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Canadian Solar Inc. Message Board

a8bil 37 posts  |  Last Activity: 9 hours ago Member since: May 23, 2005
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  • Reply to

    Ifon should use HTCH SMA OIS

    by a8bil Feb 23, 2015 5:48 PM
    a8bil a8bil Feb 24, 2015 12:30 AM Flag

    Excellent. Glad it worked out. I need to find something similar.

  • Reply to

    Ifon should use HTCH SMA OIS

    by a8bil Feb 23, 2015 5:48 PM
    a8bil a8bil Feb 23, 2015 6:32 PM Flag

    OIS is Optical Image Stabilization...layman's term means it steadies the lens so that it reduces shake on videos and the blur on pictures. The Iphone 6 plus has it, but existing technology is (1) pretty expensive, (2) fairly complex, and (3) not sufficiently miniaturized to use it in all handsets due to form factor.

    HTCH's new shape memory alloy OIS device is thinner, cheaper to make and fairly simple. It is simple enough that all phones should soon adopt the technology. If Ifon wants to make inroads into the US market, it should be an early adopter...go to HTCH's website and check out the video. Pretty impressive. I understand it costs HTCH about $2.50 to make the device.

  • a8bil a8bil Feb 23, 2015 1:50 PM Flag

    It's very informative...Cambridge's name is everywhere, but it suggests a long term partnership which is good. It does make the case for SMA OIS accelerating the adoption of OIS in phones and the value of the product. That video, in particular, is impressive.

  • It could differentiate its products quickly at minimal additional cost. could be a match made in heaven. (particularly for those invested in both).

  • a8bil a8bil Mar 5, 2015 4:11 PM Flag

    Show me a 15% compounded annual return and I'll agree. Easier said than done, though. Often you have to play a little Russian roulette to generate those types of returns across a portfolio.

  • a8bil a8bil Mar 5, 2015 4:40 PM Flag

    There's a lot of assumptions in what you say, but fundamentally I agree. That really is the nature in particular in investing in small caps... diversify, take some gains, don't gamble, invest.

    I've had a particularly bad past 9 mos. in the market, but it was because I was invested in various commodities, whose stocks have been killed. Even with those losses, I'm at about a 20% compounded return over the past 15 years....it's a combination of homeruns on stocks like IFON, CSIQ, DXPE, KTCC that have propelled those returns, while not allowing the losers to comprise more than 5% of the portfolio (and preferably less!).

  • Reply to

    turdball guidance

    by twoheadedsnake1234 9 hours ago

    Very static view of CSIQ's business. They are generating cash hand over fist which they are redeploying for acquisitions like Recurrent and to generate a YIeldco model. Solar is here to stay, and CSIQ is quickly becoming a global leade, with a diversified business model that has transitioned from simply module manufacturing and sales, to adding projects to adding Yieldcos.

  • Reply to

    TARIFF IMPACT TO CSIQ IS MINIMAL

    by platytale Dec 17, 2014 11:00 AM
    a8bil a8bil Dec 17, 2014 11:48 PM Flag

    Americas does not equate to US. Canada is part of the Americas.

  • Reply to

    is yieldco such a big deal?

    by donotknowpattanahi Dec 18, 2014 7:58 PM
    a8bil a8bil Dec 18, 2014 8:50 PM Flag

    Think of it this way. CSIQ's project work is like being a real estate developer. Develop and sell. Yieldco is like being property owner leasing property...you acquire the asset for a recurring revenue stream. Different business models, but long term Yieldco can provide more price stability assuming solar electricity remain price competitive.

  • Reply to

    yieldco coming

    by chrisceeaustin Dec 18, 2014 1:14 PM
    a8bil a8bil Dec 18, 2014 1:56 PM Flag

    I suspect, John, that you are either a short in sheep's clothing, or you are not a very sharp investor. Your modus operandi also suggests you are possibly both.

  • pretty clearly. Must not have laid out a clear path to profitability at Needham.

