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| DON'T BUY | 54.880 | Peter Hofstra | Silicon wafers. Solar industry has really benefited them. Shortage and high price of “high purity” silicon has created a tremendous run for them. Feels this is a temporary situation. | 2007-04-30 | |
| DON'T BUY | 43.050 | Peter Hofstra | Big manufacturer of silicon primarily used in solar panels and somewhat for the electronic industries. Solar panel industry has recently taken off, which has led to a shortage of the highly purified, highly crystallized and high-grade silicon. Earnings have done very well recently. There are now plants starting up in China, so expects pricing pressures to come. | 2006-12-06 |