Minncai DaNiu won't care about small loss with 10 million account. Solar is due for pullback?
m*i
3 楼
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
4 楼
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
5 楼
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?
o*h
6 楼
影响有多大?不会崩盘吧
c*m
7 楼
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
8 楼
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.
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
13 楼
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?
n*2
14 楼
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
15 楼
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
16 楼
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.
My call on OIL is bad. I apologize. Just sold STP Sep call stike on 12. Will hold TAN to Dec.
m*0
20 楼
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
21 楼
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