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@resjudicata haha, I know

@resjudicata Thanks, I will keep an eye on the inverter makers. Problem with those is they are also low barrier to entry so the margins are going to squeezed out of them too.

To hell with it, I dumped them both this morning for a big loss. This whole business of Chinese manufacturers getting listed in the US has to be a scam. http://finance.yahoo.com/blogs/daily-ticker/invasion-chinese-reverse-mergers-under-attack-josh-brown-121928402.html

@rebecca17 Well done. I am trying to get better at making a quick exit when I have those kind of gains. I could have grabbed similar profits on both of these companies shortly after I bought them, but I thought it was a good sector to stay long in.

@rebecca17 Good luck. I bought them when they had already pulled well back from their highs - they already looked cheap then.

I have taken a beating on a couple of chinese PV wafer makers, LDK and SOL. I bought in a couple months ago at 5x p/e based on already strong growth, and thinking that rising energy prices would spur further demand for solar panels. And I held after the tsunami because I figured there would be a...