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: Shares of solar-module manufacturer JinkoSolar
So what: JinkoSolar investors can go ahead and scowl in the general direction of LDK Solar
Now what: After a torrid love affair with solar companies a few years back, investors have shifted their amore elsewhere. While the unpredictability of the industry as a whole doesn't entice me, I can’t blame investors that are attracted to the pinch-yourself-to-see-if-it's-real valuations that many of these stocks carry.
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