Taking off some Solarfun Power (SOLF) on this 15% move (this was not a major position - just a bit over 1% of fund). Cutting my position in half on this spike.
With all my purchases of LDK Solar (LDK) in past 24 hours, I have enough solar to go around. I'll look to add back this very volatile name on pullbacks...
Thank you Santa...
p.s. it is very hard to be bearish when you have "Here Comes Santa Claus" in the background - try it, I dare ya! ;)
Long both names mentioned in fund and in personal account
