Wednesday, April 29, 2009

Solar time is coming... ...

Watch out for pre-ER runs, my picks are SOL, SOLF, and JASO. SOLF is famous for its pre-ER run, I was lucky to catch last two runs. I dont' expect this one will be as fabulous as the ones last year given the current solar product supply-over-demand situation. The revenue may be up but the profits will not be as pretty (if not ugly). Let's see what happens.

I missed the opportunity to load SOL today. I will hold on to JASO for now.

There will be plenty of opportunity to load, I don't want to chase high after FSLR's ER. This is like WFC's ER for Financial.

No comments:

Post a Comment