Stockaccumulator's Comments Stockaccumulator's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/215222/comments Chinese Tech Stock Weekly Summary (7/7 - 7/13) http://seekingalpha.com/article/85246-chinese-tech-stock-weekly-summary-7-7-7-13?source=feed#comment-207924 207924 Thu, 17 Jul 2008 13:29:15 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/85211-wall-street-breakfast-must-know-news?source=feed#comment-207395 207395 CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
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Last: 40.12+0.48+1.21%

Known on exchange as SID

4:02pm 07/16/2008

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SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
"You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
"[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier."]]>
Wed, 16 Jul 2008 23:55:17 -0400 CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
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Last: 40.12+0.48+1.21%

Known on exchange as SID

4:02pm 07/16/2008

Delayed quote dataAdd to portfolio
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Create alertInsider
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Sponsored by:
SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
"You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
"[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier."]]>
Metals USA Holdings Corp. Q2 2008 Earnings Call Transcript http://seekingalpha.com/article/85082-metals-usa-holdings-corp-q2-2008-earnings-call-transcript?source=feed#comment-207394 207394 CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
News, chart, profile, more
Last: 40.12+0.48+1.21%

4:02pm 07/16/2008

Delayed quote dataAdd to portfolio
Analyst
Create alertInsider
Discuss
Financials
Sponsored by:
SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
"You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
"[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier." ]]>
Wed, 16 Jul 2008 23:51:54 -0400 CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
News, chart, profile, more
Last: 40.12+0.48+1.21%

4:02pm 07/16/2008

Delayed quote dataAdd to portfolio
Analyst
Create alertInsider
Discuss
Financials
Sponsored by:
SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
"You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
"[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier." ]]>
IPO Analysis: GT Solar - A Unique Player in the Solar Industry http://seekingalpha.com/article/85034-ipo-analysis-gt-solar-a-unique-player-in-the-solar-industry?source=feed#comment-207380 207380 Wed, 16 Jul 2008 23:16:09 -0400 The Effects of Oil Speculation http://seekingalpha.com/article/84739-the-effects-of-oil-speculation?source=feed#comment-204490 204490 Sun, 13 Jul 2008 14:40:14 -0400 Want to Profit from Sky-High Oil? Avoid the Majors http://seekingalpha.com/article/84732-want-to-profit-from-sky-high-oil-avoid-the-majors?source=feed#comment-204484 204484 PBR)... ready to make one of its amazing leaps up 35% or so into earnings late July - august... PBR is not really a "major" but now larger than Microsoft in many categories, market cap, revenue, exponential profit growth... PBR always goes down 18% or so, then back up 35% or so into an just after earnings...

...so to feel good about being in a large Oil company, yet have tremendous exponential profit growth and share price rise, PBR is the only one to own... it will start its usual rise into earnings in the next week or two, then as analysts are recently predicting, it will rise to around $95 per share... we PBR longs have seen this over and over again... the same "controversial" issues have been around since PBR was selling for $18 per share... the controversies about Brazilian gov ownership if much of PBR shares is not news, it is like owning a piece of Saudi oil/gov oil, no difference... a nice thing to be a part of in the future... true news on PBR is really fantastic, Barrons last week had it on the cover page, and restated that it is a must own for oil, especially during this "'opportunity pullback. Read Barrons on this... best to all of you... ]]>
Sun, 13 Jul 2008 14:33:13 -0400 PBR)... ready to make one of its amazing leaps up 35% or so into earnings late July - august... PBR is not really a "major" but now larger than Microsoft in many categories, market cap, revenue, exponential profit growth... PBR always goes down 18% or so, then back up 35% or so into an just after earnings...

...so to feel good about being in a large Oil company, yet have tremendous exponential profit growth and share price rise, PBR is the only one to own... it will start its usual rise into earnings in the next week or two, then as analysts are recently predicting, it will rise to around $95 per share... we PBR longs have seen this over and over again... the same "controversial" issues have been around since PBR was selling for $18 per share... the controversies about Brazilian gov ownership if much of PBR shares is not news, it is like owning a piece of Saudi oil/gov oil, no difference... a nice thing to be a part of in the future... true news on PBR is really fantastic, Barrons last week had it on the cover page, and restated that it is a must own for oil, especially during this "'opportunity pullback. Read Barrons on this... best to all of you... ]]>
Three Plays on Solar Strength This Summer http://seekingalpha.com/article/84612-three-plays-on-solar-strength-this-summer?source=feed#comment-203655 203655
...and SOL has a forward PE of around 6.... some analysts suggest SOL's forward 09' PE is as low as 4, yes not a typo... 4.

So not sure what point "priced in" even means with respect to SOL which obviously has a forward PE which is rediculously low... so not sure also which solar you are concerned with...

...we thus plan to stay in SOL until we see a major change in this, here at Stockaccumulator. We likely will review whether to sell our large position in summer of 09', when we believe SOL will be bouncing around the $55-60 range.

Low PE was one of the reasons, along with exponential profit growth, why Investors Business Daily's totally neutral computer rating system in early June, rated SOL the 4th best company in the world to invest in (out of 25,000) companies (not just solars) their customers are actually the other growing solars everyone likes... See also Piper Jaffray's long version of their report on SOL. They practically audited the company, and love it.]]>
Sat, 12 Jul 2008 11:19:11 -0400
...and SOL has a forward PE of around 6.... some analysts suggest SOL's forward 09' PE is as low as 4, yes not a typo... 4.

So not sure what point "priced in" even means with respect to SOL which obviously has a forward PE which is rediculously low... so not sure also which solar you are concerned with...

...we thus plan to stay in SOL until we see a major change in this, here at Stockaccumulator. We likely will review whether to sell our large position in summer of 09', when we believe SOL will be bouncing around the $55-60 range.

Low PE was one of the reasons, along with exponential profit growth, why Investors Business Daily's totally neutral computer rating system in early June, rated SOL the 4th best company in the world to invest in (out of 25,000) companies (not just solars) their customers are actually the other growing solars everyone likes... See also Piper Jaffray's long version of their report on SOL. They practically audited the company, and love it.]]>
Three Plays on Solar Strength This Summer http://seekingalpha.com/article/84612-three-plays-on-solar-strength-this-summer?source=feed#comment-203001 203001
]]>
Fri, 11 Jul 2008 11:08:16 -0400
]]>
Temporary Market Bottom? 3 Solar Stocks That Look Like Bargains http://seekingalpha.com/article/84404-temporary-market-bottom-3-solar-stocks-that-look-like-bargains?source=feed#comment-202304 202304
SOL (Renesola) is the best play today of all solars... up briefly by 10% yesterday, clearly ready to take off at its earnings report in a few weeks, you will see it up 8% per day for a couple weeks, like last time when it was up over 250% in 2 months...

