DISQUS

Beanieville: Outlook for CSIQ is so bright my eyes are hurtin!

  • beanieville · 2 years ago
    Well, looks like STP will lead the solars today.
  • troyhouse · 2 years ago
    [DRYS] Yesterday 08:26am
    DryShips, Inc Hearing Jefferies makes positive comments; says shares are "extremely oversold"
  • fortune8 · 2 years ago
    dam Z!

    Are you seeing this?

    CCJ and ITRI is crazy.

    We were a bit early.

    I guess better early than having the UPL pulled out under you.
  • beanieville · 2 years ago
    oh, Scibby shorting CSIQ. Wow.
  • beanieville · 2 years ago
    You might want to grab some PEIX for the longer term .

    7.7
  • fortune8 · 2 years ago
    Compare solars with DRYS and tell me where you are geting your money's worth.

    Don't get tunnel vision.
  • zstock · 2 years ago
    im buyin MTL,pcu,rio,tie,mt,uAUA,DAL,SNP,CEO,PBR,PCU ..or at least keeping them on the watchlists
    zstock: and USO at 69
  • zstock · 2 years ago
    zstock: MOO getting hurt by CAT downgrade
    zstock: which is hurting DE
    zstock: but DE is coming to a buy signal
    zstock: 50 day = 78.9 on DE
    zstock: that's the buy signal for MOO
    zstock: bb13 is 50.0
    zstock: and the 50 is 49.5
    zstock: so that's it
    zstock: 49.5 or 50
    and if MOO holds at 49/50...Its going to beat PBW...and Beannie is going to lose ground on his latte bet with Fortune 8....
    zee
    I rest my case.....but I'll be back.
  • fortune8 · 2 years ago
    3 years is a long way out.

    http://finance.google.com/finance?client=ob&q=P...

    Look at the market cap and tell me which one can grow faster.
  • fortune8 · 2 years ago
    STP is so close to making a new high that I can smell it and I wll bet it.

    85 will be a double top breakout.

    Any takers?
  • fortune8 · 2 years ago
    Read this because I think that is the play.

    http://intuitivetraders.blogspot.com/2007/12/tr...
  • troyhouse · 2 years ago
    FWIW:

    "Research Note: LDK Solar Co, Ltd. (NYSE:LDK)

    Last Updated: Dec. 19, 2007 – 5:24pm EST

    NEW YORK--Ludlow China updates its research opinion on LDK Solar (NYSE:LDK), a Chinese manufacture of solar polysilicon wafers, maintains its B- rating on the company. raises 2008 price target to $90 to $100 per share.
  • beanieville · 2 years ago
    Just by looking at the technicals alone, i think there is a possibility LDK could do a JASO, taking it down to the 50dayMA of around 45.

    I'll have to see the tape tomorrow morning.
  • beanieville · 2 years ago
    Had it gapped up big after earnings, things may have been different in the sense LDK gets to consolidate from a higher level. Such is not the case. So i'll be looking to short the stock if it looks like it's not gonna trade green tomorrow.
  • zstock · 2 years ago
    DIA,SPX,XMI,MNX,IVV
    All have my classic 3 day corkscrew buy signal.....that’s all the corkscrew i can get on AAPL..so this might be a tell, tell sign...for tomorrow....which i think is probably an UP day...
    IWV...showing the classic 3 day corkscrew...buy signal...I hope this breaks to the upside..and soon...
  • zstock · 2 years ago
    Here’s the thing....
    If these indexes don’t break to the upside, then the MACD and SLOW sto and W% all indicate a long cold Winter lies ahead....and no- one really wants that...


    IWM has some resistance at 76.3..so i hope IWM can clear that hurdle...
  • zstock · 2 years ago
    DXD ..ultra short the DOW...well well...the MACD just crossed into positive territory...which is like poison..if you are short the DOW.....Or could be the starting signal for DXD wins, and market is in for a long cold winter....
    EFA has the classic down ..up..down...BUY SIGNAL....
    FXI might lag behind for a while...LDK might hit China tonight...
    QID still has room to the upside...44 = 200 day...( QID = qqqq short sell)..however, If QID falls below 38.6..there’s no real support until retest of lows at 33.80....
  • zstock · 2 years ago
    QLD..just keeps on staying above the 200 day...at 97.3...that’s VERY BULLISH....
    QQQQ ...corkscrew...3 day consolidating pattern...mostly that is bullish...The SLOW sto and W% are in extreme BUY SIGNAL MODE....
    TWM...ah yes the TWM ulta short IWM....IT’S A FALLING KNIFE.....and I’m looking at the first two days of a falling knife....It must crack below 70.4...to stay a falling knife....
    XLF...corkscrew /consolidating pattern...those are mostly bullish....and even if XLF goes down..from the classic 3 day corkscrew...the effect only lasts one day...usually...
  • zstock · 2 years ago
    oh man ..
    I loaded the comments in backwards....
    start with the DIA,SPX,XMI comment first and read up from there...
    zee
  • zstock · 2 years ago
    hey docqb
    did you notice?

    someone keeps subtracting my comment points....
    they start out at one and now they are at zero....
    man when i find out who it is...I'm going to annahilate them....
    mess with the best...die like the rest....
  • Docqb · 2 years ago
    Z,

    Dang man..... didn't notice, but I'll start watchin....hoodlums.... lol
  • zstock · 2 years ago
    I bet it's Tim Knight.....TK...
    hahahahahaaaaaaa
    zee
  • zstock · 2 years ago
    well
    if these after hours numbers hold up on LDK
    at opening bell...tomorrow..
    it's looking like straddle DEC might be around 65% thru 130% profit...
    zee
    i wonder if the rest of the solar's will take a hit?
  • zstock · 2 years ago
    LDK dec 60 put might go to $5/.00 / $7.00 and the DEC 80 call might get 0.60 out of 2.25 in..
  • zstock · 2 years ago
    LDK might even only need a $5 move to make 10%....
    but a $2 move...and that will lose on both sides...
    but how in the heck is LDK only going to move $2...on earnings?
    hahhahahahahaaaaaaaaa
    zee
  • zstock · 2 years ago
    LDK may get punished on 0.37 in line quarterly report...but on Revenues up 240%...that’s double what the street was expecting.....SO..LDK target price $100 is still intact......just don’t know when it gets there.......
    Zee
  • zstock · 2 years ago
    ATI...titatium .. i can see the short term target of 92 to 97 / 99 its at 85 now...it could be pre- corkscrew pattern...meaning gaps up to 92 then down to 89..stays at 89 5 days then bam...takes off to 97 / 99
    BUYING the JAN 80 thru 90 calls
  • fortune8 · 2 years ago
    If LDK drops, sell the PUT and try to get the best value. Keep the CALL since it may bounce and then sell the bounce. And vice versa.
  • zstock · 2 years ago
    LDK straddle
    = DEC 80 CALL
    AND DEC 60 PUT...
    $10 MOVE = 100% GAIN...
  • fortune8 · 2 years ago
    Welcome aboard Z!
  • fortune8 · 2 years ago
    BUY when there are SELLERS

    SELL when there are BUYERS.

