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Solar Investor
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Mark last won the day on December 19 2017

Mark had the most liked content!

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16 Good

About Mark

Profile Information

  • Location :
    South Carolina


  • Portfolio %
    CSIQ 35%, FSLR 55%, JKS, 5%, SPWR 5%
  1. Canadian Solar (CSIQ)

    Yeah, I doubt this closes this year.
  2. Canadian Solar (CSIQ)

    Yeah, I'm buying some tomorrow in the wife's 401k. Liquidated a useless mutual fund, I'll take 15%+
  3. Canadian Solar (CSIQ)

    Oh, Travis, dearest Travis. Frankly, I'd rather read Klothilde on Motley Fool than Travis.
  4. Solar News

    So Guggenheim lowers FSLR from buy to hold, a month after upgrading it to a buy and before Trump announces his decision. I smell something foul. https://transcriptdaily.com/2018/01/18/first-solar-fslr-stock-rating-lowered-by-guggenheim.html
  5. Solar News

    — The Wednesday watch: The White House is expected to announce its decision in the solar case tomorrow, before Trump leaves to attend the World Economic Forum in Davos, Switzerland, an administration official told POLITICO’s Andrew Restuccia. The long-awaited decision is not yet final, the official said, and advisers are likely to present the president a couple of options so that he can issue a final verdict. The general thinking is it will be a tailored, moderate approach, the official added — though that source and others have cautioned that with this president, it’s nearly impossible to predict how things will go in the end. https://www.politico.com/newsletters/morning-trade/2018/01/16/solar-tariffs-not-a-death-blow-for-industry-074278
  6. Solar News

    Solar Trade Case Settlement Imminent, but Exemptions May Still Be in the Works The Section 201 case may not end this month. Sources say broader solar trade negotiations could be in the offing—but that doesn’t guarantee lower tariffs. https://www.greentechmedia.com/articles/read/solar-trade-settlement-exemptions-trump#gs.SrXsHv8
  7. Trading Strategy

    This action makes me think today would be the day to short the SPX... feels like a broader market selloff coming tomorrow.
  8. Trading Strategy

    Added more on the FSLR dip. And thanks, SCSolar for those symbols. After I sell this FSLR, i'm gonna diversify my trading a bit into weed, but have been lazy in looking up relevant symbols.
  9. Trading Solars

    The put/call in FSLR today is pretty nuts. 7K to 19K as we approach the close, a lot of calls being scooped up.
  10. Daqo (DQ)

    Yeah, I added 500 shares of FSLR today, most of that after ringing the register on DQ. Averaged in at just a bit over $70 now. Gonna sell the news, whatever it may be.
  11. Daqo (DQ)

    And like clockwork, I sell and it takes off to a new high. ALWAYS!
  12. Daqo (DQ)

    Sold all of my DQ (I know, I said I was gonna scale out)... 20% gain since I bought on Monday, I just didn't want to hold anything over the weekend. Felt like I was getting greedy, so nipped that. But given all the insights on here, I'll be trading this name along with FSLR. I'm not terribly concerned about the fears raised, at least in the near term, but I do figure whatever Trump does will be reason to sell off - even if its no tariffs and even though I realize DQ isn't necessarily directly impacted substantially.
  13. Canadian Solar (CSIQ)

    Had to guide lower huh? Stock price getting a little too high yesterday for Qu's liking.
  14. Trading Solars

    Says Gordon Johnson of Vertical Group initiated a buy on FSLR. He change firms again?
  15. Trading Solars

    It's another good day to be a FSLR shareholder. Congrats longs!