NEW YORK ( TheStreet) -- The seemingly unstoppable rally in solar stocks -- which hit a fever pitch on Thursday, ironically the same day that the U.S. government gave approval for $8 billion in loans for two nuclear power plants -- may not be over.
However, there are a few key solar sector trading rules to keep in mind given the run-up in stocks this year. Here are five ways to think about whether the latest short-term burst in the sector will continue to be a trading opportunity for long-only investors or for shorts to step in and profit from the madness.
It's no surprise, then, that given solar stocks were trading as if the industry had died -- it wasn't even possible at the beginning of the year to borrow some Chinese solar stocks that investors wanted to keep shorting -- sentiment turned early in 2012. Tack on top of that the risk-on equities environment with the S&P 500 already up more than 7% this year, and many of the worst-performing stocks in 2011 have been in rally mode, including solar.
Solar supporters rant and rave about anyone who can't accept the exponential growth of solar demand annually. There is good reason to be
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