Recent content by Convert2013

Their product is certainly no Tesla, but once the Chinese government begins to build EV charging infrastructure in large numbers, the lower to mid-end pure EV market will pickup (it already has significant over last year), out of which they should capture a decent market share (~25%). Their...

Kandi had an investor conference today in SF and will be launching a 300 mile + pure EV car next year amd are expected to produce 200K cars around 2016 time frame. Interesting times for the EV, especially in China where they really need it even more. I have a boat load of KNDI shares, hoping...

I think what is happening is that some of the underperformers of 2013 that had bad balance sheets last year are seeing their balance sheets improve with strong 2014 outlooks as earnings season in full swing ATM and hence those solars are rallying more than the traditional leaders (CSIQ, JKS...

LOL Marvina. Yes, many of us realized this and now have quite sizable %s in Solar. Join us before the rest of the market does if you want. :-)

Everyone wants Tesla to come to their town :-) But cost of labor is much cheaper in the middle of nowhere than in an established city. Take Boeing for example. They moved manufacturing to Charleston, South Carolina a few years back for cheaper labor to produce a chunk of the 787 airplanes. They...

I'm voting Nevada for the same reasons, and like Arizona, plenty of sunshine all year for those solar panels. ;-)

Yes but who will manufacture those panels?

JP Morgan was waiting for the formal announcement of the Gigafactory during ER to come up with their new price target, but yeah the timing of Gigafactory and price target is not a coincidence. Am sure it was planned out in advance albeit in a refined way. Welcome to Wallstreet. Anyway I'm not...

Are you kidding me? The stock went down. I follow news in solar and CSIQ like a hawk. TSLA has been the only blessed one where people are extremely confident of leadership as they clearly tell investors what they are gonna do with the $.

Although I have reduced my TSLA exposure and increased my solar exposure, I still think TSLA is a double or close to a double this year no matter how the stock reacts at ER today. Things are only getting better for this high growth company now that fires are no longer a major concern for...

I think today's job report was chewed on as a neutral to slightly positive sign hence we recovered from the massive losses earlier today, especially in Solar. I think we will see a massive rally in Solar right around Sunpower's ER next week if the market is still neutral-ish. Things should only...

Dude here's the rationale: Market is tanking today + CSIQ and JKS are up hugely past year + they are high Beta. :-) Good buying opportunity ? Not sure.

My thoughts EXACTLY.

Those are the levels I bought CSIQ shares too. I expect CSIQ to continue to march on at least until March (no pun intended) when they release earnings and am betting heavy on it. Exciting times.

Wow! 3rd world countries really adopting solar for their power infrastructure of the future as it is easy for them to install due to low prices and they can jump to the next technology (kinda like they jumped to cell without going to hard wire phone lines). Wonder if all of this is gonna make...