    It cannot get any simpler than that.
  • fortune8 · 2 years ago
    CSIQ closed @ 26.8 - price target of $75 by end of March 2008.

    I seriously doubt that.
  • Docqb · 2 years ago
    Fortune,

    How ya like the pic of the car ?
  • fortune8 · 2 years ago
    Nice!

    Is that a Hyundai you are advertising?
  • zstock · 2 years ago
    UNP isn’t getting back to 137, because they report higher fuel costs, cutting into bottom line...so my best guestimate is ...the next high will be 126 or 130...and the buy signal might be the 200 day = 115 or 100 day = 118...
    But BNI at 80 double bottom...might be a good spot to own some of that..
  • beanieville · 2 years ago
    Rumors from a Chinese: LDK
  • zstock · 2 years ago
    CCJ ROCKS..!!!>>>
    WILL HOLD TILL $40 OR $45 OR $54
    hahahahaahaahaaaa
    zee
  • zstock · 2 years ago
    AMGN...
    It's true...i'm back in 45 and 47.5 calls
    47.5 at 1.64
    this is a must buy ahead of GDP report probably and because BBH in the 160 range...which is like a 5 times bottom support number or some such
    zee
  • beanieville · 2 years ago
    goodbye solar bears!
  • beanieville · 2 years ago
    STP just busted out.

    FSLR about to.

    whoo wheeeeeee
  • zstock · 2 years ago
    F8
    ITRI 90 calls JAN volume spike ...700%....= HOT...
    also JAN 75...buy that one on the dips...That thing is really moving on delta...
  • zstock · 2 years ago
    CAL, UAUA on sale , pre- holiday...and post holiday will be much higher...
    and GDP numbers should lift them tomorrow,,,, but who cares...ALWAYS buy airlines pre-holiday and sell...POST- holiday at much higher prices...
    Thanksgiving, none of you dipped your feet...but I imagine most of my daily readers (250 a day) bought all the airline they could, when I showed the buy signal at the blog...!!!...!!!
    zee
  • fortune8 · 2 years ago
    Z,

    I saw that. It's about time we get paid for the hard work.
  • beanieville · 2 years ago
    Some of you have been scared out of FSLR by the infamous Tellurium Boy, who, by the way, loss exactly 100% on his short. (Short at 100 + short at 150 = 125. He had to cover at 250.)

    Don't let Scibby scare you out of playing CSIQ or any solars. I don't know why he's calling CSIQ a scam.
  • beanieville · 2 years ago
    anon,

    It was a quickie short on SPWR, that i could hardly remember about shorting. lol
  • beanieville · 2 years ago
    CSIQ is so freakin cheap even Kmart looks expensive!
  • beanieville · 2 years ago
    If Scibby my man doesn't get out of CSIQ near breakeven now, he may never be able to get out?
  • Jason · 2 years ago
    SU and ARUN-

    GTOP has said results are due out before the end of the year. Teh volume on GTOp has exploded over the last 2 weeks. It is a 50/50 crapshoot but the risk/reward seems to be worth the gamble. The drug, if results are good, is a multi billion $ a year drug and I can see GTOP being bought out by any of the big name pharma companies. If the drug fails, then GTOP is done because they are 1 trick pony and this is all they got in teh pipeline for several years.
  • fortune8 · 2 years ago
    What rocket launch?

    You are too funny!

    This is becoming yhoo forum with posters touting their stocks.

    Scibby is going to come back and beat up on you again.

    I think touting is a sign of fear and desperation.

    How often do you see a Porsche versus Hyundai commercial?
  • beanieville · 2 years ago
    Watch LDK carefully towards the close. If earnings leaked, it should spike.
  • fortune8 · 2 years ago
    You can thank me by raising my points, for what ever it is worth.

    May be I can use that to gamble with.

    :=)
  • troyhouse · 2 years ago
    To all STP lovers, it was just mentioned on CNBC.
  • beanieville · 2 years ago
    Solar shorts just don't get it. Nothing can stop CSIQ or any of its peers!
  • beanieville · 2 years ago
    newb,

    i rather you use some of the cash to buy STP, then to gamble on LDK earnings. STP is certainty. A double this time next year.
  • beanieville · 2 years ago
    LDK : i can't imagine it won't blow away the earnings. After that debacle i'm sure it wants to come back with a vengeance.
  • fortune8 · 2 years ago
    Baltic Dry Index down.

    http://www.dryships.com/index.cfm?get=report

    If you cannot handle the heat, then stay out of the kitchen.
  • fortune8 · 2 years ago
    KR,

    If I can predict the future, then i would share it with most people, including those here. But I cannot.

    11/19/2007 11:46 AM Bought 3 QJPLK@$7.20
    11/19/2007 3:45 PM Bought 2 QJPLK@$6.00

    11/30/2007 09:34 AM Sold 3 QJPLK@$9.00
    12/05/2007 09:47 AM Sold 2 QJPLK@$6.50

    Do you know what those options are worth today?

    http://finance.yahoo.com/q?s=QJPLK.X

    As you can see, I am not perfect. And I don't claim to be. I am just one humble and fortunate person.

    I probably make less money in the market than most people here.
  • fortune8 · 2 years ago
    HOLD MSFT until it closes below 34 and does not open the next day higher.
  • beanieville · 2 years ago
    let's go mon. Let's go solars!
  • marketswimmer · 2 years ago
    I bet you enjoy yesterday's 27% jump on CSIQ. BTW, do you know how to find the Lead Dog for your stock?

    I think STP and SOLF will do well.

