should stop this incorrect wrtings! Do your homework!

Those Bubbling Solar Stocks

Man, you don't know any actual P/E's of 2008 and you are still using P/Es of 2007. TSL has an actual P/E 2008 of 13 - you mention 21. Make your research and stop posting trash please.