DAD08

Solar Cycles and Stocks: The Sun Also Rises

I think it's best to tune the rhetoric out from all the naysayers and pay attention to what the market is telling us. Recently, with the price and volume action in several of the leading solar stocks- it apprears you are dead right on the possibility that we may be starting a sustainable and "game changing" bull market for the group and the energy industry...only time will tell.
Long- ENER, SOL, SPWR, SOL
Good Trading.

A Missed Opportunity in Canadian Solar

Mark- I understand the frustration, however I don't believe you are late to the game with CSIQ, even considering the large runup the stock has had...buy the stock on weakness with the general market, using any pullback to build a position. The market is telling us this stock is emerging as a leader in the solar space..along with ENER. I grew tired of waiting for TSL to "proove itself" and bought CSIQ on the Gap opening at 47. CSIQ management seems to have a better grasp on a strategic plan than TSL management. Love the entrance into the US market as well. There are a lot of frustrated investors attempting to pick the "best" solar stocks right now......In time, it will become apparent which solar stocks will become the leaders. Appreciate your posts- Thank you.

Profiting from Panic-Selling in Trina

Mark- well written and excellent due diligence. I currently do not have a position in TSL- traded it as it broke out the first time from 43 to 52. I chose not to have a position going into earnings fully knowing I could miss out on a potential 10 point move. I like the stock and will eventually buy back in, however I have a few concerns. This stock must proove to me it is worth owning- I am not smarter than "the street"- we all know it has the lowest PE ratio and trades at a discount to it's peers etc...This being said, i have a great deal of concern about management. It is unacceptable to release their earnings a minute before their conference call as well as surprise everyone with the whole currency exchange!!! ARE YOU KIDDING ME!!! You can be sure this management team will again "surprise" the street with an unannounced secondary at some point in the future- as all of the other solar companies have already completed secondary offerings. So, credibility is a big problem here with management. Second, uncertainty remains about Spain's rebates and could have an impact on the whole sector, in a positive or negative fashion. An additional concern is the solar sector's ability to trade independent to oil prices. The group needs to be able to rise even as oil drops in value. I am a believer in the solar sector but need the group and especially TSL to proove it's worth the risk. I will go long in TSL only on a breakout above 52.75 per share on heavy volume. At that point- I believe the risk to reward is in my favor as the stock would likely move towards 60 in a short period of time. Thank you again for your posts on TSL.