Some analysts say SOL has a forward PE of 3 ... yes this is not a typo ... 3! .... But analysts differ, many say 6, either way very low, rediculously low.

...with careful analysis we at SA place SOL at over $60 by summer '09, and we like Piper Jaffray, Investors business Daily and Zacks like it the best of all Solars by far... it may even be a buyout candidate, who knows...

keep writing great articles like this... the world and the US need solar, and investors will make it happen, they will get wealthy doing so ... and the world will be better off...

...too many are spooked for no reason from time to time on nothing silly news... (see the awful poorly written articles (totally unresearched too) over at Motley Fool last week... at least Alpha has some great writers... congrats...]]>
Thu, 10 Jul 2008 12:18:03 -0400
SOL (Renesola) is the best play today of all solars... up briefly by 10% yesterday, clearly ready to take off at its earnings report in a few weeks, you will see it up 8% per day for a couple weeks, like last time when it was up over 250% in 2 months...

Some analysts say SOL has a forward PE of 3 ... yes this is not a typo ... 3! .... But analysts differ, many say 6, either way very low, rediculously low.

...with careful analysis we at SA place SOL at over $60 by summer '09, and we like Piper Jaffray, Investors business Daily and Zacks like it the best of all Solars by far... it may even be a buyout candidate, who knows...

keep writing great articles like this... the world and the US need solar, and investors will make it happen, they will get wealthy doing so ... and the world will be better off...

...too many are spooked for no reason from time to time on nothing silly news... (see the awful poorly written articles (totally unresearched too) over at Motley Fool last week... at least Alpha has some great writers... congrats...]]>
Solar Wafer Prices On the Rise Again? http://seekingalpha.com/article/84424-solar-wafer-prices-on-the-rise-again?source=feed#comment-202276 202276 Thu, 10 Jul 2008 11:55:01 -0400 Solar Sector Plunges Right Along With Market http://seekingalpha.com/article/83903-solar-sector-plunges-right-along-with-market?source=feed#comment-200489 200489
SOL Renesola has proven that it has exponential profit growth, and will continue to ... hence why Investors Business Daily rated it the 4th best company out of 25,000 companies IBD had their computer system totally rate. The Chinese SEC is strict on reissue after reissue, so SOL it appears had to do whatever its dedicated chinese management felt it could to raise money to buy equipment and locations and staff to meet its amazing demand for its low cost recycled (sort of) components that are actually sold to other solar companies. You can't lump SOL in there and their management as some sort of dishonest thieves. In China, people do serious jail time especially where the investors are also Chinese funds, investors, risking their life savings, etc. It is important to read about each reason why insiders sell. Some it is greed, some there is a method to the growth story, like SOL.

Piper Jaffray practically audited SOL, went to China, etc... they love it... per their new article published in June. They do serious investigating, and don't put their name on just any company...

Zacks still today rates SOL number one out of 44 solars rated, and it and its independent analysts that Zacks follows still have a very strong buy on SOL (every analyst!)... with its unique product, SOL is a company to buy, hold and later thank your lucky stars you had the courage to ignore the noise.

We see SOL to over $55 by summer 09', as solar industry will be in explosive demand next year. 08' was just a brief temporary taste of things to come in solar. Imagine when oil is stuck at $150 month after month, seemingly forever. Governments local and national worldwide (especially both Obama and McCain) are on the solar bandwagon, and will be very serious on it next year. Meanwhile governments are figuring how to have more heavy taxes on oil profits, they are simutaneously making Solar a prime tax haven, even more than berore, and citizens worldwide are all for it.

And the chinese are able to adapt to low cost, change, innovation. SOL currently has a PE of 4 to perhaps 6... other solars have a PE, some reaching 300, and some make no profit. SOL today makes huge profit, every quarter, and it is growing exponentially. A case of (temporarily) throwing baby out with the bathwater (SOL)... take the time to read about SOL you will see this is all true...

We make a lot of money on fear here at SA... SOL is a new way, a great way to make money for nothing on other people's fear of nothing. Don't be afraid to hold SOL long... there will be a lot of pundits along the way to ignore...you will be glad you did...

Yours Truly, The Stockaccumulator... ]]>
Tue, 08 Jul 2008 09:02:54 -0400
SOL Renesola has proven that it has exponential profit growth, and will continue to ... hence why Investors Business Daily rated it the 4th best company out of 25,000 companies IBD had their computer system totally rate. The Chinese SEC is strict on reissue after reissue, so SOL it appears had to do whatever its dedicated chinese management felt it could to raise money to buy equipment and locations and staff to meet its amazing demand for its low cost recycled (sort of) components that are actually sold to other solar companies. You can't lump SOL in there and their management as some sort of dishonest thieves. In China, people do serious jail time especially where the investors are also Chinese funds, investors, risking their life savings, etc. It is important to read about each reason why insiders sell. Some it is greed, some there is a method to the growth story, like SOL.

Piper Jaffray practically audited SOL, went to China, etc... they love it... per their new article published in June. They do serious investigating, and don't put their name on just any company...

Zacks still today rates SOL number one out of 44 solars rated, and it and its independent analysts that Zacks follows still have a very strong buy on SOL (every analyst!)... with its unique product, SOL is a company to buy, hold and later thank your lucky stars you had the courage to ignore the noise.

We see SOL to over $55 by summer 09', as solar industry will be in explosive demand next year. 08' was just a brief temporary taste of things to come in solar. Imagine when oil is stuck at $150 month after month, seemingly forever. Governments local and national worldwide (especially both Obama and McCain) are on the solar bandwagon, and will be very serious on it next year. Meanwhile governments are figuring how to have more heavy taxes on oil profits, they are simutaneously making Solar a prime tax haven, even more than berore, and citizens worldwide are all for it.

And the chinese are able to adapt to low cost, change, innovation. SOL currently has a PE of 4 to perhaps 6... other solars have a PE, some reaching 300, and some make no profit. SOL today makes huge profit, every quarter, and it is growing exponentially. A case of (temporarily) throwing baby out with the bathwater (SOL)... take the time to read about SOL you will see this is all true...

