SunEdison Inc (SUNE)

This probably announced a pretty nasty fundamental piece of news in the middle of 2015 when it fell out of bed. It is most definitely in a downtrend right now. At this moment there are no signs of basing.

What he would call a battleground stock. A hedge fund hotel that has really hurt a lot of people. Purely speculative at this point. Has just about as bad a price momentum as you can get. Doesn’t cash flow at all and has a ton of debt. There is bankruptcy risk here.

This is a green utility energy company consolidator. They might buy a wind power, solar power, etc. This is more of a growth model. Have started moving the tolling into an income fund called TerraForm (TERP-Q2). Both these stocks had been hit a little. SunEdison is more the growth model and TerraForm is the income model. They are in a great space. There is a lot of action in this space. The Shorts have been on these stocks lately. This is a good area to be in going forward.

He does not understand the excitement. They lost a lot of money and are forecast to lose a lot more. It is a sector thing that is moving it.

Wafer company in electronics. Solar craze has now gone away and the stock has been abysmal. Prospects here are quite difficult. Facing competition from a variety of fronts. Chinese particularly are very competitive.