User 182177

More Downside Ahead for Solar - Barclay's

This link has some other folks' comments (near bottom).

blogs.barrons.com/tech...

More Downside Ahead for Solar - Barclay's

What is this analyst's past records? Another "buy high" and "sell low" type?

Canadian Solar: Opportunity in Multiple Contraction from Dilution

The author buried a very interesting link in his article. Since there are two readers misunderstood the author, far more readers may have missed this interesting link provided by the author.

blogs.barrons.com/tech.../

Canadian Solar: Opportunity in Multiple Contraction from Dilution

Let me answer "User 226214's" question in simple English:

The author likes the stock, and he is buying the stock. When the options buyer exercises the option, the author will have bought the CSIQ - but at a few dollars less than $35 (because the author collected the "Put Option's Premium".

Canadian Solar: Opportunity in Multiple Contraction from Dilution

Here is the answer to "User 226214".
======================...

Disclosure (by author): I wrote $35 puts for July.
That means the author is buying.
----------------------...

"Wrote $35 purts" means he sold $35 put options.

There is a well-known strategy: "When one likes a particular stock, one sells 'put' option of that stock".

Note: Personally, I don't do any options. But I do know a little bit about options.

Canadian Solar: The Next Solar Takeover Target?

There are so many readers of "SA", we got to have quite a few people who have observed and played the stock market for a long long time (or decades). These folks can certainly provide us with some history about this kind of thing (secondary offering) which had happened to so many young and high growth companies before - what happened when the "secondary offering" was out of the way (means the stock prices afterwards).

I can not be the only one. I'll leave this to those, who are wiser and have more experience than me, to comment on this.

(Actually, a few of my friends and I have expected this to happen quite a while ago - we just didn't know "when". Each one of us has already got "a plan" and ready to go.)

Canadian Solar: The Next Solar Takeover Target?

The performance chart of CSIQ vs. SPWR & STP.

It is music to the ears to CSIQ long-term investors that SPWR & STP will not buy CSIQ. CSIQ will be able to appreciate far more as an independent company. No CSIQ long-term investors will want this to happen -- turning a Performance King into a Performance Dog.

stockcharts.com/charts...

Canadian Solar: The Next Solar Takeover Target?

I believe all CSIQ long-term investors will be very pleased to read the writings of "wayfarer" and "sirfisup". They have provided "valid" and "sound" reasons for why SPWR and STP will not buy CSIQ. Also, Dr. Jack Yetiv (I respect his opinion highly) doesn't think that that will happen either, and will furnish his thoughts on this matter at a later date.

Thus, CSIQ long-term investors have a lot to celebrate for, due to these insightful opinions. Because if CSIQ is acquired by any one of these companies, the "Performance King" will just turn into a "Performance Dog" overnight.

Canadian Solar: The Next Solar Takeover Target?

The following Performance Chart was provided by a friend of mine, "buffetlike" (Yahoo board screen name).

stockcharts.com/charts...

Canadian Solar: The Next Solar Takeover Target?

I believe, CSIQ on its own can appreciate far more in terms of stock price appreciation in the next 3 to 5 years. As a long term CSIQ investor, I don't like this at all.

Hope it will not happen.

A Missed Opportunity in Canadian Solar

asaf:

You wrote and I quote: "up more than 300% since I first bought it". Good for you. I also did not know that you had written a research article that mentioned CSIQ too.

I bought CSIQ after reading Dr. Yetiv's article, and I also bought TSL after reading his article as well.

As it turned out that CSIQ is a real gem, while TSL is a lemon, so far at least. One has to look at the future, so I decided to get rid of the weak one (TSL) and then use that money to beef up the strong one (CSIQ).

I might add that I have made far more money from CSIQ than the money I lost on TSL.

A Missed Opportunity in Canadian Solar

Shawnette:

CSIQ is your only solar stock, good for you.

I sold my TSL today, and beefed up on CSIQ -- choosing to hang my hat on STRENGTH. I see CSIQ is a real gem which was uncovered by Dr. Yetiv.

True, CSIQ was down big today (6-26-08), closed at 42.89 down 2.35 (or 5.19%). Over a one-year period, CSIQ still out-performs any other solar stock.

Confessions of a Shallow Solar Trader

I see nothing of value but "self aggrandizement".

Confessions of a Shallow Solar Trader

Steve Pluvia wrote and I quote: "I wasted 43 seconds reading this pointless scribble."
======================...

Steve: You are luckier than me. I am a slow reader, it wasted me twice as much time.

I see nothing of value but "self-aggrandizement".

Canadian Solar Shines With Strong Guidance and Results

The news is too old and the chart published on June 22 is outdated. Does have a couple of interesting points, however. Nowhere near the quality of Dr. Jack Yetiv's writing and detailed analysis.