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.

SunPower Is a Semi - It Deserves to Be Valued Like One

Forget valuations at this point. The market will focus on and reward the companies that have the best forward growth prospects as well as technology. Finally- charts tell the story. Tune the rhetoric out. A break over the 85 level on this stock with high volume and it will be gone. At the end of the day, all i care about is price action and volume. I want higher volume on up days and lighter volume on down days...while holding the trendlines.
Best of luck to you- thanks for the informative post.