yes, both are excellent. People are worrying about aggressive expansion plans these days however, because of the credit crunch - and LDK is quite leveraged. I personally believe LDK will pull through and come out the other side of this mess a huge winner. We'll see. Between the Chinese solars I would only buy LDK, STP and TSL right now. STP is probably the safest choice...but I like LDK the most :P
there were several macroeconomic parameters which spelled disaster for commodity and energy stocks, which completed a huge 5 year rally in May 2008. I didn't pay it enough attention and focused just on how great solar is as a technology and how LDK is doing great as a company. I was so confident in them that I overextended myself through leverage, and now I'm paying the price.
I learned my lesson... those traders looking at the big picture all the time aren't out there to scare us out of our shares.. sometimes they really do have a valid point and the same company with the same business results can be worth $10 or $100 depending entirely on sentiment and forces outside its control. See, if commodities kept climbing along with the general bull market of 2007 we could see this trade well over $100 right now.