Wayfarer

China's Solar Stock Rally: Avoid Being Burned

Good article. You didn't even mention the state of the world economy. Solar is not going to come out of this right away because the world economy is not going to. Solar is linked at the hip to financials because of the need for long term financing. Notice also, that SPWR has not participated in this run up. Until they get much more support from China the Chinese solar stocks are overpriced.

Trina Solar: Will 2009 Be a Breakout Year?

Thanks, Jack

I have been checking back for two days in hopes you would post. Your work always has simple math backing up your statements. I get so tired of the posters that just make assertions. I don't own TSL now but I think I will get some after earnings season.

Yingli Green Energy: Tidy Earnings Bump Up Against Anti-Solar Sentiment

I don't know it's value but both AmTech Research and Jesup & Lamont put out Buy recommendation for YGE this morning.

Chinese Solar Stocks Present Compelling Value

I don't have a clue as to why a comparison of MEMC, a silicon wafer manufacturer, was made to Chinese solar module manufacturers.

I think the Chinese solar module manufacturers will outperform on the next bear market rally, probably during this earning season.

Solar Shorts Keep On Rising Even As Oil Surprises

Can't go along with your oil bubble hypothasis. Production is stagnate since 2005 and inventories keep shrinking. I expect solar to run up here based on 2nd quarter financials.

The 'Problem' With Solar Companies is Not Really a Problem

GS last November called an average price of gold for 2008 of below $700. It drove the price down for a week or two. Many think they were talking their book. I would not at all be surprised if GS was going long solar at this very moment. The fundamentals are excellent.