Am long now , check out this article--------------Yelp Inc May Be Headed Over $100 On Groupon Inc Fight
The idiot is back you said that last year with your 4 other screen names and then we went to $6,7,8,thru 18, ( we were $3 and change at the time last year you were here )now lets see if i remember some of your other loser names, the principal, john lee, recruit and the others will come to me, I thought by now you got a job....Your a little late to the party TSL is not going down much lower.
TSL provides Q1 update and now sees module shipments of 540MW-570MW vs. 670MW-700MW previously. It attributes the revision to lower than expected shipments to Europe, which we expect to be temporary until a new minimum import price is agreed upon. Gross margins are expected to be higher on better mix and healthy pricing. We remain optimistic of growth prospects but see greater volatility on quarterly revenue expectations, partly due to its rising downstream exposure. We note TSL keeps its full year shipment guidance of 3.6GW-3.8GW (400MW-500MW devoted to downstream projects).We keep our 12-month target price at $24
Roth Capital affirms its Buy rating and $25 target price on Trina Solar (NYSE: TSL) following preliminary Q1 shipment numbers released last week. For the first quarter, the Company said it currently estimates its solar module shipments to be in the range of 540 MW to 570 MW, including 20 MW to 30 MW for its downstream projects, as compared to the previous guidance of 670 MW to 700 MW, including 20 MW to 30 MW for its downstream projects. This is primarily due to a temporary decrease in shipments to the EU pending agreement on a new minimum import price pursuant to the adjustment mechanism in the price undertaking. The Company expects shipments to European markets to increase with the finalization of the terms.
Analyst Philip Shen noted that Trina's announcement was similar to peer Yingli Green Energy's (NYSE: YGE) recent preliminary results; lower shipments were offset by higher gross margins. In March, the EU lowered its floor price to EUR53c/W from EUR56c/W, which likely caused buyers to delay purchases. In 2013, SOL had the highest EU shipment mix (45% vs. TSL of 37% and YGE of 32%). Of the group, CSIQ may have the least EU exposure (12% in 2013), the analyst noted.
Shen commented, We now forecast Q1 shipments of 555MW vs. prior ROTHe of 685MW, revenues of $468mn vs. prior ROTHe of $460mn (boosted by the 50MW project sale), and EPADS of 14c vs. prior ROTHe of -1c. We are only adjusting Q1 estimates and will reevaluate 2014 and 2015 estimates after TSL’s Q1 earnings release.
I say BUY and Hold and you will be in great shape in November. TSL has been beaten up more then the big boys JKS CSIQ and they did not appreciate like the other stocks. I believe JASO is the best at these levels.
So what do we do with the China solar stocks? “Concerns are starting to get priced in”, wrote the analysts. We should expect volatile trading in the next few months but the dust may settle in June:
Given the recent weakness and negative preannouncements from Trina Solar, Yingli Green Energy, we believe investor expectations have come down. Moreover, we believe there is still some possibility that the Chinese government increases utility scale installation target, changes utility scale/DG mix or demand from markets such as the US surprises to the upside.
We acknowledge that near term fundamentals in China could remain challenging and concerns over policy uncertainty remain the biggest near term risk to solar stocks. Some of the momentum drivers such as consensus estimate revisions could remain a headwind to the group in the near term, but we expect stocks to settle down once further clarity on Chinese policy emerges in late Q2 timeframe.
We believe the Chinese government is likely to fix the current DG policy later this year, rush in markets such as the US could keep pricing relatively stable, capacity utilization rates are picking up and some companies are running at nearly 100% utilization rates
It was around this time last year where the stock went from like $3.75 to $6 pretty quickly,I understand last year will be hard to duplicate but TSL is down over 40% from the high and things are looking bright in the future.
You must be patient this stock will bring healthy returns and the shorts will get burned, not sure when could be earnings next month or November but this is a strong company,it's being manipulated now,but the LONGS will make out in the end IMHO
Dead cat bounce coming, look for 10-14% bounce before bottom falls out,Good trade to buy early Monday and sell Monday or Tuesday.
Hey optional I think its time to wake up YELP is in huge trouble,I don't know what Goldie's agenda is but these high flyers are done for now,if Yelp disappoints in 3 weeks this could be a $40 stock,cut your losses, I feel bad for Cork who shorted in the $60;s and threw in the towel close to $100 then the stock tanked. Nerve racking stock but any price increase will be crushed. People are buying MSFT HPQ and IBM and IMO they will be crushed next, the big boys will sucker more buyers in Friday and Monday before they really slam the market next week. I shorted FEYE WDAY SPLK WYNN YELP FB NFLX , my only mistake was I covered to early.
Yelp upgraded to Buy from Fair Value at CRT Capital
CRT Capital upgraded Yelp due to valuation. Be careful at 2 pm when minutes are released ,I will buy this today I might hold till earnings, it was way over valued at $100 but undervalued here, Also watch lnkd and feye and possibly scty for big gains today.
I covered in the low $80's and high $70's and never thought it would go this low this fast, the HUGE problem is with all of these upgrades and Yahoo, and YB and Mexico news, if they miss earnings this will get real ugly quickly with downgrades, this is a good stock to stay away from or Day Trade.
You said this like 8 months ago here and at ODYD site and the Solars took off, there will be a dead cat bounce. Anyone who buys JKS TSL of JASO right here will be heavily rewarded IMO