    Market Swimmer
  • fortune8 · 2 years ago
    If you are playing LDK without protection, then you don't know what you are going go get.
  • fortune8 · 2 years ago
    Unless DRYS breaks 72 on the closed, I am looking for at leat 80.

    If it bteaks 80, then 85, then 90.

    Not sure why it is selling off today.

    http://notablecalls.blogspot.com/2007/12/dryshi...
  • mixleplex · 2 years ago
    we need to close strong today then santa might just come
  • mixleplex · 2 years ago
    Regardless of what's brewing with CSIQ, it is a very cheap stock considering the growth rate and profitability next year.
  • fortune8 · 2 years ago
    ski,

    order is already in for a 3.33 net debit, just waiting to see if it execute.
  • beanieville · 2 years ago
    buy all dips on LDK, for a daytrade.
  • fortune8 · 2 years ago
    BUY RIO under 32
  • troyhouse · 2 years ago
    Why is CSIQ on fire... planning to add more little later today...!!
  • troyhouse · 2 years ago
    troutslanding

    I am holding and probably buy more on the dip. read my earlier post, LDK earnings will be blow out....
  • zstock · 2 years ago
    F8
    i read your straddle play on LDK...and I don't have enough experience to know if that will work or not.
    zee
  • fortune8 · 2 years ago
    BUY LDK JAN 100 CALLS and LDK 40 PUTS

    This is based on the huge volatility.

    When LDK reports, it either run/drop HUGE.

    Either way, you have a chance to take profit on one leg.
  • zstock · 2 years ago
    i'll buy that STP 108 target price...cause gowth % value is 104....so STP has the EPS to get there ( 108).......it also has the EPS to get to $117....but i"ll wait till some - one makes it official.....
    zee
  • fortune8 · 2 years ago
    Bet me a latte and make it official then.

    :=)

    STP makes new high by year end and you can sell it at any time.
  • troyhouse · 2 years ago
    Also,

    Solar Stocks: Lehman Ups Targets On WFR, JASO, STP
    Posted by Eric Savitz

    Lehman analysts Vishal Shah and Tim Luke today raised their target prices on the solar stocks MEMC Electronic Materials (WFR), JA Solar (JASO) and Suntech Power (STP).
  • beanieville · 2 years ago
    Stocks like EMKR and CSIQ has potential for a quick double. You can hold longer and sell 1/2 at double.
  • Docqb · 2 years ago
    An old Gene Inger trick eh ?
  • fortune8 · 2 years ago
    I am looking for STP to gap up.

    I gave you buy signal at 78, weren't you paying attention?
  • zstock · 2 years ago
    ok so i was going to buy NIHD,,,( brazilian wireless) and then f8 said he was buying CHL..( Chinese telecom) and then i got to thinking...since i'm already buying NIHD..it has a great buy signal..( so does VIP and MBT, but that's another story)....
    then i thought ...well if i'm buying NIHD..which I know is at the bottom...I might as well BUY CHL...TOO...cause they are both companies in HOT countries....
    zee
  • fortune8 · 2 years ago
    If you don't know what BRIC is, then buy me a point and I will tell you.

    LOL
  • troyhouse · 2 years ago
    UBS report on LDK before AR was out.. check it out: http://s163718098.onlinehome.us/UBS_LDK.pdf

    LDK guided 3Q and 4Q07 revenues higher
    LDK, on 9 October, guided that it shipped 75MW in Q307 and revenues would
    be US$140-150m. And on 15 November, it guided that its Q407 shipment would
    be between 82MW to 88MW and revenues would be US$165-170m. This would
    mean 236-242MW in shipment and US$478-493m in revenues for 2007. The
    2007 shipment guidance is 5-8% more than our forecast while revenue guidance
    would be similar to our top-end forecast. We believe there is upside to the
    company’s guidance on revenues.
  • Docqb · 2 years ago
    Troy,

    Great stuff.... keep it comin
  • troyhouse · 2 years ago
    This could be the reason for YGE going up today:

    BAODING, Dec 17, 2007 (SinoCast via COMTEX News Network) --
    China's leading photovoltaic product manufacturer Yingli Group kicked
    off the construction of 400MW-polysilicon cell plant, which is built
    by its two arms Yiling Green Energy Holding Co., Ltd. (NYSE:YGE) and
    Yiling Energy (China).

    The new project, involves total investment of CNY 2.8 billion, will
    enable Yingli Group to have the world's most advanced solar cell
    production line. After it completes construction in March 2009, the
    project is estimated to generate production value of CNY 10.08
    billion, and profits of CNY 4.03 billion.

    Notably, New York-listed Yingli Green Energy has finished the three
    phases of construction by June 2007 and now has annual production
    capacity of polysilicon ingots, wafers, PV cells and PV modules of
    200MW each.

    Headed in Baoding, Hebei Province in Northern China, Yingli Group is a
    fast-growing group extending reaches into various fields. Given the
    solar photovoltaic sector is an emerging industry around the world,
    the group has spent huge money and effort building up a complete
    industrial chain to be a front-runner in China.
  • troyhouse · 2 years ago
    I am going to buy more CSIQ, EMKR, LDK & YGE tomorrow...!!
  • beanieville · 2 years ago
    EMKR gapping nicely. $20 in the making.
  • fortune8 · 2 years ago
    docqb

    Virtual profit works great in virtual reality.
  • Docqb · 2 years ago
    oh, ya like that virtual bank statement I got the other day......... and the ridiculus high virtual taxes I pay....... lol
  • troyhouse · 2 years ago
    any updates from LDC Conference call.. was it any good?
  • fortune8 · 2 years ago
    i confess. I work for TK.

    hehe
  • lisa · 2 years ago
    Stay cool on your seat. LDK will be back up atfer CC. 5 new contracts will be released.
  • troyhouse · 2 years ago
    [Upgrade!]
    "Going forward into 2008, Ludlow China sees aggressive growth for LDK Solar as the company is positioned well in the Chinese polysilicon market, and still maintains the company on our clients recommended list.

