Shipping and Solar stocks.NM is my favorite.JASO for solar.Should stay low for a few more months to accumulate more.
I have NM and JASO too, and only.
Nice.I don't think people appreciate JASO, even among solar bulls. Large, well capitalized, good management, low cost producer, and good technology.NM is well run despite the environment. I think shipping rates should improve by the time contracts begin to expire. The dividend also helps while you wait.Depending upon when you have been in these names.....the volatility has been crazy.I bought JASO at $5 last spring and sold 20pct around 10. (wish I sold all). Have been accumulating below five but avg cost is still above $4. Hope to change that over time.NM...similar scenario to JASO.