YGE reported a solid Q 2 by beating EPS consensus by 2 cents...consensus 21 cents actual 23 cents....
Margin improved to 25.8% from 24.6% in Q1...
Sales UP 24.6% sequentially to $289.7 million....
PV module shipment guidance increased to 270-280 MW from previous guidance of 255-265MW an increased guidance of 5.7% for 2008.....
YGE solid Q2 Sales & EPS BEAT should help all Solar stocks today as Solar has become a "show ME sector"
BLOG does NOT give buy or sell.
Saleem
12 comments:
Hi, salim
100 % i cash.Sold ABK last second yesterday.
I think to day will be the day for solor. Ready to buy either SOL, JASO CSIQ , or may be ABK???? UPL, ??
What do you think ???Thanxs.
Hi Ds,
YGE tape so far is very muted in pre-market???
If market rallies again then best bet maybe in financials & techs..
MER,C,ABK,IBN are very strong....in tech RIMM,AAPL,BRCM looks good.....
Solar ...who knows..a weak sector so far....
I am staying with SOL until profitable.....
JASO is showing sign of life much better than SOL????
Saleem
thanxs, salim
Hi Saleem. Thanks for the advice on FSLR yesterday. I kept it. Zacks (a blog I think) has a chart analysis which shows a possible breakout (or breakdown) coming soon. If it breaks out of the channel I will keep, breaks down I will sell. This is still a very tough market, everyone please be careful.
Hi Minaccess,
Fundamentally speaking FSLR is the-best.....outstanding growth coming up & cost advantage.
Technically speaking all solar are in DEEP trouble......so it is a sector thing.....
Once we get in favour ..I am expecting a financials breakout type of move...I hope....
It IS painful to sit with a large position in SOL & be underwater....
I still believe SOL is best among Chinese Solar based on FA.....
Saleem
Hi saleem. I agree with SOL. If and when solar stages another rally I expect SOL to be a leader. It could easily jump 50% in a matter of weeks.
HELLO all
SOL will be a winner soon
Visa will shine today
Financilas are due
here
Lets rock
Hi Madmax,
Nice to hear from you.....you were so quiet..I almost sent you an email....hope everything IS OK with you & your health.
SOL is giving all of us some $$$$...which IS nice !!!
Good luck today !!!!
Saleem
Hi salim
got in UPL, INSP, SCA . Bought SOL AND jaso , made money and sold it.
Hi Ds,
Good moves.....
As long as one can make money...quick trade is good !!!
Saleem
Hi, salim
sold everything and now back in JASO. Looking good.
hI, EVERYBODY
PL. GET in CSCO. ABK. JASO
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