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Strategies & Market Trends : The New Economy and its Winners

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To: bob zagorin who wrote (46560)	11/13/2008 3:27:32 PM
From: bob zagorin	Read Replies (1) of 57684

i'm not as smart as you anindo. i just know china and solar are not going away and i'm willing to buy a company that has been growing 50% or better; making money, has take or pay contracts going out two years all over the world; has the backing of the chinese government; stands to benefit from the U.S. ITC and Obama; the chinse fiscal stimulus and the coming euro stimulus.. one thing we do know for sure is that the "market" is not always right. oil was at 140 and the geniuses had it going to 200; goldman sachs et. al. were the bluest of the blue chips; and oh yeah all the ag stocks (potash, monsanto etc.) the drillers (RIG HAL RIO etc.) and commodities were heading for the sky. that was just this pat summer. everyone from cramer to your corner broker was on that band wagon. this story is far from over and i can wait...

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