Daryan

Three Short Ideas: PF Chang's, Palm, LDK Solar

Your data on LDK couldn't be more incorrect FWIW. The actual short percentage of public float is north of 60%, as CEO Peng holds 70% of float himself. Just FYI. I am short LDK via out of the money cheap puts as a pairs trade with JASO long calls, but what exactly is your thesis other than follow the herd?

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.

First Solar and Solarfun May Defy Short-Term Weakness in Solar Sector

This hopping on the FSLR bandwagon is absurd. It is truly one of the most exspensive stocks out there STILL, yet everyone seems to think it deserves to be bought when the majority of their business is tied to the US which is in negative GDP growth mode while China/Asia continues to grow. Not to single out a company, but LDK is far superior on all fundamental metrics as well as valuation.