TraderMark

Game Changer in Solar Energy: PG&E Inks Deal

<<<but SOL is much more loved by analysts and the investment community.

Understatement of the year :) Trina when it fell to upper 20s not only got zero analyst defense, Goldman Sachs actually came out and downgraded with a target to low 20s. Even after the secondary was priced and that headwind was out of the way - no real analyst defense. THis is what happens when you blindside analysts constantly.

That said, still own a sizeable batch on valuation alone and like Jack like SOL for valuation - even after last week's 30% run its still at forward PE of 14 instead of 11. LDK was also impressive this Q.

Don't forget STP reports Wed this week as well although they have been all over the map in each quarter vs analysts

The State of the Thin-Film Photovoltaic Industry

Andrew, markox5 from yahoo boards - just curious - when we last talked you said you would not be selling anY FSLR for many years - now I see you moved 50% away. #1 did you sell any or are you just buying other things? #2 what did you move the other 50% to? ( I thought last we talked it was SPWR/STP)

p.s. congrats on your conviction for holding FSLR through thick and thin :)