  • Reply to

    yieldco coming

    by chrisceeaustin Dec 18, 2014 1:14 PM
    a8bil a8bil Dec 18, 2014 6:33 PM Flag

    LOL...right. JohnDoe writes multiple posts bashing a CEO who has built a billion dollar enterprise for not adopting JohnDoe's brilliant strategies for supporting the share price and you call me condescending? That's precious. Perhaps you should buy yourself a dictionary and learn the meaning of the word. Really, can you narcissistic jackholes go find somewhere else to play your games so that real investors can actually use these board for the purpose they were intended? FO

  • Reply to

    YIELDCO = DESPARATION

    by platytale Mar 5, 2015 3:17 PM
    a8bil a8bil Mar 5, 2015 4:06 PM Flag

    Yeah.....it's like saying you're desperate if you want to own and rent apartment buildings, rather than build and sell them. Nut case doesn't understand basic business models.

  • a8bil a8bil Mar 5, 2015 4:46 PM Flag

    Are you still convinced doc, that Zacks doesn't have an agenda? Their headlines this morning can only be read in one way, and yet the stock shot up....they are either incompetent or manipulative. I don't think eitehr choice flatters them.

  • a8bil a8bil Mar 5, 2015 5:25 PM Flag

    Their headline was: "Canadian Solar Misses Both Earnings & Revenue Estimates," and their story starts immediately with the assertion that CSIQ is "facing intense competition." The plain intent was to suggest CSIQ poorly performed this quarter as a result of "intense competition." There is no ambiguity. That is the agenda of the article.

    There could be many ways to present this ER...but Zack's approach (and IMO the least honest), is to suggest it was a bad earnings miss. The company hit all of its own projections, there are tons of positives in the ER, both short term and long term. But Zack's ignores all that and focuses (apparently) on its own, "hidden" "consensus" estimates (which parenthetically would be entirely UNREALISTIC given the projects closed in the past quarter) in order to put a negative spin on the quarter. It's BS agenda-driven drivel, pure and simple.

  • And? Potter's message was not that they couldn't, it was that it did not make sense because the valuations of a Yieldco that included China would be diluted. They're just being smart. They still have assets in NA, Europe, Japan, Central and South America...more will be coming.

  • Reply to

    ois smart phone

    by kfrom123 Jan 8, 2015 8:38 PM
    a8bil a8bil Jan 8, 2015 9:11 PM Flag

    Interesting. InFocus is a pretty well established manufacturer that started with business quality projectors, and has diversified from there. Was not aware they manufacture phones, but apparently they got into the business in 2013. Hope this isn't a big ramp for a limited product run. This certainly will not be a Samsung, Apple, HTC, LG magnitude contract...but it's a start.

  • Reply to

    ois smart phone

    by kfrom123 Jan 8, 2015 8:38 PM
    a8bil a8bil Jan 9, 2015 7:47 PM Flag

    Thanks for the clarification and I apologize for any misdirection I created. You live and you learn!

  • I recently scrolled through charts on many of my small cap holdings and about a dozen others that I do not hold, but track, and a large majority have a substantially similar pattern: a peak in about March 2014, and a steady decline of up to 30% or more in value since that time. There are of course a few exceptions, but most follow that pattern. These declines have come despite improving fundamentals in a number of the stocks I follow.

    This tells me that there has been a broad abandonment of small caps in the midst of record breaking highs in the S&P and Dow. What concerns me is what happens when the air comes out of this market balloon? If my premise is right, how badly will small caps be hit? Will they be spared because they are down so low? There's a real divergence with small caps right now and I'm trying to assess how that should be viewed. Thoughts?

  • Reply to

    another shooting in Missouri

    by hopeful200 Dec 24, 2014 10:32 AM
    a8bil a8bil Dec 30, 2014 6:25 PM Flag

    I know a few officers in San Francisco. They are part of a pilot program requiring them to wear body cameras. They're not thrilled about it -- not that it's incriminating, but because the time to prepare reports goes up when you have to cross-reference and harmonize with recorded media. Just means more time at the desk than doing their jobs. But, I think you're right. It's the future.

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