We make a lot of money on fear here at SA... SOL is a new way, a great way to make money for nothing on other people's fear of nothing. Don't be afraid to hold SOL long... there will be a lot of pundits along the way to ignore...you will be glad you did...

Yours Truly, The Stockaccumulator... ]]>
Toyota To Add Solar Panels On Prius http://seekingalpha.com/article/83896-toyota-to-add-solar-panels-on-prius?source=feed#comment-200306 200306
Then we will take a second look, and perhaps continue to hold. (SOL may be owned by another solar company by then, thus making its stock price higher).

We make a lot of money doing this. Others like the "reporter" on Thestreet.com video (not sure who or what he is) apparently hold companies for a few days, weeks or a month or two. Then get scared and sell, even outstanding companies that will have great success. We would do this buy/hold early in the creation of DELL, NOKIA, GOOGLE, and on and on. We have made a lot doing this. There have been many companies like SOL in the past, early on, but they are perhaps 50 in a thousand. IBD helps us find them first, then we look at a hundred other sources, and read the news carefully.

Unlike the little reporter on Thestreet.com, real experts, like Piper Jaffray send people to China, practically audit the company, and report as truthfully and accurately as possible, ethically, and responsibly let the public know what is going on.

Furthermore, Zacks reports on what a multitude of analysts carefully have found out about a company. In SOL they found out it is a great investment.

Investors Business Daily has a computer program that has no reason to lie about a company. It is a computer. IBD simply reports the profit exponential growth and compares it to 25,000 or so other companies in the world. IBD's computer report of course tells us other additional information, accurately about the company. IBD is another great source, in June proving SOL the 4th best company in the world to invest in.

All three, Zacks, IBD, Piper Jaffray, and all the many other analysts have repeatedly reported accurately that SOL is a must own, must buy stock, in their own reporting language.

Thus all of Wallstreet and all the investing]]>
Mon, 07 Jul 2008 22:32:06 -0400
Then we will take a second look, and perhaps continue to hold. (SOL may be owned by another solar company by then, thus making its stock price higher).

We make a lot of money doing this. Others like the "reporter" on Thestreet.com video (not sure who or what he is) apparently hold companies for a few days, weeks or a month or two. Then get scared and sell, even outstanding companies that will have great success. We would do this buy/hold early in the creation of DELL, NOKIA, GOOGLE, and on and on. We have made a lot doing this. There have been many companies like SOL in the past, early on, but they are perhaps 50 in a thousand. IBD helps us find them first, then we look at a hundred other sources, and read the news carefully.

Unlike the little reporter on Thestreet.com, real experts, like Piper Jaffray send people to China, practically audit the company, and report as truthfully and accurately as possible, ethically, and responsibly let the public know what is going on.

Furthermore, Zacks reports on what a multitude of analysts carefully have found out about a company. In SOL they found out it is a great investment.

Investors Business Daily has a computer program that has no reason to lie about a company. It is a computer. IBD simply reports the profit exponential growth and compares it to 25,000 or so other companies in the world. IBD's computer report of course tells us other additional information, accurately about the company. IBD is another great source, in June proving SOL the 4th best company in the world to invest in.

All three, Zacks, IBD, Piper Jaffray, and all the many other analysts have repeatedly reported accurately that SOL is a must own, must buy stock, in their own reporting language.

Thus all of Wallstreet and all the investing]]>
Solar Sector Plunges Right Along With Market http://seekingalpha.com/article/83903-solar-sector-plunges-right-along-with-market?source=feed#comment-200304 200304
Then we will take a second look, and perhaps continue to hold. (SOL may be owned by another solar company by then, thus making its stock price higher).

We make a lot of money doing this. Others like the "reporter" on Thestreet.com video (not sure who or what he is) apparently hold companies for a few days, weeks or a month or two. Then get scared and sell, even outstanding companies that will have great success. We would do this buy/hold early in the creation of DELL, NOKIA, GOOGLE, and on and on. We have made a lot doing this. There have been many companies like SOL in the past, early on, but they are perhaps 50 in a thousand. IBD helps us find them first, then we look at a hundred other sources, and read the news carefully.

Unlike the little reporter on Thestreet.com, real experts, like Piper Jaffray send people to China, practically audit the company, and report as truthfully and accurately as possible, ethically, and responsibly let the public know what is going on.

Furthermore, Zacks reports on what a multitude of analysts carefully have found out about a company. In SOL they found out it is a great investment.

Investors Business Daily has a computer program that has no reason to lie about a company. It is a computer. IBD simply reports the profit exponential growth and compares it to 25,000 or so other companies in the world. IBD's computer report of course tells us other additional information, accurately about the company. IBD is another great source, in June proving SOL the 4th best company in the world to invest in.

All three, Zacks, IBD, Piper Jaffray, and all the many other analysts have repeatedly reported accurately that SOL is a must own, must buy stock, in their own reporting language.

Thus all of Wallstreet and all the investing]]>
Mon, 07 Jul 2008 22:27:14 -0400
Then we will take a second look, and perhaps continue to hold. (SOL may be owned by another solar company by then, thus making its stock price higher).

We make a lot of money doing this. Others like the "reporter" on Thestreet.com video (not sure who or what he is) apparently hold companies for a few days, weeks or a month or two. Then get scared and sell, even outstanding companies that will have great success. We would do this buy/hold early in the creation of DELL, NOKIA, GOOGLE, and on and on. We have made a lot doing this. There have been many companies like SOL in the past, early on, but they are perhaps 50 in a thousand. IBD helps us find them first, then we look at a hundred other sources, and read the news carefully.

Unlike the little reporter on Thestreet.com, real experts, like Piper Jaffray send people to China, practically audit the company, and report as truthfully and accurately as possible, ethically, and responsibly let the public know what is going on.

Furthermore, Zacks reports on what a multitude of analysts carefully have found out about a company. In SOL they found out it is a great investment.

Investors Business Daily has a computer program that has no reason to lie about a company. It is a computer. IBD simply reports the profit exponential growth and compares it to 25,000 or so other companies in the world. IBD's computer report of course tells us other additional information, accurately about the company. IBD is another great source, in June proving SOL the 4th best company in the world to invest in.

