17 replies to this topic

[odyd]

hi all.

Unfortunately, public aspect of the poll has not survived the migration to the new software for our portfolio picks.

 

So Instead,I have a short poll for you for the next week results, it is about highest % of the return for the stock from closing prices of today, July 26th versus closing on Friday, August  2. 

Pickers of the best stock meeting this criteria will win the $380.00 summary of first 6 months of GADP data.

Registered Users will win a free month of membership.

 

[sac_solar]

I pick SOL , mainly due to how well it has held up over last few days after the big run up, I think it has more action on good news

[Paybak66]

TSL....laggard, with good EU announcement upside.

[solarkahuna]

_{I am going with SOL even though yes there is chance some of the laggards pick up steam especially if a EU deal materializes going into next week and could easily move up quickly percentage wise.  However, SOL has been on everyone's radar lately and I really like how it is holding up price-wise especially with some technical indicators wanting it to blow off some steam even for simple profit taking, however people look to be holding tight which is rather nice.  Should another move happen to the upside I see this blowing past $5 as there seems to be a lot of new holders from the $3 range.. that being said another 20-30% going into next week is not far fetched.}

[pg6solar]

"SAC" anything in a name is very dangerous these days.

[sac_solar]

it is bad that I have to be ashamed of my Initials being the same as the other notorious SAC 

[uchsteve]

Looks like we got a consensus ... either CSIQ, TSL or SOL.

 

Imagine if all three were to rocket upwards.

[pokerchips]

Indeed, for the period till 2 Aug, TSL may be the one with highest return due to the stimulation of EU announcement. However, I am SOL fans, so I vote SOL.

[photon]

TSL has done nothing for the longest time. Sure, it has some catching up to do, but why is this next week going to be any different? My money is still on SOL.

[saush11]

Ah,my bad luck. I had picked hsol and sol in the previous poll.

[odyd]

This topic closes on Monday, please place your votes

[pokerchips]

Ah,my bad luck. I had picked hsol and sol in the previous poll.

 

Shall we vote TSL/YGE now?

[solarman1]

I am betting TSL touches one year high and possibility around $10.00 area next week.

[pg6solar]

I am betting TSL touches one year high and possibility around $10.00 area next week.

TSL and JASO are the only US listed "big" CN-7 (the other CN-4 are marginal at best) that are below their May 21st 1YR highs. There's no question in my mind that with today's news (once released to the "market") TSL reaches a fresh 1YR high next week and will finally stay above May 21st high.  

[nanofrogfish_spf]

Although all our CN solars will benefit from the EU/China settlement, YGE and TSL could have the nicest pop as they seem to have the biggest exposure to the EU (that assumes the "market" is even smart enough to realize this).

 

However, I have to give the edge to CSIQ, since they typically release ER date at the very end of the month following the close of quarter, which is usually around the 15th of the following month (except for Q4 that is delayed a couple weeks when full year numbers are also released.)

 

So they are due to release ER date next week...and we all know here that one of the TransCanada projects had been recognized in Q2, which was not part of the original guidance. I would guess they would provide preliminary upward margin guidance at this time as a result, and also a chance on upward revised shipment guidance. Knowing how stupid most of the "market" is, these "headline" numbers will come as a surprise to anyone outside our little community here...and that's why I think CSIQ will win this bet...

[pg6solar]

Regardless who runs up the most, the reward ($$$) for all here (unless one is short) should significantly outweigh the "prize".  

[JulyWebb]

I would say YGE or JASO. JASO will be my pick since details may not include solar cells in higher price.

[Pop2mollys]

Take your pick, whole sector is going to go parabolic. Watch the bids start to light up at 4AM eastern time.