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To: Sam who wrote (11776)9/19/2011 3:49:16 PM
From: Jacob Snyder  Read Replies (2) | Respond to of 16955
 
Bought more JKS at $6.51. This is a LT holding.

I find, quite consistently, I make my best purchases when I am the only one buying. This has happened to me so many times I expect it.

I don't trust the forward E, either. But if JKS makes only half the expected E, that increases their PE from 1 to 2. Not exactly overvalued, except when priced for the Apocalypse. FSLR has a Systems business which is a captive market, so they are 100% certain of selling 100% of their production, while producing at 100% of capacity.