Eric Rulmont

Chinese Solar Stocks Present Compelling Value

No one should be arguing that WFR and TSL are not across the board comparable. It would be productive if some posted comments pertained more to the main point which is that I felt these and other solar stocks were too cheap at the prices they recently traded at.

Again, no one is stating a direct across the board comparison between any of the companies mentioned, I just picked one company (WFR) to draw very specific and limited similarities out and to show that long term investors in many companies are easily shaken out with downgrades, short term problems, etc. which can be the wrong move. WFR was downgraded a couple years ago which caused some to sell before a huge gain and that was the other point of mentioning WFR.

Dicki, thanks for posting the disclosures on your positions. I encourage everyone to do the same.