All three, Zacks, IBD, Piper Jaffray, and all the many other analysts have repeatedly reported accurately that SOL is a must own, must buy stock, in their own reporting language.

Thus all of Wallstreet and all the investing]]>
Cleveland Cliffs Should Have Rallied, Not Plunged 17% http://seekingalpha.com/article/83712-cleveland-cliffs-should-have-rallied-not-plunged-17?source=feed#comment-198931 198931 SOL) Renesola...

Nice article, but one stock the analysts will have it right in the very near future: (SOL) Renesola is an amazing buy for first thing Monday morning ... all the analysts actually love SOL...

Even Zacks published this (see below article) 7 trading days ago about Renesola (SOL), when the price was bouncing around at about $20.

Zacks Rank in Industry 1 of 44... the best of all solars. Thats number one...

See Zacks' site.

This in addition to Investors Business Daily June computer ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL.

Piper Jaffray's article in June practically audited SOL, and its clean balance sheet, and they love it. They don't put their name on just any company.

Last week's drop was clearly a case of throwing the baby (amazing SOL) out with the bathwater to raise cash to feel good before the July 4th weekend... No news on SOL, just bullish: New rediculous cost of oil, and local and national governments worldwide jumping on the Solar bandwagon...

Note that SOL actually sells to other solars, and has a unique method of production and supply, recycling for creation of its product... a unique process and company.

I trust all three combined, Zacks, IBD, and Piper Jaffray.

Read this quote from Zacks last week:

"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts have targets of $40, some at $55...

Time to run to your laptop and buy SOL fast... ]]>
Sat, 05 Jul 2008 15:17:09 -0400 SOL) Renesola...

Nice article, but one stock the analysts will have it right in the very near future: (SOL) Renesola is an amazing buy for first thing Monday morning ... all the analysts actually love SOL...

Even Zacks published this (see below article) 7 trading days ago about Renesola (SOL), when the price was bouncing around at about $20.

Zacks Rank in Industry 1 of 44... the best of all solars. Thats number one...

See Zacks' site.

This in addition to Investors Business Daily June computer ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL.

Piper Jaffray's article in June practically audited SOL, and its clean balance sheet, and they love it. They don't put their name on just any company.

Last week's drop was clearly a case of throwing the baby (amazing SOL) out with the bathwater to raise cash to feel good before the July 4th weekend... No news on SOL, just bullish: New rediculous cost of oil, and local and national governments worldwide jumping on the Solar bandwagon...

Note that SOL actually sells to other solars, and has a unique method of production and supply, recycling for creation of its product... a unique process and company.

I trust all three combined, Zacks, IBD, and Piper Jaffray.

Read this quote from Zacks last week:

"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts have targets of $40, some at $55...

Time to run to your laptop and buy SOL fast... ]]>
Getting It Wrong: Analysts Contribute to the Current Downturn http://seekingalpha.com/article/83784-getting-it-wrong-analysts-contribute-to-the-current-downturn?source=feed#comment-198929 198929 SOL) Renesola is an amazing buy for first thing Monday morning ... all the analysts actually love SOL...

Even Zacks published this (see below article) 7 trading days ago about Renesola (SOL), when the price was bouncing around at about $20.

Zacks Rank in Industry 1 of 44... the best of all solars. Thats number one...

See Zacks' site.

This in addition to Investors Business Daily June computer ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL.

Piper Jaffray's article in June practically audited SOL, and its clean balance sheet, and they love it. They don't put their name on just any company.

Last week's drop was clearly a case of throwing the baby (amazing SOL) out with the bathwater to raise cash to feel good before the July 4th weekend... No news on SOL, just bullish: New rediculous cost of oil, and local and national governments worldwide jumping on the Solar bandwagon...

Note that SOL actually sells to other solars, and has a unique method of production and supply, recycling for creation of its product... a unique process and company.

I trust all three combined, Zacks, IBD, and Piper Jaffray.

Read this quote from Zacks last week:

"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts have targets of $40, some at $55...

Time to run to your laptop and buy SOL fast... ]]>
Sat, 05 Jul 2008 15:13:31 -0400 SOL) Renesola is an amazing buy for first thing Monday morning ... all the analysts actually love SOL...

Even Zacks published this (see below article) 7 trading days ago about Renesola (SOL), when the price was bouncing around at about $20.

Zacks Rank in Industry 1 of 44... the best of all solars. Thats number one...

See Zacks' site.

This in addition to Investors Business Daily June computer ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL.

Piper Jaffray's article in June practically audited SOL, and its clean balance sheet, and they love it. They don't put their name on just any company.

Last week's drop was clearly a case of throwing the baby (amazing SOL) out with the bathwater to raise cash to feel good before the July 4th weekend... No news on SOL, just bullish: New rediculous cost of oil, and local and national governments worldwide jumping on the Solar bandwagon...

Note that SOL actually sells to other solars, and has a unique method of production and supply, recycling for creation of its product... a unique process and company.

I trust all three combined, Zacks, IBD, and Piper Jaffray.

Read this quote from Zacks last week:

"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts have targets of $40, some at $55...

Time to run to your laptop and buy SOL fast... ]]>
Green Commodities for a Complete Green Portfolio http://seekingalpha.com/article/83720-green-commodities-for-a-complete-green-portfolio?source=feed#comment-198928 198928 SOL), when the price was bouncing around at about $20.

Zacks Rank in Industry 1 of 44... the best of all solars. Thats number one...

See Zacks' site. This in addition to Investors Business Daily June ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL. Piper Jaffray article in June practically audited SOL, and its clean balance sheet, and they love it.

Last week's drop was clearly a case of throwing the baby out with the bathwater to raise cash to feel good before the July 4th weekend... No news on SOL, just bullish: New rediculous cost of oil, and local and national governments worldwide jumping on the Solar bandwagon...

Note that SOL actually sells to other solars, and has a unique method of production and supply, recycling for creation of its product... a unique process and company.

I trust all three combined, Zacks, IBD, and Piper Jaffray.

Read this quote from Zacks last week:

"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts have targets of $40, some at $55...

Time to run to your laptop and buy SOL fast... ]]>
Sat, 05 Jul 2008 15:07:15 -0400 SOL), when the price was bouncing around at about $20.

Zacks Rank in Industry 1 of 44... the best of all solars. Thats number one...

