Global Warming Examiner

Selling Some Yingli and Trina Solar on Dead Cat Bounce

Don't confuse short term moves with long term trends. These stocks are very volatile. I discussed the long term potential of these stocks on my web site in the article 'Solar Cell Manufacturers Have Room to Grow'. Basically all of the solar cell manufacturers combined produce only a tiny fraction (0.17%) of world total electric production capacity in 2007. I like solar companies because they could triple production for several years before they catch up with demand. Trading: assume the long term trend is higher; buy the dips and sell the rallies.
I am long term long CSIQ and TSL.