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10 Under the Radar Small & Micro-Cap Value Stocks (Ex-Healthcare)

The accompanying table presents 10 small and micro-cap companies from a variety of industries which are trading at value parameters, with average valuations for the group of 0.54X trailing 12-month sales, 0.44X enterprise value to sales, 0.88X book value, and 8.7X trailing 12-month earnings. The iShares Russell 2000 Small-Cap Value ETF (IWN) has lost about 39% in the past year and serves as a useful ETF benchmark comparison for these companies.

Industrials – Textile Manufacturing: Culp

A Canadian Solar Eclipse

Despite a trio of downgrades since Halloween, shares of Canadian Solar (CSIQ) offer an excellent opportunity as a high beta buy if you believe the late-day market rally will continue. I bought some shares today at $5.35 and for a while it looked poised to plunge much lower with the overall market until the massive, late-day rally led to double digit gains and saw the stock briefly trade over 7 bucks from an intra-day low around 5 bucks.

A summary of the downgrades includes:

1.) Piper cuts to neutral from buy – price targe

Collins Stewart solar analyst Daniel Ries once again is cutting estimates for a solar company ahead of earnings.

On November 19, Collins cut numbers for Suntech (STP) ahead of earnings, rightly anticipating a big drop in guidance.

On November 14, he made a similar move on Canadian Solar (CSIQ); it was another prescient call, preceding terrible Q4 guidance a week later.

Today, he zeros in on Solarfun (SOLF), which reports results tomorrow. Ries this morning cut his Q3 EPS estimate to 15 cents, from 23 cents. For Q4, he now sees a loss of 4 cents, down from a profit of 30 cents. That brings the

So here’s the crux of the debate on the solar stocks, which today have gained ground for the fourth straight session, posting some impressive cumulative gains after a long, long slide.

The bearish view is that the stocks, while certainly badly beaten up in recent months, still must endure a period of tighter credit, collapsing prices, too much supply, a stronger dollar and strapped governments pulling back on subsidy programs. The bears argue that solar valuations are low in part because the market is adjusting to low-margin commodity pricing; P/E multiples on forward numbers are low in no s

Wow, now that’s what I call a rally.

Solar stocks have been battered in recent weeks by concerns about falling demand, depressed prices, tighter credit and the stronger dollar; last week the sector suffered through some truly nasty earnings reports. But today the stocks have staged a mammoth rebound, as investors go hunting for bargains in the sector. I’m not sure that there is any single reason for the astonishing moves in the group today, other than a growing belief that the sell-off in the sector has gone too far in a world in which the Obama Administration plans to boost spending on alte

A week full of earnings reports from various solar companies has highlighted the bruises, cuts, and scrapes in the solar sector. Across the damaged list of publicly traded companies, we find many stocks trading in the single digits - and that includes the solar ETFs [[TAN]] and [[KWT]]. We received reports from the likes of ReneSola (SOL), LDK Solar (LDK), Trina Solar (TSL), Suntech Power (STP), and Canadian Solar (CSIQ). The good news was few and far between.

What stuck out most to me was the (all too familiar) vigorous selling that followed LDK's earnings report that featured increases in