Abe Mishima

China's Solar Stock Rally: Avoid Being Burned

Here is a short list of solar stocks that have at least doubled off their 52-wk lows: CSIQ, CSUN, ESLR, JASO, STP, TSL, and YGE. A number of stocks not on this list are also poised to cross the 2X milestone. LDK is doing fine, and so is SPWRB. Show me a blog writer who nailed these picks on the head. We should be listening to these authors, not the guru who wrote this article. Nice to be cautious every now and then, but any "expert" who missed SEVEN potential DOUBLES has got to be a blind bat.

Three Solar Picks That Should Thrive, Even with Reduced Subsidies

It hurts to be right even when you are wrong. STP took a tremendous hit this morning (11-20-2008), down over 30% at one point. Margins are forecast to shrink in 2009, but the more serious issue is debt. SPWRB increased it separation relative to SPWRA, in a negative way. As long as the options market is non-extant for SPWRB, traders do not want to get into the class B shares. Last but not least, FSLR is now below $100/sh. This has been a cloudy week for solar. When is the sun going to shine again?