Seeking Alpha

thesofasurfer

thesofasurfer
Send Message
View as an RSS Feed
View thesofasurfer's Comments BY TICKER:
Latest  |  Highest rated
  • 3 Convincing Reasons To Buy Dendreon [View article]
    I read this article thinking that I would learn something new but all 3 points are mute and not positives at all (more like wishful thinking). Same wishful thinking that most investors have had with this company over the years.....well those wishes haven't come true.
    Jul 24 02:21 PM | 1 Like Like |Link to Comment
  • Yingli Green Energy: This 40%-Loser Is A Terrific Buying Opportunity [View article]
    he, Rodolfo and Retiredrhb - you do know they have repeatedly said they will be profitable in 3rd quarter with a flat to possible profit in 2nd qtr. Profitability will turn your theories upside down. Doom and gloom is fine as long as you describe both the sun and shine as well. Make an argument using pros and cons...not just as you seem fit.
    Jul 23 06:18 PM | Likes Like |Link to Comment
  • Yingli Green Energy: This 40%-Loser Is A Terrific Buying Opportunity [View article]
    agreed. its ok to cheerlead as i am a big believer in YGE like you but everything from your "catchy" title to the seeking alpha "source" reference is not helping your cause. just saying......
    Jul 22 08:05 PM | 1 Like Like |Link to Comment
  • Yingli Green Energy's Price Estimate Revised To $3.75 On Cost And Market Concerns [View article]
    my projection for YGE is $11 by year end, $20+ by end of 2015 and $70+ by end of 2017. I also think CSIQ, TSL, JKS and JASO are worthy investments. However, I think YGE will rise among this promising pack. I also think SUNE and other US companies are way-overvalued and chinese companies are so way undervalued...that's crazy, right? But true! And if you are not invested in Chinese solar companies, you will be making a huge mistake that will cost you money going forward. Just my 2 cents.
    Jul 11 09:37 AM | 1 Like Like |Link to Comment
  • Solar stocks drop; China reportedly thinking of cutting targets [View news story]
    this is sad. i read nothing but great news for the rest of the year for the solar industry and expansion and support of chinese companies by china but yet, a "rumor" is passed along via seeking alpha with no substance...you click the link and it takes you to some blogger acct (that is protected) with a picture of hannibal lector....wtf? and to make it more comical, thestreet picks up on it. shameful. everyone gets so many years to live their lives; for those that try to manipulate and scam others, i hope they don't live quite as long.
    Jul 8 12:09 PM | 6 Likes Like |Link to Comment
  • Yingli Solar: Can This Company Survive? [View article]
    why do you keep removing my posts? to see my posts - go to my comments section
    Jun 3 08:15 AM | Likes Like |Link to Comment
  • Yingli Solar: Can This Company Survive? [View article]
    the author's agenda is not hard to figure out. With the World Cup about to begin and Yingli being 1 of 6 sponsors - their name will be all over the place so the timing of his biased article is pretty obvious. Regardless, YGE made a loan repayment on May 6th (or 4th I can't remember) and has stated that they will be profitable in 3rd qtr with breakeven in the 2nd qtr. You speak of delay of their current quarter being delayed - in what way? June 16th will be exactly 90 days since their last qtr release so how is late? What the author needs to worry about his his investments in all these U.S.-based solar companies (who make their money for the most part by installing China-made panels and leasing them and charging so much to do so) might not be the smartest way to go. I have read time and time again that if you invest in solar and that company is not Chinese, your company may not be around in 5 years (that's a hard fact for some to swallow). Tariffs, you claim? It works both ways and how does one get around tariffs - you open a plant in the host country which Yingli is doing. How do non-Chinese companies do this when there is no way you get into China. China is the leader for use of future solar and they possess and have a lockdown on the 14 most important alternative energy resources by flexing its near-monopolistic muscle and by restricting export of the minerals a few years back, causing prices to go parabolic now. China has amass the lion’s share of natural resources such as copper, silver and other rare-earth elements, which are essential to renewable energies and are becoming scarcer and more expensive. To read the truth, find out more, read The Real China Threat by Stephen Leeb. For humor, you just read the above article. So what do I like about YGE: everything except the debt load but like any big business that is going to get much bigger - you start to make money and do secondary to retire your debt. What I like about this author: nothing except for the bell curve he tries to create is laughable. Where do I think YGE stock price is before the end of this calender year? $13. By the end of 2015, $38-45. The fact that YGE is the biggest seller of solar for the past 3 years is not by mistake but design. They have their foothold in so many regions its kind of like the story of the turtle and the hare except YGE is more like that fictional Japanese turtle, Gamera and I wouldn't want to be that hare if that's the case.
