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Solar Stocks Continue Weakness our Solar Portfolio outperforms market by 419% YTD

Solar Stocks and Market Commentary with J Peter Lynch

Point Roberts, South Salem, New York - August 1, 2011, a leader in cleantech stock research, releases a new solar stocks performance commentary.

At this time the general market continues to stay in a higher risk zone. The average volatility has been increasing as the crazy Washington debt ceiling situation goes on and on. In my opinion it is national embarrassment and an obvious sign that our system is broken. The rest of the world looks to America as the leader (whether they like us or not) and once we lose that confidence there is no telling what problems can result. Our worldwide financial system is based upon TRUST and once the most trustworthy member fails there is no way to predict what will happen certainly nothing positive.

Solar Stocks Commentary with J Peter Lynch -

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Solar Stocks Continue Weakness our Solar Portfolio outperforms market by 419% YTD

J Peter Lynch


As a result, an investor has to be more cautious and take some more defensive actions. For example, sell stocks in your portfolio that are showing weakening relative strength to the market, tighten up your stop loss sell points and if you are more sophisticated, buy protective puts to hedge yourself.

However, the market has been climbing a "wall of worry" for a long time now, volatility has dramatically increased and the market has moved into its traditionally unfavorable season - May thru September approximately - additional reasons for caution.

Remember the two key rules from the legendary investor Warren Buffet on how to make money in the stock market:

  • Never lose money*
  • Never forget rule #1

*What Buffet really means by "never lose money" is really to cut your losses short (minimize your losses) and let your winners run as long as they are technically strong (maximize your return).

Updated Comments on our Solar Portfolio

I have sold the final stock (1,000 shares) in our solar portfolio - SOLR

500 shares on 7/27/11 @ $14.25

500 shares on 7/29/11 @$ 13.60

This brings the total portfolio performance YTD (Year To Date) to 16.52%

During this same period of time the average market indexes were up 3.85% and

The average solar stock DROPPED an average of 22.19% !

In addition, since we closed our portfolio positions (HSOL,LDK,SOL,JKS,JASO,TSLand SOLR), they have dropped in value an additional 27% - this is a perfect example of Buffet’s two rules - by selling when our stocks got weaker and broke our technical rules we took our gains, locked in profits and missed significantly greater (27% more) downside losses.

In summary the portfolio was up over the major industry averages 16.52% vs 3.85% dramatically out -performing the averages by more than 400%.


Background Notes

Keep in mind that there are two basic types of equity (stock) analysis. Below is a brief description of each and its primary purpose:

Fundamental Analysis - this is the analysis of the fundamental financial condition of the company to identify which stocks are stocks you may want to buy when the timing is right. This form of analysis will give you NO indication of the best time to buy the stock.

Technical Analysis - this form of analysis will tell you "when" to buy a stock. It will do this by showing you (in chart format) the basic interaction of supply and demand and when the two change and shift which will indicate a time to buy or a time to sell.

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: Please visit his website for the promotion of solar energy -

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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® 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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