LDK Gross Margin 39.07% I am rich! Operating Margin 35.44% I am rich AND good looking! EBITDA Margin 38.16% Profit Margin 30.84% Price/Earnings (TTM) 10.72x I am God damned bulletproof!
Sometimes it is far better to be lucky than smart. This is one of those times no matter whether you paid 25 or 75 you'll be singing next year, "I'm in the money, I'm in the money!"
Entry price on any stock is a function of either time or price.
TSL,CSIQ & LDK have moved UP sharply from bottom.....and getting near resistance......
Even if all of them go through resistance.....it is still desirable to WAIT @ higher level...so they are done with building another base...before their next RUNUP.....
Markets are very unpredictable..Solar,Ag & some techs have led this rally.....
Will all three sectors lead again or some will catch their breadth???
Few weeks should give us the answer.
In any major UP move...it IS OK to miss some sectors as long as you are in other desirable sectors.
Stay tuned...we discuss all the hit & misses on a daily basis.
I am sorry that our beloved AAPL is not on hte listing from IBD. Here are some importatnt factoids:
IBD SmartSelect® Corporate Ratings Earnings Per Share (EPS) Rating Relative Price Strength (RS) Rating Industry Group Relative Strength (Grp RS) Rating Sales + Profit Margins + ROE (SMR) Rating Accumulation/ Distribution (Acc/Dis) Rating 98 82 D+ A B- Over all rating is B+ not to shabby. Competition is: Apple Inc AAPL
Hewlett-Packard Co HPQ
Dell Inc DELL
Sun Microsystems Inc JAVA AAPL is best of breed and has best attactiiveness rating too! I am on board with 50 measly shares
8 comments:
Saleem, Thanks for all the information, you do great work for everyone regulars out here...
Quick list of Solar stocks comparison, and tell me LDK is not the stock to own...
FSLR
Gross Margin 41.95%
Operating Margin 19.10%
EBITDA Margin 25.10%
Profit Margin 29.09%
Price/Earnings (TTM) 175.19x
JASO
Gross Margin 23.19%
Operating Margin 19.46%
EBITDA Margin --
Profit Margin 18.85%
Price/Earnings (TTM) 47.71x
STP
Gross Margin 20.52%
Operating Margin 12.89%
EBITDA Margin --
Profit Margin 12.73%
Price/Earnings (TTM) 86.33x
TSL
Gross Margin 20.62%
Operating Margin 10.59%
EBITDA Margin --
Profit Margin 9.77%
Price/Earnings (TTM) 41.93x
LDK
Gross Margin 39.07% I am rich!
Operating Margin 35.44% I am rich AND good looking!
EBITDA Margin 38.16%
Profit Margin 30.84%
Price/Earnings (TTM) 10.72x I am God damned bulletproof!
Sometimes it is far better to be lucky than smart. This is one of those times no matter whether you paid 25 or 75 you'll be singing next year, "I'm in the money, I'm in the money!"
Hi Troy,
Thanks for your appreciative note.
Solar are doing well...indeed !!!
I am looking @ solar for next entry point......
Currently ....I feel that solar are getting near "overbought levels"
My favourite solar remains CSIQ,LDK & TSL.....on any pullback !!!
Timing IS everything in life & stock picking......
Luck only ..carries you so far...rest IS always FA/TA hardwork..imho
Saleem
SALEEM
Here is the IBD 100 listing:
Rank Company Symbol Price
---- ---- ---- ----
1 INTUITIVE SURGICAL INC ISRG 322.71
2 POTASH CORP SASKATCHEWAN POT 160.57
3 BUCYRUS INTERNATIONAL BUCY 102.9
4 TELE NORTE LESTE PAR ADS TNE 26.35
5 C F INDUSTRIES HOLDINGS CF 108.56
6 TITAN MACHINERY INC TITN 18.89
7 RESEARCH IN MOTION LTD RIMM 115.34
8 MCDERMOTT INTL MDR 55.65
9 PRICELINE.COM INC PCLN 121.99
10 RANGE RESOURCES CORP RRC 62.58
11 COMPANHIA SIDERURGIC ADS SID 35.81
12 L K Q CORP LKQX 22.05
13 MASTERCARD INC CL A MA 217.6
14 NEWMARKET CORPORATION NEU 74.8
15 SOUTHWESTERN ENERGY CO SWN 33.22
16 FOSTER L B COMPANY FSTR 43.13
17 KOPPERS HOLDINGS INC KOP 43.88
18 COCA COLA HBC SA ADR CCH 44.9
19 COMP VALE DO RIO ADR RIO 34.15
20 CTRIP.COM INTL LTD ADR CTRP 55.83
21 QUICKSILVER RESOURCES KWK 35.38
22 PETROQUEST ENERGY INC PQ 17.42
23 CONTINENTAL RES INC CLR 30.02
24 MOSAIC COMPANY MOS 105.4
25 ATWOOD OCEANICS INC ATW 90.94
26 CONCUR TECHNOLOGIES INC CNQR 30.66
27 NATURAL GAS SERVICES GRP NGS 21.11
28 YAMANA GOLD INC AUY 15.06
29 TRANSOCEAN INC RIG 134.17
30 ARENA RESOURCES INC ARD 38.83
31 ENERSYS ENS 23.69
32 EMPRESA NAC EL CHILE ADS EOC 47.34
33 INTEGRAL SYSTEMS INC ISYS 28.88
