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July 4, 2007


Stock Du Jour (FSLR) & Random Observations

Nice half-day of buying.

Notable New Lows: Homebuilders (sigh) Hovnanian (HOV), Lennar (LEN), Standard Pacific (SPF), and Beazer (BZH); and the UltraShort Q’s (QID).

Notable New Highs: Ton of China stocks; Chevron (CVX), Biogen (BIIB), and Juniper (JNPR).

I’ll feature a weekly chart of First Solar (FSLR) since it came public last November.

FSLR

2 Responses to “Stock Du Jour (FSLR) & Random Observations”

  1. chad said:

    a nice play on this “inconvenient truth” meme is LDK - a major supplier of polysilicon - which FSLR doesnt need - but the rest in this space do

  2. chad said:

    i am not long LDK - i have a position in JASO though, but am considering LDK

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