solar jim

Morgan Stanley's Top Long Ideas For 2008

Agree with Rodcore that no new info on this post other than maybe the biotech. All these others have been known for some time and are not "new" ideas. April of 2007 was the time for AMZN, not after it's up close to 100% since then. Same for MON. Time to really buy FSLR was in Feb of 2007 after they reported the first blowout qtr. While you could still make money on FSLR, it won't be as much as what you've already missed. They have a 25 p/e on 2010 earnings, and that's using analasys of previous qtr's results with no extra for further efficiency gains, line speed increases, further plant expansion, etc... The 25 p/e could very easily be overstated to the high side if they continue to increase overall efficiency as they have to date...