Pop2mollys
LifeTime Member-
Content count
6,114 -
Joined
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Last visited
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Days Won
70
Everything posted by Pop2mollys
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Another great Q for SQ, stock up big in AH. Anyways hope everyone here is doing well. Haven't been on board for awhile and need to catch up. Watching solars but not pulling trigger on anything. I continue to stay heavily invested in SQ.
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Nice move in SQ lately. Anyone else holding a piece of this one?
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in my head I'm trying to spin somehow how solars can rebound from democrats taking both houses and presidency. Couple this with over capacity situation and it's almost impossible to make a long argument for sector. Anyone else seeing something I'm not on positive side?
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Market presented a great opportunity to go short when Dow went green.
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This action is absolutely crazy...
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Almost feel as I got lucky getting out this morning above 12 in CSIQ. We might get that once in a lifetime buying opportunity again soon.
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Sigh... was able to sell my CSIQ shares right at pre market open for a nice loss. Surprised someone took them off my hands. Was lucky I guess to make 3% yesterday by then sell at a bad loss this morning. Never even went to bad last night as I had so much anxiety thinking solars would be down 20-30% today. Trump winning and Republicans locking up House and Senate pretty much crushes renewables in US and Trumps import tax plan crushes anyone producing outside US. Time to take a break from Market as Trump is bringing nothing buyback uncertainty to the table. This is perfect excuse to correct the market a solid 10-15%. Good luck to everyone on their trades.
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Loaded CSIQ for a trade @ 12.95. I think they are going or run solars this afternoon anticipating Hillary win.
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I'm very tempted to get into solar for a quick trade on elections tonight. If Hillary wins, which I think will happen, I could see solars up 10-15% across board tomorrow. On flip side we could see negative slide if Trump wins. It's defeinitely rolling the dice to a certain degree but I believe we would have the house edge on this bet with Hillary slightly favored to win as of now. Anyone else looking at this trade?
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Feeling like 2012 again in Solarland. Don't think it gets quite to that level but it looks to get worse before better. Panic selling hasn't started yet. Good call odyd on staying in sidelines over past couple weeks.
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Wow, glad I took my couple percent loss in CSIQ and got the F out before this beat down. There is going to be a great buying opportunity is solarland sometime by year end.
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Curious to see what FSLR delivers tonight. Good luck coming to those with skin in the game. I'm really watching to see their guidance with upgrading their lines to increase efficiency.
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Making a play on SQ. Bought in this morning @11.60 average. This is a play based on what I see happening in small business community. I'm part owner of a brewery and we use square at all of our different pubs. It's by far the best Point Of Sale system we have ever used. The set up and break down of inventory, sales, trends is unmatched. Where they make big money is then hooking you into the processing which they charge slightly higher than average but it's well worth it. I'm noticing more and more business switching to this solution. I think it's a trend just beginning. Anyways just wanted to share in case someone was interested in a similar play.
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Took a bath in my CSIQ. Sold and went back to my favorite that pulled back this week... MTCH Hope to be back soon and most likely will try to trade election.
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Poly, wafer, and cell continue to spike but no follow through to modules. http://wap.pvinsights.com/
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Flipped my MTCH to MEET after a big upgrade just released. Got filled @5.55 average
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Yeah I feel like I'm entering anxiety hell with high risk, high reward sector. I got very spoiled outside sector and I come back and right away I feel the downside pressure. Ahhhhh the traders life, lol. Contemplating starting a position in JKS today also before we see spot numbers tomorrow. It run about half as much as CSIQ over the past couple weeks.
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I'm starting to regret my decision already, lol.
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Another reason why solars could run short term... " Progressive lawmakers in Congress next year are likely to introduce a bevy of subsidies and tax credits designed to boost solar power." https://www.thestreet.com/story/13860242/1/the-clinton-factor-5-stocks-that-could-thrive-if-she-is-elected.html?puc=yahoo&cm_ven=YAHOO&yptr=yahoo
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I take any of Solarworlds issues with a grain of Salt. They have never been a leading indicator. A huge amount of negativity has already been baked into the sector. I wouldn't extrapolate their problems and spread it to rest of sector. The overcapacity situation is old news. The new news is this surprise sharp reversal of spot prices. I would be stunned if Solar stocks fell as spot prices rose. Based on historical movements and consider these depressed levels I firmly believe they will move in lockstep. I'm cautious though and I plan on being on sidelines for earnings to get more clarity. But until then I'm long. I appreciate your fair warning as I have a tremendous amount of respect for you. Let's see how this plays out. This is nothing more than a trade to ride the reversal in pricing while it continues. Any signs pricing weakening again and I will have a quick trigger. Personally though, I believe there is a lot of meat left on the bone to the upside.
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One more block filled @15.39.
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Just added more CSIQ below my last buy just now. Adding in anticipation of confirmed reversal of module pricing Wednesday morning.
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I saw Gordo do a 180 recently, he is a piece of work. Although finally agree with him at least somewhat on his call. At these levels it would be stupid to short sector with the surprised surge in spot prices. Long term I'm very cautious but short term I think sector is set up for a great trade on long side.
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Explo has their been any confirmation before the article I posted that module prices have begun spiking? We have seen poly, cell, and wafer pop before without without follow through to modules actually happening. I got back into sector for trade in anticipation of this flowing into modules but wasn't positive it would actually happen. Confirmation of modules spiking should be great news (atleast short term) for sector. Even though there has been a strong reversal in sector recently I don't see any reason why it wouldn't continue in the short term to reflect surprising reversal of spot prices... especially at current price levels of sector.
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They haven't put it in a PR yet as far as I can see. I wonder if this is a start of a trend buying into projects?
