tag:blogger.com,1999:blog-2335748440449035592.post8649315097951488805..comments2007-10-30T10:58:52.655-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-69438029657345804092007-10-30T10:58:00.000-04:002007-10-30T10:58:00.000-04:00yes my timing on this sector has been atrocious. I left a ton on the table all quarter from Yingli to Suntech and from never buying the US pair of high fliers. Sadly even at this stretched valuation STP is cheaper than SPWR... thats how overvalued SPWR is (to me)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-11241999905104149592007-10-29T18:49:00.000-04:002007-10-29T18:49:00.000-04:00I find these things (solar stocks, here) difficult to monitor and predict as I sold too early too. I find Suntech odd because last I heard, they are not going to have a very good quarter--at least that's what they said in their Q2 conference call. So maybe analysts are looking ahead and telling fund managers that the story is soon to get better. As for today, not sure how many big buyersthere were, but there sure were lots of small ones. I'm pretty sure this will come down, but from where? 65 to 45 over the next 3 months...who knows?Anonymousnoreply@blogger.com