See Zacks' site. This in addition to Investors Business Daily June ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL. Piper Jaffray article in June practically audited SOL, and its clean balance sheet, and they love it.

Last week's drop was clearly a case of throwing the baby out with the bathwater to raise cash to feel good before the July 4th weekend... No news on SOL, just bullish: New rediculous cost of oil, and local and national governments worldwide jumping on the Solar bandwagon...

Note that SOL actually sells to other solars, and has a unique method of production and supply, recycling for creation of its product... a unique process and company.

I trust all three combined, Zacks, IBD, and Piper Jaffray.

Read this quote from Zacks last week:

"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts have targets of $40, some at $55...

Time to run to your laptop and buy SOL fast... ]]>
Polysilicon-Based PV Manufacturers: Clarifying the Financial Issues http://seekingalpha.com/article/83769-polysilicon-based-pv-manufacturers-clarifying-the-financial-issues?source=feed#comment-198925 198925 SOL), when the price was bouncing around at about $20.

Zacks Rank in Industry 1 of 44... the best of all solars.

See Zacks' site. This in addition to Investors Business daily June ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL.

I'm sorry, but I trust all three combined, Zacks, IBD, and Piper Jaffray more than some little unclear internet article written by someone with possibly a (short) vested interest, who is an unknown unproven writer (even though I like Seeking Alpha).

Read this quote from Zacks 7 trade days ago:

"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts still have targets of $40, some at $55 on SOL...

Time to run to your laptop place a big buy order on SOL ... ]]>
Sat, 05 Jul 2008 14:58:09 -0400 SOL), when the price was bouncing around at about $20.

Zacks Rank in Industry 1 of 44... the best of all solars.

See Zacks' site. This in addition to Investors Business daily June ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL.

I'm sorry, but I trust all three combined, Zacks, IBD, and Piper Jaffray more than some little unclear internet article written by someone with possibly a (short) vested interest, who is an unknown unproven writer (even though I like Seeking Alpha).

Read this quote from Zacks 7 trade days ago:

"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts still have targets of $40, some at $55 on SOL...

Time to run to your laptop place a big buy order on SOL ... ]]>
Polysilicon-Based PV Manufacturers: Clarifying the Financial Issues http://seekingalpha.com/article/83769-polysilicon-based-pv-manufacturers-clarifying-the-financial-issues?source=feed#comment-198909 198909 SOL) at $12 to $13, with a forward PE around 4 now, is an amazing buy ... all arguments in the above article, and comment posts, can go everywhich way. Nobody knows the answer to any of the issues. But no answer is needed on any issue, since Solar is here to stay, and will continue to grow exponentially. And all you need to know is that we can all do extremely well buying Renesola (SOL)monday morning. SOL actually supplies the other solar companies with their recycled solar products in a way that no company does. A unique product, method of manufacture, proven exponential profits... One thing for sure, SOL is a fantastic buy at this price, and I would not be surprised if it was at $20 again in one week. It moves sometimes 6 to 7 points in 2 to 3 days, and the news on SOL shows it is the most exponentially profit growing of all Solar related companies. SOL has an amazingly clean balance sheet, profit growth that shocked the market last quarter, and when they announce next, it will be at its all time high of $29 immediately. No bad or any news, just good, including recent rediculous price of oil, and that governments (worldwide/local) are jumping on the solar bandwagon. If Obama gets elected (good probability) look for the entire solar group to go through the roof, and SOL will lead the way, as it did last time its earnings announcement sent SOL up almost 300%. Even if McCain is elected, by next summer SOL will easily be worth $40 per share... Its PE has stayed amazingly low... even with its previous 300% increase in share price last time, the PE still remained around 8 forward to 09'. It has amazing contracts, very low cost manufacturing process and product, and big demand for its unique product. With last weeks entire market mess, all agree SOL was a case of throwing the baby out will the bathwater to be in cash feeling good for the July 4th weekend. In early June, IBD rated SOL as the 4th best company in the world to invest in. Piper Jaffray sent people to China/SOL, and practically audited the company, and came back with a statement of "must own" strong buy, and was satified SOL had a super clean balance sheet. Piper Jaffray does not put their name on just any company, and they love SOL. ALL other analysts still rate it as strong buy. Nobody says to sell SOL. So while many other Solars have high PE and no profit, SOL has proven exponential profit, and tiny PE. SOL is the only solar I would buy at this time, though some others look pretty nice at their prices too. Next year Solars will be a must investment for all, this year solars are only for the smart who can see the obvious future. All solar companies will constantly change/improve their product... the Chinese are the best able to adapt to the constant change, and keep costs low. SOL is the solar that sells to even the other solars... You will be glad you read this next year, if you buy SOL now... Stockaccumulator]]> Sat, 05 Jul 2008 14:08:20 -0400 SOL) at $12 to $13, with a forward PE around 4 now, is an amazing buy ... all arguments in the above article, and comment posts, can go everywhich way. Nobody knows the answer to any of the issues. But no answer is needed on any issue, since Solar is here to stay, and will continue to grow exponentially. And all you need to know is that we can all do extremely well buying Renesola (SOL)monday morning. SOL actually supplies the other solar companies with their recycled solar products in a way that no company does. A unique product, method of manufacture, proven exponential profits... One thing for sure, SOL is a fantastic buy at this price, and I would not be surprised if it was at $20 again in one week. It moves sometimes 6 to 7 points in 2 to 3 days, and the news on SOL shows it is the most exponentially profit growing of all Solar related companies. SOL has an amazingly clean balance sheet, profit growth that shocked the market last quarter, and when they announce next, it will be at its all time high of $29 immediately. No bad or any news, just good, including recent rediculous price of oil, and that governments (worldwide/local) are jumping on the solar bandwagon. If Obama gets elected (good probability) look for the entire solar group to go through the roof, and SOL will lead the way, as it did last time its earnings announcement sent SOL up almost 300%. Even if McCain is elected, by next summer SOL will easily be worth $40 per share... Its PE has stayed amazingly low... even with its previous 300% increase in share price last time, the PE still remained around 8 forward to 09'. It has amazing contracts, very low cost manufacturing process and product, and big demand for its unique product. With last weeks entire market mess, all agree SOL was a case of throwing the baby out will the bathwater to be in cash feeling good for the July 4th weekend. In early June, IBD rated SOL as the 4th best company in the world to invest in. Piper Jaffray sent people to China/SOL, and practically audited the company, and came back with a statement of "must own" strong buy, and was satified SOL had a super clean balance sheet. Piper Jaffray does not put their name on just any company, and they love SOL. ALL other analysts still rate it as strong buy. Nobody says to sell SOL. So while many other Solars have high PE and no profit, SOL has proven exponential profit, and tiny PE. SOL is the only solar I would buy at this time, though some others look pretty nice at their prices too. Next year Solars will be a must investment for all, this year solars are only for the smart who can see the obvious future. All solar companies will constantly change/improve their product... the Chinese are the best able to adapt to the constant change, and keep costs low. SOL is the solar that sells to even the other solars... You will be glad you read this next year, if you buy SOL now... Stockaccumulator]]> China ADRs: Severe Loss in June http://seekingalpha.com/article/83701-china-adrs-severe-loss-in-june?source=feed#comment-198202 198202
The only thing we agree with: the other solars mentioned have a high PE. But SOL (Renesola)now has a foward PE of approx. 4 to 8 into 2009, and 9 to 14 current. Very low, compared to the others.

