Wednesday, March 17, 2010


WFR is cheap even in the high $20s; I continue to be stunned that people don't see the solar explosion that I see coming. Again, I think MEMC Electronic Materials (WFR) is still cheap in the high $20's. And I see an emerging breakout in WFR and other high quality solars of late.

I really thought AAPL was going to peel a good $7-10 on those supposedly "muted" preorders - not so far though.......

long AAPL

No comments: