Friday, December 7, 2007

More Solar Fun

It is amazing to see these stocks move, take a look at CSIQ. I have been all over this name.

The rest of the usual suspect are moving as well:
SOLF ASTI HOKU JASO TSL LDK

My two favorites: STP & CSIQ. Check out this notable call on STP.

If I did not own any solar in my portfolio, and wanted to invest in this space, my top pick would be STP.

7 comments:

ainkurn said...

my favorite solar stock has to be FSLR. Traded it a dozen times the last two weeks. Missed a huge trade today. I outlined the trade on the blog.

http://www.10kthrownaway.com/blog/?p=214

Anonymous said...

RC,

Do you trade options? I'm thinking about open a new account at either OptionsXpress or ThinkorSwim. If you do, any advices on either (regarding pricing, plarform, charting, etc.) is greatly appreciated.

Ragin' Cajun said...

Thinkorswim, i just open ac account I love it!

Scott Crawford said...

Okay, under the heading of better late than never, adding a small position in STP.

Thanks for the link to the call.
Basking in the sun.

Anonymous said...

Ainkurn,

I am with you on FSLR!
I have maintained a core call position since last april (bought at $80) and trade around it. Shave off on rallies buy on panic!

Longer term FSLR is the EXXON of Solar. GRID parity by 2010-2011 means profitability without
subsidies and tightly managed copy perfect production process enhances its global competitive advantage.

I intend to hold until 2012!

Other solars are heavily subsidized (except for SPWR) and will burst once this solar bubble is punctuated.

1 of GOD's who is overwhelmed by a banner 2007!

Anonymous said...

Thanks RC. By the way, do they allow day trading (or swing trading) options in IRA accounts?

D1 said...

hahaha i hope not