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.

Solar Cycles and Stocks: The Sun Also Rises

I think it's best to tune the rhetoric out from all the naysayers and pay attention to what the market is telling us. Recently, with the price and volume action in several of the leading solar stocks- it apprears you are dead right on the possibility that we may be starting a sustainable and "game changing" bull market for the group and the energy industry...only time will tell.
Long- ENER, SOL, SPWR, SOL
Good Trading.

A Missed Opportunity in Canadian Solar

Mark- I understand the frustration, however I don't believe you are late to the game with CSIQ, even considering the large runup the stock has had...buy the stock on weakness with the general market, using any pullback to build a position. The market is telling us this stock is emerging as a leader in the solar space..along with ENER. I grew tired of waiting for TSL to "proove itself" and bought CSIQ on the Gap opening at 47. CSIQ management seems to have a better grasp on a strategic plan than TSL management. Love the entrance into the US market as well. There are a lot of frustrated investors attempting to pick the "best" solar stocks right now......In time, it will become apparent which solar stocks will become the leaders. Appreciate your posts- Thank you.