DAD08

Solarfun's Huge Run: Time To Lock in Solar Profits

A follow up to your comment on S+P downgrading their opinion on SOLF. This is very positive...do the opposite of what S+P says in their picks. For instance, take a look at LDK and their very positve news this morning- S+P actually downdraded them on 8/22!!!! WOW!!
What were they thinking???? S+P had a "Strong Buy" on shares of Synchronoss Tech (SNCR) all the way from the 30's down to 13!!! I could name other examples of S+P making terrible calls on stocks but it would take too long..To the longs out there- Ignore "valuation" calls on the solar stocks- the anaylysts are way behind the curve in terms of forward #'s and will have to adjust their 09 numbers grossly higher.
Good Trading.

Solarfun's Huge Run: Time To Lock in Solar Profits

From a longs in the solar sector- we need more people like you. By the time you end up feeling like it is okay and "safe" to take a long position in the solar sector- you will have missed a huge percentage move in the marjority of the stocks in the sector. It is when people such as you decide to take a long position that concerns me- this is a sell signal for the longer term holders.....much like the fertilizer stocks this year, it seems everyoned decided that fertilizer stocks were the "place to be"-- well, once everyone and their siblings decided to ""jump in" the sector peaked and will likely not see it's old highs for the forseeable future. It is not said that great stocks climb a "wall of worry" for nothing. So thanks for the comments- I'll be sure to save it and take a look at it again in a few months, maybe respond again when the sector has doubled from current levels. Go buy some bank stocks...they're "cheap" right???? just make sure you buy twice the amount of puts if you go long and are up to date on Chapter 11 rules and regulations.
Last point- buy stocks with the highest earnings growth in the most rapidly growing sectors. Buy stocks going up, not down. Stocks that break to new highs, as ENER is about to do, tend to keep hitting new highs and people such as you sit back and shake your head wondering how this is possible.....
Best of luck to you.

First Solar Spreads Some Sunshine

Growth rates determine stock prices as well as market sentiment...not P/E's...Those who wathc P/E's all the time will always be looking up at the leaders who they think are overvalued...
Thin film seems to be the way to play the solars...like you- I also picked up some ENER today- Calls.
Best of Luck going forward.