July 24, 2008, 8:08 pm | CDT
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JULY 24, 2008 (Dow down 283) - After a day like this we want to find stocks that will benefit from falling gasoline prices, like Disney (DIS) and Tupperware (TUP). Natural gas prices will bottom at $8 mcf.Recommended Stocks By Sector
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Company: FIRST SOLAR
Sector: Technology
Industry: Semiconductor - Specialized
Capitalization: 0 ($mm)
Added to portfolio: December 17, 2007 at $231.97
Current Price: 264.09
Sold: June 09, 2008 at $244.76
% Gain/Loss: +5.51%
Overview
TickerPriceChangeVolume24h range52 Week RangeP/E RatioEPS
FSLR264.09+4.372,346,510255.89 - 268.7874.77 - 317.00103.31+2.51
History of Comments
DateCommentPrice% Gain/Loss
12/17/07solar component manufacturer uses a different technology than the competition -  they don't use expensive and scarce silicon - gives the co great visibility through 2012 - co has already signed contracts worth $6B  thru 2012 - stock was down 20 points today - FSLR has a 46% CAGR (compunded annual growth rate) but expect co to continue to lower costs - the stock is cheap selling at only 25x 2010 earnings estimates of $10/sh - expect co to announce first US utility customers next year - the stock could go much higher 231.970.00%
.........................................................................................................................................
04/09/08best in sector 269.87+16.34%
04/21/08remain a strong backer as oil goes higher - is the most cost effective play in the sector291.85+25.81%
04/23/08will benefit from a "green" Democratic presidential victory286.03+23.30%
05/09/08only solar stock recommending284.50+22.65%
05/14/08goes higher 307.94+32.75%
05/19/08next qtr will be great - stay in & buy more lower295.90+27.56%
05/27/08like it265.16+14.31%
06/06/08CEO selling lots of stock is not a positive - got a little chilled by it251.69+8.50%
06/09/08can't be on the hook when the insiders are so glaringly selling244.76+5.51%
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Site Update - Jul. 24, 2008

New Recommendations:
MSO, QCOM
Major Buy Reiterations/New Price Targets*:
DIS, TUP
Other Comments – Existing Recommendations:
APC, BA, CCL, COST, EXC, HK, NOC, RCII, SBUX
Sells:
HAL, RSG, WMI

NEW CALL - See Cramer's Calls for market, sector & IPO comments -

- See  MAJOR REITERATIONS page for recent strong buy reiterations & new Price Targets -

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