To include SOL (Renesola), with proven profit shown, exponential, every quarter, is strange... SOL is an excellent buy today, not a sell...

The articles cite nothing for evidence.

We here (and asians and europeans, who do not read Motley Fool, and could care less about Motley) will be buying SOL today. Hence it was up in London.

SOL was rated last month as the 4th best company in the world to invest in, and Zacks still has its highest rating on SOL, as do all analysts. Analysts would not put their good name on SOL as a strong buy, lightly.

SOL is a buyout candidate. SOL supplies to companies mentioned in the article as "potential competitors". The companies suggested as savy competitors, are potential customers of SOL, not competitors. I don't think the writers know what SOL does.

Or in the one article that cited SOL, the author did not mean to include SOL in all allegations, other than his strange one on "cash flow". These are short brief, murky articles that say little and prove and explain nothing.

Soon you will see articles touting SOL and solar again, and then you will see SOL go through the roof again. Nothing has changed at SOL, other than good change: the unbelievable higher price of oil/gas every day, and national and local governments worldwide jumping aboard the solar bandwagon.

All three articles are unclear, come out at the same time, and do not make much sense. Investment houses that we are researching, say the articles are silly, especially with inclusion of SOL (a forward PE at as low as 6 currently) as an "expensive stock", when Solar growth is expected to be explosive in 09' (especially for SOL and its products).

There is no evidence of a money shortage at SOL whatsoever, per analysts who practically audited SOL, but rather there is a money abundance at SOL, and each quarter proves it more to be true.

Are they alleging that the accountants doing the various solar's books are lying to the government and securities authorities in China (and all international securities authorities)? I don't think so. In China, there is serious jail time for such. It is unclear what the articles are trying to do other than spook the shares lower in the US... perhaps to buy solar shares for less, or for their short positions.

Many of the other companies cited do have minimal profit and high PE's... but not SOL (Renesola) hence why all analysts that looked at SOL carefully, including those who went to China visited the company, love SOL. SOL's product is very low cost, cheap to produce. Method of production is inexpensive, unique, SOL's products are strongly in demand. All the things you look for in a company to invest in.

As for solar as an investment in asia, investors located in asia are used to seeing solar panels on street lights everywhere.

And shorting at $13 is unbelievably risky, and a sure way to lose money.

We are buying at this opportunity, not selling today, probably a lot of shares to leverage our average position downward... not out or fear, but to make a great deal of money on SOL by next year this time... We are certain that by summer 09' SOL share price will be well over $58 US.

Strangest of all, a month ago, Motley writers were touting SOL as a fantastic mid and long play, citing endless reasons SOL was a must own. Take a look at the old Motley articles...

SOL currently is not a high flyer at $13 with a forward PE near 6. Not a good idea to sell SOL at a loss today, or ever, no reason to.

Best to all, THE STOCKACCUMULATOR... ]]>
Thu, 03 Jul 2008 15:49:07 -0400
The only thing we agree with: the other solars mentioned have a high PE. But SOL (Renesola)now has a foward PE of approx. 4 to 8 into 2009, and 9 to 14 current. Very low, compared to the others.

To include SOL (Renesola), with proven profit shown, exponential, every quarter, is strange... SOL is an excellent buy today, not a sell...

The articles cite nothing for evidence.

We here (and asians and europeans, who do not read Motley Fool, and could care less about Motley) will be buying SOL today. Hence it was up in London.

SOL was rated last month as the 4th best company in the world to invest in, and Zacks still has its highest rating on SOL, as do all analysts. Analysts would not put their good name on SOL as a strong buy, lightly.

SOL is a buyout candidate. SOL supplies to companies mentioned in the article as "potential competitors". The companies suggested as savy competitors, are potential customers of SOL, not competitors. I don't think the writers know what SOL does.

Or in the one article that cited SOL, the author did not mean to include SOL in all allegations, other than his strange one on "cash flow". These are short brief, murky articles that say little and prove and explain nothing.

Soon you will see articles touting SOL and solar again, and then you will see SOL go through the roof again. Nothing has changed at SOL, other than good change: the unbelievable higher price of oil/gas every day, and national and local governments worldwide jumping aboard the solar bandwagon.

All three articles are unclear, come out at the same time, and do not make much sense. Investment houses that we are researching, say the articles are silly, especially with inclusion of SOL (a forward PE at as low as 6 currently) as an "expensive stock", when Solar growth is expected to be explosive in 09' (especially for SOL and its products).

There is no evidence of a money shortage at SOL whatsoever, per analysts who practically audited SOL, but rather there is a money abundance at SOL, and each quarter proves it more to be true.

Are they alleging that the accountants doing the various solar's books are lying to the government and securities authorities in China (and all international securities authorities)? I don't think so. In China, there is serious jail time for such. It is unclear what the articles are trying to do other than spook the shares lower in the US... perhaps to buy solar shares for less, or for their short positions.

Many of the other companies cited do have minimal profit and high PE's... but not SOL (Renesola) hence why all analysts that looked at SOL carefully, including those who went to China visited the company, love SOL. SOL's product is very low cost, cheap to produce. Method of production is inexpensive, unique, SOL's products are strongly in demand. All the things you look for in a company to invest in.

As for solar as an investment in asia, investors located in asia are used to seeing solar panels on street lights everywhere.

