Trying SOLF again

Goods · #1 08-25-2008, 08:59 AM

small position @ 20.08

Goods · #2 08-25-2008, 03:23 PM

Still kicking myself about dropping it when I had a nice position @ 15.80. But earnings looming Wednesday before the open. Solars have been doing well. LDK just upped their 2009 guidance and got a fat jump today into new 6 month highs. I believe SOLF is LDK biggest customer. So with that LDK uppage, I would expect nice numbers from SOLF as well. Shorts may want to walk before earnings giving it a decent bump tomorrow.

Goods · #3 08-26-2008, 10:31 AM

I ended up selling off SOLF @ 19.40 (-0.68) because there was no follow through. I expected covers to come in today but it just looks weak. I don't want it into earnings although I expect a good quarter. May pay for that later but gotta stick to the plan.

Goods · #4 08-27-2008, 07:08 AM

SOLF had good earnings but not as good as people expected. Gonna drop. Margins aren't great.

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