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Re: squashjohn post# 164

Wednesday, 12/17/2014 6:17:01 AM

Wednesday, December 17, 2014 6:17:01 AM

Post# of 307
I only own SPWR at the moment. FSLR traded at a 52 week low Tuesday and should not have. Even SPWR has a plant in China and they are also at full capacity. The ETF will bring all down on this news. But the news came out before the close Tuesday, so maybe it's safe.

So the China solars have a problem with margins, not sales.

SCTY and VSLR do the same thing.

SUNE is unique. Waiting for the gap to close at 17.33

JKS and SPWR plus FSLR are stuck in the middle making, selling, keeping. Lessons learned from SUNE, if and when they spin off a yieldco be short the parent on IPO day.

CSIQ looked like it was coming off the lows. Shorts killed them. They have a problem matching in 2015 what they did this year. They won't give guidance unit spring. But good at pumping with press releases.
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