SolChin

Something was telling me about that big solar company. "There is something in the water" I heard while walking through the empty halls like the Propel spot announcing its arrival.

This is why when there is not enough information on a sector, the best course is to try to find the hedge among the players while staying away from the market leader. I like to call it insulated isolation. It has a classy ring to it. Insulated because if a disaster occur in the sector is probably going to hit the leader the most absorbing most of the negative swing. This is why CSUN was a better investment than SunTech. And SunTech has become the first Chinese default of a US listing.