User 182177

Solar Again Under Attack

From time to time the magazines, related to investing, publish data tables that rank companies in terms of Total Revenue, Market Cap, and Performance (% Return) over periods of 1-, 5-, and 10-years.
However, neither Total Revenue nor Market Cap means anything to the investors, it is the Performance (% Return) that really counts - which directly affects the investors' financial well-being. Since the solar sector is still at its infancy, especially in terms of the investment opportunity for the public - here in the US, most stocks in this sector have been around for only 2 years or less. Let's define a Gold Standard for determining the Leader (or King) of this young sector - the Leader (or King) of the solar sector must be out-performing all other stocks in the same solar space for both periods, 6-month and 12-month.


A company named Canadian Solar (CSIQ) is not even mentioned in the most recent three articles (previously, yes) published in SA related to solar including their associated comments, as if CSIQ doesn't even exist. However, if you apply the Gold Standard, you will find that CSIQ is the undisputed "King of Solar" which dethroned the old King (FSLR) some weeks ago. With its impressive growth rates in both revenue and earning, coupled with the potential and highly likely improvements of its profit margin (currently very low) - CSIQ can, and probably will, scale to incredible heights, in the coming years, unimaginable today, I believe.


Dr, Jack Yetiv is a widely recognized solar investing genius. But when it comes to another field - investing, Dr. Yetiv is no Warren Buffet. He let the gem, that he worked so hard and so diligently,and for so long to uncover, quietly slip out of his hands. Dr. Yetive, however, remains my hero.

Solar Again Under Attack

gebby:

Your statement, and I quote: "I am not selling my solars to buy healthcare. i guess i am not a smart investor."
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If a guy whose thinking is much superior than 99% of investing public (individuals as well as institutionals) says " He is not a smart investor", I certainly would love to be one (not a smart investor) any day.

Trina Solar: Best Value in the Solar Space

Table now OK, text below that needs to be updated.

Trina Solar: Best Value in the Solar Space

As a new user, I had to sign up. When I came back, a guy already beat me to the punch.

JASO had a 3 for 1 split on 2-7-2008.
You did not take that into account.