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The last few years have been great to me, as i was able to clobber the S&P500 many times in returns. But of course, you can't make a living trading the markets if you don't make great great returns. I'll try to give my readers trades that i think will make them money. However, you need to have money management skills, in order not to lose everything on a greedy or stupid trade. I may or may not already be in the trades i recommend. I may or may not trade the stocks i recommend. Due diligence is required on your part and the usual disclaimer that i am not responsible for your losses always apply. I have no affiliations with any broker/dealer and all posts are for educational purposes only. Remember to 'refresh' the home page and the "Comments" pages frequently in order to receive updated posts. Let's rock!

Wednesday, July 25, 2007

YGE - a solar you need to own!!!

YGE closed @ 16.31

The bears have overpushed this time. The late bears
will get pulverized tomorrow. Time to back up 2 trucks
on stocks! SNDK, RIMM, AMZN, etc.

Also, a word on solar energy to the disbelievers.
China is growing up and growing up fast. Two things
they absolutely need are infrastructure (that's why
these infrastructure plays have rallies for over 2
years now) and energy (they cannot go mainly on oil
because they are dying from air pollution and there
ain't enough cheap oil to go around). The chinese need
alternative energy and the most viable will be solar
energy. China, as is the rest of the world, is really
pushing alternative energy.

Do yourselves a favor and get in early in solar stocks,
arguably one of the best investments of a lifetime.

May i serve you some YGE, STP, TSL, JASO, FSLR, SPWR,
LDK ?

55 Comments:

Blogger chubbuni said...

Hope your prediction is right about solars... Which solar stock do you like the best, beanie? YGE seems to be the cheapest one in the bunch by far.

Wed Jul 25, 03:12:00 AM EDT  
Blogger TV107 said...

on stockpickr

Beanie: "I predict that one day AMZN will become as big as Walmart."

Jim Cramer: good for you. go post this on the yahoo chat board.
doesnt help anyone here. maybe go to the Fool with it,
too.

good job beanie...lol

Wed Jul 25, 03:38:00 AM EDT  
Blogger beanie11111 said...

tv107,

i dunno why Cramer is so upset with me. lol..

I guess he didn't like the Ridiculous Trend i came up with by comparing MadMoney to FastMoney.
http://stockpickr.com/members/view/answers/8223/

lol

Wed Jul 25, 07:54:00 AM EDT  
Anonymous Anonymous said...

Beanie,

Do you still think Hoku could go to 100?

Wed Jul 25, 08:07:00 AM EDT  
Blogger beanie11111 said...

anon,

I believe it will IF and only IF
(1) what they are saying are true regarding the contracts and that they finish building their factory and actually produce the products
(2) the solar stock mega rally starts as i expect it will.

Wed Jul 25, 08:11:00 AM EDT  
Anonymous Anonymous said...

Beanie,

Thanks for your quick reply. What is a better buy? YGE or LDK?

Wed Jul 25, 08:15:00 AM EDT  
Blogger beanie11111 said...

anon,

i like YGE more because it is just above 1 billion market cap while LDK is almost 5 billion in market cap. I don't want to own a company that is almost as big as STP and not as better.

Wed Jul 25, 08:34:00 AM EDT  
Blogger beanie11111 said...

I am really impressed how far WWAT (the only penny stock i like) has gone since i recommended at about .50 . Congrats if you held and believed in solar. (I wouldn't buy it here though)

Wed Jul 25, 08:38:00 AM EDT  
Blogger beanie11111 said...

NTRI:

i suggest you buy some in premarket right now. Down about 8 bucks. Citigroup is defending this stock. Reiterates buy.

Wed Jul 25, 08:44:00 AM EDT  
Anonymous Anonymous said...

Beanie,

WWAT. Thanks for clarifying that you WOULD NOT buy it here. Believe it or not, there are a lot of lurkers on this board that follow all your writing and a mere mention of WWAT might be construed as you are recommending it as a buy here.

