tag:blogger.com,1999:blog-2335748440449035592.post2210079891668200025..comments2008-03-28T10:42:11.615-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-29450442661893649622008-03-28T10:42:00.000-04:002008-03-28T10:42:00.000-04:00angle, WFR is the main supplier. I've avoided it for a year, and won't buy it... even if it goes up. In the long run polysilicon will go back to $40/kg and WFR will be a great short. Could take 3-4 years but it will happen. Go check out WFR's stock price 3-4 years ago when polysilicon was rationally priced. I just don't have an interest in a business that will eventually fall off a cliff. So I've avoided it. <BR/><BR/>Zach, how did you put a link into the comments? Nice trick I'd like to learn ;)<BR/>Solar is a very hard sector to trade - it is not like any other sector since internet stocks in early 00s. In the bull market phase stocks go up 20% 1 day and people pile in to move these things up the next day. Makes no sense to me, but thats how people trade these - never could get behind the buy of stocks up 20% the day before but it works wonders in a bull market. I am being conservative for now; I missed the fact both stocks promptly dropped $2 in the last 30 minutes or I would of added a touch back. But these stocks all move in a group - so we'll see how much more mojo they have.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-58035286008984446242008-03-27T23:12:00.000-04:002008-03-27T23:12:00.000-04:00I lightened up a bit on my JASO today but am still holding most of the position and a good piece of LDK as well. You're right in that fundamentals take a back seat to the technical picture for the time being as we try to find our footing following the panic mode of last week.<BR/><BR/><A HREF="http://zachstocks.com" REL="nofollow">Zach</A>Zachhttp://www.blogger.com/profile/11476781095387243567noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-22491582367940020182008-03-27T19:07:00.000-04:002008-03-27T19:07:00.000-04:00Hey Mark,<BR/><BR/>Any good ideas on some polysilicon suppliers? I haven't finished looking through your holdings yet so I am not sure if you already own one. Looks like this might be a good segment of the market to play for a while (until the oversupply starts, as you aptly mention). Respect your opinions so was curious if you had done any reasearch on this area.AngleEdgehttp://www.blogger.com/profile/01760174568693359397noreply@blogger.com