    Jun 3 08:14 AM | Likes Like |Link to Comment
  • Yingli Solar: Can This Company Survive? [View article]
    the author's agenda is not hard to figure out. With the World Cup about to begin and Yingli being 1 of 6 sponsors - their name will be all over the place so the timing of his biased article is pretty obvious. Regardless, YGE made a loan repayment on May 6th (or 4th I can't remember) and has stated that they will be profitable in 3rd qtr with breakeven in the 2nd qtr. You speak of delay of their current quarter being delayed - in what way? June 16th will be exactly 90 days since their last qtr release so how is late? What the author needs to worry about his his investments in all these U.S.-based solar companies (who make their money for the most part by installing China-made panels and leasing them and charging so much to do so) might not be the smartest way to go. I have read time and time again that if you invest in solar and that company is not Chinese, your company may not be around in 5 years (that's a hard fact for some to swallow). Tariffs, you claim? It works both ways and how does one get around tariffs - you open a plant in the host country which Yingli is doing. How do non-Chinese companies do this when there is no way you get into China. China is the leader for use of future solar and they possess and have a lockdown on the 14 most important alternative energy resources by flexing its near-monopolistic muscle and by restricting export of the minerals a few years back, causing prices to go parabolic now. China has amass the lion’s share of natural resources such as copper, silver and other rare-earth elements, which are essential to renewable energies and are becoming scarcer and more expensive. To read the truth, find out more, read the article "The Real China Threat" by Stephen Leeb of Time Magazine. For humor, you just read the above article. So what do I like about YGE: everything except the debt load but like any big business that is going to get much bigger - you start to make money and do secondary to retire your debt. What I like about this author: nothing except for the bell curve he tries to create is laughable. Where do I think YGE stock price is before the end of this calender year? $13. By the end of 2015, $38-45. The fact that YGE is the biggest seller of solar for the past 3 years is not by mistake but design. They have their foothold in so many regions its kind of like the story of the turtle and the hare except YGE is more like that fictional Japanese turtle, Gamera and I wouldn't want to be that rabbit if that's the case, agreed?
    Jun 3 08:09 AM | Likes Like |Link to Comment
  • Yingli Solar: Can This Company Survive? [View article]
    the author's agenda is not hard to figure out. With the World Cup about to begin and Yingli being 1 of 6 sponsors - their name will be all over the place so the timing of his biased article is pretty obvious. Regardless, YGE made a loan repayment on May 6th (or 4th I can't remember) and has stated that they will be profitable in 3rd qtr with breakeven in the 2nd qtr. You speak of delay of their current quarter being delayed - in what way? June 16th will be exactly 90 days since their last qtr release so how is late? What the author needs to worry about his his investments in all these U.S.-based solar companies (who make their money for the most part by installing China-made panels and leasing them and charging so much to do so) might not be the smartest way to go. I have read time and time again that if you invest in solar and that company is not Chinese, your company may not be around in 5 years (that's a hard fact for some to swallow). Tariffs, you claim? It works both ways and how does one get around tariffs - you open a plant in the host country which Yingli is doing. How do non-Chinese companies do this when there is no way you get into China. China is the leader for use of future solar and they possess and have a lockdown on the 14 most important alternative energy resources by flexing its near-monopolistic muscle and by restricting export of the minerals a few years back, causing prices to go parabolic now. China has amass the lion’s share of natural resources such as copper, silver and other rare-earth elements, which are essential to renewable energies and are becoming scarcer and more expensive. To read the truth, find out more, read the article "The Real China Threat" by Stephen Leeb of Time Magazine. For humor, you just read the above article. So what do I like about YGE: everything except the debt load but like any big business that is going to get much bigger - you start to make money and do secondary to retire your debt. What I like about this author: nothing except for the bell curve he tries to create is laughable. Where do I think YGE stock price is before the end of this calender year? $13. By the end of 2015, $38-45. The fact that YGE is the biggest seller of solar for the past 3 years is not by mistake but design. They have their foothold in so many regions its kind of like the story of the turtle and the hare except YGE is more like that fictional Japanese turtle, Gamera and I wouldn't want to be that rabbit if that's the case.
