Markets are NOT given "breathing room".....it is one bad news after another mostly in financials...
Close is showing resiliency AGAIN.........
AH news is not good in many sectors.....
NVTL down big
AFFX down big
CROX down big
All are reporting HUGE miss from consensus.......
Solar sectors was selectively strong....as Silicon tight supply is "easing"...this news will benefit PV cell makers NOT Wafer manufacturers.......
This SHIFT was very clear as majority of Solar did NOT participate today.....
The big solar beneficiary were TSL,CSIQ & JASO......they are all approaching "overbought levels"based on RSI...so try NOT to chase......imho
In my portfolio :
AAPL rating 40/85 target $155.50
ICO rating 35/30 target $7.12
RIMM rating 45/90 target $125.01
SEED rating 75/80 target $7.03
TOL rating 70/70 target $25.31
In other stocks :
LDK rating 35/90 target $36.41
YGE rating 65/85 target $23.04
Strong stocks were TSL,JASO,CSIQ,AGU,POT,MON,MOS,BIDU,FSLR,NCTY,
NTRI,X.....
BLOG does NOT give buy or sell.
Saleem
3 comments:
Why is everyone so quiet, everything ok? or everyone just enjoying the weather?
Hi Troy,
Everyone is quiet...because most of US are missing Solar rally...
I am happy for your solar overweight....great strategy !!!
Saleem
I miss getting JASO couple of days ago on 21.xx ... but well hopefully you cant get everything...
Lets see how long this round of solar rally continues...
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