SolarPVInvestor Forums

I agree 100% with their analysis ...

Good for CSIQ...not so good for SOL....

Powerful upgrades by Citi...downstream solars really outperforming today;

FSLR +7.27%
CSIQ +6.20%
SPWR +4.36%

Here's what the Citi analysts are looking for;

The analyst notes that the stocks Citi is recommending have two common themes:

• Heavy downstream exposure.
• They have or are gaining exposure globally in sustainable growth regions.

I think they just described CSIQ perfectly...expect this out-performance of downstream solars to continue...


NICE!

Wow, I guess you can interpret things anyway you want. But twisting things to make you feel better may not be the best way to approach investing. Read the article again, it says nothing about Chinese vs. US...it was about downstream vs. upstream. Do you really think anyone with an open mind would interpret this any differently, just because you say so? And btw, where are all of CSIQ’s projects? And how come no mention of those high margin US and Canada projects that will be 60% of total revenue this year?...I think that qualifies them as a downstream company...like a first solar but with better modules.

I think it would be a good idea to really read and listen to what Citi and others are saying (like Nomura who just upgraded CSIQ to buy with a $6.90 PT), because it’s what the market is looking at. And right or wrong, how the market votes is the only thing that really matters.

Some of the posters’ repeated, feeble and obviously desperate attempts at trying to discredit the company’s management and accomplishments falls on deaf ears in the large-funded investment community. They actually look at earnings potential, believe it or not...how much...how visible...and how steady. I’ve already well documented all this for CSIQ.

I normally don’t respond to people who already have their mind made up, with obvious agendas, and it does seem personal against both the company and myself. It’s amazing how much time and effort goes into trying to knock down another company that the poster supposedly doesn’t even own (maybe representing someone with a large short position?). How does that possibly help the SOL investment? And I don’t really care either...I’m not trying to convince anybody of doing anything...makes no difference because the market is much bigger than the small fry here, including myself. I have no desire to waste all my time trying to attack SOL or any other company...and believe me those that are throwing the stones are living in glass houses

But this reply is actually intended for the open-minded investors without personal agendas; let me make it clear I have no ill will towards SOL! And those that own it...I wish you luck. All these companies performance is tied together to some extent, so what’s good for one is typically good for all. I actually think they are a good company and will do well going forward. And when the conditions are right, I may even buy some some day...because this market is about making money, not about holding a grudge. And the only reason I ever even bring up SOL (and it’s not often) is because of the repeated attacks on CSIQ and comparisons to SOL at every turn...and somehow turning just about every discussion on every board (especially the CSIQ board) into a pump-SOL thread, all by 1 or 2 posters. So my advice to the others, when reading all this stuff consider the source, and then do your own DD before making any decisions.