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Exercisestellarhealth

Exercisestellarhealth
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  • China's Solar Target: Increased Once Again [View article]
    True re: Barrons and China. I am long solar/renewables globally overall, rotated some funds out of Cdn oil sands company Suncor into Jinko. I suspect we will still see a fair amount of volatility into Q2 earnings and further as the industry continues to consolidate after the last solar slump, as the stronger companies take the lead. And the industry is further driven by the free market as well as gov't incentives which should decrease as renewables steadily w/ innovation/R&D become less expensive to generate electricity than conventional fuels. Leading solar companies ie. CSIQ, JKS, TSL, SPWR have been through much trial and tribulation but with competent, highly dedicated management/employees to the solar sector we are starting to see profits.

    Re: China along with pollution concerns/climate change ect...China as well wishes to be energy independent, less reliant on importing expensive fossil fuels, as inexpensive energy is key to growing their economy. Hence they are strategically developing wind and solar capabilities. Energy is a fundamental input for economic growth needed to operate factories, homes, businesses, gov't offices ect...
    May 29, 2014. 03:19 PM | 1 Like Like |Link to Comment
  • Trina Solar Had A Great Quarter, But Margins Are Unsustainable [View article]
    Considering Trina, Jinko and the other leader solar companies have successfully managed to maintained competitive, growing sales, revenue ect.. after the last solar slump and through the solar company consolidation, when many other companies couldn't make it, they all have valuable strengths and merits to their business models. Now they are both well positioned to grow sales in the growing solar market globally.

    Trina and Jinko are both solid Chinese solar companies in different ways with competent, dedicated management who would have to be to keep going during all the solar ups and downs not all people could do what they have successfully done. Trina management did say margins would be under pressure this Q, but they have a strong pipeline of orders, their savvy CFO will very probably find cost effective ways to mitigate this. I personally prefer Jinko will look to more clarity in this next earnings call.
    May 24, 2014. 02:35 PM | 1 Like Like |Link to Comment
  • Trina Solar Had A Great Quarter, But Margins Are Unsustainable [View article]
    I agree as a long-term investor who is long the solar industry and was looking for a leading solar company to invest in for the long-term I chose Jinko, as the author suggested, for so many reasons I can list later as at work and shouldn't be looking at seeking alpha....But with the highly volatile patterns of all the solars they are good swing trades, they go up and down constantly.
    May 23, 2014. 11:08 AM | Likes Like |Link to Comment
  • Searching For A Hidden Stock Market Opportunity [View article]
    Just wish to note for others if they read re: China/global demand Trina said in their earnings call they have increased Q2 guidance and that demand is good in China, US, and Japan, reiterated full year guidance. They are a good bell weather company for China demand. Good to read their earnings call from the transcript section on seeking alpha in detail to get more clarity on the solar industry overall from demand to costs. A strength of Trinas is they have improved their margins from last Q, which increased profitability despite lower sales this Q. They said margins will be under pressure for next Q, but will be very cost effective and efficient which will help to mitigate.
    May 21, 2014. 11:35 AM | Likes Like |Link to Comment
  • Searching For A Hidden Stock Market Opportunity [View article]
    The key parties to listen to re: China's 14.05 MW target is China and leading solar companies. The Chinese National Energy Administration has reiterated their 14.05MW target, earlier this year. China went from 3MW in 2012 to 12MW in 2013, 14MW for 2014 or close seems likely/probable especially considering China's commitment to reducing pollution and increasing it's energy independence via increased domestic renewables.

    Importing fossil fuels is expensive, to further grow and develop it's economy China needs inexpensive domestic energy sources hence they are implementing renewables, as energy of course is a key input for economic growth factories/offices/homes all need energy to operate. Jinko, Trina, JASO, CSIQ, HSOL have all reiterated or increased their full year guidance. It was only one analyst who did not provide any sound facts or stats to back up his opinion from Deutshe Bank who suggested the 8MW target last week, the 8MW suggested doesn't add up with facts or what any other credible sources are saying. Other analysts, the solar companies, China have all maintained their targets within the 14.05MW.
    May 18, 2014. 04:26 PM | 1 Like Like |Link to Comment
  • Searching For A Hidden Stock Market Opportunity [View article]
    Re: CSIQ after earnings sell offs for short term reasons, however re: CSIQ the long-term guidance and that of the solar industry are strong and intact as the author suggests. Hanwha SolarOne said in their recent earnings call they are increasing module capacity production to meet growing demand, Solar City set higher projections as well with expecting 1million installations by 2015... it is not surprising demand for solar is growing. Many investors have positioned themselves as a long-term investment in the solar industry via what they deem the strongest companies i.e. Trina, Jinko, Sunpower...

