SolarPVInvestor Forums

Quoted from "odyd12"

At the same time I have this feeling I should sell YGE.

So are you completely out of YGE?

Quoted from "odyd12"

I decided to move to CSIQ, reading my own posts

It took me 2 years of trashing LDK back in 08 and 09 when I realized, I should have listened to myself. You are a wise man for listening to what you deduced. I have made 2 purchases over the last month of CSIQ on the pullback. My avg is around the low 4's. I decided not to buy 1 more at the lows though it was tempting.

If CSIQ guides for another loss for Q2, CSIQ could again get a similar falling off the cliff after its Q1 ER, as it did for its Q4'12 ER.

cfeng
not necessarily. All depends on the WS CURRENT sentiment. Majority of Chi10 will report Q1 loss. More important a trend change and guidance. The WS analysts are the best in the world. I'm not talking about people like Gordo - he is a just a tip of an iceberg who uses others job (those real pros. are sitting in a shadow - you do not know them). Gordo (e.g.) is only a public person/servant who plays along with his masters order. If the WS decide to bet on PV solars believe me they will be priced ridiculously high pretty soon.

Quoted from "Boss"

god,that is the reason we are down today.

lol...my thoughts exactly.

Hey Odyd...next time you decide to buy some CSIQ, give me a heads up first so I can sell...

ilovepv,
The street will do what it wants to do. I think if Q1 earnings start coming out with more Chinese losses, and stat guiding for more losses for Q2, and with the horrible balance sheets that most of them have, and the 2nd half unknowns from european tariffs, I will not be the least surprised if they sell them again just like they did after Q4 earnings. Of course if anyone surprises with a profit for Q2 or god forbid profit for Q1 and Q2, we may see different direction for some of them.

Personally I think you made a great move odyd. Might as well be in a solar which will be profitable sooner rather than later....

CSIQ and SOL in a race for profits in Q2.... YGE probably 2014

ILOVEPV,
That is exactly how I've always felt about Gordo. They are not imo going to not invest in Chi-Solar Stocks. They're building positions now through game playing imo.
cfeng,
You should add a Chinese Solar to your portifolio.
Personally even though I think SPWR is a great Company and I pondered it at $6.00 but like some of us I had investments tied that I didn't want to sell either. I missed the greatest part of that move for a while. This is the bottom in the Chinese Solar stocks. Anytime you have a BK declared like STP and it goes back half way back to where it was before after completely sinking. I think that is a clear signal, Yield but don't Pause to Long Bottom process is in effect

Quoted from "Pop2mollys"

Personally I think you made a great move odyd. Might as well be in a solar which will be profitable sooner rather than later....

CSIQ and SOL in a race for profits in Q2.... YGE probably 2014

Agree...unless you're a daytrader, whether you paid an extra dime or quarter, won't really matter from a long term investment perspective...especially when that quarter is less than the daily trading range.

Just kidding before Odyd, it's actually a little bit comforting to me to know that someone with your knowledge and insight into the global solar industry also thinks CSIQ will do very well over the next couple years.

Quoted from "odyd12"

Care to share why you like in CSIQ, you also hold SOL, I take it?

I have made my preferences known several times with reasoning. I like CSIQ because of their pipeline for projects. They are the only C9 company that has well developed projects that is becoming they core of their business. They are not relying on China for their pipeline either. They are following the models of FSLR and SPWR that are the only 2 profitable companies. While near term, profitability may be debated, in the later part of this year should start to see some of the benefits. While projects can bring lumpiness to earnings and revenues due to timings and sales, they have some arrangements that lessens some of the lumpiness that can be had with projects. This should lead to fairly recognizable revenue streams.

And yes, I do own SOL all for the same reasons most here do. The merits of timings of profit and predictions has high volatility. That is to say a mild swing of a penny or 2 or 3 can drive to profits sooner or continue the slow fundamental climb out.

$$$ wise I am equally invested in SOL and CSIQ with 2 others at 50% of the value of them.

Quoted from "littleguyintucson"

with 2 others at 50% of the value of them

JASO, TSL? Possibly JKS?

YGE up 3%, while CSIQ down 4%. It's like WS is reading this thread.

Three words for CSIQ... CUP and HANDLE