Bookkeeping: Cutting some Solar Exposure

Cutting back on 3 names in the solar basket as they all have the identical chart - broken down stocks that just surged 10%+ to the first resistance area, the 20 day moving average or close to it. Yingli Green Energy (YGE) was the only one of the 3 to push through. Instead of focusing on any 1 of these very volatile stocks I’ve changed tactics the past 8 weeks, and created a basket and consider them to be “one stock” especially those of the Chinese variety because that seems to be how the market treats them, despite their obvious differences. I have not touched …
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  29 July, 2008| Fundamental Analysis | @ 12:30

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