Comments on Fund My Mutual Fund: Interesting Survey from Chinese Solar Companies - ...

jerome, I am more of a generalist - I try to know ...

2008-01-04T11:47:00.000-05:00

jerome, I am more of a generalist - I try to know enough about the sectors I am very interested in, but following 150 companies or so, I am not an expert in any 1 company. That said I've been in STP for a year (in and out I should say) plus. And solar I follow very closely just because its the perfect match of human psychology and economics - which is why I love the market. I don't think you need my collaboration, you seem to have more info than I ever had :) PLus I dont have access to research reports which stinks... but some day..

wow, we do have nearly identical views on this ind...

2008-01-03T22:42:00.000-05:00

wow, we do have nearly identical views on this industry. we'll have to collaborate on some positions.

funny - before yesterday, i would have suggested lightening up on STP since, when solar loses favor, they'll get hit like everyone else regardless of their merits. Using the same logic, i sold off my AKNS over the last few weeks, and look where THAT got me! huge gains left on the table. sigh. overtrading always seems to hurt.

Late in the week STP just chugged along while SPWR...

2007-11-25T14:37:00.000-05:00

Late in the week STP just chugged along while SPWR and FSLR struggled. I am hoping to see FSLR back in 170s or so. Hard for me to buy much here in 210s or so. So this is why its less than 1% of the fund. STP is the better choice at these levels. That said, the direct compare is STP vs SPWR - FSLR is a whole different animal with their own issues and situations. Even now STP trades at discount to SPWR and I feel STP is superior myself in terms of what they can do over next 3-4 years. FSLR has a nice gap in the chart now that I would not mind it falling back and filling so I can load up.

I meant STP and not TSL above.. :).

2007-11-24T23:25:00.000-05:00

I meant STP and not TSL above.. :).

Thanks for the great post Mark. The talking heads ...

2007-11-24T23:23:00.000-05:00

Thanks for the great post Mark. The talking heads on CNBC were making calls about FSLR being too expensive and claiming its due for a pullback. I also think FSLR and SPWR both will pullback and bring TSL along with them, creating an oppurtunity to get long in TSL at that time. Well enough of the guessing game, have a good night!