Wed Jul 25, 08:45:00 AM EDT  
Blogger beanie11111 said...

ELON:

our old friend, just amazing. In 1999, this stock hit a high of 100. I think there could be a repeat once the alternative energy sector really takes off.

Wed Jul 25, 09:04:00 AM EDT  
Blogger beanie11111 said...

Look, today the market is suppose to bounce. If it goes negative you need to not buy stocks and stay on the sidelines. It could mean an intermediate trend change is happening (AKA correction!)

Wed Jul 25, 09:33:00 AM EDT  
Blogger beanie11111 said...

BIDU:

i am playin the strangle on this one - bought the 155 aug puts and now waiting for the stock to go lower before buying the 195 calls.

Wed Jul 25, 09:35:00 AM EDT  
Blogger beanie11111 said...

If you can only (or want to only) pick one direction on playing earnings for BIDU and AAPL, then buy the calls (go long).

Wed Jul 25, 11:31:00 AM EDT  
Anonymous Anonymous said...

beanie, i thought you turned bearish on AAPLs earnings? thnx

Wed Jul 25, 11:36:00 AM EDT  
Blogger aymon said...

beanie,

what do you think about sept 160 call?

Wed Jul 25, 11:37:00 AM EDT  
Blogger vonpinscher said...

beanie -- fyi i bought wwat at .50 and still own it wish i had bought more

Wed Jul 25, 12:25:00 PM EDT  
Blogger vonpinscher said...

it looks like the market can only be saved if aapl posts good earnings

Wed Jul 25, 01:18:00 PM EDT  
Blogger joerawr said...

Beanie, what about APA today?

Looking at the chart, do you think it's consolidating and getting ready for its run to $100 (Cramer's, stocks at 85 go to 100 rule-o-thumb)? They report tomorrow.

I'm grabbing a nibble of GS here at $200... hold term hold

Wed Jul 25, 01:30:00 PM EDT  
Blogger beanie11111 said...

Beanie's Ridiculous Trend Theory gets into uncharted
territory!

This has never been before but we may have to use a
variant of the theory as a special case applicable to
earnings. Since earnings season is such an IMPORTANT
time and both BIDU and AAPL are wildly popular stocks,
you would expect both groups of gurus to chime in. "No
mention" could have a meaning.

AAPL:

FastMoney = no comment = most likely means they are
Indecisive
MadMoney = "take a little off the table" = mildly
positive? mildly negative? or Indecisive? If you have
any money on the table, it probably means Indecisive.

BIDU:

FastMoney = cautious (mildly negative? or Indecisive?)
but thinks it'll have a 30 point move either way =
Indecisive
MadMoney = no comment = Indecisive?


Now, if you ever read candlestick charts you'd know
that when a stock goes one way and then reaches an
"indecision" point (The "Cross") it means a possible
trend change. Since both stocks have been going down
the last few days (and have stopped going down), we
could see an immediate upside move on both stocks after
the announcements.

Good luck and play small. If we wrong, we move on.

Wed Jul 25, 01:56:00 PM EDT  
Blogger beanie11111 said...

If you wondering where that previous post came from, go to stockpickr.com, ANSWER section.

Wed Jul 25, 02:15:00 PM EDT  
Blogger JakeGint said...

Golden Slacks at under $200??

Such a bargain!

Wed Jul 25, 02:21:00 PM EDT  
Blogger gosu said...

Absolutely. GS under 200 is a sale like no other.

Wed Jul 25, 02:23:00 PM EDT  
Blogger JakeGint said...

Here we go now.

Wed Jul 25, 02:24:00 PM EDT  
Blogger Arun said...

Very nervous about AAPL. I want to hold my long position since I've had since Feb. but this is nerve wracking.. IT's going to tank or skyrocket, nothing in between.

Wed Jul 25, 02:52:00 PM EDT  
Blogger beanie11111 said...

