Earnings

Tuesday:

• American Eagle Outfitters Inc AEO
• Big Lots, Inc. BIG
• J. Crew Group, Inc. JCG

Wednesday:

• Solarfun Power Holdings Co. Ltd. SOLF

Thursday:

• Dell, Inc. DELL
• Energy Conversion Devices ENER
• Sigma Designs SIGM

Video: [[SPWR]], your best bet.

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Quick Note: Solar is not Dead

Just today Yingli Green Energy Hold. Co. Ltd. (ADR) [[YGE]] announced plans to build a 10-megawatt solar power plant in Beijing.

Earlier this week Suntech Power Holdings Co., Ltd. (ADR) [[STP]] announced a great quarter and boosted it’s full year outlook.

Last week, SunPower Corporation [[SPWR]] hooked up with PG&E for a massive solar project.

July 30th, First Solar, Inc. [[FSLR]] announced “steroid like” numbers, but peopled blinked.

LDK Solar Co., Ltd. [[LDK]], go take a look at the numbers from last week, incedible.

I have yet to go over China Sunergy Co., Ltd. (ADR) [[CSUN]] quarter, but based on the stock’s reaction, it looks like another win for the group.

Note: Energy Conversion Devices, Inc. [[ENER]] reports next Thursday

Note II: Oil got hammered today, yet the group stayed strong.

Nothing irritates me more than a stock that doesn’t preform on a huge day, ie. Research In Motion Limited (USA) [[RIMM]] . The stock is having a difficult time getting and staying above $134, above $135 I think you must own it. The company reports earnings in a few weeks, so it’s one to watch.

Next, we’ll talk about a stock that’s near and dear to my heart, Energy Conversion Devices, Inc. [[ENER]] . This stock has $100 written all over it, just take a look at the options. A big move in the stock is priced in, largely due to earnings next week. I still like it right here even with oil moving lower. My guess is the stock runs in anticipation of earnings, that will be when i take some off the table, the rest will ride.

Becton, Dickinson and Co. [[BDX]] is finally above $88, this stock is in a sweet spot with medical device space on fire. The stock also received a high ranking on PPT, it’s a pretty safe place to park a few dollars.

I don’t plan on doing much today. I have a number of positions setup, it’s time to watch them unfold, or not.

Position updates later.

VMware, Inc. [[VMW]]

Energy Conversion Devices, Inc. [[ENER]]

Take a look at the volume in Lehman Brothers Holdings Inc. [[LEH]] .

Buyout rumors.