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Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Sultan who wrote (9655)	1/3/2011 9:00:29 PM
From: Jacob Snyder	1 Recommendation Respond to of 16955

My solar investing rules: Message 26495563 STP doesn't make the grade. It has way too much debt, and way too much of that debt is ST. With the Chinese government signaling interest rate increases, and tighter credit policy, it is companies like STP that will be affected most. STP also has consistently lower gross margins than FSLR, TSL, YGE. They are not the low-cost producer. Message 26587599 Investment-grade solars, in this order: FSLR, TSL, YGE, JASO Shorting candidates: LDK, SPWRA, STP, CSIQ Message 26969689 disclosure: long FSLR, TSL; no current short positions.