本帖最后由 sds 于 2009-12-8 18:41 编辑
SOL is a longer term play. If you buy at $4.4 and hold for 6 months, you will make a killing. However, if the general market crashes, everything will crash. Both Shorter term and longer term, SOLF is a good buy at $7 or a little higher. Of course, TSL is the BEST of all solar names. At $47, TSL is still cheap comparing to CSIQ, YGE and STP. CSIQ is also good fundamentally, but at $23, it is not as cheap as SOLF ,SOL and TSL. YGE and STP management have been promising more but delivered less. LDK is the worst solar. JASO and CSUN (and LDK) are not vertically integrated. Just my personal opinion. YMYD. |
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发表于 2009-12-8 06:03 PM
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