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April 19, 2011
Edited: April 19, 2011
Share ThisHi guys, after having been absent for a while, now I return back to post a little piece of new market predictions.
My portfolio on P&P is doing pretty well, but in reality, my REAL stock portfolio has been hurt by the unjustified market pessimism that prevails those times. Especially, I like LDK Solar and Varian Semiconductor, two stocks that present really an opportunity and having much upside potential. LDK has lost 20% of it's pic value, despite more that 30% EPS growth for Q4'10 and the market's reasons are just a volatile impression that will change, I believe, in few months.
I DO NOT understand that crowd shorting the solar industry in that moment and snoring all those pessimist predictions about the diminishing government subsides, when ALL the world governments actually seek a manner to find a sustainable energy solution without new nucleur or with only little new nuclear plants.
Almost every day we do assist a policy statements(China, Italy, USA) about the importance of durable energy solutions and we observe a twofold or threefold capacity augmentation planning for the green energy supply for the years to come.
I believe that in the next few years we will see a boom of the green stocks, it's almost unavoidable, and I'll be surprised if the chinese cleantech are not among the highest gainers.
