forgeneralmarket,readingchartisoftenenough,since1,nobodycanmanipulatethewholemarket,2,indeedprettymucheverythingandeveryone\'smovearediscountedaltogether,
forindividualstocks,thebestwayistostudyitsEfromERreports,PEisafunctionofEitselfandhowEchanges(growth),andthegeneralmarketsentiment,
onceyouknowE\'saregrowing,andmarketsentimentislow,like2monthsago,thenthat\'stimetobuy.Andoutwhensentiment...[阅读全文]
博文
(2008-05-21 11:39:21)
(2008-05-21 07:42:03)
http://www.streetinsider.com/Special+Reports/Notable+Analyst+Rating+Changes+227:+THC,+XLNX,+HWAY+Upgraded%3B+JASO,+SOLF,+YGE,+TSL,+ABX+Downgraded/3406445.html
NotableAnalystRatingChanges2/27:THC,XLNX,HWAYUpgraded;JASO,SOLF,YGE,TSL,ABXDowngraded
BankofAmericadowngradesTrinaSolar(NYSE:TSL)toSell,JASolar(Nasdaq:JASO)toNeutral,Solarfun(Nasdaq:SOLF)toSellandYingliGreenEnergy(NYSE:YGE)toNeu...[阅读全文]
(2008-05-21 03:56:34)
actualrev$171mvs170mestimated,netincome$15.3mvs$15mestimated,
unfortunatelypricealreadyrunupto25...willyettoseemarketreaction,butmyfeelingisnotmuchtogodown,28willbea"fair"valuationsothatEV/08earningwouldbeat17thesameaspeers,
willsee,
nextup,STP...I'mholdingoptionsforupsidesurprise,
nextthen,TSL,canitdo66bythen?
howfun!
---------------
SOLFhasachanceofhittingabove25after...[阅读全文]
unfortunatelypricealreadyrunupto25...willyettoseemarketreaction,butmyfeelingisnotmuchtogodown,28willbea"fair"valuationsothatEV/08earningwouldbeat17thesameaspeers,
willsee,
nextup,STP...I'mholdingoptionsforupsidesurprise,
nextthen,TSL,canitdo66bythen?
howfun!
---------------
SOLFhasachanceofhittingabove25after...[阅读全文]
(2008-05-20 13:04:18)
(2008-05-19 08:00:16)
SOLFtookabout1hourtoconsolidateataround20,thenitneverlookedback,
LDK\'schartisveryverymuchthesame,
frommidtermchart,20toSOLFisalifeordeathlineforshorts,same40toLDK,
howeveronFA,SOLFrunonER,notsure,thereareallnewspendingthoughonLDK,ie,notsureifassustainable,
[阅读全文]
LDK\'schartisveryverymuchthesame,
frommidtermchart,20toSOLFisalifeordeathlineforshorts,same40toLDK,
howeveronFA,SOLFrunonER,notsure,thereareallnewspendingthoughonLDK,ie,notsureifassustainable,
[阅读全文]
(2008-05-19 06:26:03)
[liftupsothateveryonecansee...]
ie,beforeCSUNERorpostSOLFER,
ifCSUNistodisappoint,marketmaythinkthat\'sCSUNspecificproblemsinceithasneverbeenabletomakemoney,unlikeeveryoneelse,
ifCSUNistohavegreatnumber,couldbemorefueltoexpectationonSOLF,
afterSOLFit\'sSTPcoming,currentexpectationonSTPislowsinceitsaidwillproducelessinearly\'08...butyouwillneverknow,itwon\'tsurprisemeifsomeonemayjus...[阅读全文]
ie,beforeCSUNERorpostSOLFER,
ifCSUNistodisappoint,marketmaythinkthat\'sCSUNspecificproblemsinceithasneverbeenabletomakemoney,unlikeeveryoneelse,
ifCSUNistohavegreatnumber,couldbemorefueltoexpectationonSOLF,
afterSOLFit\'sSTPcoming,currentexpectationonSTPislowsinceitsaidwillproducelessinearly\'08...butyouwillneverknow,itwon\'tsurprisemeifsomeonemayjus...[阅读全文]
(2008-05-19 05:32:38)
CSUNisasimpressive,[阅读全文]
(2008-05-18 01:50:32)
PleaceAct大概映射的是我，“问为什么救灾不用大型机械?旁边有大型机械大家能不用吗?你没看路踏了,连人都走不进去,大型机械怎么进?过去的皇帝问饿死的人为什么不食肉糜,那个皇帝是个呆子,我看你能言善辩的不象个呆子,可能是个书呆子!”
说实在的我不知道PleaseAct反对我什么，反对我的一些想法呢，还是反对我竟然提一些想法。不管怎样，PleaseAct，在你把我描绘成卡通级[阅读全文]
说实在的我不知道PleaseAct反对我什么，反对我的一些想法呢，还是反对我竟然提一些想法。不管怎样，PleaseAct，在你把我描绘成卡通级[阅读全文]
(2008-05-16 11:42:49)
http://business.sohu.com/20080516/n256909184.shtml
2008年05月16日19:26
来源：南方报业传媒集团-21世纪经济报道
本报记者吴鹏
映秀镇
映秀镇全城皆毁。
映秀镇小学已然和庞贝古城相形。全校473名学生（不包括映小附属学前班的20多个2-7岁的小孩）可证实伤亡人数近300位。不少位处浅表的尸体只露出一截小拇指，或一张已经破损的头皮上是已经呈现灰白色的缕缕乱[阅读全文]
2008年05月16日19:26
来源：南方报业传媒集团-21世纪经济报道
本报记者吴鹏
映秀镇
映秀镇全城皆毁。
映秀镇小学已然和庞贝古城相形。全校473名学生（不包括映小附属学前班的20多个2-7岁的小孩）可证实伤亡人数近300位。不少位处浅表的尸体只露出一截小拇指，或一张已经破损的头皮上是已经呈现灰白色的缕缕乱[阅读全文]
(2008-05-16 09:10:51)
JASO/SOL/YGE/CSIQallhaveEV/08earningat18-20,
totradeonthatvaluation,withreasonableprojectionofSOLF/TSL'searning,mynumbersshowSOLFtobeat28,TSLat66,
again,allnumberspeculation,notbasistotrade...butitwouldbeinterestingtolookbacktoseeifmyforecastareokoncetheirERsareout,
STPtradesatdifferentvaluation,morelikelytoSPWR,ie,non-Chinesesolars,
CSUNmighthavepotentialsinceitcouldbeaturnabounds...[阅读全文]
totradeonthatvaluation,withreasonableprojectionofSOLF/TSL'searning,mynumbersshowSOLFtobeat28,TSLat66,
again,allnumberspeculation,notbasistotrade...butitwouldbeinterestingtolookbacktoseeifmyforecastareokoncetheirERsareout,
STPtradesatdifferentvaluation,morelikelytoSPWR,ie,non-Chinesesolars,
CSUNmighthavepotentialsinceitcouldbeaturnabounds...[阅读全文]