ENER is a great buy at these levels

Wed Jul 25, 02:59:00 PM EDT  
Blogger beanie11111 said...

john,

I like STP, FSLR, and SPWR the most. But i like all profitable chinese solar plays like YGE, LDK, JASO and TSL.

Wed Jul 25, 03:23:00 PM EDT  
Blogger beanie11111 said...

anon,

i did turn bearish yesterday, that was before it dropped 8 bucks!

I made up a new theory that explains why AAPL is a buy into this earnings. Let's see how that works out tonite.

Wed Jul 25, 03:30:00 PM EDT  
Anonymous Anonymous said...

beanie,

which aug or sept calls are you buying for aapl's earnings?

thanks

aymon

Wed Jul 25, 03:43:00 PM EDT  
Blogger TV107 said...

unreal move on apple pre earnings

Wed Jul 25, 04:20:00 PM EDT  
Blogger TV107 said...

bidu....holy moly

Wed Jul 25, 04:37:00 PM EDT  
Blogger dmyegorov said...

AAPL EPS 0.92 vs 0.72 expected... LONGS won ?

Wed Jul 25, 04:37:00 PM EDT  
Blogger JakeGint said...

BAIDOOOOOOOOOOOOOOOO!!!

HOOOOOOOO! HOOOOOOOO!

Lookin' for the Ulysses S. Grant in the After Market!

Go baby go!

Wed Jul 25, 04:42:00 PM EDT  
Blogger beanie11111 said...

go bidu go!!!!

Wed Jul 25, 04:44:00 PM EDT  
Blogger zstock7.com said...

BUYING ICE , 0.61 fib = 141.8....NUE 54 /55 buy target SUN VLO TSO BSC buy targets met will hold thru aug 2nd...
JOYG buying AUG 45 and 50 call 3.30/7.20 has a channel match $14 up ...$14 down...that seems to me to be a computer programming auto buy signal, and FIB 0.61=51.4 two matches so i’m 80% sure i make money at this price..
zee
hey jake you like my call on BIDU that i posted at MAS yesterday...

Wed Jul 25, 04:55:00 PM EDT  
Blogger JakeGint said...

I already had BIDU from back in the good ole days... did you rec the swaptions?

I knew it was done dropping, but this????

C'mon Ulysses!

Wed Jul 25, 05:03:00 PM EDT  
Anonymous Anonymous said...

Anonymous said...
TSL goin to @$60 ,
FSLR goin to @$105
And... you better own puts on CSUN instead of calls right here.

Pam , stay in GLBC, you'll see the $20-$21 range next few days unless the market drops.

Mon Jul 16, 02:48:00 PM"


TSL closed at $60 the next day and now at $57.
FSLR - saw $105.60 today and still seems like it wants to go to $100
my CSUN puts up over 400% already but near bottom now. probably close out tommorrow.

My TSL Sept. 60 puts up 65% today. Closed the gap but could see $55 if not ,close out puts tommorrow to secure profit.

GLBC closed at $21 three days later and headed back down since. hope you got out with a profit PAMFLA for your beamer.

Closed HYGS out with a 26 % gain.
Stopped out of HAUP with a 8% gain.

Lotsa money out there trading hands, just dont' listen to people telling you to "buy when the markets down 60 to 80 points tommorrow." Just follow the the tape and the charts for short term trades.

CATCHER

Wed Jul 25, 05:17:00 PM EDT  
Blogger beanie11111 said...

go AAPL go!!

Beanie's Ridiculous Trend Theory strikes again - 7 for 7!!!!!!!

Wed Jul 25, 05:19:00 PM EDT  
Blogger Arun said...

Thank the lord I held onto my AAPL!!! :) :) :)

Wed Jul 25, 05:45:00 PM EDT  
Blogger Abdul said...

Same here Arun ..and thanks to Beanie too !!

My BIDU will hopefully erase all my other (realized) losses for last couple of days. Any prediction on Aug 200 call prices fro tomorrow ?

