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?
Update SIGM, TSL 2/6
Our other two plays are having a little bit of a difficult time, one more than the other.
Update TSL, SIGM
Trina Solar first. This now looks like breaking support levels. It’s entirely sectoral, and as we reported the last couple of days, suddenly the sector is snuggling up to oil […]
And yet another TSL update 28/5
Yeah, we’re kind of sorry. Bear with us for a moment. The last few days, we have noticed a sell-off in solars (which in our view is not really warranted […]
Update TSL, EFUT
What we feared seems to be happening at the moment. There is an ongoing sell-off in the solar sector which, from a fundamental point, doesn’t make sense. Quite the contrary, […]