Van Gastel's Comments Stream Stats
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Solar Grade: A Silicon Revolution
Like mistermaumau I see this rather as validating the silicon solar panel technology, not really a traditional paradigm shift as it is not a new technology replacing another. Makes the outlook for FSLR look very bleak, so why do they still get these high ratings.
Also my comment on the oil prices. The "falling" oil price (very relative) is seen as tempering demand for panels, but all I really see is shipping costs for panels from China coming down...
Regards
ReneSola: Secondary Offering Pressures Shares
Why I'm Not Cutting Back Trina Solar before Earnings
BUT I also think it will be the last leg for most of the other solars before they head back to the caves into hibernation for the next earnings season. All the news is out now.
BR
Solar Again Under Attack
Solar Again Under Attack
In Germany all the solar shares are well up after Bosch announced it would buy Ersol, one of the larger German Solar players. Ersol is up 63% to nearly the bid price of 101€, from 63% at the close. Ersol, the second biggest solar cell manufacturer had a market cap of 3.6 Bio €, only after Q-Cells (comparable to first solar with thin film), which has a cap of 8.4€.
It was obvious to me that Ersol was lagging because of competition from our Chinese friends, even though they never even mentioned it.
Hold on, this could be the beginning of a bigger wave in consolidation.
Short this at your peril.
Marc
Canadian Solar Should Continue to Head Higher
From Belgium.
No share profit taxes at all, unless you do more than 100 deals a years, in which case you'll be paying income tax as you''ll then be regarded as a professional. Ridiculous! Helps me keep my number of transactions low.
But EU regulations are coming in to spoil that party from next year onwards with steadily increasingly higher stock trade profit taxes.
Canadian Solar Should Continue to Head Higher
Solar millennium it's called.
www.solarmillennium.co...
Interesting concept, more like a solar energy plant. it's just rotating reflective panels with a hot oil system in the focal point, which produces heat and in turn generates a turbine. An energy storage system is connected to it. Their systems are built large scale in Spain. Quite expensive it seems and funded with EC money. Their stock is on the German Xetra market.
Seems I was wrong on your 3 USD. Sorry. Means 60 is even likely, but perhaps with bumps along the way.
Jack, read your oil share report. It's fabulous, but over here in Europe I would be subject to heavy, likely double taxation of foreign dividends (dicki beware) ... I may have around 6% left of the 12%, and have currency risks, so for me it's not an option.
Canadian Solar Should Continue to Head Higher
CSIQ 3USD, that is very speculative between 2 and 2.5 is very optimistis...
Oil under 100 not impossible but a "fall" in the oil prices to even say 105 could just provide the right excuse. At this level, all that is needed is an excuse to run for the exists.
PS German (or any other European, and even a bit less, US, see Akina for a stock that manages to grow administrative expenses faster than sales in this boom period) competitors of these Chinese companies are just dead in the water IMO, especially Ersol, and the price action proves it. It would be nice to say what Jack Yetiv would say about Millenium Solar.
Canadian Solar Should Continue to Head Higher
My advice: you missed the opportunity, walk away and look for something where you can act before, not after the fact.
Read Jack's advice on Trina. Jack Yetiv is the genius who hit the nail on this stock BEFORE the fact, which convinced me and many others. jack got out at 24, which once again proves that it's much harder to decide when to get out than when to get in. I think we need to look for some exaggeration on the upside, e.g. forward PE of 30 at around 60USD, before we move back along a steep curve to around the mid twenties (e.g. on falling oil prices).
Solar Symbiosis: Making a Clean Break
I know you quoted that from another source, but it seems to me that wind is the other part of the environmentally friendly energy equation. I am heavily invested in solar, particularly from China, but I believe wind belongs in the same portfolio and should certainly not be overlooked in an article like this for its ability to produce energy on a larger scale, day and night, particularly in wind parks.
Solar Stocks Continue to Roll
Understand your regret, but just be happy, and wait for the next opportunity, if there is one, rather than getting burned by running behind the facts. Going short is a very bad idea with these very volatile Chinese stock with a very big potential. Sit tight, and don't miss out the ride on the next leg of the bull run. If you really don't want to miss out, and you feel it's really going to go down, take a smaller position now and load up as it goes down. Point is, long is the only strategy here, unless we're in the stratosphere with PE's of well beyond 30+. CSIQ and SOLF are still around 10, way to go.
You could also short the higher PE shares like STP and FSLR and load up on the lower PE shares like CSIQ and SOLF. That way you're hedged, but you'll miss out on a lot of potential. But you know what, if you dare to go short, that show's you have a lot of courage, and this is really a chicken strategy, so follow the marbles strategy and go all out for the +.
I'm long CSIQ (from 19) and SOLF (from 18!), and boy, you need nerve to just sit tight and do nothing, but I'm convinced CSIQ is going much higher, only, it may be too soon. I'm looking for signs of the entire Chinese shares correction to shows signs of abating. I don't think it's far off, perhaps one more leg, but not more than that. If there is another leg, (hope not!) then make sure you're on the train. SOLF is another story, they caught me with a dilutive share action. Even so, I'm still looking for 20+.
Tracking Jim Cramer's Performance: January 2007 Stock Picks
You've reported this in a really cool manner, trying to be positive by only stating the % of right calls, not the % of wrong calls etc. You could have stated it more clearly and pulled of Jim's pants completely by simply stating that, even in these tough market circumstances, you could have made good money by doing exactly the opposite of what Jim is recommending... So keep tuned in to Jim Cramer. All Jim really needs is attention anyway.