User 182177

LDK Solar: Forecasting Sunny Skies in Q2 Earnings

Buystocks wrote and I quote:

"CSIQ will beat the estimate all the way to next year. Do your own research.

Long CSIQ."
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I agree with your assessment in the fundamental aspects of CSIQ that it will beat the revenue and earning's estimates for at least the next two years. There are four underpinning driving forces in favor of the solar sector in general, but have yet to come into play: (1) Expected decline in Poly-Si prices. (2) The ITC or PTC for renewable energy will become the law of this land (USA) - if not this Bush's administration, it will be the next. (3) The potential decline of ASP of PV products that will cause the exponential rise in demand. (4) The sure increases in the electricity rates across all regions over time will further fuel the demand for solar systems.

The solar sector is the most promising one in all sectors in terms of growth prospects. And the CSIQ is the strongest stock in this sector. There is one school of thoughts that says to invest in the strongest stock of the strongest sector.

Temporary Market Bottom? 3 Solar Stocks That Look Like Bargains

No other sector that its component companies have such a huge growth prospects in Revenue and Earning as the solar sector. The strongest stock in the solar sector is CSIQ, thus I choose to hang my hat on strength. The technical picture and the fundamental picture of CSIQ point to the same direction, no divergence here - I feel very comfortable to sit on it.

Which Solar Stocks Will Continue To Shine?

These are 6-month performance charts.
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The chart needs 6 months of data, thus SOL is not included.
All other stocks in Dr. Yetiv's article are in the charts.

Dr. Yetiv's favorite stock, CSIQ, is included in both charts, comparing to the rest. (CSIQ is a real gem.)


stockcharts.com/charts...


stockcharts.com/charts...

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.