Writing again after a long time. In the meantime a lot has happened with a lot of solar stocks up at very high levels . LDK which I spoke about as a stock to buy has got to $75 levels today after languishing as low as $27 on rumor mongering by the WSJ and the other analysts who like Goldman Sachs had downgraded LDK on a fundamental view 2 years out lol. Well most of the stocks have run up to high levels .
My strategy now would be
a) buy up suntech (STP) and Trina Solar(TSL) as they look like the only great stocks to buy right now compared to other whose valuations have run up too high
b) Sell stocks like YGE and SOLF whose valuations don't justify the fundamentals.
Monday, December 17, 2007
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