bzh1111

Solar Stocks: Cutting Back on Three Names

not sure I am following you. Subprime exposure to chinese names? you should drop technicals and start studying fundamentals. Could you please be more specific on this info. Stocks rallied with the Spanish proposal update. Truth is, few investors really understand this sector correctly, YGE for example will be exposed to Spain at less than 10% in 2009. You should also have a look at the supply and demand for PV that are currently used by major Analysts (GS, Citi...): Luxembourg and China have the same demand by 2012...(?!!!). Technicals were great last month. Time to come back on fundamentals now. How can you talk Subprime exposure for Chinese solar names...amazing...