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

Nothing but a loser, it will be bankrupt by midyear.

Chinese solar companies are being artificially propped up by the Chinese government. They're unprofitable, but the government still throws money at them. Think about it this way: Solyndra received $500 million from the government, but China's solar companies have received over $30 billion in government subsidies!

Sub $2 should be a bargain here, but there doesn't seem to be an end in sight.

Because Canadian Tar sands oil needs to much energy to get recover anything useful.

The company's strengths can be seen in multiple areas, such as its robust revenue growth, reasonable valuation levels and largely solid financial position with reasonable debt levels by most measures. However, as a counter to these strengths, it also has weaknesses including unimpressive growth in net income, and feeble growth in the company's earnings per share.
It is trading at a 52 week low, which makes it a fair to good buy at these levels.

It's not often that you get a cutting edge futuristic energy company at a single digit P/E. Not yet buying with real $, but watching. The fact that TMFBabo recommended it at a higher price is very compelling.

china capital solar

Lassoed some JASO.

$100 million buyback announced two weeks ago!
Lost money last quarter and the stock price went down. (Chinese company)

I know that Solar have been taking a beating the last few months, but as emerging markets begin to move to Solar, companies like JASO and LDK will start to take off. The low manufacturing costs mean china can produce solar technology much cheaper than their european counterparts.

solar is going to be in our future whether we like it or not. this stock is not for the faint of heart but I like the volatility and think it will come out on top.

value screen

perfect entry point.

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

A solid seeming company, with a good probable future if Germany goes through with their plans to remove nuclear from their power grids while maintaining clean energy.

Trading at a TTM 3.5 at the time of this recommendation, with the revenue stream to back up future growth, this looks like a good pick for the long run.

Low P/E, with pretty good cash-flow to back up the earnings.

one of my solar picks again

Way oversold. Trading near book value. This company will continue its uptrend once the solar industry starts picking up again. It will hit $10 and continue upward.

yes