    Ludlow China is maintaining LDK Solar's (LDK) equity rating of B-, and raises the company 2008 price target to $90 to $100 a share."
  • Docqb · 2 years ago
    Virtual profit ? Never seen that animal.........
  • Docqb · 2 years ago
    Fortune,

    Does virtual profit work in those new snack machines that use the retina scan ? think i read something about that somewhere......
  • zstock · 2 years ago
    beannie must be making a fortune..playing LDK in after hours.....
    zee
    $1,000 every 5 minutes...
  • arun21 · 2 years ago
    Rest of the solars are holding up just fine. Just the overall market that decided to jab LDK a little bit.
  • troyhouse · 2 years ago
    They are surely trying to keep LDK down before the CC...
  • fortune8 · 2 years ago
    scibby,

    No excitement here. Just containment.

    BUY when there are SELLERS

    SELL when there are BUYERS.

    It cannot get any simpler than that.
  • troyhouse · 2 years ago
    Wish everyone could implement that strategy ...
  • zstock · 2 years ago
    DAN on the charts LDK
    price at 75.6 the DEC 80 call is $4.00
    And at $60 price the LDK DEC 60 PUT is $7.00
    So either way...both price directions return over 100%...
  • zstock · 2 years ago
    LISA,
    I'm so glad you did your homework on solar companies...anybody that disses you...should think twice about it....I think you are an expert..( on the facts)...
    zee
  • lisa · 2 years ago
    Thank you. zstock.
  • zstock · 2 years ago
    dan i bought DEC
    DEC DEC DEC DEC DEC DEC
    TOTAL COST
    $375
    GET WITH THE program....
    zee
  • zstock · 2 years ago
    you can do F8's straddle
    or you can really play the speculation and play mine...
    you only have 7 minutes to decide....
    if you think LDK moves $10...play mine....but if LDK only moves $5...then i can't help you....
    it'll be break even...
  • zstock · 2 years ago
    oh man i sold the DEC 60 puts for 100% profit and moved into DEC 55 PUTS...
    zee
  • fortune8 · 2 years ago
    Z,

    You owe me a latte for that :=)
  • troyhouse · 2 years ago
    Beanie, what happened with LDK... any news/feedback?
  • troyhouse · 2 years ago
    LDK Solar Co LTD ADR Reminder: Expected to report Q3 after the close, not on today's earnings sheet - consensus estimates are for sales of $143.2M and earnings of $0.37
  • zstock · 2 years ago
    KR
    DRYS is ok......
    it's down in smpathy to UNP earnings outlook..( which was meaningless in my opinion)...just a way to for me to get back into UNP....)
    .that hurt the entire IYT sector.....

    DRYS and EXM had a clear buy signal.....so just be patient...
    zee
    and GDP report might make DRYS gap up $15 tomorrow....just have to wait and see...
  • zstock · 2 years ago
    so F8
    i still have DEC 80 calls on LDK and now i have DEC 55 PUTS....i hope i made the right move?
    on those DEC 55 puts...just didn't have time to calculate anything.....
    I think it's what marketers call...impulse buying.....
    zee
  • fortune8 · 2 years ago
    That's tight because you only have 2 days.

    But you have to play fast because if LDK swings big, the you will make out like a bandit.

    Ideally for me is that LDK drops HUGE on selling and I take profit on the PUTS.

    Hold the CALLS for a January bounce since I still have 32 days out.
  • Docqb · 2 years ago
    LDK getting bought back up...... interesting
  • Docqb · 2 years ago
    Fortune,
    Nice play, kinda like a collar eh ? lol
  • Docqb · 2 years ago
    Did anyone else buy more LDK ?
  • Docqb · 2 years ago
    Watching FSLR go quietly through the roof
  • zstock · 2 years ago
    F8
    what do you think?
    LDK DEC 80 call and DEC 60 PUTS?
    isn't that a better straddle?
    for a $10 move....
  • zstock · 2 years ago
    here's one thing in LDK's favor....
    X-mas rally already started.....I think we get all up days till end of year...!!!,...!!!
    It's just 101 economics, in my opinion....
  • Docqb · 2 years ago
    So, like what's going on with the mkts ?
  • zstock · 2 years ago
    UQQLX = Q4 DEC 50 CALLS...QQQQ...expires last day of DEC....these are new kind of options...
    If you think QQQQ will reach $53 by end of the year...(and i think they will)
    you can buy them for less than 0.89 and at QQQQ = 53 ..you get 3.00 = 300% gain...
  • fortune8 · 2 years ago
    scibby

    I am not short LDK.

    I have out of the money straddle on LDK.

    If LDK makes a huge swing either way, then I should be able to profit from it.

    I have also sold some covered calls against my solar holdings to give me some added downside protection.

    Unless solar really takes off by Friday, I just figure it as free money.
  • troyhouse · 2 years ago
    csiq to 30 very soon...!!
  • beanieville · 2 years ago
    Let's see if the bulls can ramp CSIQ like yesterday...
  • arun21 · 2 years ago
    Jason,
    Is GTOP coming out with any data or phase trial results? Smells like a DNDN again.
  • beanieville · 2 years ago
    When stocks gap up like CSIQ, expect 80-90% of the times traders will take profits on the spike. They'll wait till the break of the high of day before getting in. Otherwise, most times, they'll let the stock consolidate.

    (Waxie's Secret Rules. You better learn it!)
  • Romaitas · 2 years ago
    waiting for CSIQ to drop below 25 then i'm in... this sucker will hit 30 by january
  • troyhouse · 2 years ago
    Beanie, any updates on CSIQ....!!
  • troyhouse · 2 years ago
    beanie, define LDK dip, at what price...!!
  • troyhouse · 2 years ago
    Is is SOLF's day today... up 8%
  • troyhouse · 2 years ago
    CSIQ & LDK rumors:

    There's a rumor that LDK has signed another 10-yr Bil-$
    deal. Probably with CSIQ, since CSIQ CEO visited LDK and XinYu government in Nov 11. CSIQ went up 27% yesterday, w pending news after market close Wed
  • troyhouse · 2 years ago
    well added LDK at 69.xx
  • beanieville · 2 years ago
    time to buy LDK again!

    69
  • beanieville · 2 years ago
    CSIQ is just fine. Just a little consolidation before it rockets again.
  • Docqb · 2 years ago
    Man, ya'll must live on the west coast......too late here
  • fortune8 · 2 years ago
    This should wake you up docqb.

