Re: [RT] FSLR, RealTraders Email List Archive

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@yahoogroups.com

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@xxxxxxxxxxnet 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@xxxxxxxxxxnet

See AOL's top rated recipes and easy ways to stay in shape for winter.