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We still think it’s one of the best solar stocks around..

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seems like a good idea…

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It’s been an interesting year…

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Speaking about the solar sector, our long-term favourite is now undisputedly one of the strongest (if not thè strongest) performer in the polysilicon sector. The company’s shares were slaughtered in the great crash, but they have now fully recovered, testifying that our analysis last year was pretty spot on..

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Turns out we did have a point last year to focus on STP and TSL in the solar sector after all… They look most likely to survive the shake-out that’s going on right now…

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Are actually doing quite well. We were in and out of Sigma Design (SIGM, luckily we missed the downdraft by advising you a stop-loss at $20). We didn’t fare so well with Trina Solar (TSL), despite some profitable trades, but we explained that here, recently.

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A revisit..

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We previously showed how France has taken the alternative energy (especially solar) bull by the horns, other markets are following, like the US and Italy. Prices in solar companies are still close to rock bottom, but they won’t remain for long we think. Now is the time to take advantage. There will be some rough [...]

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They just announced third quarer results, which were stellar, but guided downwards for the rest of the year and 2009. But the policy they are following as a result is to invest only their free cashflow into new capacity, and that seems to us to all but guarantee their survival. The current stock price doesn’t [...]

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