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- Bookkeeping: New Position in Energy Conversion Devices (ENER)
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I am adding yet another name to the solar mix - Energy Conversion Devices (ENER). The stock has now dropped from $83s to $59s in 2 weeks or about 30%. I deemed it too expensive (it is still expensive but it is all relative) at that point [Jun 17: Energy Conversion Devices (ENER) Now Trades on Par with First Solar (FSLR)] so we’ll start here with a beginner stake and see if we can get lower prices. If not, at least we have a toehold - this is our 5th solar name in our solar basket and enough for me in terms of “number of names”. I’ll simply add or subtract exposure by buying or selling shares in the names we already own….
Original Source: feeds.feedburner.com
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3 Julio, 2008| Fundamental Analysis |
@ 6:36
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