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Solar Investor
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solarpete last won the day on February 21

solarpete had the most liked content!

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  1. Trump couldn't find his @$$ with both hands and a copy of "Gray's Anatomy." The virus may be around that long, but we should be past the infection curve inflection point by then. Wuhan is our model: they got a late start fighting this thing, then had to clamp down hard to contain it. They're now approaching 3 months in lockdown, but appear to have weathered the storm. The Chinese authorities are still afraid to just release all the restrictions for fear of re-infection. We'll learn from them how fast we can release our restrictions once we pass the high point of the infection curve. Once that is even remotely in sight, I think markets worldwide will quickly rebound.
  2. Agreed. I think once we have a reasonable indication we've passed the maximum in the daily new infections curve (however high that may eventually be), markets will rapidly turn up again. The virus will still be around for months after that, but it will be under control, and businesses will be able to gradually reopen.
  3. "Aye, and if my grandmother had wheels, she'd be a wagon." Both DQ and JKS have guided for healthy margins in the coming quarter. So they're not being squeezed because of oversupply. There may be oversupply, but not to their customers, or at least not with the quality of product they supply.
  4. Agreed with the above. The future is quite bright for DQ, JKS, and CSIQ. But right now, the business conditions specific to a particular company mean nothing. I've sold a huge chunk at a massive loss (even my new strategy is only limited protection against a pure market panic), looking to preserve enough capital to reestablish meaningful positions when the dust settles. And that won't be until we start seeing new infections going down in the US, which is probably more than a month away. At least I have some nice buying power if I have the guts to try daytrading some dead-cat bounces....
  5. You mean like those ephemeral "juicy" FLSR profits you've been forecasting for a year now?
  6. Now THIS is how you execute on your operational plans!
  7. Along the topic of "there are better solar stocks than FSLR right now".... https://finance.yahoo.com/news/even-outlook-improves-fslr-stock-114041143.html
  8. Yeah, at first I was concerned the notes issuance might be considered a negative, but the pricing certainly indicates management expects the company to continue to grow well into the foreseeable future. Managed to sell a few more trading shares on the spike just now. Love this volatility embedded in a steady uptrend!
  9. Sounds like the worst may already be over.... https://www.freightwaves.com/news/china-cargo-flows-rapidly-return-to-pre-coronavirus-levels
  10. When it comes to First think missing earnings expectations 5 quarters in a row. That's your nutshell there. Hope your portfolio isn't allergic to stock prices going nowhere.
  11. Yes, that's what I'm looking for, too. The current pandemic scare is just the trigger to bring us back to levels that more realistically reflect the macroeconomic factors you mention. And from what I've heard on the news so far, the bad news about lack of US preparation for an outbreak is just starting. We have virtually no testing kits, and not even something as simple as masks. Couple that with an administration which is purely incapable of telling the truth about the most mundane things, and God help us if we actually have a serious outbreak in an urban center somewhere. Batten down the hatches, folks, it's gonna be a wild ride....
  12. Of course DQ's earnings will take a hit, as will the earnings of EVERY SINGLE OTHER INDUSTRY based in those areas. That's not a surprise. What IS a surprise is FSLR's recent revelations about the results of their operations. If I were you, I'd worry less about companies I'm not invested in, and more about the single one I am. Just sayin'....
  13. OK. They've missed consensus earnings expectations at least 5 quarters in a row now (using Yahoo Finance numbers). And given what they just reported, I'm not sanguine about quarter #6. There are much better chances to make money elsewhere in the solar sector right now. How much longer do you want to sit on the sidelines, watching the money train go by?
  14. How about the fact that THERE WEREN'T ANY?? OK, the loss is apparently due to a legal issue. But even without it, they reported a yearly EPS of $1.48. That's a far cry from the 4-5-6 or so I seem to remember from previous prognostications for FSLR from certain posters. And that huge legal cost should be a GIANT red flag to any investor. It's a sign the company is doing something SERIOUSLY wrong. What EXACTLY is this liability? How long will it continue? How many more quarters will show losses? Why didn't management see this coming? All I'm saying is that right now, there is a LOT of money to be made in the solar sector. I'm making some of it. So are other posters here. If you're not (and if you're a simple buy-and-hold investor in FSLR, unfortunately, you're not), you might want to investigate why. If FSLR's operational results are so great, why are the earnings so small? If it's because management can't get out of its own way, why do you think that will change in the future? Given the overall surge in the entire solar sector, the bottom-line question each and every solar investor should be asking themselves is this: If you can't make money in this market, when do you think you will? All the best to you, Solarpete
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