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Mark last won the day on September 20

Mark had the most liked content!

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15 Good

About Mark

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  • Location :
    South Carolina


  • Portfolio %
    CSIQ 80%, JKS, 5%, SPWR 5% Cash 10%
  1. Trading Solars

    Thanks Robert, I really appreciate your work.
  2. Trading Solars

    My bad, I misread the initial post in light of previous ones, sorry.
  3. Trading Solars

    So they're potentially in as bad (or worse) a spot as Jinko? I confess, this is all over my head at this point trying to figure out what's up. Sounds like they're just treading water... profitless prosperity.
  4. Canadian Solar (CSIQ)

    Thanks for the conversation, although my head is in full spin mode. So you're chatting with Gordon? Hopefully the two of you come away with positive thoughts. I'd be interested to hear about it, if you're able to share anything.
  5. Canadian Solar (CSIQ)

    He ducked Gordon's questions. Never did get them all answered really. And there was another question in there that he didn't even attempt to answer, just talked about something else. I can't recall what that was at the moment, maybe it was about debt reduction after upcoming sales. I did like hearing expansion would happen based on market conditions and demand. However, I felt like every question he was asked, he ducked and kept going back to poly and FX, poly and FX. Didn't want to discuss margins, couldn't even say what the geographic mix was and at times seemed, dare I say, unprepared. Maybe it was that cold he has... too much Nyquil?
  6. Canadian Solar (CSIQ)

    Yeah, he said poly should drop when that capacity comes online, but then hedged that by saying that it may not drop if Chinese demand was unexpectedly high like it was this year. Pretty much everything he said today seemed to have a "but" tied to it. Poly should come down, BUT it may not if demand is there. As for expansion, another repeating theme was that they'd add that capacity if the market demand was there to justify expansion. So it seems like a rather non-committal CC. Wishy washy at times even.
  7. Canadian Solar (CSIQ)

    Their response to my email re: Qu's conference call and lack of clarity: Your points are well taken and I will pass on. That said, near term share price moves are not always the best long term indicators - or most accurate valuation guides. Best regards, David
  8. Canadian Solar (CSIQ)

    Just emailed them. So I'll be the second person to suggest it.
  9. Canadian Solar (CSIQ)

    I'll email and suggest the same. That call was brutally confusing and depressing.
  10. Canadian Solar (CSIQ)

    Haha, saw that. I need to get out of the last of my JKS holdings sometime soon. Assuredly at a loss, but based on CSIQ commentary, JKS has to be in deep doo doo.
  11. Canadian Solar (CSIQ)

    Color me unimpressed, confused and pretty disappointed with that conference call. We get it, poly is up and has stayed up. Enough about it, give us info on the projects that we really want instead of just dancing around it. I don't feel like I have a clear picture.
  12. Trading Solars

    And since when has the market cared about PB when it comes to solar? That's something I see pumpers quote on Stocktwits. That number has never given me comfort once I realized it meant nothing to solars.
  13. Trading Solars

    Spent some time on the Contrarian Investor forum this weekend. I now know to discount pretty much anything Klothilde says as fear mongering and FSLR pumping. Had those poor JKS/CSIQ chaps listened to her advice earlier this year, they'd have lost a ton of money instead of making quite a bit.
  14. Trading Solars

    Looking at foward PEs, CSIQ still looks really cheap compared to FSLR... granted, there's the Chinese discount, but still.
  15. Trading Solars

    Someone tell me CSIQ earnings isn't going to be a sell the news event.