Trina Solar will exceed expectations while disaster is priced in
We have stated a few times in this huge sell-off (including in our best visited post ever), that Trina Solar (TSL) seems to have disaster seem priced in. While it’s […]
All bets are off
There is quite a bit we don’t know, and markets really do not like uncertainty..
Curious, mega-sell-off in solars coincides with boom
And the boom is even better than previously thought. This morning it was LDK who spread the good news, but they are hardly alone. There isn’t any sign of any […]
Trina Solar and Goldman’s Solar Shock
We featured an article today discussing Goldman Sachs’ surprising take on the solar stocks. Here we reflect some more, and some update on a solar stock we have been following […]
Solar shock from Goldman Sachs
We were very puzzled that right from the moment the US tax incentives finally (after many tries) were extended last Friday a tremendous sell-off ensued that gripped the whole solar […]
Solars getting slammed
A year long we had to witness the farce of the US tax incentives extensions (which are set to expire at the end of the year) not making it numerous […]
Solar sector’s wild ride part II
What a curious day it was Friday. The rally that everyone was supposed to sell into just after the passage in the House of the bank bailout bill never materialized. […]
Solar sector’s wild ride
We made a call yesterday saying it might be time to pick up some STP stock, as it was down a whopping 17% at $30 flat. Our argument was that […]
Suntech (STP) plans to triple US sales
The announcement could not have come at a more unfortunate moment (or..), but this is pretty interesting nevertheless. Too bad investing on fundamentals has gone out of fashion..
Another fast grower nearing its IPO price of years ago
Trina Solar (TSL) went to market for $18.50 a share in December 2006. Since, the company has grown way in the triple digits and shows good profitability. Yet, we’re really […]