b*r
2 楼
巴菲特,没什么可以研究的吧。
整个sector,这是leader,从他出手起就定了调子了。
整个sector,这是leader,从他出手起就定了调子了。
b*r
4 楼
我一月份的发言。
发信人: boylover (虎子), 信区: LAO_LI
标 题: Re: 不错,清净,专业,不用看那些没用的东西
发信站: BBS 未名空间站 (Thu Jan 10 17:14:27 2013, 美东)
my readings for solar:
Due to Obama's second term and Buffet's involvement, Solar might be
turn around. Safe play will be TAN with 12% dividend and no bankruptcy
risk. Leaders will be direct beneficiaries like US companies SPWR, FSLR, and
ATML etc. One company I would pay attention to is GTAT.
China solar companies are more volatile. Laoli will suggest to avoid all the
time...I am fine with them as long as you know how to control your risk.
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 考虑太阳能要不要加!
发信人: boylover (虎子), 信区: LAO_LI
标 题: Re: 不错,清净,专业,不用看那些没用的东西
发信站: BBS 未名空间站 (Thu Jan 10 17:14:27 2013, 美东)
my readings for solar:
Due to Obama's second term and Buffet's involvement, Solar might be
turn around. Safe play will be TAN with 12% dividend and no bankruptcy
risk. Leaders will be direct beneficiaries like US companies SPWR, FSLR, and
ATML etc. One company I would pay attention to is GTAT.
China solar companies are more volatile. Laoli will suggest to avoid all the
time...I am fine with them as long as you know how to control your risk.
【在 m*****i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 考虑太阳能要不要加!
m*i
5 楼
nice call.
Recent development in middle east/Japan/China should be positive for the
sector.
On the other hand, some chinese solar players will still be bankrupt. Too
much debt.
and
the
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 我一月份的发言。
: 发信人: boylover (虎子), 信区: LAO_LI
: 标 题: Re: 不错,清净,专业,不用看那些没用的东西
: 发信站: BBS 未名空间站 (Thu Jan 10 17:14:27 2013, 美东)
: my readings for solar:
: Due to Obama's second term and Buffet's involvement, Solar might be
: turn around. Safe play will be TAN with 12% dividend and no bankruptcy
: risk. Leaders will be direct beneficiaries like US companies SPWR, FSLR, and
: ATML etc. One company I would pay attention to is GTAT.
: China solar companies are more volatile. Laoli will suggest to avoid all the
Recent development in middle east/Japan/China should be positive for the
sector.
On the other hand, some chinese solar players will still be bankrupt. Too
much debt.
and
the
【在 b******r 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 我一月份的发言。
: 发信人: boylover (虎子), 信区: LAO_LI
: 标 题: Re: 不错,清净,专业,不用看那些没用的东西
: 发信站: BBS 未名空间站 (Thu Jan 10 17:14:27 2013, 美东)
: my readings for solar:
: Due to Obama's second term and Buffet's involvement, Solar might be
: turn around. Safe play will be TAN with 12% dividend and no bankruptcy
: risk. Leaders will be direct beneficiaries like US companies SPWR, FSLR, and
: ATML etc. One company I would pay attention to is GTAT.
: China solar companies are more volatile. Laoli will suggest to avoid all the
f*r
6 楼
看看俺去年10月份的发言,呵呵,很多小散赚了点小钱就退场了,可惜啊
http://www.mitbbs.com/article_t/Stock/34456847.html
and
the
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 我一月份的发言。
: 发信人: boylover (虎子), 信区: LAO_LI
: 标 题: Re: 不错,清净,专业,不用看那些没用的东西
: 发信站: BBS 未名空间站 (Thu Jan 10 17:14:27 2013, 美东)
: my readings for solar:
: Due to Obama's second term and Buffet's involvement, Solar might be
: turn around. Safe play will be TAN with 12% dividend and no bankruptcy
: risk. Leaders will be direct beneficiaries like US companies SPWR, FSLR, and
: ATML etc. One company I would pay attention to is GTAT.
: China solar companies are more volatile. Laoli will suggest to avoid all the
http://www.mitbbs.com/article_t/Stock/34456847.html
and
the
【在 b******r 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 我一月份的发言。
: 发信人: boylover (虎子), 信区: LAO_LI
: 标 题: Re: 不错,清净,专业,不用看那些没用的东西
: 发信站: BBS 未名空间站 (Thu Jan 10 17:14:27 2013, 美东)
: my readings for solar:
: Due to Obama's second term and Buffet's involvement, Solar might be
: turn around. Safe play will be TAN with 12% dividend and no bankruptcy
: risk. Leaders will be direct beneficiaries like US companies SPWR, FSLR, and
: ATML etc. One company I would pay attention to is GTAT.
: China solar companies are more volatile. Laoli will suggest to avoid all the
b*r
8 楼
Yep. I think yyber was promoting FSLR at that time as well.
Also boshihou...good calls.
laoli is the first one in this board to mention SPWR days before Buffet's
investment.
【在 f****r 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 看看俺去年10月份的发言,呵呵,很多小散赚了点小钱就退场了,可惜啊
: http://www.mitbbs.com/article_t/Stock/34456847.html
:
: and
: the
Also boshihou...good calls.
laoli is the first one in this board to mention SPWR days before Buffet's
investment.
【在 f****r 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 看看俺去年10月份的发言,呵呵,很多小散赚了点小钱就退场了,可惜啊
: http://www.mitbbs.com/article_t/Stock/34456847.html
:
: and
: the
y*r
9 楼
有啥好说的。
早说过了。
http://www.mitbbs.com/article_t0/Stock/34602395.html
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 为什么这么猛
早说过了。
http://www.mitbbs.com/article_t0/Stock/34602395.html
【在 m*****i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 为什么这么猛
l*o
10 楼
几位大牛 FSLR 上看多少
图上看不出来什么 不会直接到40-43吧
多谢
图上看不出来什么 不会直接到40-43吧
多谢
V*2
14 楼
还好跟进了点GTAT,跟大牛喝了点汤。
c*o
17 楼
我仔细看了下这几个美国太阳能公司的财报,怎么感觉SPWR财报属于最差的那个。高D/
E ratio,cash flow上在削减研发属于好事,但是operation cash flow真的很差啊。
牛们能否在财务的角度讲讲呢,这个sector难道完全就看政策跟庄(老巴)?不看公司
经营?
E ratio,cash flow上在削减研发属于好事,但是operation cash flow真的很差啊。
牛们能否在财务的角度讲讲呢,这个sector难道完全就看政策跟庄(老巴)?不看公司
经营?
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