Friday, August 15, 2008

Time to get long Solars and Apple

Yes if you can digest some wild swings, it is time to ride the solars. The group has been basing for some time and I think the new administration will be green friendly. This will ensure some good run in the group leading to the elections. Barring some big bad banks surprises I think the group as a whole will be in good shape. Also I think Apple with new products and its iPhone will surprise everyone.

Solars: ENER, FSLR, SPWR, LDK, STP, SOL, SOLF, ESLR, JASO, CSIQ, ASTI

Tech: APPL

Goodluck everyone.

4 comments:

David said...

Which solar do you like best?

duffbeer said...

Shash ,
Welcome back !!!!!!!!!!!
I too had a big change in my real job
world. It is crazy moving after 18 yrs at
the same office. The r/e market there
barely has a pulse .I made a high level
mgt decision that the market would remain
depressed well after . the up coming
r/e recovery. So I moved to an office that
is in a better situated area for doing
future business.
I know your big changes will work out for
you and your family. Why - you work towards success !!!!
Nice call on the market Shash
I too feel good about solar and its future
Cheers, DuffBeer

Shah said...

David and Duff, Sorry to reply late.

David, as rule of thumb bigger the solar the better it is. I like ENER, FSLR, STP, SPWR and host of some small plays. If you are not sure then TAN is also a good choice. Now this is a range bound market and you need to be careful with your entry price as well.

Duff, goodluck with your job change. I am doing fine and lot busy in my current work. Just at times get busy going out and seeing places. Also, I must congratulate you on your superb SLO-2 performance.

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