    Jun 3 08:08 AM | Likes Like |Link to Comment
  • Yingli Solar: Can This Company Survive? [View article]
    Ordinary Americans and policymakers in Washington have plenty to worry about these days: unemployment, housing, deficits and debt, not to mention terrorism, wars and myriad foreign crises.

    But there’s another looming issue that actually trumps those. It’s China’s push — while the U.S. sits on the sidelines — to amass the lion’s share of natural resources such as copper, silver and rare-earth elements, which are essential to renewable energies and are becoming scarcer and more expensive
    Jun 3 08:07 AM | Likes Like |Link to Comment
  • Yingli Solar: Can This Company Survive? [View article]
    author removed all of my post. there was nothing but facts. that's sad that an author can remove one's post.
    Jun 3 08:05 AM | Likes Like |Link to Comment
  • Yingli Solar: Can This Company Survive? [View article]
    the author's agenda is not hard to figure out. With the World Cup about to begin and Yingli being 1 of 6 sponsors - their name will be all over the place so the timing of his biased article is pretty obvious. Regardless, YGE made a loan repayment on May 6th (or 4th I can't remember) and has stated that they will be profitable in 3rd qtr with breakeven in the 2nd qtr. You speak of delay of their current quarter being delayed - in what way? June 16th will be exactly 90 days since their last qtr release so how is late? What the author needs to worry about his his investments in all these U.S.-based solar companies (who make their money for the most part by installing China-made panels and leasing them and charging so much to do so) might not be the smartest way to go. I have read time and time again that if you invest in solar and that company is not Chinese, your company may not be around in 5 years (that's a hard fact for some to swallow). Tariffs, you claim? It works both ways and how does one get around tariffs - you open a plant in the host country which Yingli is doing. How do non-Chinese companies do this when there is no way you get into China. China is the leader for use of future solar and they possess and have a lockdown on the 14 most important alternative energy resources by flexing its near-monopolistic muscle and by restricting export of the minerals a few years back, causing prices to go parabolic now. China has amass the lion’s share of natural resources such as copper, silver and other rare-earth elements, which are essential to renewable energies and are becoming scarcer and more expensive. To read the truth, find out more, read the article "The Real China Threat" by Stephen Leeb of Time Magazine. For humor, you just read the above article. So what do I like about YGE: everything except the debt load but like any big business that is going to get much bigger - you start to make money and do secondary to retire your debt. What I like about this author: nothing except for the bell curve he tries to create is laughable. Where do I think YGE stock price is before the end of this calender year? $13. By the end of 2015, $38-45. The fact that YGE is the biggest seller of solar for the past 3 years is not by mistake but design. They have their foothold in so many regions its kind of like the story of the turtle and the hare except YGE is more like that fictional Japanese turtle, Gamera and I wouldn't want to be that hare if that's the case.
    Jun 3 07:58 AM | 3 Likes Like |Link to Comment
  • China's Solar Target: Increased Once Again [View article]
    will do, thanks JF
    Jun 2 12:17 PM | 1 Like Like |Link to Comment
  • Yingli -6.5%; SA Pro author worried about debt load [View news story]
    http://usat.ly/1iLNV8p
    Jun 2 11:56 AM | 1 Like Like |Link to Comment
  • Yingli -6.5%; SA Pro author worried about debt load [View news story]
    and don't forget that YGE has set up shop in both the U.S. and basically all over - that's how you get around tariffs. Can't say the same about Solarcity - can you
    Jun 2 11:51 AM | 1 Like Like |Link to Comment
COMMENTS STATS
200 Comments
345 Likes