Let us hear the plus's for CSIQ: 1. Raised their guidance for 2008 and 2009. 2. Leader in UMG at module level. 2. e-module's low cost is analoguous to thin film 3. Strong supply agreements and backlog. 4. Received upgrades from Canacord Adams, Deutsche bank, Collins Stewart. Look up in MSN and you will see price target for 2008 for $83 and For $2009 = $135. So, holding CSIQ is a no brainer
Canadian Solar Swoons, Despite Beat and Raise [View article]
Let us hear the plus's for CSIQ: 1. Raised their guidance for 2008 and 2009. 2. Leader in UMG at module level. 2. e-module's low cost is analoguous to thin film 3. Strong supply agreements and backlog. 4. Received upgrades from Canacord Adams, Deutsche bank, Collins Stewart. Look up in MSN and you will see price target for 2008 for $83 and For $2009 = $135. So, holding CSIQ is a no brainer
Solarfun Power Should Again Provide Earnings Upside Surprise [View article]
CSIQ is better positioned than SOLF. Compare the outstanding shares for CSIQ v/s SOLF. Also look at the contracts for CSIQ v/s SOLF. Also CSIQ is a very well run company witha top notch management. And the under appreciated fact is it is ramping up its UMG production. Also, e-module 's low cost is analoguous to thin film and it ha sstrong supply agreements and backlog.
The Sharp Edge of Solar: Are Solar Stocks Cheap? [View article]
CSIQ is the cheapest of the lot P/E of only 9. It has contracts spread all over, and vertically intergrated and it has UMG, and CSIQ could earn $7 in 2009. CSIQ has an excellent management and is very well run
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online.barrons.com/art...
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You have all your estimates for SOLARFUN incorrect. check out the businessweek website
2009 Earnings=$1.21
investing.businessweek...