Jump to content

disdaniel

LifeTime Member
  • Content Count

    1,153
  • Joined

  • Last visited

  • Days Won

    22

disdaniel last won the day on September 18

disdaniel had the most liked content!

Community Reputation

73 Excellent

About disdaniel

Profile Information

  • Location :
    Chicago
  • Interests
    general contact email disdaniel@aol.com

Portfolio

  • Portfolio %
    50% cash, 50% other investments

Recent Profile Visitors

4,592 profile views
  1. disdaniel

    Trading Strategy

    I am glad you are doing well Explo. But after reading through a lot of your "recent" posts, I have no idea what you are doing... Is this something you developed entirely on your own? or is based on/derived from work by others? (Is there a book or website that would explain the underlying concept/principles?) I have an MBA so I don't need the fundamentals explained--just want to understand what approach(s) you are following. A year or so ago you were mostly invested in funds with some individual stocks. Then in the past ~6 months you shifted to some type of quantitative selection process involving a lot of computation of prior returns that led to investing in a large number of individual stocks across all sectors...where large is ~100. Given your strong returns in a short time period, I assume you are following some sort of momentum approach, but it seems like you are invested in a LOT of stocks for a "normal" momentum approach. Are you trading constantly?
  2. disdaniel

    SunPower (SPWR)

    Looks like SPWR dodged a bullet on the tariff exclusion http://newsroom.sunpower.com/2018-09-18-Statement-by-SunPower-Chairman-and-CEO-Tom-Werner-on-the-Companys-Solar-Tariff-Exclusion
  3. disdaniel

    Beyond Solar

    Seeking thoughts and advice. I'm building an innovative solar module that uses half as many cells, but generates twice as much power as a standard module that I'd like to license to a company already making solar modules. (Fewer cells b/c I use mirrors, more power because I collect electric as well as thermal power from each cell.) Net result, the module produces 4x as much power output per solar cell. Any thoughts on the best company (or person) to approach in the industry? To date, I've found the module manufacturers very conservative in terms of considering trying something new. I understand this, but I'd still like to see this module get made (at scale). Maybe I've simply been talking to the wrong people... Send me a PM or email with any ideas--thanks.
  4. disdaniel

    Solar News

    did JASO buyout just get approved?
  5. disdaniel

    First Solar (FSLR)

    My OpenInvest portfolio (~$5,500 in S&P 500 type firms--but minus all fossil fuel, large mining, tobacco, chemical, utility and big banks) just purchased 1 share of FSLR on Friday. Normally solar stocks plummet 25-75% after I first purchase . Fair warning!
  6. disdaniel

    Canadian Solar (CSIQ)

    At some point along this cost curve demand explodes. By "explode" I mean demand curve goes non-linear compared to history. Already solar is eating nat-gas peaker and coal's lunch. Knock another 20-25% off the cost of solar (lowering total installed cost by 10%)--as china is now doing--and you eat nuclear, and regular nat gas's lunch too. I see storage as the final key to balancing the supply/demand equation in solar's favor. I think the cost of storage will drop by 50% (maybe 65%) over the coming decade. We may be within a decade of the last fossil fuel plant being built. All that said, the next 6 months could be very painful for module makers.
  7. disdaniel

    Solar News

    My thoughts on solar currently I have always been surprised/skeptical of big market reactions to US policy changes (US is only 5-10% of market) China is over 50% of the market so I am not surprised by the big market reaction. I think it may be warranted. One thing solar investors learn is to sell quick and ask questions later. There is plenty of time to buy solar companies at a cheap price. In my experience there has always been another shoe to drop. Longer term, the China news brings us a step closer to solar power becoming the default for power generation world wide. Solar will be a TW/yr industry in the 2020s, possibly by 2025
  8. disdaniel

    Trading Solars

    Yeah, bad timing for me also on a (small) purchase of CSIQ Friday. Added a little more today to bring the average price down, but I don't see the quick profit I was hoping for...
  9. disdaniel

    Canadian Solar (CSIQ)

    closed out my CSIQ position on the pop this morning. good luck
  10. disdaniel

    Canadian Solar (CSIQ)

    bought a little CSIQ today is buyout offer around $18/sh?
  11. disdaniel

    JA Solar (JASO)

    Sold JASO at $6.81. Quick trade, I'm sure I left some money on the table but the markets look very sloppy today.
  12. disdaniel

    JA Solar (JASO)

    Thanks, it was good! much better than I expected
  13. disdaniel

    JA Solar (JASO)

    bought a few shares at $6.21
  14. nibbled a few shares of PEGI at 17.50
  15. disdaniel

    TerraForm Power, Inc. (TERP)

    I guess this answers my question " TerraForm Power (NASDAQ:TERP) had declared $0.19/share quarterly dividend " https://seekingalpha.com/news/3334129-terraform-power-goes-ex-dividend-tomorrow
×