Tim Seymour Missed On JA Solar Holdings (JASO) And Trina Solar Limited (TSL)

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On February 17th, CNBC Fast Money's Tim Seymour recommended a long position in Trina Solar Limited (ADR) TSL, and JA Solar Holdings Co., Ltd. (ADR) JASO. He made that call because he thought that JA Solar Holdings Co. (JASO) will announce record earnings, and Trina Solar Limited (TSL) was trading at pretty low P/E.

Since then, JA Solar Holdings Co. (JASO) fell 18%, and Trina Solar Limited (TSL) dropped 12%. He still thinks that the solar stocks have substantial earnings power, and he still has a long position in Trina Solar Limited (TSL). JA Solar Holdings Co. (JASO) is not his biggest position, but he believes that Trina Solar Limited (TSL) is really cheap. Tim Seymour thinks that uranium and solar remain well bid.

JA Solar Holdings Co. (JASO) fell 3.27% today, and Trina Solar Limited (TSL) dropped 3.65%.


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Posted In: CNBCLong IdeasFast MoneyMediaTrading IdeasElectrical Components & EquipmentIndustrialsInformation TechnologySemiconductorsTim Seymour
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