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mr clark » Comments » ENER

  • Tallying the Damage in Solar Stocks and Sifting for Opportunity [View article]
    JASO also below net equity and maybe a better (safer) bet than LDK... a potential double imho
    Oct 03 19:32 pm |Rating: 0 0 |Link to Comment
  • Tallying the Damage in Solar Stocks and Sifting for Opportunity [View article]
    ENER has had big buying or covering, ive watched it, traded that last surge, and admittedly long a bit premature via calls but played the puts so now theyre free... but something is up there and will continue to load and hedge... trading below net equity, as is SOLF, CSUN, i believe and ESLR... ASTI also still a wildcard and LDK an enigma, with too much debt, for now... STP looks like a long term winner and SPWRA as well

    i am going for long term calls on most of these but obama need to get off his a$$ and support this industry, oh wait!, they arent banks though...
    Oct 03 19:31 pm |Rating: 0 0 |Link to Comment
  • Solar Energy's Potential Bottom [View article]
    forget stimulus, direct govt investment needed or forget about solar stocks... the public is broke... of course oil back over $100/brl could provide some incentive...
    May 23 10:07 am |Rating: +1 0 |Link to Comment
  • After a Beating, Solar Energy Is Ready to Shine [View article]
    ENER still looking good, TSL looking cheap vs net equity, ASTI a wild card watch for production news

    STP getting there imo, may join LDK around $5, which is incredibly "cheap" based on outlook for the next 3-5 years... that one could be a monster going forward

    buy 1/2 now, 1/2 on next capitulation on any of these imho
    Feb 25 22:26 pm |Rating: 0 -2 |Link to Comment
  • Solar Energy Brightens Up on Stimulus Bill [View article]
    hopefully FSLR can dump to $50 and put in a sector bottom...
    Feb 20 17:04 pm |Rating: +2 0 |Link to Comment
  • Solar Energy Brightens Up on Stimulus Bill [View article]
    is dropping 8% brightening up, or LDK down 50% in a week, what are u talking about no one wants to own FSLR just a tool for hedges
    Feb 20 17:04 pm |Rating: 0 0 |Link to Comment
  • First Solar Spreads Some Sunshine [View article]
    I think FSLR would be a great buy on this report... if its mkt cap were $6-8billion... so now we have, at this rate, annual net income approaching $300million... in 10 years thats $3billion... or at after hours price of $300+, it would take 80 YEARS to make their current mkt cap!!!

    what are people smoking out there, tellurium-laced stogies???
    Jul 30 22:29 pm |Rating: 0 0 |Link to Comment
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