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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...

Price Target for JKS raised to $45 (a magic number for their cash raising effort ?) , and credit Suisse says room for higher based on year's progress. http://blogs.barrons.com/emergingmarketsdaily/2014/01/17/jinko-solar-capital-raising-a-good-idea-credit-suisse-raises-tp/?mod=yahoobarrons&ru=yahoo

And CSIQ just crossed $40 mark for first time. :-)

I look at Price/Sales, PEs/ forward PEs, growth, and profitability and the sub-sector they are in before I choose. I still don't own SPWR just because I think solar will become a Chinese stronghold as what is designed and built is relatively non-complex compared to a complex tech Tesla, just for...

Yup the volatility direction is unpredictable. With CSIQ holding their Wednesday conference Solar could see another upswing. I am waiting for Wednesday.

The reason I bought some YGE this week is because they specifically announced they will be profitable first or second quarter of this year. Plus they are the largest Chinese solar company. So they will most likely get backing from the Chinese government for as long they have can continue to...

Thanks Norse. This is just what I was expecting and it agrees with the Chinese consolidation article above- The profitable Chinese solars will take over the busted ones selectively. I expect Canadian Solar, Yingli, Trina, and JA will participate as well..

My initial thought was it may affect margins in a negative way. However consolidation in the industry may help margins with lower poly costs.

First article is good in some ways. Second article not so good... oversupply returning. China Decides Which Solar Companies Live or Die : Greentech Media SolarIndustryMag.com: Oversupply Returning To Polysilicon Market

Thanks for the details. Yes I have noticed that Norse has been diligent in posting news very regularly on that site. Latest being that Nomura upgraded CSIQ price target to $55. I will join that site soon and start contributing. I have been following about 10 solar sites for news daily due to the...

Expected some profit taking after the tremendous run-up of past week. Chinese solars got hit hard today in typical style, most of em at anyway. I got some more KNDI today, I think it will be a good year for them. What do you guys think of Norse's predictions of Solar prices on his investment...

Buying opportunity on today's drop

I am going to make a prediction that Tesla will remain the King of electric cars for many many years, ahead of BMW or anyone else, simply because they are located in Silicon Valley and the cars are so heavy in h-tech content. Nobody else in the world has the prowess.

I don't like Barrons 99% of the time, but Deutsche syays long term investors will get into Solar this year. China Solar: Long-Term Investors Will Participate This Year, Says Deutsche - Emerging Markets Daily - Barrons.com I also read about the Chinese support news a few days ago and increased...

Not sure why JASO is getting left out of the party.. One thing that is reassuring about this rally is that its happening on heavy volume (twice of average). Wonder how long this leg-up will continue.

So MU posts earnings today with earnings season getting started... CSIQ has a conference for institutional investors on Jan 15th. I'll be listening/reading that with wide open ears and eyes. Solar has to deliver on the earnings front now for Q4, Q1, and Q2 for the Chinese solars to triple this...

Looking to be another great year for Alternative Energy. I wanted to drive up to the Vegas CES conference, but can't due to work. Anyone going?

Yes, I've read it. There is more news coming out today for CSIQ signing new contracts and Yingli saying they will reach profitability in 2nd quarter 2014 and they also formed a new joint venture. Fuel for a continued rally in the sector. It seems these announcements are becoming almost daily.

The article that came out over the weekend that the Chinese government wants to see "healthy development of Solar" is adding to today's rally for the Chinese solars. Bottom line, China has a massive pollution problem is finally being dealt with by its government very firmly and I am betting...

CSIQ CEO talks about his company and solar. Success Does Not Impress Qu Xiaohua, chairman and CEO of Canadian Solar - SolarPVInvestor February Solar Investment Summit in San Diego, Canadian Solar is one of the sponsors: Solar Power Finance & Investment Summit 2014 | An Infocast Deal Working...

Do any of you guys have any credible 2014 EPS growth data on the Chinese Solars? I have seen 250% +/- for JKS in articles but various financial sites I have checked doesn't match this claim or is simply blank for EPS growth. I know it's going to be high for solars in general this year, but any...

The growth rate for 2014 is going to be higher than 2013 for Solar, so the stocks could perform similar to or better than 2013, however I will be happy with a 2 to 3 bagger this year for the average solar stock.

Yeah I filled up first thing this morning on more JKS and CSIQ and am ready for the ride.

I was looking for the best no down option and they were pushing YGE. Probably the cheapest for them to buy. I had called the sales guy over to check residential pricing and who their preferred suppliers were. So any predictions on MU earnings next week? The stock has been flat ever since rumor...

Congrats on being close to head above water on YGE. I'm still worried about their debt, but more interesting is which companies the Chinese government will continue its support going forward. Some will go out of business or get bought-up this year is my guess. Companies like YGE can be...

We haven't since this kinda rally in over a month. My weighting in Solar was 65% before year end 2013 and want to increase to about 70 to 75%, but prices are goin up too fast. The rally could continue if fund managers keep buying in Jan. CSIQ has a meeting on Jan 15th where they will talk about...

This is exactly the case. Money managers are moving and adding money to cheaper growth stories. Volume is pretty good. I bought some more CSIQ and JKS this morning and will be adding more through the month...

Yeah, good to see a great start to 2014 for Solar. I think we will have a good year. Happy New Year to all of you!

Pulled the trigger and order a nicely appointed 60 for the wife! Delivery in March. Can't wait anymore for TSLA to reach $200 as originally planned :-)

Posted the good news from Jinko on the Alternate Energy thread. Between Solar, TWTR, and TSLA, 2014 is looking to be a great year, as long as the market stays stable and no major global disruptions ( between China and Japan for example) break out. Now patiently waiting for MU's earnings next week.

Good news from Jinko Solar. More than doubling capacity in 2014. JinkoSolar PV Projects Connected to the Grid Reach 213MW - Yahoo Finance

Yeah I am in MU right now. Solar has been pretty flat so thinking about potentially increasing MU holdings before Jan 7th

Can you guys tell me if I place the ORDER before the year is out if I still qualify for the tax incentives for 2013 tax year?

I read this Hawaii article few weeks back. My mom actually sent it to me and I was not sure what to make of it other than utilities squirming trying to hang on to their profits. On another note, what do you guys make of the flat stock pattern for Solar over the past month? At this rate we...

I guess, similar to Solar (CSIQ), Energy Storage also has "Energy Storage Solution Systems" as a service.. for example AES does not make the batteries, but integrates them for customers, kinda like Tesla is beginning to do jointly with Solar City. I was doing some research on AES. They are...

OK guys, all year we have discussed PV manufacturers and have played/invested in them. Time has come to start discussing Energy Storage in more detail to go hand in hand. I am trying to narrow down a top 5 to 10 list of companies which we should consider. 2014 is supposed to be a high growth...