Canadian Solar (CSIQ)

January 23, 2023

Following a Full Model Revamp, CSIQ’s Forward Earnings Appear Set to Be Rerated Lower for New Environment; PT Lower to $12.22/shr

By Gordon L. Johnson II

2022 Was a Good Year for Canadian Solar; 2023E Appears Set to be the Exact Opposite. In its most recent quarter, CSIQ reported rev/GAAP-EPS of $1.93B/$1.12 vs. Cons’ ests. of $1.86B/$0.30 (a material beat, at…

May 26, 2022

CSIQ’s Guidance Underwhelmed & EU-China Demand Likely to Disappoint, Which Keeps Us SELL Rated

By Gordon L. Johnson II

August 18, 2021

CSIQ Not Immune From Crack Down on “Conflict” Solar Panels; We Move to SELL on Unquantifiable Risk

By Gordon L. Johnson II

March 23, 2021

4Q Review – Pundits Continue to (Incorrectly) Put a Multiple on CSIQ’s One-Time Project Sales; BUY

By Gordon L. Johnson II

November 22, 2020

For Now, Relative Undervaluation More Important Than Poor 4Q20 Guidance-2021 Fundamentals; BUY

By Gordon L. Johnson II

August 27, 2020

A Great House in a Bad Neighborhood Ahead of a Key Catalyst (in the Middle of a Mania) = STRONG BUY

By Gordon L. Johnson II