jonreagan

Add Trina to Buy List after Solar Shakedown

Good article; this is obviously a really difficult sector to play. I've channeled in and out of FSLR for the last few months; unfortunately, missed the latest breakout!

I agree that TSL is a great opportunity, but worry that LDK might have been hurt badly for the foreseeable future. Would you agree that at this point, TSL may be the better of the two, if not the safer choice?

Finally, a lot of research I did earlier this year seemed to point toward STP as the best play in solar, but at this point, the market doesn't seem to agree. Do you think it will ever take off, and if so when? Thanks.