m*****i
发帖数: 4342 | |
b******h
发帖数: 777 | 2 Minncai DaNiu won't care about small loss with 10 million account.
Solar is due for pullback? |
m*****i
发帖数: 4342 | 3 I don't have 10 million account.
I do worry my other position PWER tomorrow.
【在 b******h 的大作中提到】
: Minncai DaNiu won't care about small loss with 10 million account.
: Solar is due for pullback?
|
c***m
发帖数: 2630 | 4 Do u have hedge?
【在 m*****i 的大作中提到】
: I don't have 10 million account.
: I do worry my other position PWER tomorrow.
|
m*****i
发帖数: 4342 | 5 I tried to short YGE on Thursday, but I could not borrow any shares from
Scottrade and Fidelity.
I did sell 8000 shares of PWER on Friday before close, but still have pretty
sizable holding.
【在 c***m 的大作中提到】
: Do u have hedge?
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o******h
发帖数: 1111 | |
c***m
发帖数: 2630 | 7 I guess I will short OIL/USO for the hedge if I have more than 1000 shares
of STP. Oil have a run from 70 to 79 for last 2 months. they should
retreat for a bit.
I too still have 350 STP and 200 TAN. Recently, I was mostly selling my
calls on OIL related stock/etf. These solars will make me feel bad
tomorrow. GS have selling rating on STP because of europe crisis this summer
, so I am not surprised.
pretty
【在 m*****i 的大作中提到】
: I tried to short YGE on Thursday, but I could not borrow any shares from
: Scottrade and Fidelity.
: I did sell 8000 shares of PWER on Friday before close, but still have pretty
: sizable holding.
|
P*B
发帖数: 2876 | 8 solar都会被影响？
【在 m*****i 的大作中提到】
: I don't have 10 million account.
: I do worry my other position PWER tomorrow.
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r*m
发帖数: 16380 | |
c***m
发帖数: 2630 | 10 how so? Does this cut is expected?
【在 r*m 的大作中提到】
: 没大事，坏消息基本已经price in了。
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t********s
发帖数: 4503 | 11 Solar集体跳水两三天了，偶还傻傻的以为是个千载难逢的地铺，现在真相大白，凶多
吉少啊。ctmd! |
m********0
发帖数: 2717 | 12 conceptually yes,
but I don't think solar would be a good hedge for traditional energy,
nor vise versa.
I think STP is a good long term stock.
but I only traded it twice within the range of 9-11.
summer
【在 c***m 的大作中提到】
: I guess I will short OIL/USO for the hedge if I have more than 1000 shares
: of STP. Oil have a run from 70 to 79 for last 2 months. they should
: retreat for a bit.
: I too still have 350 STP and 200 TAN. Recently, I was mostly selling my
: calls on OIL related stock/etf. These solars will make me feel bad
: tomorrow. GS have selling rating on STP because of europe crisis this summer
: , so I am not surprised.
:
: pretty
|
m********0
发帖数: 2717 | 13 yes, this cut was expected almost the same time as PIGS came in the way.
specially spain,
although over 60%, I guess 80% is from Germany in Europe.
【在 c***m 的大作中提到】
: how so? Does this cut is expected?
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n**2
发帖数: 630 | 14 nod
不是全部price in 也应该是七八成price in。
【在 r*m 的大作中提到】
: 没大事，坏消息基本已经price in了。
|
t********s
发帖数: 4503 | 15 fslr引发集体跳水不幸让帮主言中了，看这次能否托帮主吉言没大事。
【在 r*m 的大作中提到】
: 没大事，坏消息基本已经price in了。
|
c***m
发帖数: 2630 | 16 Thank you.
【在 m********0 的大作中提到】
: yes, this cut was expected almost the same time as PIGS came in the way.
: specially spain,
: although over 60%, I guess 80% is from Germany in Europe.
|
r*m
发帖数: 16380 | 17 其实我倒是希望有点事，我好开捞。
我是FSLR ER前几天分批出掉了太阳能， 仅仅留了500股STP， 就这500股也亏了不少。
我会在TAN跌倒7块左右开捞。
【在 t********s 的大作中提到】
: fslr引发集体跳水不幸让帮主言中了，看这次能否托帮主吉言没大事。
|
t********s
发帖数: 4503 | 18 我重仓加考，一晚上没睡好觉。盘前貌似在涨！
【在 r*m 的大作中提到】
: 其实我倒是希望有点事，我好开捞。
: 我是FSLR ER前几天分批出掉了太阳能， 仅仅留了500股STP， 就这500股也亏了不少。
: 我会在TAN跌倒7块左右开捞。
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c***m
发帖数: 2630 | 19 My call on OIL is bad. I apologize. Just sold STP Sep call stike on 12. Will
hold TAN to Dec. |
m********0
发帖数: 2717 | 20 so you are bearish on STP?
you might want to pay attention with ER on 18th, Aug.
Will
【在 c***m 的大作中提到】
: My call on OIL is bad. I apologize. Just sold STP Sep call stike on 12. Will
: hold TAN to Dec.
|
c***m
发帖数: 2630 | 21 I used to love STP most. But their exposure to europe worried me. This
market is a range market. It will be down again soon. I guess everyone is
targeting solar stocks if market dive.
I prefer TAN for solar since I don't have time to watch market everyday.
How is your trading tool?
【在 m********0 的大作中提到】
: so you are bearish on STP?
: you might want to pay attention with ER on 18th, Aug.
:
: Will
|
