Solar Integrated exposure

China Watch: Cramer's Methods:
Stephanie Link, director of research for Jim Cramer's Action Alerts Plus portfolio, explains how she and Cramer choose their trades, reveals their thoughts on China and the reason popular stocks like Baidu or LDK Solar aren't among their holdings.


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Saying the ticker name just sort of reminds me of some military space weapon or something.

China Watch: Still Reasons to Buy Alt-Energy: With oil falling below $60 a barrel, some people may think there is not enough reason to buy alternative energy stocks. RealMoney.com contributor David Sterman explains why those people are all wrong. Click here to watch the video.

China Watch: A-Power Not for the Timid: We revisit wind power play A-Power, which Larsen Kusick of the Breakout Stocks portfolio still likes for a long-term speculative play, as long as you can hang on for the ride.
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China Watch: Sinoenergy Keeps It Clean:
Sinoenergy Vice President Xiong Anlin tells Brittany Umar why he thinks involvement with compressed natural gas and other eco-friendly energy measures means big growth for the company. 

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The Real Story Wrap: October 16:
Thanks to a late-day bull charge, stocks on Wall Street ended an extremely volatile Thursday with sizable gains. The day had been marked by wide swings as traders took in a flood of corporate earnings statements, saw evidence of additional turmoil in the financial sector and stomached a fresh serving of economic data.

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Buy - Price 67.66 on Oct. 6
by Merriman Curhan Ford

The 30% tax credit for solar-system owners, extended [in the new financial-bailout law] through 2016, should benefit solar-panel manufacturers, system integrators, utilities and financiers...SPWR should be [a beneficiary] of the...extension, as it's firmly entrenched in residential-solar, commercial-rooftop, and large utility-scale [markets]. SunPower said it's entered a utility-scale solar power project with PG&E for a 250 megawatt high-efficiency system in California. Market cap: $5.7 billion.

Goldman said it is downgrading SunPower (SPWR) to sell from buy based on increasing supply and tight financing. See lower-than-expected earnings driven by falling module prices. Target cut to $43 from $100.

Cramer Interviews Cypress Semiconductor CEO: In this September 26 'Mad Money' clip Jim Cramer and Dr. TJ Rodgers discuss whether chip-makers are still growing

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Most overvalued Semiconductor Company [it is NOT alternative energy for god's sake].

Can't figure out it's performance is down YTD. The Whole solar segment isn't making a whole lot os sense to me lately

Solar is still too expensive, stock price. Over supply will start impacting the market this year

Too volatile.

can you say "overvalued"?

way oversold, weaker market than projected

I just felt like shorting something.