34 AGRIUM INC AGU 64.39
35 T THREE ENERGY SERVICES TTES 41.54
36 SUN HYDRAULICS INC SNHY 29.91
37 PETROHAWK ENERGY CORP HK 20.08
38 CENTRAL EUROPEAN DIST CP CEDC 56.97
39 DENBURY RESOURCES INC DNR 29.27
40 FLOWSERVE CORP FLS 103.53
41 SOCIEDAD QUIMICA Y MINRA SQM 232.49
42 MERIDIAN BIOSCIENCE INC VIVO 32.74
43 CELGENE CORP CELG 59.44
44 AMTRUST FINANCIAL SVCS AFSI 15.59
45 ANSYS INC ANSS 37.92
46 CHINA MEDICAL TECH ADS CMED 40.14
47 H M S HOLDINGS CORP HMSY 29.19
48 TERRA NITROGEN CO LP TNH 116.44
49 F M C TECHNOLOGIES INC FTI 56.41
50 SANDRIDGE ENERGY INC SD 38.81
51 WEATHERFORD INTL LTD WFT 71.13
52 AIR METHODS CORP AIRM 48.9
53 ROBBINS & MYERS INC RBN 34.67
54 SADIA SA ADR SDA 17.75
55 URBAN OUTFITTERS INC URBN 30.27
56 KIRBY CORP KEX 56.39
57 BADGER METER INC BMI 42.25
58 CHART INDUSTRIES INC GTLS 34.04
59 BOIS D'ARC ENERGY LLC BDE 21.65
60 LIFECELL CORP LIFC 42.09
61 HORNBECK OFFSHORE SVCS HOS 44.65
62 C S X CORP CSX 56.55
63 STANLEY INC SXE 29.06
64 A Z Z INCORPORATED AZZ 36.68
65 EXPONENT INC EXPO 32.4
66 BUENAVENTURA COMP ADS BVN 70.88
67 MECHEL OAO ADS MTL 119.54
68 CHIPOTLE MEXICAN GRILL A CMG 109.6
69 KENDLE INTERNATIONAL INC KNDL 45.05
70 BLACKROCK INC BLK 199.4
71 GREIF INC CL A GEF 66.39
72 WESTERN DIGITAL CORP WDC 26.69
73 KANSAS CITY SOUTHERN KSU 39.37
74 MICROS SYSTEMS INC MCRS 33.99
75 JINPAN INTERNATIONAL LTD JST 27.7
76 HERBALIFE LTD HLF 46.1
77 ROSTELECOM LONG DIST ADS ROS 70.52
78 RITCHIE BROS AUCTIONEERS RBA 79.81
79 TEAM INC TISI 31.12
80 DEERE & CO DE 79.94
81 OPEN TEXT CORP OTEX 31.34
82 SYNIVERSE HOLDINGS INC SVR 16.75
83 ENCANA CORP ECA 74.86
84 GERDAU S A ADR GGB 30.56
85 MONSANTO CO MON 114.3
86 APACHE CORP APA 119.05
87 CORE LABORATORIES NV CLB 116.63
88 C T C MEDIA INC CTCM 27.95
89 NEW ORIENTL EDU&TECH ADS EDU 65.12
90 AMERICAN PHYSICIANS CAP ACAP 46.86
91 EXPRESS SCRIPTS INC ESRX 63.51
92 COLUMBUS MCKINNON CORP CMCO 30.95
93 GAMESTOP CORP CL A GME 51.89
94 TURKCELL ILET HIZME ADR TKC 21.65
95 TELEFONICA S A ADR TEF 87.04
96 CHINA MOBILE LTD ADR CHL 74.8
97 HUB GROUP INC CL A HUBG 33.57
98 COMP DE BEBIDAS ADR ABV 76.12
99 ROFIN-SINAR TECH RSTI 43.1
100 VALMONT INDUSTRIES INC VMI 88
Saleem,
Just found your blog. Glad I did, and hope to have a profitable exchange with everyone here.
What do you think are good entry and exit points for LDK, CSIQ & TSL?
Thanks for you help,
DM101
Hi Madmax,
Thanks for IBD 100 list.
AAPL not in that list ???
Saleem
Hi Dm 101,
Welcome to my BLOG.
Entry price on any stock is a function of either time or price.
TSL,CSIQ & LDK have moved UP sharply from bottom.....and getting near resistance......
Even if all of them go through resistance.....it is still desirable to WAIT @ higher level...so they are done with building another base...before their next RUNUP.....
Markets are very unpredictable..Solar,Ag & some techs have led this rally.....
Will all three sectors lead again or some will catch their breadth???
Few weeks should give us the answer.
In any major UP move...it IS OK to miss some sectors as long as you are in other desirable sectors.
Stay tuned...we discuss all the hit & misses on a daily basis.
Saleem
SALEEM
I am sorry that our beloved AAPL is not on hte listing from IBD. Here are some importatnt factoids:
IBD SmartSelect® Corporate Ratings
Earnings Per Share (EPS) Rating Relative Price Strength (RS) Rating Industry Group Relative Strength (Grp RS) Rating Sales + Profit Margins + ROE (SMR) Rating Accumulation/ Distribution (Acc/Dis) Rating
98 82 D+ A B- Over all rating is B+ not to shabby.
Competition is:
Apple Inc AAPL
Hewlett-Packard Co HPQ
Dell Inc DELL
Sun Microsystems Inc JAVA
AAPL is best of breed and has best attactiiveness rating too!
I am on board with 50 measly shares
Have a great day
M
Hi Madmax,
Thanks for your take on AAPL....
50 shares of AAPL @$142 that is an allocation of $7,000.....
It IS better to have 50 of a strong stock like AAPL than have 500 shares of $14 stock...which takes same $ allocation.....
AAPL should be splitting in 2008 some time and it MAY be 4 to 1 when it reaches $200 or more.....
So you MAY end up with 200 shares of AAPL by end of the year......
Something to keep in mind !!!!
Saleem
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