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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.

Trina Sell-Off Overdone - Raymond James

TSL and CSIQ are the two good ones. I just added both.

Chinese Solar Stocks Present Compelling Value

I agree with it. That's why I bought TSL.

Solar Grade: A Silicon Revolution

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

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..

Further Thoughts on Trina Solar and the Solar Space

basically as Jack mentioned on the article, this stock will max last until the end of 2009.

Further Thoughts on Trina Solar and the Solar Space

I hope you don't make mistakes buying a stock with no long term prospect.

Further Thoughts on Trina Solar and the Solar Space

I predict this stock will hit $30 range, anyone bought will get hurt.
The Fed is going to increase interest rate, that will kill the stocks.

Profiting from Panic-Selling in Trina

Plus TSL is not the first day in business, what made you think they will earn that much more than the first quarter? From your estimate, TSL needs to earn $1.1 each quarter from now on to make up the total $3.8 this the year(Which Jack said $3.9). do you think that's possible to jump from $0.51 this quarter to $1.1 next quarter ?

Seems like you are the one with no brain, and sounds like a elementary school student to me. I expect this stock will fall back to around $28. Also TSL do very little R&D, the technologies won't improve itself. I have listen and research on this company for a few months.

Profiting from Panic-Selling in Trina

I am not shorting it or long with it. so my opinion is from what I think of. I just don't want people to get into the mess. Obviously to me that you are holding the TSL shares.