rana

The State of the Thin-Film Photovoltaic Industry

no arguing here
exactly what i meant when i said we need to buy more than one stock.
i am almost sure that solar will be huge in the years to come, but i can't tell with certainty who'll be the big winner so i prefer to buy a portfolio and trade part of it on regular basis
i have FSLR on my portfolio but i keep the position size close tp other solar stocks i hold.
for the more advanced traders/investors you can use selling puts on monthly basis till you reach the price that you're willing to pay for the stocks you want to own, if prices seem too high for you. the logic is that in bull markets like the solar there will be wild shakeouts and till they come we can use extreme volatility to "milk" some $ from the market
the last part is only intended to those that know options professionally

The State of the Thin-Film Photovoltaic Industry

cramer and IBD is the kiss of death for an undisciplined investor. when cramer reccomends a stock it's time to run.
nanosolar looks like a probable winner in the solar sector but it isn't public and not planning to become one at this stage.
WFR is a good way to play the solar game with relative safety.
at this stage the traditinal PV has lot of room to grow and big names like SPWR STP will probably make money for investors.
as the solar world is just starting to cranck one should make a mix of companies as it isn't clear which company will become a winner and what technology will prevail. one can use an ETF or choose few stocks.
don't put all the eggs in one basket since the risk is huge' unless you are a trader and as such use trading system rules.

The State of the Thin-Film Photovoltaic Industry

holding over 50% in one stock is almost criminal unless you have only few 1000's.
i like FSLR but like other investors i have some issues with the telluium inventories.
one must be very careful when a stock is so richly valued and yet has an issue with it's main raw material' which it doesn't fully disclose in it's reports.