SPWRA reports earnings Thursday, so this will be a very volatile day for solar. I own a little JASO here but I think I will purchase some put protection, to be safe. The May $2.50 puts are $.20 cents, so for $20, I can protect myself through some insurance. I suspect that solar earnings will not be great since oil has been relatively cheap but the key will be the outlook. Particularly, growth estimates and how stimulus packages are helping them.
In conclusion, if you own solar names, protect yourself and expect volatility.
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