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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Difco who wrote (43315)	7/14/2011 9:23:24 AM
From: Jurgis Bekepuris	Respond to of 78615

No, I have not invested in WFR since then. I've looked at it some time ago when one of Bruwin's screens had it, but decided not to buy. I'm not interested now either. It does seem somewhat cheap on P/B and P/S basis. Their balance sheet is not bad. If the cycle turns around, you could get a good return. I am just not sure whether solar will turn around soon. Europe's government subsidies may disappear if crisis there deepens. US (California ;)) is probably not going to subsidize at all. Will no-subsidy-market and China carry the torch? Not sure. However, I missed WFR 10-20-bagger from 2002 to 2008, so I am probably wrong person to ask. :)