Hey folks,

Not a single solar company that I follow besides FSLR is in the green
today.
Not to say that one is not out there, just none of the 35 that I
follow are.

I realize that the markets are consolidating ahead of Friday data and
the weekend, but I honsetly figured that the solar sector which has
been mixed or down since last week would get rotated into while
financials and tech took the brunt.

I guess not. While I am hesitant to resume the bearish outlook that I
had on Monday, it is compelling that the sell-off today is broad
enough to capture every average.

We all saw a financials consolidation coming. Up to far, too fast.
Many of us saw a tech reversal coming, but frankly the timing was off
and off enough to even cost me some dough.

What is perplexing me is the constant pressure on most of all solar
stocks lately. Sure you have oil too high for residential or
commercial to push for solar conversion. Yes you have Spain acting
like they are going to go from "front-runner" to last place in terms
of subsidies. Yeah the markets have been getting beat up and solar is
the "rented mule" of the energy sector. I mean I understand all of
these factors and more which I have left out in the interest of
brevity.

Bottom line is that I believe that a rotation is coming to solar, but
my timing is way off. I do not mean my recent purchase of 1K shares of
LDK, I mean in general my timing is off.
When a plan gets generated, the operator has to follow the execution
of that plan to ensure it is going as planned.
During the execution of the plan, if one thing goes wrong then the
operator must not only try to mitigate the immediate error, but also
consider what else may be wrong with the rest of the plan and how that
one error has infected the rest of the plan even if it proves to be
the only error.

Anyway, just putting thoughts to screen. Besides, I was really getting
tired of going to post 105 in the other thread.

I guess the bummer is that LDK based on fundamental earnings is worth
so much more than 20 + - PE that it is currently being traded at.

John

Whew folks,

Not going to sugar coat a thing here.

Word is we are heading back to the early July lows on all the averages
and that we are going to fall through them.

Although not every bear analyst out there has the same projected time
frame, their messages are similar, and pretty clear.
We will go lower, and recovery is 6 months to a year out. Most bears
are looking for another 10% on the S&P before a bottom.
Many bearish analysts are also saying that this run up in the
financials was driven by short covering and did not signal the bottom,
unless this was a weak bear rally.

Me, I think I may have jumped the gun on my entry point with LDK.
While we showed some strength late in the session as the rest of the
averages sunk to new lows, we are back down to near the lows in after-
hours.
As a matter of a fact the after hours session has eaten the fractional
profit I had made from a buy-sell-buy lower.

I gotta think that there is real risk that the markets are going to
try to shed last weeks gains on top of the gains we had this week
ahead of the weekend.
Barring substantial news in the sector, I do not see any reason that
the solar sector would not participate in a broad based sell-off
tomorrow.

I have not made up my mind yet, but I am thinking of closing/slashing
this position in AH at near break even with the bid @ $32.05.

There seems to be substantial risk to the downside from my point of
view.

For the record I am not a bear. I am a perpetual bull but the
indicators look so weak right now that even with LDK being
substantially undervalued @$32.05 there is nothing standing in the way
of them being grossly undervalued @ $2X.XX.

Thoughts,

John

im holding.. but you have a much larger stake than I do.

I dont see why you shouldnt sell AH if you're ready to buy in
tomorrow. Be nimble since you can be.