Floppy - Are you going back to Chinese solar ever?
Missed reading your messages there for a while. Do you think Chinese solar companies have bottomed? Which ones will outperform the rest? JKS and CSIQ are doing really well...... would love to hear your feed back if you have time.
No. I won't be back to Solar. Basically I don't believe them, I merely applied Long/short hedging strategy. Since my clearing company banned me from shorting by naked call, I could no longer develop a hedging strategy - I don't want to be in that position.