guliamo

Evergreen Solar, SunPower Among Solar Stars - Kaufman

I agree thatWFR is a buy while FSLR is a 'hold' ('sell' in my opinion). I'm looking to cash in on real earnings, not potential. This is why I haven't bought any FSLR, which would be a prime candidate with the way it's growing.. both FSLR and WFR are worth 20 billion. WFR brought home a gross profit of 260 million this quarter, compared to 91 mill from FSLR.. so I'm looking for the company with less hype and more actual juice. You will see this all across my energy position. I hold large caps that are best positioned for sustained profits like CHK, BHP and PTR.
Remember, my friends that with all the enthusiasm, 2008 is and will continue to be a rough year over all. We've all been raking in returns in the 30-40% rate range for the past few years, but I think these days smart money has to go on low well run, low P/E 'here to stay' companies.