TSL to suffer from scrapping its polysilcon plant?
Since the inception of this website, we have been positive on Trina Solar (TSL). We have also noticed that it trades at a significant discount to most of its peers, […]
Solar problems? II
We wrote about the sell-off in the solar sector. We couldn’t find any negative fundamental news, apart from a lone prediction that solar energy was about to shrink in one […]
Solar problems?
There is no question that the manically depressed solar sector does suffer from another depressed bout of sell-off. But this time, is there any substance behind it?
Why is Trina Solar so cheap?
Yesterday, we argued that Trina Solar (TSL) is very cheap, in absolute terms as well as relative to it’s peers. What we didn’t answer was why this is the case.
Trina Solar is cheap, really cheap.
Very cheap indeed, with earnings estimates between $3 and $4 for THIS year, it’s trading at a p/e less than 10. For a company which still enjoys triple digit earnings […]
Rebound time
Well, we expected some of our stocks to rebound, and that’s what they did. Healthy rebounds in TSL, DRYS, SIGM, and EFUT.
Fire sale in Trina Solar
A couple of our stocks run into some headwind. The main reason is that we operate in the more risky, small-cap sector of the market and when the market sentiment […]
Buy Trina Solar
This sell-off is pretty ridiculous. The only worry is that polysilicon cost could rise 5-10% the coming quarter. Trina sold of from the low 50s and is now at 40 […]
Trina Update 9/6
It’s remarkably weak, which once again has to do with weakness in the sector, rather than any weakness in executing on the part of Trina. It’s curious. So far the […]
Trina Performs
Well, there was a hefty run-up yesterday in expectations of the figures, and today, now that they’re out, the’ve retreated much of that run-up. Is there justification for that?