Thursday, May 21, 2009

Barron's Tech Trader Daily on Today's Solar Earnings; Sorrow (CSIQ; ESLR; LDK; SOL; STP)

Back in November, '08 I went with the headline "Barron's Tech Trader Daily Goes to All Solar Format (AMAT; CSIQ; JASO; STP; TSL; YGE)" because:
Mr. Savitz is the top rated morning drivetime blogger in the Palo Alto (okay, Bay area) market. Now W-TTD breaks new ground with their fourth solar post of the day...
Today he hasn't exceeded that output [yet -ed] but has been busy. Here are the headlines:
Suntech Q1 Revs Miss; Sets 20 Million ADS Offering
Evergreen Solar Sells 37M Shrs At $1.80; Stock Falls
ReneSola Q1 Revs Miss; Full Year Outlook Falls Short
Canadian Solar Jumps; Canaccord, Oppenheimer Upgrade

And, as I'm typing, here's number five:
LDK Q1 Revs Top Ests; But Loss Worse Than Expected
The guy is amazing during earnings season. I saw 35 posts one day, just awesome. Here's one of our posts from February '09:
Eric Savitz , The Hardest Working Man In Show Business! And: Book-to-Bill Ratio at 0.10
As of 6:32 p.m. PST, I counted 22 posts at Tech Trader Daily timestamped "February 25, 2009..."
and I have a feeling that this time of the quarter is what Mr. Savitz lives for.
"I feel good..."
We are fans.