I think we all get that and that's what we're hoping for, a lot of us are waiting for that one AHA quarter where the ball lines up straight down the middle of a fat swinging bat, but we probably won't get that, it will be gradual and volatile but in the longterm great. If the credit market spreads further and interest rates rise, UBNT will be one of the few really profitable growing companies with a gigantic balance sheet to endure something like that now that everyone is levered to their hilts.
I hate these EPS forecasts in the out years! Who knows what FSLR will earn in 2017. 3.5, 4, 5... Who know?! It will have 2.5B$ by then, it's investing the most in R&D than any other Solar company, the market is ripe for M&A and the renewable market is growing gangbusters... If you listened to analysts for AAPL, NFLX, GILD, CELG... you would have missed multi-baggers.
Just think of what an awesome opportunity this price is, I'm looking at the blowout quarter from Nike, china sale forecast 27% growth.... Doesn't look like a recession to me. buy buy buy buy
insiders have been buying at considerably higher levels than where it stands today, I would not think the CFO of Sunpower who is also the CEO of CAFD would add just a month ago if he was going to bring out negative news, SPWR insiders are renowned sellers of their stock, even in a plummet. I think this is all a product of ETF selling... people shortselling YLCO and other ETF like TAN are basically crushing everything.
I bought yesterday, already down 5%... Every day this looks like a bargain, then you're down. Will probably buy more at 10$... This is madness.
I'm sorry but companies would not accept to be payed to absorb that balance sheet! I think SUNE will do alright in the long term, but that debt is UGLY.
So what? I know how to read a balance sheet. That doesn't mean it should buy back stock. This growth stock is in a heavy R&D industry with the only bloodline that is talented programmers = money money money. Any buyback would be a signal that this company is more committed to it's stock price than it's company. I would short a buyback. But I'm long this company.
if they did that i would sell, that money is to grow! look at the massive spending, that will last 18months at this rate.
Sentiment: Strong Buy
been doing it for 3 years... If it fails 3% below my cost average I bail. Also shorted SUNE at 34 until today... Covered and made my year. So now I'm just hanging out playing monies for fun!
100M$ buy back decent numbers and 30% shorts... This is not going down. It'll fluctuate between 28-34 for some time.
same brotha! all it takes is one good quarter... In this market, exposed to international currencies, i'm happy this isn't cut in half and still earning 140-150M$ each quarter.