No I didn't see that, thanks field analyst.Too bad...

2007-10-09T14:37:00.000-04:00

No I didn't see that, thanks field analyst.

Too bad for Trina, they are taking a beating from uninformed journalists who make it sound like in spring 2006 the company decided to drop their aluminum siding and turn into a solar company. It's been a long process, and even in 2005, 90% of sales were solar and 10% were aluminum siding. Oh well, in the long run it just creates opportunity.

You saw the Motley Fool article mentioning TSL & L...

2007-10-09T14:28:00.000-04:00

You saw the Motley Fool article mentioning TSL & LDK?

Monday's Worst Stocks in the World:

Worse
Next up is Trina Solar, which appears to be suffering alongside troubled peer LDK Solar (NYSE: LDK). Both make components for power-generating photovoltaic cells.

But LDK appears to be in worse shape. A former official has accused the company of inventory problems in news reports. Then, on Monday, Barron's reported quality issues. LDK denies both reports and, earlier today, raised its third-quarter revenue forecast.

Who's right? Who cares? Both Trina and LDK are new to the process of building solar components. Quoting from the Barron's account:

"Eager for clean, oil-independent energy, China's government encouraged entrepreneurs to start making solar-power components. Businesses from diverse corners of the economy answered the call. Until April 2006, Trina Solar made aluminum siding. LDK's 32-year-old chief executive and controlling shareholder, Xiaofeng Peng, made industrial safety shoes and gloves."

In other words, owning these stocks for exposure to the so-called "solar boom" is like hiring a pastry chef to build you a house. Eeeeeeeewwwww.

Comments on Fund My Mutual Fund: What a Day!

No I didn't see that, thanks field analyst.Too bad...

You saw the Motley Fool article mentioning TSL & L...