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  2. Roth has 13 target on CSIQ after Q1 so not sure what is changed. Sent from my SM-G950W using Tapatalk
  3. Roth Capital is holding a two day conference that ends today in London for Cleantech. I wonder if management reps attending are getting more optimistic? Hopefully they get more bullish on the sector in the near future.
  4. I am convinced that some naive people went to buy solar because Trump said to built a wall of solar. I can see short selling unleash hell after momo trades lose the floor. Sent from my SM-G950W using Tapatalk
  5. It is rather funny. We spend days tracking paint dry and when the stock goes up 15% in two days we have no clue. I suppose someone who is buying is seeing something I do not. Sent from my SM-G950W using Tapatalk
  6. Today
  7. What's going on with CSIQ... on fire the last 2 days
  8. pump & dump bot. Blogger price target reached. Dump mode activated.
  9. I have to wonder if the Saudis aren't dumping money into these stocks. Be it the sovereign wealth fund or the PIF or just rich Saudi guys. It seems too coincidental that Jinko bolted higher a while back on volume after 2 Saudi news bits and now with the new prince in line to really blow out solar.... I think the Saudis may be making a play into solar in more ways than just massive solar parks.
  10. Just sold out CSIQ. Enough of a run for me.
  11. Yes, 119 here (pool is 95 already). Good for global warming backup but heat really bad for solar performance on my roof.
  12. CSIQ and SPWR are top dogs today. Although JKS and SPWR are not too shabby either. JASO and DQ on the other hand are just dogs.
  13. It does seem like all the solar stocks have reached some sort of top valuation with the current "approved" multiples. 119 in Phoenix is national news. Maybe people putting 2+ 2 together.
  14. I cannot think of bottom with Suniva in front of us. CSIQ will only have 2.1gw in third part sales as long as they sell solar plants in H2. This means 3.5b in revenue a drastic drop. 1.55 on my part I is assuming a lot good which may not work. Sent from my SM-G950W using Tapatalk
  15. I still think this was the bottom in solar. It reminds me of 2011-2012 when this started to happen and everyone was confounded because you couldn't explain the move based on the most recent guidance and industry outlook. Surely enough a few months later it was clear things started to turn and improve.. I've been in with the Solar ETF as I'm not sure yet who will come ahead.
  16. DQ buy filled. JKS sell filled. Reallocation to equal JKS/JASO (resulting in all 4 holdings being equal weighted now) filled (JASO buy, JKS sell).
  17. Is this Trumps solar wall with Mexico reaction? There will be a lot of bagholders left if the case. Sent from my SM-G950W using Tapatalk
  18. I seriously think that odyd's calculations were the cause for this run! He posted target prices and a day later they both went to the target price. Coincidence?
  19. Just sold all JKS 20.80. Thanks for the PT odyd. No worries if it rises more... it was a small position. Happy to make a bit of profit. (to pay down the JASO debts)
  20. There must be some short squeeze going on here. Not sure what % of CSIQ is short. But back in the winter when I was shorting FSLR, once it went over a certain % jump, it would squeeze & then it would only climb & plateau the rest of the day. On the next day, you'd regain logic. Strange.. the solars are all moving like there is some all of a sudden positive news. I don't see any such news. In fact, this is the time of some uncertainty related to Q3 (post FIT end) demand in China. Was there some news about that? Could that be driving this?
  21. CSIQ is seeing volume today that it did not see yesterday...
  22. CSIQ has almost reached my price target. Too many risks to sustain this value. I missed 1.20 ride I am not buying it. JKS has about 2 left in it but buying on a high day like that is asking for trouble. Sent from my SM-G950W using Tapatalk
  23. Is this about solar panels on the MOFO wall??
  24. maybe this is just momo trading bots?
  25. Just moved some csiq to dq
  26. Dq and jaso are still cheap.
  27. My recent experience with adjusting positions shows me that I don't win at it either. I sold off RUN a week or so ago after a burst. Anyhow... does anyone have any idea what is moving the solars so much these days? Heatwave? Antarctica? oil market meltdown? Or maybe a hedge fund is reading this board & reacts with big money when odyd posts his target price for CSIQ.
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