Trina Solar Ltd. (TSL)

All Comments on TSL

  • commenter
    Oct 03 10:05 AM
    Chinese Tech Stock Weekly Summary (Sept. 22 - 29) [view article]
    I should have mentioned that LDK has extensive long term contracts. Many of these have some price guarantee build in to them, especially the near term ones. This means LDK should be relatively immune to the coming slowdown. It shoudl be a great stock to own for the next 12 months, if not for several years to come. Reply
  • commenter
    Oct 03 09:55 AM
    Chinese Tech Stock Weekly Summary (Sept. 22 - 29) [view article]
    Solar stocks should get a push upward if the bailout bill passes the house. Improving the credit crunch will improve solar prospects. It will tend to allow oil to rise (or stay at elevated levels), which is also good for solar stocks. But which of them should do well into the future? LDK is well diversified geographically. LDK's margins are likely to expand in the very near future, so they will have room to go down again as the solar market becomes more competitive. LDK is building its own polysilicone plant. This should help margins. Further LDK is one of the leaders in adopting UMG solar manufacturing. This too should help their margins. LDK looks to go up in the current environment. CSIQ also looks promising. It has some geographical exposure issues. However, it too is one of the leaders in UMG solar manufacturing. This should allow it to have increased margins in the near term. Then those margins will allow it to remain competitive in the coming shakeout in the solar industry. It should go up nicely from its current price if the bailout bill (with the 8 year solar tax credit extension) passes. Reply
  • commenter
    Oct 02 04:53 PM
    Why Don't Earnings Matter Anymore? [view article]
    First of all stocks don't trade on history/past earnings they move on profit expectations. As of right now, earnings expectations are way to high for the entire commodities sector and will have to be adjusted downwards to reflect the fast-slowing global economy. Reply
  • commenter
    Sep 30 01:36 PM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    jcordes, how is not wanting to add a tremendous amount to the national debt "inane and shallow"? You may want to spend us into a hole to get a bump out of your stocks, but I (and most of the U.S.) don't want to. Unlike the mainstream media, which paints Congress as "not being ABLE TO get the job done" regarding passing this bill, I applaud them for a handful of holdouts that DON'T WANT THIS BILL TO PASS because its a bad idea. Period. No more than a patch job with a huge pricetag. You want to know what will fix this crisis? The market itself. Look at WaMu, Lehman, AIG, Merrill and the many banks that have gone under. They're all owned now by other companies that had better balance sheets because they took on less risk. Big fish swallowing the smaller fish. And suddenly WaMu's balance sheet doesn't look so precarious anymore now that its been folded into a bigger company (that will make money off of the deal in the long run). My numbers may be off slightly, but anyone that runs around like a chicken with its head cut off, screaming that the 2nd Great Depression is coming, and selling all their stocks in a panic deserves what they get. And they also get my thanks for selling their stocks to me so cheaply. Bargains galore!!! Keep on panicking and I'll keep on buying. I'll be shallow and inane sitting on the beach sipping my margaritas with a big-ass retirement account. Reply
  • commenter
    Sep 30 10:49 AM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    CT Prog. Having gotten every number wrong in your commentary, (67% of Republicans voted no, $2,295 per capita, unless we lost the West coast,) I'm not surprised at how inane and shallow your comments are. Reply
  • commenter
    Sep 30 10:05 AM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    lack of prohibition of golden parachutes for the crooks did in the legislation yesterday. a lot of citizens saw this & contacted their congressmen. makes you glad that al gore invented the internet.

    electric supply - in canada the generation/distributio... is done by the provinces. there are no investor owned utilities. seems to work reasonably well.

    pocky - as you say the 33 credit card offers per day in my mailbox have gone away.

    curbs - don't forget the no-drug-company-left-b... act) medicare prescriptions).
    > jack
    Reply
  • commenter
    Sep 30 09:34 AM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    Funny. I used to get 4 credit card offers per week. All of a sudden, none.
    Must be some truth to the headlines.
    Reply
  • commenter
    Sep 30 09:22 AM
    My Website
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    if it doesnt pass we will have great depression, try to get credit now.....you cant. that includes credit card. Reply
  • commenter
    Sep 29 07:37 PM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    SCovert,

    Some other ideas,,,

    No Broker Left Behind Act

    Paulson"s Drinking Buddy Reform Act of 2008

    Chinese Banking Credit Extortion Act

    Reply
  • commenter
    Sep 29 07:33 PM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    Muddling Investor, what do you have in your wallet. lol Reply
  • commenter
    Sep 29 07:32 PM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    wyosteven everyone knows that vote changing would be suicide. Reply
  • commenter
    Sep 29 06:54 PM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    They should have called a Housing Support Bill and they could have got it passed easily. Or the "support our troops apple pie patriot bill". Reply
  • commenter
    Sep 29 06:11 PM
    My Website
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    Only 2 thoughts (2 cents worth each):

    1. Alternative energy will get what it deserves: alternative money (or alternative to money).
    2. Every House member voting against bank rescue plan deserves Hoover Prize. I propose miniature apple cart, but other ideas are welcome.
    Reply
  • commenter
    Sep 29 05:17 PM
    My Website
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    American people spoke..and I respect that. The House did what was good for the American public. I have no problem with at the end of the day Reply
  • commenter
    Sep 29 04:17 PM
    Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
    Congrats to the 40% of Republicans in the House and the 33% of Democrats in the House that blocked this. This bailout plan was a bad idea, and tons of economists came out saying so. Just doing "something" for the sake of doing "something" will get you a small bounce for a few days, but won't fix anything. Forgive me for not having a ton of confidence in 'ole Hank and Ben. And the pricetag on this one was astronomical. For you Survivor fans, $700 billion is 700,000 seasons of someone winning the million dollars. Or for you PowerBall fanatics, that's winning a hundred million jackpots 7,000 times! It is an un-Godly amount that would have saddled this country with an even bigger debt than we already have. About $2,800 each for every man, woman and child in this country. And if you think we'd get any of that back --- ask yourself this: who would sell it to us taxpayers if they would make money off of it? How about we get a REAL plan, and hammer out the details in more than a weekend? Call together all the leading economists in the country and get them together in a room, not all the Wall Street bankers! Reply