    Chinese stocks lead gains

    Hong Kong, Shanghai and Taiwan post strong advances as Japan,

    http://www.marketwatch.com/
  • Docqb · 2 years ago
    Yup, if you read down, earlier I said, Hang Seng, Nikkei are up, wonder where Z and Fortune are ? lol
  • Docqb · 2 years ago
    Fortune,

    I'll bet u 10 of my points on whatever........ lol
  • Docqb · 2 years ago
    I'm out, 1pm here, early clinic
  • Docqb · 2 years ago
    Fortune, Z check yer point bags......
  • Docqb · 2 years ago
    Hang Seng up, Nikkei up, wonder where Z and Fortune are ?
  • fortune8 · 2 years ago
    Working! Working! Working!
  • troyhouse · 2 years ago
    Maybe it is time to buy STP, read below:

    Jefferies is positive on the Solar space this AM saying they believe that Suntech (NYSE:STP) is well positioned to rapidly accelerate cell and module production. Suntech recently announced a bolt to 1 GW of capacity by the end of 2008, two years ahead of plan. Over the next two years, the firm sees the company's cost structure benefiting from the introduction of higher efficiency solar cells, a transition to lower cost wafers through longer-term contracts, and declining market prices (particularly in 2009). Moreover, this could allow STP to absorb rapid module price declines while still maintaining margins—a scenario they have built into their forecast and EPS estimates for 2009.

    Suntech has approximately $588 million in cash and positive operating cash flow, as well as very low capex costs per watt and a solid history of ramping production well ahead of expectations. Improved polysilicon supply relationships have muted concerns about raw material requirements somewhat.

    They believe that investors may narrow the trading-multiple discount STP receives (25x) compared with SunPower Corporation (SPWR, Buy) (39x) on 2009 Street estimates, given Suntech's similar earnings growth pattern and declining risk profile as it relates to silicon as well as recognition of its potential to maintain margins in a declining price environment. STP's new price target is $108 vs $76 earlier.

    Notablecalls: Note that Jeffco is also upping their rating on Sunpower (SPWR) to a Buy from Hold with a $170 target (vs $125). They may serve as a ultra short-term catalyst for the group, including STP. Please note that Jeffco has factored a 15% ASP decline for cells and modules in FY2009 and FY2010 into their estimates. Yet, they remain bullish on the space.
  • Romaitas · 2 years ago
    Beanie what do you think LDK play should be for tomorrow. I'm not in right now. Does this have potential to go to 80 this week in your opinion?
  • Docqb · 2 years ago
    Beanie,
    I'd rather be lucky than good......bought a bunch at close... ya know, I'm just gonna stop thinkin and using all my experience and just do what ya say..... but let's not be walkin off any cliffs ok ? lol
  • beanieville · 2 years ago
    Hopefully we won't. But if we do, you know i'm usually the first one out, right? jk
  • Docqb · 2 years ago
    okie dokie, I'll bring a parachute just in case
  • Docqb · 2 years ago
    Beanie,
    Does this disqus refresh automatically ?
  • beanieville · 2 years ago
    unfortunately it doesnt.
  • Docqb · 2 years ago
    k, thanks, btw, guess everyone likes the car, my points went way up... mayber TK should post a car and be nicer..... lol
  • stocksshah · 2 years ago
    Beanie, great work. Hope to add CSIQ to my Strategy Lab Open portfolio.
  • Van G · 2 years ago
    f8:

    iw will take a minor miracle for LDK to hit either its 50 or 200dma's

    i've been waiting for SPWR to hit its 50dma for weeks now with a GTC limit order

    barring a larger market-wide correction, those DMA's will not hit
  • Docqb · 2 years ago
    Beanie,
    oh yeah, i forgot, the macs and the iphone, automatically tell me to update to the new software. one of the coolest things was the recent itunes applet on the iphone..
  • Van_G · 2 years ago
    beanie -

    i made a BAD mistake.....i BOUGHT ldk shares AH around $63

    should i sell PM & try to get in with a short if the trading looks bad?
  • beanieville · 2 years ago
    yeah that's what i would do...but be careful.... watch the tape and be quick. With JASO they gapped the pig up and then sliced it.

    It's gonna be volatile both ways is all i can say right now.
  • Docqb · 2 years ago
    Beanie,
    did ya check the apple tv and the router like i mentioned ?
  • beanieville · 2 years ago
    I didn't check either of the two. The wife was shopping and so i was hanging out at Apple's for a short period. Was just internet surfing and latte sipping. Makes me feel like i want another computer. I like their large screens (27"?) for their esthetics. It probably costs twice as much as Dell's. I like beautiful and quality products but i'm also a spendthrift. Decisions.. Decisions. lol
  • Docqb · 2 years ago
    I got 2 of their 24" screens w/dual 2.8 gig, w/1 terra hd, and a macbook pro to tote around, the router runs on a nano byte scale, w a high speed usb port on the back for a i/o. I put a 1 terra hd on it for back up, thing works better than a server, fast !!!!! I run parallels , which is better than bootcamp and it literally runs my windows stuff better than my toshiba or sony. Runs mac and OS in the background, lightening fast (virtualization). and the iphoto, ilife and iworks are ridiculus. On the new iphoto, move the cursor over the thumbnail pic and it flips through the pics.........no kidding !! and I know this might sound like a commercial (i wish i was getting a commish) but i have had the blackberry, motorola q and my iphone tears em all up !!!
  • beanieville · 2 years ago
    now that just flew right over my head. lol
  • fortune8 · 2 years ago
    LDK
    50-Day Moving Average3: 41.26
    200-Day Moving Average3: 42.47

    I will settle for that.
  • Docqb · 2 years ago
    Fortune.....da secret double agent..... gets all da hot girls...
  • Docqb · 2 years ago
    Fortune,

    u need to get a cool pic for your name.....
  • ven88 · 2 years ago
    whats wrong with LDK ? damn down to 61 !!
    should have put stop loss. dumbass !
  • Docqb · 2 years ago
    Take that TK..... don't be messin with ma homies..... we be callin u out in da hood !!!!
  • Rax · 2 years ago
    Webcast starting for the LDK Earnings Conference Call in 15 minutes at: http://investor.ldksolar.com/phoenix.zhtml?c=19...

    I gambled and played the long position with a DEC Call, crossing my fingers now that they will announce a new contract!

    My STP play hanging in there or what? Typical option expiration behavior by STP
  • su · 2 years ago
    with ORCL solid resutls..NASDAQ futures up big..get into techs tomorrow..

    looks like DRYS is getting some action after hours..

