gebby

Hedge Fund Tracking: Tiger Global (Chase Coleman), Q3 2008

there will be a V shaped recovery, not an L shaped recovery. everyone is looking for the L yet certain groups, solar alternative energy despite temporary slowdown see 60% growth in 2009 vs 2008. i like his LDK choice, Appl and V still interesting Amt seems very good.

Even with lower oil prices Obama has signaled he will invest in solar and broadband.

Chinese Stock Market Bottoms: What Should U.S. Investors Do?

long china here. i am surprised how negative some are considering how far the market has already gone down.

China ADRs: Severe Loss in June

chinese solars are approaching compelling values

Chinese Economy Humming Along; Stocks Still Raise Concern

I own sol, solf, stp, ldk, all down here yet I feel like I am losing alot of money. the more I read about these companies the more convinced i am that i should own them and be patient. Am I missing something? Are they just getting dragged down by the general market? what was wrong with sol earnings? I thought the earnings announcement and projections for next year were great!