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disdaniel last won the day on July 16 2017

disdaniel had the most liked content!

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About disdaniel

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  • Location :
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    general contact email disdaniel@aol.com


  • Portfolio %
    50% cash, 50% other investments

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  1. REITs

    I like UNIT--an unusual telco REIT--it has been much talked about on SeekingAlpha. Some view it as very risky, I view it as beaten down and sporting an impressive 14% yield as I wait for it to recover to the mid twenties. Obviously it has some fleas (including high and growing short interest) or else it would not have such a high yield--but I am a swing for the fences type of investor.
  2. Canadian Solar (CSIQ)

    bought a (very) few shares of CSIQ just above $16 (~3%), and started buying TERP at $11 (~1.5%). Leaving myself lots of room to add lower...
  3. Daqo (DQ)

    cyclical companies don't get big p/e on high of cyclic earnings (P/E of 5 or 6 is fully valued off a cyclic high, which is where we are right now if $12 is cyclic high) but laugh away tupapa if you like. I was buying DQ at $22-$25/sh and posting about it here
  4. Daqo (DQ)

    I wanted to go short DQ yesterday, but my limit order did not trigger--got darn close.
  5. Trading Solars

    sold my remaining DQ...probably means blast-off is imminent.
  6. Canadian Solar (CSIQ)

    w.r.t. JP Morgan, there are 3 million shares short...how else do you get the price down so they can cover cheaper? create a little fud
  7. Canadian Solar (CSIQ)

    added a (very) few shares of CSIQ at 17.80 looking for ~$0.50/sh
  8. Canadian Solar (CSIQ)

    sold my small amount of CSIQ. Disgusted by the outcome
  9. TerraForm Power, Inc. (TERP)

    TERP getting roughed up lately. anyone think it will go below $10?
  10. Daqo (DQ)

    added a little dq betwen 45-46 thinking about adding more if it continues lower
  11. First Solar (FSLR)

    wow congrats to the FSLR holders. impressive numbers
  12. TerraForm Global (GLBL)

    Arrgh it seems like this will never close...Friday's 8-k kind hints this could roll into q1 2018!
  13. TerraForm Power, Inc. (TERP)

    but the price is only up ~$1.70, not ~$3.70. Not saying not strong impressive, just not over 33% up
  14. TerraForm Power, Inc. (TERP)

    why are all my quote sources misreporting the TERP price increase today by over ~$1/sh? *edit* Actually closer to $2/sh...
  15. Solar News

    Buy insurance sunnypease, just like you do for every other significant asset.