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Solar Stocks; First Quarter 2011 Solar Portfolio Review

Solar Stocks and Market Commentary with J Peter Lynch

Point Roberts, South Salem, New York - April 1, 2011 - www.Investorideas.com, a leader in cleantech stock research, releases the first quarter solar stocks review from contributor, J. Peter Lynch.

Solar Stocks Commentary with J Peter Lynch -

Read other articles, Exclusively for InvestorIdeas.com and Renewableenergystocks.com: http://www.renewableenergystocks.com/PL/

See Peter's technical solar stocks review: http://www.investorideas.com/PL/Solar-Stocks-Review.asp

Solar Stocks; First Quarter 2011 Solar Portfolio Review

J Peter Lynch

With the first quarter of 2011 coming to a close I thought I would give an update on how our portfolio performed and how it is structured going forward.

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2010 Performance Review = + 43% vs +13%

We started 2010 with our "Solar Seven Stocks" - HSOL, JASO, JKS, LDK, SOL, SOLR and TSL. We purchase 1,000 shares of each of these stocks. They ended 2010 with a terrific annual gain of 43%. This is over 300% out performance is even more impressive when you consider that the markets on the whole were up 13% and all of the other solar stocks were down approximately 12%.

We started 2011 with the same 7 stocks, but we have sold some positions, which we outlined last month when the market risk plus technical factors triggered some rebalancing of the portfolio.

The current portfolio stocks are:

JASO - 1,000 shares

JKS - 500 shares

LDK - 500 shares

SOL - 500 shares

SOLR - 1,000 shares

TSL - 1,000 shares

Note: we sold the entire 1,000 shares of HSOL and ½ of the positions in JKS, LDK and SOL.

2011 First Quarter Performance = +32% vs +5.56%

As of the close of the first quarter the Solar Portfolio (realized gains + paper gains) is up 32% this compares to the markets as a whole being up 5.56% almost a 600% outperformance to the markets in general.

May other solar stocks performed very well in the first quarter, but I think much of this performance may be short lived and could be due to the nuclear incident in Japan. Our current 6 stocks still remain the strongest stocks in the solar sector. I will elaborate in more detail in our end of week review.

Mr. Lynch has worked, for 34 years as a Wall Street security analyst, an independent security analyst an investment banker and private investor in small emerging technology companies. He has been actively involved in following developments in the renewable energy sector since 1977 and is regarded as an expert in this field. He was the contributing editor for 17 years to the Photovoltaic Insider Report, the leading publication in PV that was directed at industrial subscribers, such as major energy companies, utilities and governments around the world. He is currently a private investor and advisor to a number of companies. He can be reached via e-mail at: SOLARJPL@aol.com. Please visit his website for the promotion of solar energy - www.sunseries.net

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Disclaimer: The views and opinions expressed in the research published are those of the individual companies and writers and not necessarily those of Investorideas.com® or any of the industry sector portals. At the time of publication, writers may hold positions in the stocks or companies mentioned.

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Investorideas.com was on the of the first investor sites covering investing in water and renewable energy stocks and has become a global go-to destination for investors researching the cleantech sector, with stock directories, company news, commentary from experts, research reports and industry resources and links. Investors can follow solar stocks commentary on our site with solar expert, J. Peter Lynch.

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