Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Solar wafer specialist LDK Solar
So what: It was only on Monday that LDK saw its shares rocket 10% after upping its third-quarter revenue and shipment estimates. Today's surge comes on nearly three times LDK's three-month average trading volume, so investors seem to be betting that the good news will only get better for LDK.
Now what: With Kaufman Bros. analyst Jeffrey Bencik's forecast yesterday that solar installations would more than double this year and increase 20 percent next year, it's conceivable that LDK could keep flying. Evergreen Solar
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