bzh1111

Three Short Ideas: PF Chang's, Palm, LDK Solar

I thought that the highest the short interest was, the more contrarian you should be...LDK, would not short it...the easy trade Long integrated short wafer poly makers is probably one of the worst strategy you could have right now in the solar space...Analysts ' poly input by the end of the year is 35$...basically cash cost on solar grade...NOBODY will sell poly at that price by year end...