And shorting at $13 is unbelievably risky, and a sure way to lose money.

We are buying at this opportunity, not selling today, probably a lot of shares to leverage our average position downward... not out or fear, but to make a great deal of money on SOL by next year this time... We are certain that by summer 09' SOL share price will be well over $58 US.

Strangest of all, a month ago, Motley writers were touting SOL as a fantastic mid and long play, citing endless reasons SOL was a must own. Take a look at the old Motley articles...

SOL currently is not a high flyer at $13 with a forward PE near 6. Not a good idea to sell SOL at a loss today, or ever, no reason to.

Best to all, THE STOCKACCUMULATOR... ]]>
The 'Problem' With Solar Companies is Not Really a Problem http://seekingalpha.com/article/83631-the-problem-with-solar-companies-is-not-really-a-problem?source=feed#comment-198188 198188
The only thing we agree with: the other solars mentioned have a high PE. But SOL (Renesola) now has a foward PE of approx. 4 to 8 into 2009, and 9 to 14 current. Very low, compared to the others.

To include SOL (Renesola), with proven profit shown, exponential, every quarter, is strange... SOL is an excellent buy today, not a sell...

The articles cite nothing for evidence.

We here (and asians and europeans, who do not read Motley Fool, and could care less about Motley) will be buying SOL today. Hence it was up in London.

SOL was rated last month as the 4th best company in the world to invest in, and Zacks still has its highest rating on SOL, as do all analysts. Analysts would not put their good name on SOL as a strong buy, lightly.

SOL is a buyout candidate. SOL supplies to companies mentioned in the article as "potential competitors". The companies suggested as savy competitors, are potential customers of SOL, not competitors. I don't think the writers know what SOL does.

Or in the one article that cited SOL, the author did not mean to include SOL in all allegations, other than his strange one on "cash flow". These are short brief, murky articles that say little and prove and explain nothing.

Soon you will see articles touting SOL and solar again, and then you will see SOL go through the roof again. Nothing has changed at SOL, other than good change: the unbelievable higher price of oil/gas every day, and national and local governments worldwide jumping aboard the solar bandwagon.

All three articles are unclear, come out at the same time, and do make much sense. Investment houses that we are researching, say the articles are silly, especially with inclusion of SOL (a forward PE at as low as 6 currently) as an "expensive stock", when Solar growth is expected to be explosive in 09' (especially for SOL and its products).

There is no evidence of a money shortage at SOL whatsoever, per analysts who practically audited SOL, but rather there is a money abundance at SOL, and each quarter proves it more to be true.

Are they alleging that the accountants doing the various solar's books are lying to the government and securities authorities in China (and all international securities authorities)? I don't think so. In China, there is serious jail time for such. It is unclear what the articles are trying to do other than spook the shares lower in the US... perhaps to buy solar shares for less, or for their short positions.

Many of the other companies cited do have minimal profit and high PE's... but not SOL (Renesola) hence why all analysts that looked at SOL carefully, including those who went to China visited the company, love SOL. SOL's product is very low cost, cheap to produce. Method of production is inexpensive, unique, SOL's products are strongly in demand. All the things you look for in a company to invest in.

As for solar as an investment in asia, investors located in asia are used to seeing solar panels on street lights everywhere.

And shorting at $13 is unbelievably risky, and a sure way to lose money.

We are buying at this opportunity, not selling today, probably a lot of shares to leverage our average position downward... not out or fear, but to make a great deal of money on SOL by next year this time... We are certain that by summer 09' SOL share price will be well over $58 US.

Strangest of all, a month ago, Motley writers were touting SOL as a fantastic mid and long play, citing endless reasons SOL was a must own. Take a look at the old Motley articles...

SOL currently is not a high flyer at $13 with a forward PE near 6. Not a good idea to sell SOL at a loss today, or ever, no reason to.

Best to all, THE STOCKACCUMULATOR... ]]>
Thu, 03 Jul 2008 15:22:53 -0400
The only thing we agree with: the other solars mentioned have a high PE. But SOL (Renesola) now has a foward PE of approx. 4 to 8 into 2009, and 9 to 14 current. Very low, compared to the others.

To include SOL (Renesola), with proven profit shown, exponential, every quarter, is strange... SOL is an excellent buy today, not a sell...

The articles cite nothing for evidence.

We here (and asians and europeans, who do not read Motley Fool, and could care less about Motley) will be buying SOL today. Hence it was up in London.

SOL was rated last month as the 4th best company in the world to invest in, and Zacks still has its highest rating on SOL, as do all analysts. Analysts would not put their good name on SOL as a strong buy, lightly.

SOL is a buyout candidate. SOL supplies to companies mentioned in the article as "potential competitors". The companies suggested as savy competitors, are potential customers of SOL, not competitors. I don't think the writers know what SOL does.

Or in the one article that cited SOL, the author did not mean to include SOL in all allegations, other than his strange one on "cash flow". These are short brief, murky articles that say little and prove and explain nothing.

Soon you will see articles touting SOL and solar again, and then you will see SOL go through the roof again. Nothing has changed at SOL, other than good change: the unbelievable higher price of oil/gas every day, and national and local governments worldwide jumping aboard the solar bandwagon.

All three articles are unclear, come out at the same time, and do make much sense. Investment houses that we are researching, say the articles are silly, especially with inclusion of SOL (a forward PE at as low as 6 currently) as an "expensive stock", when Solar growth is expected to be explosive in 09' (especially for SOL and its products).

There is no evidence of a money shortage at SOL whatsoever, per analysts who practically audited SOL, but rather there is a money abundance at SOL, and each quarter proves it more to be true.

Are they alleging that the accountants doing the various solar's books are lying to the government and securities authorities in China (and all international securities authorities)? I don't think so. In China, there is serious jail time for such. It is unclear what the articles are trying to do other than spook the shares lower in the US... perhaps to buy solar shares for less, or for their short positions.

Many of the other companies cited do have minimal profit and high PE's... but not SOL (Renesola) hence why all analysts that looked at SOL carefully, including those who went to China visited the company, love SOL. SOL's product is very low cost, cheap to produce. Method of production is inexpensive, unique, SOL's products are strongly in demand. All the things you look for in a company to invest in.

As for solar as an investment in asia, investors located in asia are used to seeing solar panels on street lights everywhere.

And shorting at $13 is unbelievably risky, and a sure way to lose money.

