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Politics : View from the Center and Left -- Ignore unavailable to you. Want to Upgrade?

To: Mary Cluney who wrote (65478)	5/13/2008 1:28:38 PM
From: Katelew	Read Replies (1) \| Respond to of 541141

Been buying a little more of each last week as prices pulled back. Also Congress is considering passage of a beefed up alternative energy bill. It would make credits LT instead of the YOY system we have now, and it might increase the amount of the credits. CSIQ is now my clear favorite....the earnings were astonishing. Part of the earnings, though, was a one time currency gain, and I don't know yet how much of the earnings this gain was. (The company is incorp. in Canada, but has all its manuf. facilites in China, and most of its sales in Europe, LOL, and I get lost with all the currency ramifications of this structure.) But, if relatively small, I may take an oversized position in CSIQ and kind of roll the dice that it could become a real momentum play. The company is vertically integrated, so supply of silicon issues aren't as important as they are to the other solars I own.