The first quarter of the 2014 has the potential to become the largest quarter since Q2 2013, reaching around 4.6GW

Canadian, delivering EPS between $4.30 and $4.70, could get a price target of $65 to $68 by the end of the year, offering nearly a 100% return from Friday's March 21 closing price.

Having most of the fourth quarter results behind us, it is time to summarize what to expect from 2014 in the case of portfolio development, and which companies are likely to make it worthwhile for investors.

The overall deliveries for January were a 38% increase month-over-month, and 19% year-over-year

During December, final deliveries were 1.7% higher than November 2013 and around 22% greater than December 2012.  

Global module deliveries during November 2013 amounted to a total of 1.2GW versus 1.24GW, or 2.2% less than October 2013. In comparison to a year over year, overall deliveries in this period were 37% higher than the comparable period during 2012.

Global distribution month over month witnessed a re-emergence of Europe by up 81.3% from September

At $6.34 EPS for 2014, Jinko is a new rock star among peers

future earnings for Canadian at $5 only equates to 5.7 PE. It is only reasonable to expect that Canadian will be at 12 PE during 2014, offering a potential 100% stock increase

Therefore, based on size and sales of kits, including the more efficiency-capable Honey modules, the revised revenue could be as high as $534M from our prior estimate of $468M.