Not surprisingly the numbers are coming down across the board. For MPEL the PT goes to $36 from $39. The EPS range is now $1.20, $1.00, $1.45 from $1.33, $1.47, $2.06 for 2014, 15, and 16 respectively. MPEL remains SA's #1 pick.
Thanks for the help. But I was talking more from an earnings standpoint, not repatriation. I was watching the options show on CNBC Friday and they were talking about how the Q's look to be rolling over due to tech's exposure to the strong dollar. Just trying to gauge the possible impact to SWKS.
A lot of people don't understand the origins of the legacy debt on SUNE's balance sheet, how they plan to offload project debt to TERP in the future, or how quickly the outflow of cash from TERP to SUNE will increase nor the magnitude of that increase once we get past 2015. The only negative I see is project costs will increase when interest rates go up. Something that will be offset in part by the lower cost of materials and their greater efficiency in the coming years.