Kelvin Schulle

WSJ: Most Jobs for Chinese Wind Farm in Texas to Go to China

wait till Q3 earning, company will post loss, bigger loss if no surprise. and these contracts are years away, you may disappointed that how come no revenue till 2011 from this project., also solar branch of APWR is a burden now. losing more money than you think.
long term, APWR is ok, I mean in 3 years out.

China's Solar Wafer Production Seems Out of Control

SOL will still rally under pressure due to its new biz model, I just learned this morning that China is expanding solar farm aggressively, much more than the west thinks. so prepare for a bottom fishing in solar space.

Will China's Solar Market Surpass Ours?

China is ambitious for alternative energy to oil. Pay attention to another name APWR, this company is a big player for wind turbine, with JV with GE in China, it has over 2.5GW cap now, 2010 will be big for them, also APWR entered LNG market in CHina through a JV with Macau government, China is pushing for liquid nat gas for its all fleets.

SOL will be a huge solar play in China and US with it newly invented vertical integration method. but you need patient.

More Gaps to Fill

TM,
what you saying basically market will crash again like in March. bears camp like to see that. otherwise stock will go higher from here. maybe 5% dip before next leg up. but if you watch these stocks and wait for march low again, you will miss the boat forever. dollar average, that is what you need to do. I believe you are pure momentum player i f I am not wrong.

Yingli Green and Trina's Day in the Sun

while YGE and TSL are in spot light now. SOL and JASO are sleeping giants IMO, SOL is now vetical integrration PV maker and wafer provider to companies liek STP. JASO just boosted their presence in Europe and north america by management shuffling. SOL and JASo have more upside form here compared to YGE and TSL. chasing analysts are not fun at all. you need to protect yourself, we have seen analysts rotate stocks in the same sector before. i.e. from STP to SOL. from YGE to JASO, from LDK to SOL, overall, the whole sector will rise together if China decided to go green.

Citigroup Files to Increase Shares Outstanding to 60 Billion

this is very positive for the company hence for the common share holders, that is why you see C trading 7% higher in the morning, much more rally ahead IMHO. Not surprised to see Citi at $20 in 2-3 years..

Chinese Government Offers Incentive for Solar Mergers

my resources tell me both STP and LDK are considering a bid for Renesola (SOL), expect SOL to shoot up this week. offer price around $12-16.

Watch Energy Conversion Devices as Oil Rebounds

never chase ENER, wait until it pull back to $20-21, then your chance.

Four Potential Weak Links as Steel Sector Loses Momentum

Jeff,
your arguments are really out of date, if you said these 1 month ago, people will agree. With steel stocks down so much in one month, most of them are trading at 5 year low! snap back rally will be huge. don't forget the coordinated global government spending is unprecedented in one century. the spending will be on infrastructure. Resources stocks and steel stocks are likely coming back quicker than you thought. it is really time to buy those stocks X and CLF and others. CLF is extremely attractive, one china huge contract will send it through roof again. US steel easily 100% from here. don't you see volstwagen rally last week? even Goldman sacks got killed, (GS shorted VW)

last thing. election changes everything, fundamentally. if you short, better cover(actually every single stock), my advice.

Solarfun's Huge Run: Time To Lock in Solar Profits

I normally don't comment, but want to comment here since many readers have different opinions, I am not bearish on Solar and SOLF at all. The LDK announcement this morning changed my view on SOLF totally. I am bullish on SOLF especially before earning. Relatively Solar is the only strong sector in the market.