TSL, , 龍卷風

不要跟風，要跟就跟龍卷風！ （TM)
來源: noMatter 於 07-02-15 12:44:51

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pick first batch of TSL at low 36 as planned
來源: noMatter 於 07-02-15 11:48:15
I can be plenty wrong but I can't help,

07 outlook from today's news, $34.5 to $36m, which means forward PE for 07 will be 22,

growth rate 200%, from $13m,

my bet is that growth fund managers, particularly those aggressive growth funds, can't find another one better than this,

it's been a great ride from 20 up to 35 and then 37 to 42, at 36 I will have my eyes closed for a long time,

also hold SOLF CSIQ since I don't remember,

this is one of the best growth sectors, if not the single best, going into 07,

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Chinese solars
來源: noMatter 於 07-02-15 08:00:47
TSL's numbers today are, making no mistake, GOOD, business is very solid, rev/earning is about 1/5--1/4 of STP, capacity in mid 2007 will be 150mw,

first support might come at 9day MA which is around 36,

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got to be kidding,
來源: noMatter 於 07-02-15 08:18:31
回答: short term avoid or short 由 duffer 於 2007-02-15 08:05:21

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maybe short covering today, butnumbers are too superb
來源: noMatter 於 07-02-21 08:01:32
回答: 還是那句話 TSL 是隻小鳥，還是架飛機呢 由 初學者001

I'd like to see anyone coming up stocks with similar growth story,

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06,

net rev 114m
op earning 16.9m
net earning 13.2m
shiped 27.4MW
capacity 75MW

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07 projection:

net rev 270--300m
net earning 34.5--36.5m
shiped 75MW
capacity 150MW

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how about those Chinese solars?... day after day!
來源: noMatter 於 07-02-21 07:13:15
you have to think what those aggressive growth fund managers think: where else you get an industry with average 200% growth?

TSL, if is to be evaluated at 1/4 of STP, has 50% more room to go,