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Jetmoney

Solar Investor
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    727
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Jetmoney last won the day on August 8

Jetmoney had the most liked content!

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32 Excellent

About Jetmoney

  • Rank
    Newbie

Profile Information

  • Location :
    California, USA

Portfolio

  • Portfolio %
    CSIQ65%JASO5%JKS10%

Recent Profile Visitors

3,784 profile views
  1. Solar News

    Trump rejects cry for help from coal execs http://money.cnn.com/2017/08/22/investing/coal-rescue-trump-murray-energy/index.html Hope this will spark some rally of our solar stocks.
  2. Trading Solars

    Oil is up. Market is up. JASO ER is good. So, why it is red? JKS ER is tomorrow and is now also RED. Bad ER anticipated?
  3. Trading Solars

    According to the Earning Calendar, JKS is to report earning tomorrow before market opens with an estimated $0.69. Anyone play this ER? JASO ER was good, but the stock goes nowhere. I see that the sentiment has changed somewhat.
  4. Solar News

    It looks like your timing to exit solar stocks was great. Any thought of coming back? And when, which names? All seems reasonable now. i sold out jks at $25.25 and it went all the way up past $28. I thought it took off without me again. Just bought it back yesterday near $24. These stocks always seem to come back for you to get back in. DQ touched $30 about a week ago and now is $24. That is 20% off in a short time. Maybe a good candidate to come back also. Csiq looks very cheap also, but you might have a different view on this.
  5. Canadian Solar (CSIQ)

    Wow, they must see a lot of demand. Standing 12 hour day is brutal. I guess people can do it, not much different from grocery cashiers, but 12 hour day, 7 days a week is a bit much.
  6. Trading Solars

    What do think about the downgrade? Why csiq downgrade and not others like jks and jaso? by the way, I think jaso's ER is tomorrow. Otherwise, I would have moved jaso to csiq or jks.
  7. Trading Solars

    Just got some csiq and jks.
  8. Trading Solars

    Sunny, that was way out of line. When you are mad, you should take a deep breath and walk away to cool down before you talk, because often time you will regret it later. I don't know you. I find it mildly amused with Robert's response. Sorry, I cannot find emoji that shows it was amusing, because you do ask a lot of questions, if you care to read your posts. i do have a lot of respect for Robert. He is very knowledgeable and have shared a lot of his knowledge here with us. I don't flatter anyone, but to speak my mind. I don't pretend and don't like to brag. Just a little knowledge you have and you slight Robert. You need to be a little more humble. When I read Robert and Explo's posts, I know my knowledge regarding solar is still small compared to them. So, I am pretty much listen and learn. If I can contribute in any way, I will, but I would like to it with substance. We all appreciate your contributions, whatever you find. Keep up the good work and relax. This place is to share information and should have no personal attack.
  9. Trading Solars

    Both CSIQ and JKS are below max pain for tomorrow option expiration. JKS might bounce back. However, I see more pain ahead with general market. People are not happy with Trump and this infrastructure thing might be pushed back. Have some buy orders for CSIQ below $16, DQ and JKS below $23.
  10. Canadian Solar (CSIQ)

    By the way, CSIQ max pain for this month is $16.5 and JKS is $27. Both might gravitate toward these max pain points by the end of this week.
  11. Canadian Solar (CSIQ)

    I just sold what I bought yesterday around $16 (for $1 profit). Is your holding current? Do you now hold 16% CSIQ? Compared to JKS, CSIQ looks cheap, but I don't see much to be excited about. Unless, the ASP rises or stabilizes and cost coming down (predicted to be around $0.29/W end of year), CSIQ might not make money selling modules for a while. I like their pipeline of projects but they need to make money on them soon or prices will erode (unless they are contracted or have set agreements like PPA).
  12. Canadian Solar (CSIQ)

    It is a bit disappointed to see that even with this low cost, CSIQ still is not profitable selling modules. DQ profit margin is a lot better and they are making so much money with cost around $8.5/kg and selling for $14 (CSIQ reported poly at $17/kg). Could it be that they are really dumping modules to get other players quit to benefit later? Well, with that said, I took some CSIQ off the table today above $17, waiting for clearer water.
  13. Trading Solars

    Have anyone read this article? https://seekingalpha.com/article/4098040-looking-abroad-alternative-energy-returns#alt2 Quoting from this article regarding CSIQ: "After reporting a slowdown in sales for 2016, analysts are expecting the company to report a 6.3% YoY increase in sales for 2017 and a further 24.5% YoY increase for 2018." and "We believe the company will beat revenue expectations on behalf of the aforementioned market share review and up guidance in the to-be-reported quarters. The Canadian alternative energy company will be reporting earnings on Monday, Aug. 14th, before the opening bell. We expect the company to report a solid quarter with consistent revenue growth on behalf of renewed investment and market share gains." Quoting from this article regarding JKS: "fter reporting a 38.5% increase in sales for 2016, analysts are expecting the company to report a 3.6% YoY increase in sales for 2017 and then a 5.7% YoY decline for 2018." and "JinkoSolar is expected to report earnings on Aug. 24th, 2017. We expect the company to report good numbers on behalf of new investments and projects. All eyes will be on any updates regarding Chinese alternative energy demand and company guidance." The article has a higher 2018 estimate per share profit for CSIQ than JKS. Go figure!
  14. Trading Solars

    Best of luck to you! I hope you make good profits on this investment come Monday.
  15. Trading Solars

    Dydo, thank you for the tip. I feel that CSIQ is ready for a pop later today and Monday (crossing fingers). I will look for an opportunity to move out some of CSIQ to eitherJKS and/or others like NEP. Do you still hold 17% or 27% of CSIQ? Not that it matters but just want to see your NEP concentration (how committed you are with NEP).
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