Garry

Trading Obama: Solar Stocks, GM Debt, Ambac Calls, Lorillard and Goldman Puts

Somewhat encouraging article, but didn't speak to solar's risks: huge venture capital infusion up to mid '08. No barriers to entry so margins are very thin and new players. Any price erosion with already thin margins can drive the PE up while the stock price goes down. ALso, Sharp wants 50% of market. They don't show up on the screen since they're so diversified.

All that said, this could be a great opportunity to enter the solar market. Historic lows.Companies mentioned have some presence and may survive, even prosper. Quarter reports due later this month on TSL CSIQ. Last qtr was great, stocks still got killed.