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To: bruwin who wrote (3735)	10/14/2014 8:40:44 AM
From: The Ox	Read Replies (2) \| Respond to of 8239

SUNE has been keeping many of the large, new solar projects on their own balance sheet. This dramatically front loads the costs and makes the numbers, in the short term, look very lousy. This strategy does not pay short term dividends but should and most likely will pay off in the long run. As most should know, when you buy solar panels, the cost up front is heavy. The pay off is a few years down the road, when you've accumulated the savings from not having to pay the electric utility costs or the fuel costs to run your generator. I know that long term thinking is completely discounted in the current market environment, with the few exceptions like biotechnology, where people can easily see the massive costs to save a life that has an unusual disease or malady. So it's not surprising to me that the knee jerk reaction is to sell any company that's not making money during a market downturn.

To: bruwin who wrote (3735)	10/14/2014 8:58:36 AM
From: The Ox	Read Replies (2) \| Respond to of 8239

Let me add that while I think SUNE may be an underrated company, there are plenty of options within the solar sector. I can see the bright future for a company like SCTY but I have more issues paying 21 times current sales vs. 1.7 for SUNE. Even though the sales trajectory for SCTY will be pretty amazing, it's harder for me to justify at this moment in time. CSIQ looks to have very solid earnings numbers and good projections going forward. Over $3 this year, $4 next year and $5+ for 2016..... for a $27 stock. There are certainly questions about these aggressive figures but if they come anywhere close to these, the stock will likely see a very nice appreciation from today's stock price. So maybe CSIQ would be more in line with a bruwin investment than say a SUNE might be?