Been shorting this thing twice. First at $37, when SPWR $38. Then $35-1/2 when SPWR at $36.
STP is the only solar stock closely resembles SPWR, but SEEMS inferior according to the last Q report. Without next earning report, investors are all counting on last report as guidline. Both needs polysilicon to make solars. Both are under the impression that poly shortage may hurt them.
Opportunity always come around. While you are waiting CY to make a major move. It may not be a bad idea to hedge your holding. Be careful on the entry point. Review your hedging strategy when earning arrives.