anyone trade solar stock? TSL, FSLR, SOLF,JASO, which one u pick?
any comments welcome.
-oneshot(traderJ);
2007-4-18(#150@43)
I love them, but I dare not get in because the market has been rising for 14 days. Please keep me posted when you think it's time to get in. In addition, WFR is their supplier.
-wang-lao-wu(钻石王老五);
2007-4-18(#155@43)
I am watching everyday,and think it is best to get so some shares of supplier WFR as I don't know other supplier name....TSL price has way too much swing, roller coster ride....What do you think?
-pleasure123(mini);
2007-4-19(#297@43)
Some facts.
-wang-lao-wu(钻石王老五);
2007-4-18{540}(#162@43)
Who is the leader in this sector worldwide? STP?I am interested in this sector. Oil has regulatory risk and uranium can face an environmental backlash too, it’s just a matter of time. If a solar company is profitable today, it can only get better in the future.
-hilo(still mellow);
2007-4-19{216}(#267@43)
FSLR is the Street's darling. I don't know why it sports such a high P/E.if you play on this one, you had better not hold it overnight. If it is downgraded overnight, you may get trapped.
SOLF is relatively week among all the Chinese solar stocks.
-wang-lao-wu(钻石王老五);
2007-4-19{178}(#312@43)
I know SOLF is relatively weak,but the value is attractive for me. I dare not
trade FSLR.
-carelesswhisper(无心快语);
2007-4-19(#315@43)
Reason for that:
.1.FSLR,SOLF uses film which is less cost. TSL not sure.
2. Comparing SOLF, FSLR got the technology to make cheaper film (almost half cost ) for solar cell
3.FSLR is Camer's taking
4.Others use sillicon, last 2 years, sillicon's price is soaring, silicon panels remain relatively expensive to make.
Overall, this section is hot hot.
-oneshot(traderJ);
2007-4-20{338}(#322@43)
Agree with you. There is a load of over-enthusiam in the solar sector. Some have become mo-mo plays.The problem is that the current market is at the new high. I am worrying for a sudden pullback. So what's your ideas enrty price?
-wang-lao-wu(钻石王老五);
2007-4-21{131}(#362@43)
$30-$35.If STP can realize its projection of tripling its shipment by 2010, P/E of 50 will look like a bargain in hindsight.
-hilo(still mellow);
2007-4-21{116}(#363@43)
I think we can place a stink order 30.10 or 30.20 there. It could get filled when there is panic selling
-wang-lao-wu(钻石王老五);
2007-4-21(#378@43)
FSLR is going to unlock 20 million shares on May 16, any negative impace on stock price, some analysts said that that action is going to shot down the stock price.
-pleasure123(mini);
2007-4-26(#549@43)
I am wondering as well, if we listen to the analyst reports, most of the solar stocks are overvalued....but prices kept on going up till the recent pullback.....TSL is too volatile,
-pleasure123(mini);
2007-4-19(#296@43)
Growth stocks work this way. BIDU, FMCN, and EDU all have high P/E's and are volatileAnalysts are never bullisj enough, and they are also never bearish enough. So said Jim Cramer.
-wang-lao-wu(钻石王老五);
2007-4-19{94}(#299@43)
look at WFR, supplier for solar, today announced 1st quarter financial results, not good, stock dropping like crazy.....time to get in
-pleasure123(mini);
2007-4-27(#610@43)
all the solar stocks went down a lot recently, any opinion, time to get in or you think it is going further down
-pleasure123(mini);
2007-5-1(#784@43)
Shake out of the Solar industry is starting. This is healthy for long term investors. I bought STP at 34.6, looking to buy more around 30.5.
-hilo(still mellow);
2007-6-5(#2113@43)