Debunking Canadian Solar Stock - A STRONG BUY! (NASDAQ: CSIQ)

As a soon-to-be retiree, keeping my 401k on track after a bumpy 2022 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.

very interesting ideas. yes lots of grey in Chinese companies. could be a good timing, though. maybe the Chinese company buys out the US company.

Very similar to Daqo new energy (DQ)

I owned CSIQ off and on for a lot of years, trading a range. I got out at 28 in 2020, and I don't think I'll get back in. I held through Qu's buyout offer, which hung around in unrejected limbo for far too long, holding the stock price down during a period when the sector was booming.
I know their product well, and the company's financials seem ever solid on the back of real sales revenue, but there was fishy action from management, which is obviously dominated by one man, throughout.

Great video Sven. We love you

Great video! How about your old favourite Scatec Solar in compare? Seems cheap as well.

Good day Sven, Munger recently advocated for home builders, and Buffett bought a few. I think a video on the sector would be interesting? :-) Personally, TOL is my top pick in that sector. Would love to hear your thoughts on buying home builders now, especially with lumber prices down.

I'm passing on CSIQ because not enough value given back to shareholders, and a low ROIC. Growth is nice though.

Awesome video, a lot of info, you got me at no dividend ^_^

What is happening with Rubis stock? Why the price is going down?

Hey Sven - take a look at Valmet - should suit your investing type. Good ROCE, high growing dividend, solid balance sheet, growing Business and a cheap valuation. 😊

Very good review, thanks !

Hi Sven, thank you for taking the time to analyze this company. Before watching your video I stopped and took a quick look at the company. I noticed that the net profit is only 5 - 6% ... Isn't this very low ?

very good analysis!

Have a look at enphase

you should check out daqo new energy next $DQ. it’s a chinese poly silicone producer with no debt and is trading at 60% of the cash on the balance sheet. buying back loads off shares right now.

Demand of solar panels will depend on the oil barrel price, which will be high in the foreseeable future.
+ $JKS (Jinkosolar) is really similar to Canadiansolar, but has a nice dividend.
I think Jinkosolar would have been a better pick for today’s video. Or compare both. Or say a few words about jinko at least 😢

excellent learning

Is this generalizable to the whole solar sector?

The only problem with "Canadian" 🇨🇦 solar is that its actually "Chinese" 🇨🇳

Hello Sven
What do you use to do your videos?

Thanks

I own some very cheap oil stocks. But canadian solar, it is the best risk reward buy i have ever seen. Sure has risks. Biggest one is the china relation to western world. 10-100 bagger potential. Only in the last 5 years did solar become competitive with coal energy.
Solar with different battery solutions or hydrogen generation will be the key to going to net zero for most of the worlds population, during the next 50 years. Everything south of the middle line in europe and US. Includes most of asia, afrika and south america. No divident because the are investing everything in growth.

I could see massive cuts from governments investing in solar. It’s down 50% but could drop another 50% if revenue drops in the downturn. Could be a good buy if that happens

Really like this type of video my favorite one of your videos was the one RH. Thanks for your videos

Sven Carlin, master investor...AND THE KING OF CAPSLOCK!!!!!!!!!!!!!

I have been reading about CSIQ in the past 2 weeks, but still didn't learn as much as I did from this video! Thank you, Sven!
Maybe the risc of being taken private is smaller now, since Lauren Templeton is a member of the board since 2020?

Is it better then Enphase?

Hi Sven, could you make a video about american express with a attractive pe of 14 it might be a good buy. This company is very intersting with wealthy customers and higher swipe fees. Maybe you could analyze where the future growth will come from and if it might lose against visa and mastercard etc

a lot of money could be made from this, but with the risks here, I wouldn't be touching it.... rather buy BABA

Is this on Toronto exchange?

Sven Congrats for hitting this spot on and in detail! Always remember that if something is too good to be true, usually it IS too good to actually be true

The big issue with Solar is that we are likely to be in a completely different environment to the last 30 years. Higher interest rates and higher commodity prices. Solar has very low return on energy invested. It uses a vast amount of cheap coal power in China to produce these panels. In a fairly dark place like Northern Europe or Canada the amount of energy produced is actually lower than the amount used to initially create the panels with all the mining and fabrication. Things can change dramatically with these long cycles.

Thanks Sven. That was an excellent “Beyond the numbers” analysis!

It's awesome you covered this company. I have had it on my watchlist for some time but never invested in it. There has been that thing I could pin point that was making me hesitate and I'm glad you brought clarity.

One of the worst value trap that I've ever seen. I wouldn't pay even a dime for this whole company.
Let me explain Yellow and red flags:
- Capital intensive and low Return of capital.
- Very high debt.
- Negative free cash flow.
- If company have low Return of capital they should return money to share holders.
- Money and assets not cover debt.
- Unfriendly management.

- The other things you already mentioned.


"If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return -- even if you originally buy it at a huge discount. Conversely, if a business earns 18% on capital over 20 or 30 years, even if you pay an expensive-looking price, you'll end up with one hell of a result." -Charlie Munger

I lost some money already with Luckin Coffee... "The chinese Starbucks " and it was a scam. Chinese people are very hard working but at the time to list a company and being at the stock market i just avoid it.

A relative on the management team? Deal breaker red flag to me. I've seen enough companies with the red flag of the CEO hiring relatives and subsequently tanking the company. The rest of Sven's great due diligence are just more nails in the coffin.

Solar & Wind will be proven to be the biggest boondoggle ever. Erratic and unreliable.

Great video Sven! Thank you! Can you do an airline please? LUV or DAL or JBLU?

Can we do ZIM stock? Shipping stocks seem to be at the bottom of the cycle.

Great analysis!!

What do you think about CSIQ vs. ENPH? I feel like the latter has more brand recognition

I have also suggested it on the platform. Happy you choose to analyze it

I was considering buying into this business, but to be honest i just felt there was something off about it. Glad to know my suspicions were valid

Very nice video !!!

the stock market is stupid and we need alot luck with stock price movements.

Excellent review Sven. You brought up some excellent points that could be detrimental to investors.

Thanks for the video Sven!
Always putting a different angle on this channel, which is great!