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To: The Ox who wrote (3738)	10/14/2014 10:17:07 AM
From: bruwin	Read Replies (2) \| Respond to of 8239

"So maybe CSIQ would be more in line with a bruwin investment than say a SUNE might be?" I'm actually, generally and genuinely, interested where others place their emphasis when considering whether or not to purchase shares in a stock. Is it based, in the first instance, on price performance and what a chart displays in terms of trends, patterns, etc.., and whether or not its price is likely to reverse, especially if it's just had a major fall and it may now be considered "cheap"? Or is it the case that if its recent price decline could be associated with the poor state of its financials, does one then wait until there is a discernible improvement in its financials, and then gradually purchase shares once one sees "the market" expressing enthusiasm for the stock by virtue of a price improvement based, possibly, on improvement in its fundamentals ? If one thinks of the analogy of the "Horse and Cart", which of the 'Technicals and chart' and the 'Financial Fundamentals' should fill the role of the "Cart" or the "Horse", seeing as its the Horse that pulls the Cart and not the other way around ? Looking at CSIQ's recent financials I can only say that in the last 5 years it has shown a loss twice, but in its last Annual it showed a profit. In its last 10 Quarterlies it has shown a loss 6 times, but its last 4 Quarterlies have all been profitable. That seems to indicate an improvement in its business. In terms of its Total Assets (TA) to Total Liabilities (TL) ratio we see TA exceeding TL by about 23%. Those numbers are an improvement on SUNE's figures. HOWEVER, that's not the whole story. I'm sure there are other aspects to consider, like future business prospects due to possible impending contracts, new product lines, or whatever, etc... And maybe you see a brighter future ahead for SUNE than for CSIQ on considerations not based on a chart or on current financials.

To: The Ox who wrote (3738)	10/14/2014 10:49:18 AM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 8239

When you get wholesale selling like we've had recently I'd be looking at the best plays within the sector not the best values (there are exceptions, but they are rare). Once the turn is obvious you can look at best values, but rarely do you get a chance to acquire sector leaders at a discount. SPWR is another I'd strongly consider. Need to do more research here, but assuming oil holds upper 70's and we don't get massive deflation solar sector may be decent IT/LT entry once broad market finds IT bottom. Not a fan of Cramer, but he actually had a decent list of 10 things the market needs to see before it can bottom. I don't think it needs all 10, but a good many will probably be required. Will see if I can produce it later.