    It simply stands to reason that as the cost of solar continues to fall via increased solar cell and panel efficiency, companies reducing other manufacturing costs which can be past on to consumers, the cost of cleaning up fossil pollution rises and a host of other reasons as the cost of fossil fuels increases demand for solar and other renewables will of course continue to grow as it is, providing earnings growth opportunities for investors which is also aligned with their ethics.
    May 17, 2014. 07:55 AM | Likes Like |Link to Comment
  • Review Of Trina Solar's Q1 2014 Guidance [View article]
    And as solar is now is increasingly more cost effective than gas/oil in many regions. Long the solar industry, strong companies like TSL, JKS and SWPR. Not sure about Cdn Solar.
    May 16, 2014. 09:11 AM | Likes Like |Link to Comment
  • Why Whole Foods Is A Good Short To $44 [View article]
    I agree WFM, has a great business model, healthy, compelling products they are good at finding small new healthy niche products, offer healthy meal prep classes in store, speakers, great recycling programs ect... However as the positive consumer demand for healthier food choices as people are focusing on prevention and optimal health other stores like Walmart and Krogers are increasingly carrying healthier choices. Alot of people shop at Whole Foods as they like their ethics as well, including they pay their staff far better than Walmart ect.. as well Walmart, Krogers are not nearly as committed to recycling yet which is corporately irresponsible, nor good for their brand. WFM's PE is a little high but a great company.
    May 6, 2014. 11:27 PM | Likes Like |Link to Comment
  • Is Drexel Hamilton Correct In Assuming That Micron Technology Could Double? [View article]
    Many long-term retail MU shareholders have loyally held MU shares through the companies ups and downs as the memory industry consolidated, now that MU has held it's own many shareholders are feeling relieved and positive re: their investment including myself. The risk-reward as the author suggests indicates more upside, then risk, but is recommending due to a quick run-up value investors patiently wait for a better entry point. This may or may not happen, but based on MUs previous patterns it will zig zag down and then recover.
    Apr 23, 2014. 11:25 AM | 1 Like Like |Link to Comment
  • Is Drexel Hamilton Correct In Assuming That Micron Technology Could Double? [View article]
    As a long-term value investor, who holds shares at the 15 and 23 level, I can objectively see there has been a quick run up to 26 plus, like all stocks regardless generally there is some price consolidation in these scenarios, then a another move up. Tech overall has also gone up due to tech earnings season, being a high beta stock MU has moved up, along with the tech sector ie. with Apple one of it's key customers. The market is unpredictable, but there is never rush into any stock, if I stock I like is too high I wait, for it to dip to a better entry level, or move to another. Who knows what MU will do, it is classically highly volatile, a dividend would decrease volatility.
    Apr 23, 2014. 09:12 AM | 1 Like Like |Link to Comment
  • Several Reasons Why Micron Is Undervalued [View article]
    MU is up today, as investors listened to Sndks' forward guidance on the memory industry, of course of which MU is a key supplier.
    Apr 17, 2014. 02:23 PM | 1 Like Like |Link to Comment
  • AMD: Will The Market Surprise Us? No Sell-Off After Earnings? [View article]
    AMD's after earnings trading reminds me of Micron, despite beating consensus it classically trades down.
    Apr 17, 2014. 09:01 AM | Likes Like |Link to Comment
  • Micron Technology: Worth Between $29-33 Per Share, Strong Buy On Market Correction [View article]
    Agree with the author MU is undervalued, the outstanding convertibles are weighing on share price, as well Sandisk has a dividend, a draw of course for value investors. A MU dividend would not only increase the stock price, but stabilize it as value investors tend to hold their shares, placing a floor in the price. Momentum trading, currently has a significant impact on MU's price causing lots of the up and downs. Trading into earnings then selling off.
    Apr 16, 2014. 07:56 PM | 5 Likes Like |Link to Comment
  • Micron Appears To Be A Good Investment At This Point In Time [View article]
    I am long MU as a long-term investor for many of the reasons the author aptly indicates, but would like to see MU's management retire the 2 billion plus in outstanding convertibles as soon as possible, they are currently needlessly weighing on MU's balance sheet and shareholder value.
    Apr 13, 2014. 10:22 PM | 12 Likes Like |Link to Comment
  • Micron Technology: Convertible Disaster [View article]
    The fundamentals of MU are intact, I am long MU. However it appears on first blush the 2 billion plus outstanding convertibles the author aptly discusses are a risk which however sounds like can be resolved this Q3, as the stock price decreases making it less expensive to fully retire the converts. Based on some readers comments i.e. Wilson Wang, management is planning on this course of action this Q, which is positive. However until they follow through potential new investors could be wise to wait on the sidelines, waiting for the stock's price to dip lower before it moves higher towards it's intrinsic value ($32 has a forward PE of approx. 10) based on it's positive fundamentals. With tech companies like Intel reporting this week, tech overall will to varying degrees be effected by their guidance, as this Q1 will likely be soft, hence future guidance is important to watch in my humblest opinion.
    Apr 13, 2014. 07:47 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
381 Comments
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