Replies to post #142 on Trina Solar (TSL)

[Picassa]

Short Interest (Shares Short)
20,539,900

[Picassa]

Howeve, Yeung’s Sell recommendation seems to be entirely about global growth worries. He actually thinks that Trina, along with Yingli Green Energy (YGE), is best positioned to see its margin hold up despite pricing pressures, and he lauds the firm’s superior balance sheet.

http://blogs.barrons.com/techtraderdaily/2011/09/26/tsl-stp-buy-for-the-long-haul-but-sell-now-says-ubs/?mod=yahoobarrons

[Picassa]

“We believe Trina Solar’s cost leadership and high utilization of its vertically integrated manufacturing capacity will ensure it is a survivor as c-Si module makers race to breach the $1/Wp module ASP by mid/end-2012 in a no-holds barred battle for survival and market share.” Polavarapu has a $15 price target on the shares.