Over Thanksgiving weekend I was busy writing articles at Seeking Alpha and submitted three of them. I missed being called names and arguing with random folks online. Here are some highlights:
State Of The Top 4 Solar Module Makers
Attack Of The Tesla Killers?
Hats off to the editor that came up with that title instead of my boring one. The first comment on the article:
Great article Siddharth. Posters will be coming out in droves to call you names.
And they did come out in droves and did not disappoint in their criticism.
Tesla’s Rapidly Growing Market Share In The U.S.
Commenters came out in droves for this one too!
I believe that the top solar module makers – Trina Solar (TSL), Canadian Solar (CSIQ), Jinko Solar (JKS) and JA Solar (JASO) (who is the manufacturer of the panels on my roof) are all severely undervalued. Canadian Solar pre-announced better than guided shipments and margin.
Here is my take on the others at Seeking Alpha:
I expect an earnings beat from all of them as their net income/MW is rising along with the rising shipments.
Disclosure: Long JKS, JASO, CSIQ, TSL
Here is an article that I wrote at SeekingAlpha that got published yesterday – “In the Land of Irrelevant Numbers, Tesla gave us a Goldmine” – in response to an article by another author calling supercharger numbers irrelevant. I attempt to calculate how Tesla can profit from Supercharging.
Recently, I also wrote about investing in JA Solar and how options can make the investment a better deal. JA Solar is one of my favorite Chinese solar manufacturers. You can actually use the same options trick with other solar stocks like Jinko Solar and Sunpower.
Your other almost no risk option to invest in solar is of course, getting Solar Panels.