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5N Plus

Stock Symbol: VNP-T

Notes:Solar

Last Price Recorded: 2.3000 on 2013-05-24 01:14:44

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Date Signal Expert Opinion Price
2013-01-29 PAST TOP PICK James Hodgins

(A Top Short Jan 27/12. Up 55.89%.) Supply materials and components into the solar sector. Solar sector relies on subsidies and is not economic without it. He is pretty much out of this one now.

 Price:
$2.300
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2012-08-21 PAST TOP PICK Robert McWhirter

(Top Pick Aug 26/11, Down 79.18%) Did a massive acquisition that didn’t work out.  Should be good opportunities for lead free paint in Europe next year.  It will still be tough sledding for the company, which is why he sold it 8 months ago for a 28% loss.

 Price:
$1.690
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
No
2012-04-09 DON'T BUY James Hodgins He is still short the stock. The problem with this company is the balance sheet. Made a major acquisition of some of the raw materials that go into the solar supply chain but took on a significant amount of debt. Solar industry has been in serious decline.
 Price:
$3.260
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2012-01-27 TOP PICK James Hodgins Top Short Solar business has just been a disaster in the last year. This company provides components and some of the raw materials into this sector. Collapsing prices and subsidies disappearing. Cheap natural gas is a clean alternative to solar. Have a lot of debt.
 Price:
$5.260
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2011-08-26 TOP PICK Robert McWhirter Originally specialized in tellurium and cadmium telluride the core guts of what is used in solar cells. Acquired a company in April, which diversifies them into other industry products. Just reported earnings, which were very significant. Sales growth up over 460%. 15% ROE. Dirt cheap.
 Price:
$8.310
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2010-01-27 PAST TOP PICK Peter Hofstra (A Top Pick Mar 24/09. Down 9.31%.) Still a Buy.
 Price:
$5.170
Subject:
TECHNOLOGY & GREEN ENERGY
Bias:
BULLISH on GREEN ENERGY
Owned:
Yes
2009-07-31 DON'T BUY Lyle Stein Solar energy space is interesting but is a bit pricey and he is not interested in playing this area today.
 Price:
$6.480
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2009-07-09 TOP PICK Peter Hofstra Primary material supplier to First Solar. There are other potential customers lining up. There virtually have no competition. Tremendous balance sheet, lots of cash.
 Price:
$5.950
Subject:
CLEAN TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2009-05-27 BUY Peter Hofstra (Market Call Minute.) They supply cadmium telluride, the key material to First Solar (FSLR-Q). Thin-film variety of solar technology and has no silicon in it.
 Price:
$6.800
Subject:
CLEAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2009-04-30 HOLD Peter Hodson Their biggest customer just came out with good earnings, so this stock jumped also. That customer really wants some alternate sources so there will be other competitors coming into the picture.
 Price:
$6.500
Subject:
NORTH AMERICAN - SMALL
Bias:
OPTIMISTIC
Owned:
Yes
2009-04-07 DON'T BUY Jean-Francois Tardif One of the best companies in this sector. Produce the product that goes into solar panels. Made close to 30% net margin after taxes last quarter. Extremely well run. Because energy prices have come down, and no one can finance new projects demand for solar panels has dropped dramatically. Sold his holdings because of the risk for the next few quarters.
 Price:
$5.730
Subject:
ALTERNATIVE STRATEGIES
Bias:
SELECTIVE
Owned:
No
2009-03-24 TOP PICK Peter Hofstra Key supplier to First Solar (FSLR-Q) for the thin-film version of the solar panel. Doesn't use sand, but cadmium telluride instead, which is rare and hard to come by. Have a virtual monopoly on this.
 Price:
$5.800
Subject:
CLEAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2009-02-12 PAST TOP PICK Peter Hodson (A Top Pick Jan 31/08. Down 20.4%.) Supplies First Solar (FSLR-Q) with specialty metals. Still growing and have a very tight relationship with the fastest growing solar company in the world. Still a Buy.
 Price:
$6.280
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2009-01-13 COMMENT Jean-Francois Tardif Make something like 30% net margins after tax. Short term negative is that finance has shut down for solar panels. Demand for solar panels is down substantially for 3rd quarter. Company could be affected in the short-term. Outstanding company for the long-term.
 Price:
$5.570
Subject:
ALTERNATIVE STRATEGIES
Bias:
BEARISH
Owned:
Unknown
2008-12-30 COMMENT Duncan Stewart Not wild about wind or solar but the one exception is this company. They make thin-fill solar that economically works without a lot of help from the government. Well-capitalized and have cash. If he had to pick one solar company it would be this.
 Price:
$4.660
Subject:
TECH, MEDIA & GREEN ENERGY
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
Showing 1 to 15 of 30 entries
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