SolarPVInvestor Forums

Perhaps the estimates were too high for 2013, but to make them negative???? Crazy.

And to LOWER Q2 is super crazy.

To lower Q1 is slightly less crazy.

Has ODYD posted his estimate for CSIQ by chance?

Everyone seems very bullish on CSIQ. Are they the unanimous #1 choice out of the chinese solars?

I currently am only holding FSLR. If CSIQ is modeling after FSLR (projects/EPC) then they will be the king of the chinese solars. No money in modules, its in the projects.

Wondering what the unanimous EPS estimates for this year (quarter by quarter estimates would be great), and if most people believe they will be the most successful of the chinese solars.

Larryvand,

It is so abvious again. You are not long in CSIQ my friend. This is again a way for you to try to bring negative news about CSIQ in a way so that not everybody will come with complaining replies. You also used your info in your other post about losses over the whole of 2013.

I would say stick to your fine SOL stock which you so strongly advised for everybody to buy at earning day. We saw and are seeing how that turns out.

I will promise you that CSIQ will make a profit during 2013 starting in Q2/Q3. During the next earnings report beginning May CSIQ will state this to the market and that will be the beginning of the end of manipulating the CSIQ stock. As a lot of other suppliers prefer volume above profit the market will be playing with their stocks for a long time.

In the next two quaters it will be time to separate a good management from the bad.

Luckygoose

Guys, stop complaining. Don't you see all your favorite Chinese solars are down? They will rise one day. Today is not the day...

I wouldn't pay attention to estimates on Yahoo, they are always way off. Also all the analyst track records are absolutely horrible with solars over past 5 years..... That's is simply a fact and I'm sure everyone will back me up on that,

I like CSIQ even though I don't own any.... Both CSiQ and SOL have a very good shot of being profitable by Q3.... With some luck might even see slight profitability in Q2 with either of these 2. YGE could sneak a profit in by Q4 but should be solid in 2014.

I'm going to say it again load all you can at these levels with top 3-4 solars, don't worry about short term moves and you will be rewarded big time soon

thinly veiled CSIQ bashing when all solars are being crushed

Quoted from "Pop2mollys"

I wouldn't pay attention to estimates on Yahoo, they are always way off. Also all the analyst track records are absolutely horrible with solars over past 5 years..... That's is simply a fact and I'm sure everyone will back me up on that,

I like CSIQ even though I don't own any.... Both CSiQ and SOL have a very good shot of being profitable by Q3.... With some luck might even see slight profitability in Q2 with either of these 2. YGE could sneak a profit in by Q4 but should be solid in 2014.

I'm going to say it again load all you can at these levels with top 3-4 solars, don't worry about short term moves and you will be rewarded big time soon

You're right...analysts have been way off. Unfortunately for CSIQ they have a history of underperforming and booking losses that are worse than analysts predicted. Perhaps they know something we don't?

I can not agree with you pop2mollys. When I did DD regarding Chi solars I read of a lot of analyst reports. Several of them were more right than somebody else predicting an oversupply glut. At the time they wrote this stuff TSL was in 20s , SOL and LDK around 10, etc. We know they were right. I do not want to say they are right again but even though they are right a current share prices reflect the worst case scenario anyway.

Quoted from "ILOVEPV"

I can not agree with you pop2mollys. When I did DD regarding Chi solars I read of a lot of analyst reports. Several of them were more right than somebody else predicting an oversupply glut. At the time they wrote this stuff TSL was in 20s , SOL and LDK around 10, etc. We know they were right. I do not want to say they are right again but even though they are right a current share prices reflect the worst case scenario anyway.

If you crosscheck in last couple years upgrade and downgrades with specific market action I can tell you that well over 50% of time of you took the contrarion view you came out on top.

I believe what you said, nevertheless my note does not regard to an immediate market reaction to upgrade/downgrade action, but rather a more or less extended trend happened upon overcapacity reports hit a wire. If we want to make money we should not close eyes on reality and be weighted in our judgement. To be fair I have to state that analyst's reports and upgrade/downgrade action ALWAYS come AFTER stocks lost/gained substantially in information vacuum and they always designed to JUSTIFY a previous action. On the other hand being in conversation with solar PV analyst I understood that he (and his colleagues) made a job PRIOR a market action happened but their bosses do not let them make it public on a timely basis.

So, has anyone figured out the name of the analyst?