Daryan

ReneSola's New Business Model Is Designed to Beat Wall Street

FSLR is going to get crushed by the Chinese manufacturers on a cost/watt basis, and any advantage technologically-speaking that thin-film currently has will be alleviated by cost. FSLR is a great short for a pairs trade at these levels against a long position in whichever Chinese manufacturer one chooses on a fundamental or technical basis. That said, the street will never figure this out until it is much too late as the herd is too closed-minded to trust any of the chinese companies or their abilities to execute on a business plan even though corporate America is a gigantic disaster as far as I am concerned. The "china discount" on a PE basis will eventually turn into a premium as we continue to print money faster than the trees are growing to make paper, but until then expect one heck of a high-beta ride.

Stimulus Package Stimulates Chinese Solar Sector

The sad thing is, Eric's tone is still negative despite the better news. Come on dude, don't let your personal opinions color your very appreciated journalistic reports that I for one really appreciate.