    Z thanks for CCJ.
  • troutslanding · 2 years ago
    how will OE affect?
  • scibby · 2 years ago
    Johnny Appleseed

    if u trade short or puts, or if you buy long or calls... whether its short or long term dated optiions it doesnt matter, it depends on the volatility and leverage ure willing to risk...

    no greed involved, u win or u lose, thats it.
  • troyhouse · 2 years ago
    NEW YORK, Dec 19 (Reuters) - Solar wafer maker LDK Solar Co Ltd (LDK.N: Quote, Profile, Research) reported a more than eightfold increase in third-quarter profit on Wednesday, boosted by an expanded customer base and strong demand.

    Net income jumped to $41.6 million, or 37 cents per diluted American Depository Share (ADS), from $5.0 million, or 4 cents per diluted ADS, for the third quarter of fiscal 2006.

    The Jiangxi, China-based company earlier this week said an audit cleared it of allegations it had overstated its silicon inventories. (Reporting by Steve James; Editing by Jeffrey Benkoe)
  • beanie · 2 years ago
    Hey, i'm at the Apple Store checkin out LDK. Too bad i left my home office 45 minutes before the close. Well, you know the news leaked when the stock dropped near the close. Earnings were blockbuster, but Americans don't have much respect for most chinese companies. They're slapping it like they did with JASO. But in the end, everything will be A-ok. I think we can get a really nice daytrade on LDK tomorrow, just like we did with JASO.

    btw, CSIQ trades really well today, considering it only give back 88 cents on volume bigger than yesterday's. I still think this stock is a great bargain. Of course it is short term overbought but i was hoping it would be even more overbought. Great for daytrading and a really good longer term hold.

    See ya later,
    Beanie
  • Docqb · 2 years ago
    Beanie,

    ur at my favorite store...... check out the apple tv and apple router that runs at nano, not giga......the apple computers at my offices run rings around my old sony and toshiba, actually my parallels program runs my windows apps faster than the windows based pc
  • Johnny Appleseed · 2 years ago
    scibby, you say below that you learned a HUGE lesson on crox earnings?

    what was it? that you bet the wrong way?

    that's not a lesson, that's a guess...

    and here you are "guessing" again the other way with LDK...what lesson will you learn if the stock gaps up in the morning?

    Please enlighten me, since I'm not seeing any lesson learned from crox if your right back here playing short-term options on a highly volatile stock during earnings...because, once again, it's just a guess. You were gloating bit earlier that you guessed right....

    we'll see tomorrow....either way, I'd really like to hear about the lesson you learned from crox. TIA.
  • Johnny Appleseed · 2 years ago
    Beanie, please give me a store recon on the apple store, you're in palo Alto area, right??

    I'm long 1,000 shares of apple and have 09/2010 call options, thanks in advance.
  • su · 2 years ago
    so experts out there help me with LDK earnings release? what exactly people didn't like about earnings?
  • scibby · 2 years ago
    Johnny Appleseed ...

    look at crox and vdsi... same story there...

    these conditions were present (like in LDK today)...

    1) everyone was long on msg boads.
    2) a short position was building up.
    3) calls outnumbered puts by a ratio of 2-3 times at most levels (read Max Pain Theory).
    4) stocks trading near 52week highs
    5) huge expectatios to beat heavily.
    6) market trend was down
    7) stock trading at upper channel line or outside it (above!)

    when u have these condtions in place you're a sure winner (like me).
  • scibby · 2 years ago
    another reason why you know how things are topping is this....

    look at this blog... from 20 posts a day, to 200 post a day, everyone is so excited, everyone is so long and everyone is making virtual profits...

    i remember a similar blog in 1999 during biotech era, it was called plaintrade.com this was a 3 month boom, where whatever this guy "steve" touted, went up... then all sort of biotech name which had nano, or bio started going up like crazy...

    same is happening here... the end results was that this guy sold the website and stocks plummeted 80%+ some never to recover....

    history repeats itself.
  • scibby · 2 years ago
    bought out of the money Dec puts on LDK to complement my CSIQ puts..... lets see
  • troyhouse · 2 years ago
    wow.... they are trying to bring LDK down....!! Manipulators...!!
  • su · 2 years ago
    will wait for the ER and jump in after after hours action
  • zstock · 2 years ago
    LDK dec 55's puts
  • su · 2 years ago
    whisper number for LDK? man watching news on my toes
  • su · 2 years ago
    LDK Solar ADS 3Q Sales $158.7M Vs $31.4M >LDK

    37cVs 4C..

    is that right?
  • su · 2 years ago
    LDK-- AH not good action...good earnings..street may be expecting more..

    experts what's negative about LDK earnings?

    ORCL rocking
  • scibby · 2 years ago
    you were warned!!!!
  • su · 2 years ago
    LDK --$58..i am sorry for the people who stuck..learned the lesson from CROX...never play earnings..
  • KR · 2 years ago
    Thanks Zzzz... You the Man.. If Drys goes up 15 in the next couple of days.. I will buy you a latte...

    KR.......
  • su · 2 years ago
    Z/F8

    Is DRYS good buy now? around $75
  • scibby · 2 years ago
    i lost $500 on crox earnigns...
    but that thought me a huge lesson... it was really worth it...

    and i m profiteering on it today....

    LDK was exactly a photocopy trade of CROX.
    good evening.
  • scibby · 2 years ago
    dec 80calls worthless...

    dec 55 puts.. wil be worth a good $5 tmrw....

    rmember crox went from 75 to 47 in first day.... and 2nd day to 43....

    assume a similar trend (becuase it gets very delusional tmrw) and you should make some money on ur puts.
  • troutslanding · 2 years ago
    wow, it's climbing back fast!
  • Johnny Appleseed · 2 years ago
    I see LDK at $64 after hours...oops $65...I wouldn't count your chickens...ya know, before they hatch.
  • ski · 2 years ago
    the bid/ask is now over 65 from 50's.
  • troyhouse · 2 years ago
    Can you cover shorts AH?
  • Johnny Appleseed · 2 years ago
    oops $66...

    I despise people who gloat afterhours...especially when it's re: puts or calls, lots can change before you can trade them again.

    scibby,

    what lesson did you learn with crox?
    crazy to play earings???
    even CRAZIER to play options on earnings...if your long the stock and it drops, it can come back as long as the fundamentals haven't changed...if your long or short SHORT-TERM options, now, that's just plain greed my fiend--apeears you haven't learned much by your loss on crox earnings...jmho.

    good luck
  • troutslanding · 2 years ago
    I actually think that it's going to rocket tomorrow. Particularly if they announce new contracts in the cc.

