想買solar-zt

發信站: BBS XX空間站 (Wed Nov 18 01:04:43 2009, 美東)

It is difficult to pick only one.

(1) TSL is too expensive and its ER is not out. You never know, although I
guess the ER will be good.

(2) CSIQ is well above its secondary offering price. The company is solid.

(3) YGE is solid. I only hope it pullbacks.

(4) STP is very good too and not expensive yet. But I want to see its ER.

(5) Never touch LDK. LDK will be the last one to make a profit.

(6) SOLF may report a good profit tomorrow. If the outlook is good, you can
buy. But I do not want it to be the only solar in my portfolio.

(7) JASO had a good ER. If it can continue to make profit, it will be a
great buy.

(8) SOL will be profitable in 2010-Q1, and it is below the secondary
offering price $4.75. It is safe at this price level, but will continue to
stay in the $3.5 to $5 range for a while.

(9) CSUN is good but too small. You want to consider vertically integrated
ones first.

So if I can have only one, I will choose from STP/YGE/JASO/SOL.

【 在 goseewait4 (xixihahaguanle) 的大作中提到: 】
: 想買solar，只買一家，綜合來看，哪家比較保險？
: YGE，STP還是....



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