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disdaniel last won the day on July 16

disdaniel had the most liked content!

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About disdaniel

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    general contact email disdaniel@aol.com


  • Portfolio %
    10% CSIQ; 50% DQ; 10% JKS; 30% cash

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  1. Beyond Solar

    Last post on ARCI--with price at ~$1.25/sh P/E = 1.5 Makes even Chinese solars look high P/E!
  2. Trading Solars

    It never ceases to amaze me how little the market cares about the numbers individual (Chinese solar) companies put up--at least when they are good...
  3. JA Solar (JASO)

    would love to see another bidder for JASO...
  4. Trading Solars

    Clearly solar power is not reliable if it can go to zero in the middle of the day. Sad!
  5. Beyond Solar

    Looks like ARCI dumped a business that produced 2-3% of revenue, but was producing losses of ~$0.09/qtr if I read the 10Q right (sale was announced last week) while increasing cash $800k and also reducing debt ~$4M. That transaction alone implies earnings increase $0.35/year. Not bad for an ~$1.5/share stock.
  6. Trading Solars

    someone peed on the solars this morning!
  7. Beyond Solar

    Wow ARCI really popped today!
  8. Trading Solars

    added some DQ today--poly is up in july and staying up for august, maybe it falls in sept...should still be a good q3.
  9. Canadian Solar (CSIQ)

    Wowsers...CSIQ owns 17% more operating solar than TERP and 1/3 more than CAFD! The JREIT sounds interesting, and it looks like Japan is finally getting built. I like the $1.8B resale value statement--puts things in perspective
  10. Beyond Solar

    sure glad I didn't own any BW today...absolute train-wreck...no survivors.
  11. Trading Solars

    hmmm...not much bounce at the end of day. gotta remember to pace myself on the buys
  12. Trading Solars

    Added some dq at $25.32.
  13. Daqo (DQ)

    I have not formalized my estimates to the degree you have, but I see maybe $0.25 eps bump over your q3 estimate (and possibly continuing into q4) given where silicon prices are today, I think GM will be up 3 maybe 4%--estimate closer to $6.5/eps for 2017. However I don't know if higher poly price will stick to consider 2018 or beyond.
  14. Daqo (DQ)

    DQs earnings looked fine and call sounded okay to me. If DQ dips below $25/sh I might buy some. Stock is volatile so I consider this a distinct possibility.
  15. Trading Solars

    pvinights shows poly jumped in price...anyone think it will stick?