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I like a few Chinese solar stocks given the global warming concernds and like the China Analyst news service which puts out frequent charts on the solar companies. Recently, I have invested in YGE, JASO and STP and they have done well, but I am not sure if this will last.

Also, STP seems to have won a lot of respect even if JASO and YGE have done better recently.

I am also looking at LDK Solar, but the "scandal" created by their ex-executive "Charley Situ -a 6 month part-time controller (previously of China Grentech as a 6 month part-time controller)" gives me pause.

One of the many pieces on Situ is called "LDK Solar and the Seven Samurai" at:

http://seekingalpha.com/article/50179-ldk-solar-and-the-seven-samurai

Andy (long on YGE, JASO and STP)
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