|
PureBytes Links
Trading Reference Links
|
CSIQ is currently losing money. They have a forward PE of 21 so
based on the average S&P equity, they are already over-priced for
2008. Still a much better value than FSLR however. Compared
to SOLF, they are losing money and Solar Fun made $1.23 per share in last
quarter alone.
ASTI is losing more money than CSIQ and forward financials show a
continued loss in 2008.
I have researched this sector very well and SOLF is in a class by itself
in terms of value, fundamentals and technicals. Something could go
wrong of course. The financials could be cooked .. the firm could
fail for some unknown reason etc. Therefore, I do not have a large
percentage of my total investment funds in it but I do have 4K shares and
the only other solar play I have is CY and it is involved in a lot more
than just solar technology.
I do agree that sharing information is a good thing and what this list is
for. I invite more members to share their ideas and thoughts on
everything from individual equities, indices, commodities, and options to
the general health of the economy.
Bob
At 06:29 PM 12/29/2007, you wrote:
It is nice to hear comments
flowing in the solar sector. I was wondering about CSIQ and
ASTI? There charts look pretty good.
Thanks,
Ron
- ----- Original Message -----
- From: BobsKC
- To:
realtraders@xxxxxxxxxxxxxxx
- Sent: Saturday, December 29, 2007 6:07 PM
- Subject: Re: [RT] FSLR
- Well, Mr Shaeffer is picking a stock with a PE of 200 and a forward
PE of 133 while SOLF has earnings of 1.29 versus .58 for FSLR for the
same quarter. SOLF has a forward PE of 5 and blew out 3rd quarter
earnings by 257%. For me to consider FSLR, it would need to come
down by about 80% but people like Mr Shaeffer and those analysts at Zacks
keep it in the spotlight so that won't happen. I guess it's a
matter of following a mania stock or picking a stock with its future in
front of it. Maybe Ira is right about following the money but SOLF
has more volume than does FSLR and a far brighter future so I'll follow
my common sense and we'll see what happens.
- Thanks for the information,
- Bob
- At 04:33 PM 12/29/2007, you wrote:
- Bernie Shaeffer - options
guru - in Annual Forcast says he like FSLR. Says it has earned
Zacks.com rating of 1.0, suggesting strong earnings momentum and for the
intermediate term. In early Novemenber, Co. reported third qtr net
income of $46MM, or 58 Cents/shr, a colossal jump from the previous yeare
of 4.29MM or 7 Cents/shr. Revenue more than doubled during the
reporting period , and both headline numbers trumped analysts'
expectations. He says skeptisim makes for a compelling contrarian
opportunity. Short interest currently accounts for nearly 1/3
of the entire available float, paving the way for potential
short-covering rallies if the bears decide to jump ship.
-
- Bermie says he is also intrigued by SPWR and SOLF. He says
(PBW) PowerShares WILDERHILL CLEAN ENERGY PORTFOLIO best
corresponds to the alternative-energy sector as it currently holds 42
components, all publicly-traded firms.
-
- It has been a pocket of strength of late, outperforming the SPX by a
wide margin.
- It has gained 62% since the beginning of the year along with
impressive support from it 20- week and 32 -week moving averages.
-
- The PBW is also trading back above the $24 region, an area of former
resistence that may now provide support.
-
- Happy and Prosperous New Year to All........I have enjoyed the solar
commentary and have these items on my "watch list" for buying
opportunities should they present themselves. THX
AGN.................Gerryb/jer33:3
-
- In a message dated 12/28/2007 9:34:58 P.M. Eastern Standard Time,
profitok@xxxxxxxxxxxxx writes:
- Here is the perfect stop loss and fslr
-
- date of this is 12/27/07(yesterday)
-
- a:notice how the lowest line, held you in long , for this whole
run up,
-
- b: notice how when price is too much above the highest line, it
time to liqidate,
- a portion of your investment,
-
- c: Notice how penatration ,of the highest line, brings more
selling and price goes further down,
-
- so
- going into yesterday you would have been already out of
20-30% of your position with stop loss for another 25% at
273.77
-
- the following e mail will show how you would get stopped out and
where the lines are at todays close
-
- Ben
- profitok@xxxxxxxxxxxxx
-
See AOL's
top rated recipes and
easy ways to stay in shape for winter.
__._,_.___
![]()
__,_._,___
|