JA Solar Holdings Co., Ltd. (ADR) (NASDAQ:JASO)

TMFUltraLong (99.97) Submitted: 6/16/2011 11:01:30 PM : Start Price: $22.30 JASO Score: -89.32

JA Solar, and the entire solar sector for that matter, gets absolutely no respect. What I appreciate from JA Solar is the fact that the company works on getting its contracts filled well in advance. In 2011 more than 90% of its contracts are worked out. This may lead to some disadvantages margins on occasion, but I'll take my chances with guaranteed cash flow any day than running into a lights out scenario like that which we saw at Evergreen Solar. I'm placing a limit buy at $4.48 and attempting to snag this at something like 4 times EPS, possibly even less.

For more information on JA Solar, you can read why I picked it for the 10 small caps to rule them all series:

http://www.fool.com/investing/general/2011/04/20/10-small-caps-to-rule-them-all.aspx

TMFUltraLong