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Solar Cycles and Stocks: The Sun Also Rises

I listened to all conference call, I feel CSIQ and TSL have a lot of room to grow. I own both stocks.

Solarfun Power Holdings: Expect a Rally from Key Support

For now, SOLF is too expensive to go. I just added large position on CSIQ and TSL.

Solarfun Will Lead Its Sector Higher with Surprise Earnings

CSIQ and TSL is a much better play. TSL with US currency will give it an advantage since the appreciation of the US dollar.

Solar Grade: A Silicon Revolution

all the solar stock will pick up. TSL with the best value now.

Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower

only a rumor. The fact is the industrial growing faster than you think.

Long TSL, SOLF.

Solarfun Power: The Next Solar Giant?

I am seeing the martket cap of $840m on Scottrade for SOLF.

Temporary Market Bottom? 3 Solar Stocks That Look Like Bargains

Note that I calculate the P/E without using the estimated 30-40mw UMG product ship this year which was sold out very early in the last couple of months. CSIQ can compete with thin film with its UMG modules, due to the material cost is A LOT less than using the regular silicon(like 1/10 of the cost).

Long CSIQ, ASTI, ELSR

Temporary Market Bottom? 3 Solar Stocks That Look Like Bargains

How do you guys calculate the P/E for CSIQ? I got a P/E of 9 for this year.
First quarter they shipped about 41.8mw module has earning per share
of $0.61.
Now they raised the guldens to 230mw to 260mw, plus the newly
announced 14.9mw, with total
of 244.9mw to 274.9mw for this year 2008.

Simple math tells me that their P/E is with about 9 this year or even
8.

41.8mw/$0.61=244.9mw/X
X=$3.57 for ESP this year.

Solar Sector Plunges Right Along With Market

CSIQ will have P/E of 9 or 8 this year, and probably 5 next year with 550mw modules.

A Look at Four Polysilicon-Based PV Manufacturers' Funding

"2. The reason these companies don’t make any money has nothing to do with their growth profile or cap-ex needs. They can’t make money simply because the competitive nature of the polysilicon-based PV industry (every Joe Schmo can manufacture the same type of panels and cells) and tight supply of polysilicon, has created a unique working capital situation where companies are forced to offer ever longer credit sales, while at the same time are forced to pay huge amounts of money upfront for raw materials. This lower level of actual cash receipts from customers, combined with an ever increasing amount of cash payable to suppliers (known as purchase obligations and also available in every 20-F) makes the business unprofitable. I see no reason why this working capital situation will change any time soon. Nor do any of the companies, as they all openly warn in their 20-F's."

So you are saying Q-Cell don't make money too as a silcon base company?

A Look at Four Polysilicon-Based PV Manufacturers' Funding

So CSIQ is an opportunity...anyone agree?

A Look at Four Polysilicon-Based PV Manufacturers' Funding

"Once again, you are mistaking my critique of several specific solar companies as an argument against the entire solar industry. I've never once mentioned anything negative about the entire solar industry. In fact I am very bullish on solar and I 100% agree that the solar industry presents some great investment opportunities, but I don't think the companies mentioned here are one of those opportunities."

Come on, CSIQ already pre-sold their Emodule into 2009, on the Q1 stating about 130mw, the E-module can compete with price and efficiency. ALSO CSIQ is seeing a very strong demand in 2009, and expecting 500-550wm in 2009 in conservative view.

A Missed Opportunity in Canadian Solar

TSL which I used to own, but think about the managements in the company, It won't have a future.

A Missed Opportunity in Canadian Solar

TSL is overpriced at $35. I hate the management team doing stupid things..

Which Solar Stocks Will Continue To Shine?

The solar stocks are all overpriced now, and today everything is falling.
There is no such thing underpriced solar stock today.