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Mark

Solar Investor
  • Content Count

    479
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    22

Mark last won the day on February 14

Mark had the most liked content!

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42 Excellent

About Mark

Profile Information

  • Location :
    South Carolina

Portfolio

  • Portfolio %
    FSLR 90%, JKS, 5%, SPWR 5%

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  1. Mark

    First Solar (FSLR)

    I'm not gonna say his checks aren't valid and these aren't factual concerns, but ever since he kinda flipped on the company on that last call... I dunno, what soured with Shen? He clearly went from FSLR bull to bear rather abruptly last year at some point.
  2. Mark

    First Solar (FSLR)

    First Solar analyst commentary at Roth Capital First Solar price target cut to $60 from $65 at Roth Capital. Roth Capital analyst Philip Shen maintained a Buy rating on First Solar but cut his price target to $60 ahead of the company's February 21 earnings report. In a research note to investors, Shen says he sees some risk to shares heading into the report, as checks with multiple contacts suggest S6 bins may be ~5W lower-than-expected, and S6 manufacturing throughput may slower-than-expected. Sheh predicts the challenges could represent a ~1%-4% headwind to 2019 S6 margins. Though he believes this is solvable, and says the impact to long-term value could be modest, though he sees the potential for near-term share weakness. Read more at: https://thefly.com/landingPageNews.php?id=2865355Read more at: https://thefly.com/landingPageNews.php?id=2865355
  3. Mark

    First Solar (FSLR)

    I'll add that the 13Fs that have been trickling in for FSLR have been very sexy. Some serious purchases last quarter on the weakness.
  4. Mark

    First Solar (FSLR)

    First Solar risk/reward remains favorable into Q4 report, says Baird Baird analyst Ben Kallo previewed First Solar's Q4 report and he believes the risk/reward setup is favorable heading into the results. The analyst said he would be a buyer into the report as he thinks a recovering macro environment in the solar space could improve sentiment and drive share appreciation. Kallo said it remains a top pick and he maintained his Fresh Pick designation while reiterating his Outperform rating and $75 price target on First Solar shares.Read more at: https://thefly.com/landingPageNews.php?id=2864736
  5. Mark

    Canadian Solar (CSIQ)

    Nah, not bitter at all. In fact I've been rather excited and bullish since Christmas, having dug out of my CSIQ hole and made a handsome profit at the same time. It's just the last time we heard from you, DQ was going to $100 or something and it promptly went to $20. So you're a bit of a contrarian indicator. Longer term, I agree though and ain't going anywhere... party is just starting.
  6. Mark

    First Solar (FSLR)

    Have any earnings preview/predictions here on FSLR, Klothilde?
  7. Mark

    Canadian Solar (CSIQ)

    So you're saying that we're at the top right now.
  8. Mark

    Canadian Solar (CSIQ)

    Unloaded all of mine, except for a big bunch o' shares in my wife's 401k. I'm going to trade the heck out of it this year. But not gonna hold it for extended periods. Now if I can just get out of this FSLR garbage bag I'm holding, I'd be a happy guy.
  9. Mark

    JinkoSolar (JKS)

    Mr. Shen raises his price target to $20: https://www.streetinsider.com/Analyst+Comments/Roth+Capital+Upgrades+JinkoSolar+Holding+Co.%2C+Ltd.+(JKS)+to+Buy/15072734.html
  10. Mark

    JinkoSolar (JKS)

    So the Chairman snagged an additional 4,628,089 shares last quarter eh? And an additional 3,085,400 for Chen Kangping and 1,534,503 for Discover Value Fund? Are we sniffing out much higher stock price to come or is a go private offer coming soon?
  11. Mark

    First Solar (FSLR)

    Yeah, analyst insistence that FSLR was going to re-negotiate DESPITE the company saying explicitly they weren't and aren't going to have to was pretty frustrating. Perhaps an attempt to accumulate in the 40s for a run back to the 60s? Where ya't Gordon? We haven't heard a peep from you on these solars despite a LOT of things changing.
  12. Mark

    Solar News

    https://www.pv-magazine.com/2019/01/30/indias-10-gw-mega-tender-has-now-been-trimmed-to-3-gw/ Me thinks India will never get their act together. Every day brings a new fumble. But I do so love their food.
  13. Mark

    Canadian Solar (CSIQ)

    Someone's trying to give us a proper valuation.
  14. Mark

    Solar News

    More on PG&E with commentary on the solar aspect as well as those companies most affected... https://www.forbes.com/sites/greatspeculations/2019/01/27/pge-gets-a-break-and-opportunity-is-still-knocking/#3767dfe56d10
  15. Mark

    Solar News

    https://www.digitimes.com/news/a20190124PD203.html China subsidy cuts
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