    I think this move down is temporary.
  • PT · 2 years ago
    just shorted 5000 shares of SCI
    (SCIBBY)
  • ski · 2 years ago
    f8...This is my first straddle play.(LDK). If it flies after earnings, when ,if at all, would you sell the put? (and visa versa the call).
  • Null · 2 years ago
    Pls provide some details on the straddle play
  • Van_G · 2 years ago
    any news out on CSUN?

    it's starting to rally hard
  • troyhouse · 2 years ago
    Why is LDK not moving up before earnings.. is this good or bad sign?
  • fortune8 · 2 years ago
    I already played JAN.

    This will give LDK the chance to rebound.
  • dfoxtrader · 2 years ago
    Z,

    How do you make 100% on a $10 move? I calculate you break even on a $10 move.
  • dfoxtrader · 2 years ago
    if you want to play earnings, why not play Orcl? Very cheap Options
  • scibby · 2 years ago
    Just to clear it up, i dont say that CSIQ (the company) is a scam.

    Maybe I did not write it correctly, what i really mean is that the way it is trading (the manipulators) are scamming you.

    If you buy now you are very brave.

    There is the long side and the short side, that's it... supply and demand will dictate who wins or lose.
  • Rax · 2 years ago
    What is it with scibby and solars?

    Alternative energy and pharmaceuticals (WX, SSRX, AOB) will be the stocks of 2008. Those are two really hot sectors, why drag it so much down?
  • cityslicker · 2 years ago
    CSUN breaking out!
  • Jared · 2 years ago
    I like the site and like the picks in the past BUT i think CSIQ is not a long yet needs to pullback about 10 pts and then may be a bounce
  • cityslicker · 2 years ago
    CSUN looking to go ballistic, anyone riding this? I'm in from this morning.
  • su · 2 years ago
    LDK short ratio 8 million...people are brave..
    who is going to win on LDK today?

    Beanie did you leak earnings ?lol
  • Jason · 2 years ago
    Beanie- when is this new format going to be changed? Reading upwards is driving me insane. Anyway to make the newest replies on the bottom?
  • Jason · 2 years ago
    Found the options button. That is SOOO much better. Phew.
  • Jason · 2 years ago
    What are people's thoughts on GTOP? Phase 3 results should be announced any day now. Risk reward is HUUUGE. Stock trading at around $3.50-$4.00. With good results, stock should triple in 1 day. Who is in for the gamble?

    I bought $1,000 shares and bought some Jan $2.50 puts to hedge since it is a crapshoot.

    Thoughts?
  • Jason · 2 years ago
    ZEE-

    What is your short term price target on CCJ? Bought some Jan. calls on Friday before the closing bell.
  • su · 2 years ago
    Jason when are they releasing the data? I am talking about GTOP
  • Docqb58 · 2 years ago
    Hey, what happened to CSIQ ? I thought it was supposed to go down ?
  • Docqb · 2 years ago
    Man, i gotta get these logons straight... lol
  • PT · 2 years ago
    Loaded some csiq puts

    if ldk dies tomorrow
    im mega rich

    CSIQ is a short, but not a scam. Canada is strong, they will be the best country in the world soon.
  • bjc · 2 years ago
    Look at their revenues. What do you base it being a short on?
  • su · 2 years ago
    Thanks Fortune...I am planning to open a position in MSFT...just want to have some solid ones for my portfolio..

    I am asking about entering into MSFT..

    or may be i will wait for ORCL earnings...

    any good read on chart/technical analysis..right on the web?
  • Romaitas · 2 years ago
    Su... my opinion. Don't play MSFT. There are better plays out there. I only play MSFT ahead of earnings... its a boring stock
  • KR · 2 years ago
    Thanks Fortune8 - I have been off N On talking to Beanie and I really like this Blog a lot and I really appreaciate your insights, ztock and beanie.. You guys are Awesomee....

    Thank you
    KR
  • lisa · 2 years ago
    Me too. I read this blog several times everyday. Kind of addicted. Thank everybody who gives the thoughts. Especially thanks to Beanie.
  • su · 2 years ago
    everyone buying LDK again? lol
  • newb · 2 years ago
    hey beanie i got about 25% in ldk..65% cash, is this an all in moment... is ldk ace king?Im still new all in for me is only less then 20k. But i think this 69 is a gift, last time we see it here for quite some time
  • su · 2 years ago
    Man i really want to see LDK above $70...Why is it trsding in the close range?
  • su · 2 years ago
    If LDK is not going to annouce good ER then there is bigger problem..their business model is good...

    And ofcourse solars get whacked tomorrow,(depends on LDK) too many newbies in solars..

    But hey LDK is superstock man :)
  • su · 2 years ago
    LDK rocket launch....3,2,1...Houston we are ready :)
  • ven88 · 2 years ago
    LDK ready set start go !!!
  • Anon · 2 years ago
    Beanie, you still have that short on SPWR or was that a quickie?
  • KR · 2 years ago
    Why the hec is DRYS down today when everything is up ????
  • KR · 2 years ago
    Why the hec is DRYS down today when everything is up ????
  • su · 2 years ago
    fortune or Z any idea on MSFT support levels...
  • KR · 2 years ago
    thanks fortune8 -

    I remember getting into tDRYS in the 120's and was burnt badly.. I am holding some 75 jan calls... your thoughts??
  • Romaitas · 2 years ago
    don't trade msft...
  • Rax · 2 years ago
    Scibby

    Reverse to the SELL AND SHOCK method you use?
  • KR · 2 years ago
    Fortune8,

    Any predictions on where DRYS is headed today??

    KR
  • newb · 2 years ago
    i think there is something to do with a ldk and csiq working together, it is just rumor but supposedly the ceo of csiq met with ldk in nov.
  • Rax · 2 years ago
    At the open I will collect profits and take this day off...coming back at the end of day to buy some of those steel stocks Z recommended.

