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Strategies & Market Trends : 50% Gains Investing

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To: Sam who wrote (68749)	11/14/2008 9:50:42 AM
From: Sober	Read Replies (1) of 118717

Sam, I know you did not ask me, but since I have some LDK and follow them a bit, I would suggest that you might compare all the metrics of FSLR with LDK, and then tell me why FSLR, being equal or better in most categories of valuation, is selling almost 10 times cheaper than FSLR. LDK has new plants coming on line soon and should soon be a larger producer than FSLR. The only problem I see with LDK is the same problem that all solar faces. Until the next business cycle drives oil cost up again, solar will languish. We only know how to react to emergencies, and seem to have very short memories. I swear that if oil stays low for a while Detroit would once again return to building SUVs.... And it will be no surprise, due to the same reasons, that the financial markets will continue to create SIVs and CDOs . They don't know how to do anything else. Sorry for digressing.. Sober

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