We are buying at this opportunity, not selling today, probably a lot of shares to leverage our average position downward... not out or fear, but to make a great deal of money on SOL by next year this time... We are certain that by summer 09' SOL share price will be well over $58 US.

Strangest of all, a month ago, Motley writers were touting SOL as a fantastic mid and long play, citing endless reasons SOL was a must own. Take a look at the old Motley articles...

SOL currently is not a high flyer at $13 with a forward PE near 6. Not a good idea to sell SOL at a loss today, or ever, no reason to.

Best to all, THE STOCKACCUMULATOR... ]]>
Possible Bounce Plays: PetroBras, RIMM, GE, Boeing, Rockwell Automation http://seekingalpha.com/article/83009-possible-bounce-plays-petrobras-rimm-ge-boeing-rockwell-automation?source=feed#comment-194392 194392 Fri, 27 Jun 2008 14:33:55 -0400 Congress’ Love Affair with Convenient Solutions http://seekingalpha.com/article/82993-congress-love-affair-with-convenient-solutions?source=feed#comment-194206 194206 2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
target price of $24.25, representing 27.2% upside potential.]]>
Fri, 27 Jun 2008 11:25:01 -0400 2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
target price of $24.25, representing 27.2% upside potential.]]>
Some Energy Stocks Burn Brighter Than Others http://seekingalpha.com/article/82974-some-energy-stocks-burn-brighter-than-others?source=feed#comment-194203 194203 2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
target price of $24.25, representing 27.2% upside potential.]]>
Fri, 27 Jun 2008 11:24:14 -0400 2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
target price of $24.25, representing 27.2% upside potential.]]>
Is VeraSun a Good Buy? http://seekingalpha.com/article/82914-is-verasun-a-good-buy?source=feed#comment-194199 194199 2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
target price of $24.25, representing 27.2% upside potential.]]>
Fri, 27 Jun 2008 11:23:11 -0400 2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
target price of $24.25, representing 27.2% upside potential.]]>
The Foreign Equity Conundrum http://seekingalpha.com/article/82362-the-foreign-equity-conundrum?source=feed#comment-193443 193443 Thu, 26 Jun 2008 12:47:00 -0400 Today's Fed Meeting: No Cut, No Hike http://seekingalpha.com/article/82601-today-s-fed-meeting-no-cut-no-hike?source=feed#comment-193440 193440 Thu, 26 Jun 2008 12:45:22 -0400 Olive Garden vs. Gas - Cramer's Stop Trading! (6/25/08) http://seekingalpha.com/article/82858-olive-garden-vs-gas-cramer-s-stop-trading-6-25-08?source=feed#comment-193427 193427 Thu, 26 Jun 2008 12:40:33 -0400 First Solar On An Earnings Run http://seekingalpha.com/article/82474-first-solar-on-an-earnings-run?source=feed#comment-191798 191798
Nice article, but while everyone is piling into FSLR, raising its PE rediculously high, a far smarter play today is a strong buy on Renesola, with far greater profit growth and far lower PE. SOL is the most important rare buy/play today... Strong buy at this (today's) price, for certain... This will be the last we will see of these types of low numbers for SOL. Late July, into earnings will be a whole different story. We all know that. Also the price is so low today, that short interest is dropping off, as it logically does. (Some analysts are commenting on the fact that short interest in SOL has dropped off considerably, as the price is very much in the danger zone for shorts. And, last time short interest dropped in SOL, its share price started going up about 2 to 6 percent a day for about 25 days, before it slowed down (see/research for april, may, into June). Nobody will short SOL at this price, too risky; SOL price is extremely low, and has an incredibly low PE, for such fast growing/exponential profit growth shown. Also useless to try to time SOL, you will just miss that great rise which we all know will come into the next few weeks. We are long SOL with some shares, but buying more likely today... SOL is still one of our favorites of all time... a must own now for sure (SEE what Motley Fool mentions today about an all important fund getting into SOL big, read that article)... Best of all solars in profit growth and extremely Low PE at SOL... nothing wrong with the company, so we are happy to hold, though could have sold it off... but no reason to sell, since it is a great success story.

Really, much less than a year from now, we all know SOL will still exist (unless it is bought out for a pretty penny by some other asian solar company). And we all know that even less than a year from now, SOL will have a value 300% greater than today's price...]]>
Tue, 24 Jun 2008 11:31:12 -0400
Nice article, but while everyone is piling into FSLR, raising its PE rediculously high, a far smarter play today is a strong buy on Renesola, with far greater profit growth and far lower PE. SOL is the most important rare buy/play today... Strong buy at this (today's) price, for certain... This will be the last we will see of these types of low numbers for SOL. Late July, into earnings will be a whole different story. We all know that. Also the price is so low today, that short interest is dropping off, as it logically does. (Some analysts are commenting on the fact that short interest in SOL has dropped off considerably, as the price is very much in the danger zone for shorts. And, last time short interest dropped in SOL, its share price started going up about 2 to 6 percent a day for about 25 days, before it slowed down (see/research for april, may, into June). Nobody will short SOL at this price, too risky; SOL price is extremely low, and has an incredibly low PE, for such fast growing/exponential profit growth shown. Also useless to try to time SOL, you will just miss that great rise which we all know will come into the next few weeks. We are long SOL with some shares, but buying more likely today... SOL is still one of our favorites of all time... a must own now for sure (SEE what Motley Fool mentions today about an all important fund getting into SOL big, read that article)... Best of all solars in profit growth and extremely Low PE at SOL... nothing wrong with the company, so we are happy to hold, though could have sold it off... but no reason to sell, since it is a great success story.

Really, much less than a year from now, we all know SOL will still exist (unless it is bought out for a pretty penny by some other asian solar company). And we all know that even less than a year from now, SOL will have a value 300% greater than today's price...]]>
First Solar On An Earnings Run http://seekingalpha.com/article/82474-first-solar-on-an-earnings-run?source=feed#comment-191795 191795
Really, much less than a year from now, we all know SOL will still exist (unless it is bought out for a pretty penny by some other asian solar company). And we all know that even less than a year from now, SOL will have a value 300% greater than today's price...]]>
Tue, 24 Jun 2008 11:29:18 -0400
Really, much less than a year from now, we all know SOL will still exist (unless it is bought out for a pretty penny by some other asian solar company). And we all know that even less than a year from now, SOL will have a value 300% greater than today's price...]]>