Wed Jul 25, 05:58:00 PM EDT  
Blogger JakeGint said...

Abdul -- yes, tripling.

At least.

_____________________

Anyone notice the volume on the NYSE today?

Farking 4.3 billion shares!

Do you hear that beeping sound?

It's the trucks backing up!

Wed Jul 25, 05:59:00 PM EDT  
Blogger joerawr said...

little bummed that i sold some apple at 140... but, also glad i kept some!!

damn i never would of though bidu would leap like that!

Wed Jul 25, 06:12:00 PM EDT  
Blogger steve said...

This comment has been removed by the author.

Wed Jul 25, 06:20:00 PM EDT  
Anonymous Anonymous said...

Beanie and any others thoughts i would appreciate.I read this board daily and learn alot from all of u.I have a question about a long term investment.
I am 35 just sold a home and will have 100,000 to invest. I also have 6 rental properties so im not all in one sector. I was thinking of putting going 50/50 in GEX & IBB for an aggressive approach. Thoughts,Thank u

Wed Jul 25, 07:06:00 PM EDT  
Blogger gosu said...

If you want to be aggressive and safe at the same time, may I suggest this:
DDM
QLD
MVV
SSO
DIG

These are leveraged ETFs indexed to the normal indexes.

Wed Jul 25, 07:52:00 PM EDT  
Blogger gosu said...

Gosu is a proven stock trader. If you wanna make money, follow his advice!

Wed Jul 25, 10:40:00 PM EDT  
Anonymous Anonymous said...

Beanie,

What do you think about HOKU after today's big fall? It will go up tomorrow?

Nancy

Thu Jul 26, 12:56:00 AM EDT  
Blogger beanie11111 said...

Nancy,

HOKU was overbought and then the earnings killed it. You folks had to have known that they were gonna disapoint on earnings because of the transition fuel cells to solar wafers. They are still building the factory in Idaho.

Let it go down and consolidate. Ask me occasionally again so i don't forget to look at it for entry point.

You guys have to pay attention to the rest of the solar stocks, particularly the leaders. If the leaders don't fly, it is hard for a very speculative play such as HOKU to continue marching on.

Thu Jul 26, 01:16:00 AM EDT  
Blogger beanie11111 said...

HOKU can eventually see $5-6

Thu Jul 26, 01:18:00 AM EDT  
Anonymous Anonymous said...

Beanie,

Thank you for quick response. I bought at $12.8 and $10.8. Should I sell tomorrow? Do you think it still has a little bounce back tomorrow? The analysts covering this stock said Hold and Buy.
I read your blog every day and found you are very good.

Thanks.

Nancy

Thu Jul 26, 01:25:00 AM EDT  
Anonymous Anonymous said...

You said "sell,..sell,..sell and sell short" LMAO,...what happened? Thursday you're giving all Kudo's. Unreal,..you are worse than Cramer and Fast money.

Thu Jul 26, 02:20:00 AM EDT  
Anonymous Anonymous said...

Anon,

What do you mean? I am asking if I should sell at loss if HOKU is going to $5-6. What's your opinion?

Thanks.

Nancy

Thu Jul 26, 02:26:00 AM EDT  
Anonymous Anonymous said...

YGE at $100 would only be trading at 1x next year revenues.
FSLR is trading at 11x next years revenues.
If we made them equal YGE would have to trade at $1100
Why is YGE so under valued Beans

Thu Jul 26, 09:02:00 AM EDT  
Anonymous Anonymous said...

YGE at $100 would only be trading at 1x next year revenues.
FSLR is trading at 11x next years revenues.
If we made them equal YGE would have to trade at $1100
Why is YGE so under valued Beans

Thu Jul 26, 09:02:00 AM EDT  
Anonymous Anonymous said...

YGE growth will be the next
goog,bidu,amzn.
If u only buy 1 solar buy YGE
YGE will be the pack leader by 2008

Thu Jul 26, 09:10:00 AM EDT  

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