CSIQ shoudl report between 1 to 1.30 EPS for Q3. Those numbers are really good; JKS and TSL are about 6 months behind CSIQ in EPS value creation. IMHO.
Wow -- CSIQ up 14% in 2 days, TSL up 3 percent.. Kind of tells you which solar company is being bought and which one is just for losers... lol
Ehhh, yeah we might do down some, but xmas will be still here this year... I don't think many will be still long come next spring though, the smart ones will sell.
PS sucks to see the rally from the bottom and still be in the red with my TSL holdings.. LOLaty least I'm in the green with both CSIQ and JKS, but barely...Long term investing in solars is DEAD but we all know it, once needs to trade the obvious industry cycles. Hard NOT to be long now though given that historically solars spike up from here until fab-March time frame.
It's only a loss when we sell... No margin, no problems, I managed to add some more Trina at $9.20, but I'm done no more cash, unless I sell my really old AAPL holdings, but don't feel like it... lol
they fill;ed for bankruptcy back then, in 2001. they will do so gain next year, 100% guaranteed, that's their plan. They also filled another bankruptcy 2 years ago, it was controlled though so they called it'reorganization.' Again, due to debt load and lack of capital. They keep on taking on more debt with no profits and no free cash flow to pay it off, as an accountant I can see it for what it is -- it's a suicide ride, but the executives and banksters are surely enjoying the ride.
I bought WFR back in 2006 originally and have held onto my shares until just recently - I averaged down to $7 per share with many buys under $3 per share just 2 years ago. I was a long time investor but the recent bankruptcy they called 'reorganization' made me take a closer look at their balance sheet and prospects... Their balance sheet is absolutely terrifying - there is ZERO chance of them paying their debt, right now WFR is just a vehicle for executives to get rich and for banksters to make their cut on fees... And now they want to get even in more debt to try to compete in CHINA??? Good luck, I still say BANKRUPTCY by the end of next year, unless they issue 300 million more shares like they stated in the filling, LOL; WFR is surely one solar stock I would stay away, wait RUN AWAY from.
Sentiment: Strong Sell
Csiq at 100 would have a market cap larger than fslr and higher than all other Chinese solar companies taken together!!! I like csiq but make no mistakes you are presenting the best case scenario.... my investing theory is I wait for my price target based on technical and other company specific conditions no matter what, investing in solar since 2006has taught me to be cautious, I have made a killing with the likes of csiq spew Zune but also lost a ton with failed ldk and stp. I maintain '
Tsl and jks will outperform csiq next year bit I will still get back in csiq once a buy signal is generated.
CSIQ is where it should be given the overall market sell-off. From here, another 10 to 20% increase and we are fully valued. We will not get the same P/E as SPWR or FSLR or high flying SCTY, or the same level of forgiveness as say bankrupt SUNE. With a p/e of 5 to 7 in the upcoming 2015 bear market, where do you think CSIQ should be trading? $20? $15? Certainly not back above $40.
trading in technicals going up
Everyone has laughed at light son but he's been spot on with Trina's shorts - we've held the bag in the meantime to watch all the 'gains' evaporate in just 3 weeks.... Ever feel stupid?
This is not a joke.
Sentiment: Strong Sell