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To: Sam who wrote (68749)	11/14/2008 9:50:42 AM
From: Sober	Read Replies (1) \| Respond to 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

To: Sam who wrote (68749)	11/14/2008 11:34:59 AM
From: Cogito Ergo Sum	Respond to of 118717

High Sam I'm no expert.. I have been feeling that in solar it was almost like the old Betamax/VHS battle.. I have a small position in STP which so far to me looks like a strong contender.. despite all the recent bleak alternative energy news.. to keep me on top and learning. I have not looked at LDK.. I think solar will be part of infrastructure buildout in the US and China.. Even without thinking about peak oil arguments ... just looking at the plain vanilla cyclical nature of oil.. China is going to want to mitigate the next upswing .. They already use solar water heating quite extensively (I've seen that) so the idea is not so much one that has to be 'sold' there.. You might want to also bookmark this thread Subject 34520

To: Sam who wrote (68749)	11/14/2008 12:26:05 PM
From: stockman_scott	Read Replies (1) \| Respond to of 118717

Heebner Abandons Top Energy Stakes, Buys Financials (Update1) By Sree Vidya Bhaktavatsalam Nov. 14 (Bloomberg) -- Capital Growth Management LP's Kenneth Heebner, who in 2007 dumped his entire stake in banks to load up on energy shares, reversed course by selling his top energy holdings and starting new positions in Citigroup Inc., Wells Fargo & Co. and Bank of America Corp. Capital Growth, based in Boston, bought 15.4 million shares of Wells Fargo, 27 million shares of Citigroup and 15.6 million shares of Bank of America in the three months ended Sept. 30, according to a regulatory filing today. The firm sold all its shares of Schlumberger Ltd., along with those of Freeport-McMoran Copper & Gold Inc., Peabody Energy Corp., and Consol Energy Inc. The four companies were four of the money manager's top five holdings as of June 30, Bloomberg data show. Heebner, 68, known for his rapid movements in and out of stocks, exited banks in the second quarter of 2007 after saying that the credit crisis would hobble earnings. He put more than three-fourths of the fund into natural resources and energy, helping his CGM Focus Fund to an 80 percent gain in 2007, the best performance by a U.S. stock fund. The $7.4 billion CGM Focus has dropped 46 percent this year, lagging behind 99 percent of rival funds, according to Bloomberg data. Heebner wasn't available for comment, spokeswoman Martha McGuire said. Nicknamed ``Bigfoot'' by industry professionals for his large and sudden trades, Heebner now has nearly half of the firm's portfolio in financial companies, Bloomberg data show. Energy and materials companies now account for 13 percent of Capital Growth's assets, the data show. The firm still holds 13 million shares of Petroleo Brasileiro SA, the Brazilian oil company. Heebner is the co-founder of Capital Growth, which manages more than $10 billion in assets. Besides CGM Focus, Heebner manages the $2.3 billion CGM Realty Fund and the $674 million CGM Mutual Fund. To contact the reporters on this story: Sree Vidya Bhaktavatsalam in Boston at sbhaktavatsa@bloomberg.net. Last Updated: November 14, 2008 11:50 EST