    MACD tells us that SDS is bullish and SPY is bearish....
  • Docqb · 2 years ago
    Beanie,

    Just got off the phone, Santa sez he's on his way
  • troutslanding · 2 years ago
    thank you,troy, I'll maybe sell half just in case...
  • Docqb · 2 years ago
    Beanie,

    Yer points keep droppin, we won't be havin none of that........
  • Docqb · 2 years ago
    Scibby,

    Scibby shorting CSIQ ? Man, I knew they shouldn't have expande da boys weekend passes
  • Docqb · 2 years ago
    Beanie,
    lol, was right in the middle of adding more LDK. ok, just gonna turn all my accounts over to ya, but can I keep the car ?
  • Docqb · 2 years ago
    "For those who are about to rock, we salute you"
  • troutslanding · 2 years ago
    I'm trying to decide whether or not to hold my LDK shares through earnings. Anyone have any advice???
  • Van_G · 2 years ago
    beanie & fellow traders:

    do we really even know what is happening with CSIQ?

    it's alredy going crazy in PM again!!!
  • RAX (p. ragnar már) · 2 years ago
    It is this time of the month for STP...option expiration time. STP has made the run last three months before option expiration, will continue to do so this month
  • c100 · 2 years ago
    Is anyone holding onto LDK going into earnings?
  • ski · 2 years ago
    f8...You playin' that LDK straddle?
  • fortune8 · 2 years ago
    order is already in for a 3.33 net debit, just waiting to see if it execute.
  • lisa · 2 years ago
    CSIQ is 100% Chinese. It's not canadian. Check chinese solars performance here:
    http://www.cnanalyst.com/2007/12/ytd-performa-1...
  • beanieville · 2 years ago
    Chinese owned but located in Canada.
  • lisa · 2 years ago
    No, Chinese owned, located in China and headquater is in Canada.
  • Docqb · 2 years ago
    Lisa,

    It could be headquartered on the moon right now, but it's still gonna go to 75 or so by march
  • Docqb · 2 years ago
    But welcome to the room, lots of nice people here, Fortune, Z and Troy are good guys to pay attention to
  • Van_G · 2 years ago
    traders -

    i'm a little wary of a pullback in both CSIQ & EMKR tomorrow

    should we sell PM or on any spike right after the open & then try to re-load at a lower price?

    any thoughts?

    TIA
  • beanieville · 2 years ago
    Nothing wrong with taking profits on spikes. I do it all the time.
  • aminforwin · 2 years ago
    I shorted apple at 179 this morning but the chart does not say overbought like you said it says oversold should i take my mass loss and move on?
    by the way were is the pics of the women?
    http://chicago.backpage.com/personals/classifie...
  • Rax · 2 years ago
    Z

    Thanks for the CCJ rec....got many JAN Calls on this baby :)))

    Hope people jumped in STP this morning like I adviced...option expiration time for STP pulls it up!
  • scibby · 2 years ago
    hi guys... CSIQ is topping... get out assap!!!!!
  • KR · 2 years ago
    Why the hec is DRYS down today when everything is up ????
  • aymon · 2 years ago
    good buying opportunity in onmc now. big news coming.
  • Romaitas · 2 years ago
    short csiq... gogn below 25 this week. I am still long...
  • bjc · 2 years ago
    Along the lines of CHL and NIHD and VIP and MBT, check out TKC.

    I'm long shares from about 29 and I bought some Apr $30 calls today for $2.70. I think TKC will be a $30 by then.
  • bjc · 2 years ago
    $40, excuse me.
  • PT · 2 years ago
    LDK
    will close gap to 55 tomorrow

    be careful
    CSIQ 19 tomrrow

    Scibby is God
  • scibby · 2 years ago
    SO I ASSUME F8 - YOU ARE SHORT?

    I AM GOING TO SHORT LDK...SO OBVIOUS...

    3 gaps up in such a short time... price spike from 26 to 75 in 3 weeks!

    failed to make a new 52week high despite recent good news

    expectations will be too high

    options are extremely bullish (way too much)

    remind me of a delusion similar to crox.

    no trading history, unless they beat extremely well this stock is destined for a free fall which will kill solars including stp/fslr and the other small stocks like solf/csiq...

    see TSL earnings trade and u will realise same will happen.
  • dfoxtrader · 2 years ago
    z,

    I thought you were saying buy both so it would cost you $11 to buy both so you would need a $22 move to go up 100%
  • scibby · 2 years ago
    it is so obvious news is out... from leaked CC papers that LDK has missed.... omg my puts are worth something tmrw.!!!!
  • dfoxtrader · 2 years ago
    My pick of the day is to buy T calls and dont look for a few months. They had awesome earnings and guidance but have given up all its gains.
  • scibby · 2 years ago
    guys get out of your solars... its gonna be a bloodbath tmrw... follow the LDK ticker...... news is out already.... i shorted right on time at $70... its $1.5 down in 5mins.... stocks dont go down for nothing...

    i will be the solar plunger king tmrw.
  • KR · 2 years ago
    Hey Zstock,

    I am getting killed on my DRYS calls. Any suggestions if I should buy more .. I have Jan 75 at 11each..

    I am a bit concerned.. I thought it had made a double bottom.. I am in it with fortune8 on drys...... tough....

    KR
  • su · 2 years ago
    LDK weird...glad my stop loss at 69.90 taken out...
  • troyhouse · 2 years ago
    that is too tight of a stop loss....
  • su · 2 years ago
    Holy cow Scibby making all the money...he is minting now ..
  • bjc · 2 years ago
    scibby-

    You think this blog is moving markets?

    You are obviously completely delusional. This blog follows the money, it isn't leading anything.
  • scibby · 2 years ago
    http://bp1.blogger.com/_ZeO-DohYW2g/R2hCopyJcoI...

    clearly saleable at this level, no wonder why it is getting weaker.
  • scibby · 2 years ago
    oops... whats happening to CSIQ... who's gonna save it now?
  • scibby · 2 years ago
    support on CSIQ at 25.50... there is a big block... if its taken... longs party is over... well most of them longs are already down probably having sold some other solar to buy CSIQ above 26!!!
  • scibby · 2 years ago
    it has a history of losses... what makes it so appealing now? what happens when LDk crashes tonight after earnings?
  • scibby · 2 years ago
    CSIQ is dying.... a lot of hype, clearly a pump and dump scheme... tonight $23, tmrw back to $20 where it should be. and i multiply by money by 5.
  • scibby · 2 years ago
    I GIVE YOU AN UPDATE ON CSIQ - GET OUT!!!!!

    ITS A PUMP AND DUMP SCHEME.... SO OBVIOUS!