SB2000, Please enlighten us on what stocks are a good buy. We...

SB2000, Please enlighten us on what stocks are a good buy. We all know that you think VPG is "headed for admin".

That way we can compare how VPG is shaping up Vs your picks.

My top 5 picks for this year are SRX, VPG, BLG, MAK and TEX.
I'm expecting for each to triple by mid 2010.

My top 5 International picks are MTL,SRRY,GSI,SPRD and SUTR.

I usually hold solar stocks, but all manufactuers had a bad Q4 and I'm expecting a bad Qtr 1. Due to supply outstripping demand. Right now I only hold solar installer companies based in the USA. I'm expecting for them to post great margins in Q4 and Q1 due to their low cost price. AKNS, RSOL and CSKH are trading on the USA market.

Once I find a good entry point for the manufactuers I will be buying LDK, STP, SPWR and YGE. These 4 manufactuers are either low cost based or high effi based with good branding. Most like FSLR and MEMC but the key ingredient to produce solar cells polysilicon is falling like a rock and FSLR price edge will dissapear. As crystalline based module power effi is alot higher. Also MEMC were making super high margins selling polysilicon, but they will struggle to compete against LDK who will destory MEMC due to low production cost of polysilicon and solar wafers.

See you mid 2010.