Think-About-It

What's Up with the China Solar Stocks

When they say "profit taking" that means they don't know. It's the default answer given.

Why not say "today more people wanted to sell than wanted to buy so the price went down"? It would provide just as much information... zero.

Solar Stocks Down on Spanish Subsidy Concerns

I own TAN and what would worry me is industry "consolidation" as this what happens to industries as they mature. Solar, in my view, is in it's early rapid growth phase with lots of innovation and opportunities so this does not make sense to me.

Early stage rapid growth and consolidation don't normally happen together so somebody is wrong. I'm sticking to my early growth thesis and holding TAN until it is time for now. When the idustry looks like it is maturing I'll sell TAN and reinvest in the dominate players.

Does anyone think FSLR will not be a leader 5+ years from now?