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Calls Of the Day: Solar Stocks & More

Find out what top analysts are saying about solar stocks and more. How should you be positioned, now?

Suntech

Barclay’s downgraded a slew of solar names including Suntech , LDK Solar citing unrealistic expectations.

“Several trends suggest that 2011 growth could turn out to be disappointing relative to expectations, accelerating the marker share shift to low-cost solar producers with relatively strong balance sheets,” writes Barclays Capital analyst Vishal Shah.

What should you make of it?

I’m concerned about subsidies from Germany being reduced, says Pete Najarian. I can’t help but wonder how many have enough cash to last.

Cheesecake Factory

An MKM Partners analyst, cites the Cheesecake Factory's rollout of a “happy hour” in the next several weeks as reason to keep buying the stock.

For all the details check out Fast Money Executive Producer’s blog, Behind The Money or click here.

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Trader disclosure: On February 22nd, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Kaminsky Owns (LULU) Puts; Kaminsky Owns (EPV); Seymour Owns (AAPL), (F), (INTC), (BAC), (INTC), (TSL); Najarian Owns (BP); Najarian Owns (CMC) Call Spread; Najarian Owns (INTC) Calls; Najarian Owns (MYL); Najarian Owns (MS); Najarian Owns (TEVA), (TEVA) Puts; Najarian Owns (TMO) Calls; Finerman's Firm Is Short (IJR), (MDY), (SPY), (IWM); Finerman Owns (AAPL); Finerman's Firm Owns (BAC), (BAC) Leap; Finerman Owns (BAC) Preferred, (BAC); Finerman's Firm Is Short (CAKE); Finerman's Firm And Finerman Own (GOOG); Finerman's Firm Owns (KFT), (M), (SKS), (TGT); Finerman's Firm And Finerman Own (WFC) Preferred; Finerman's Firm Owns (WMT); Finerman's Firm And Finerman Own (JPM); Finerman's Firm Owns (MCD); Finerman's Firm Owns (YUM); Kelly Owns (FXE) Puts; Kelly Owns (QLGC) Calls; Kelly Owns (AMZN) Calls; Kelly Owns (HOV) Calls; Kelly Owns (FXE) Puts; Kelly Owns (FXE) Puts

For Tim Seymour
Seygem Asset Management Owns (FCX) Puts

For JoeTerranova
Terranova Owns (JPM), (IBM), (QCOM), (GOOG), (EMC), (AAPL), (DELL), (MSFT)
Terranova Is Long December 2010 Crude Oil Futures
Terranova Works For (VRTS)
Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.
Virtus Investment Partners Owns More Than 1% Of (CLB)
Virtus Investment Partners Owns More Than 1% Of (DLR)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (XLP)
Virtus Investment Partners Owns More Than 1% Of (XLB)
Virtus Investment Partners Owns More Than 1% Of (XLI)
Virtus Investment Partners Owns More Than 1% Of (SKT)

For Brian Kelly
Kanundrum Capital Owns (C)
Kanundrum Capital Owns (JPM)
Kanundrum Capital Owns (ELX)
Kanundrum Capital Owns (QLGC)
Kanundrum Capital Owns (BRCM)
Kanundrum Capital Owns (EWP)
Kanundrum Capital Owns (NBG)
Kanundrum Capital Is Short (FCX)
Kanundrum Capital Is Short Copper Futures
Kanundrum Capital Is Long U.S. Dollar
Kanundrum Capital Is Short Euro, Yen, British Pound, Singapore Dollar
Kanundrum Capital Is Short British Pound
Kanundrum Capital Is Short Yen
Kanundrum Capital Owns (GDXJ)

For Will Landers
BlackRock Latin America Fund Owns (PBR)
BlackRock Latin America Fund Owns (VALE)
BlackRock Latin America Fund Owns (BBD)
BlackRock Latin America Fund Owns (ITUB)
Landers Owns BlackRock Latin America Fund

For Deborah Weinswig
A Director Of Citi Is On The Board And Audit Committee Of (TGT)
An Employee Of Citigroup Global Markets Or Affiliates Is A Trustee Of (TGT)
Citigroup Global Markets Or Affliates Ownes 1% Or More Of (JCP), (SKS)
Citigroup Global Markets Or Affiliates Has Received Investment Banking
Compensation For Services Provided In Past 12 Months From (TGT), (WMT),
(SKS), (KR), (SVU), (DG)
Citigroup Global Markets Or Affiliates Expects To Receive/Seek Investment
Banking Compensation From (WMT) In Next 3 Months
Citigroup Global Markets Or Affiliate Received Non-Investment Banking
Compensation In past 12 Months From (COST), (M), (JCP), (KSS), (TGT), (WMT), (HD), (WAG), KR), (SWY) (SVU)
(DG), (TGT), (WMT), (SKS), (KR), (SVU) Are Or In Past 12 Months Were Investment Banking Clients Of Citigroup Global Markets
(COST), (M), (JCP), (KSS), (WMT), (HD), (WAG), (KR), (SWY) Are Or In Past 12
Months Were Clients Of Citigroup Global Markets (Non-Investment Banking, Securities-Related Services)
(COST), (M), (JCP), (KSS), (TGT), (WMT), (HD), (WAG), (KR), (SWY), (SVU) Are Or In Past 12 Months Were Clients Of Citigroup Global Markets (Non-Investment Banking, Non-Securities Related Services)
Citigroup Global Markets Or Affiliate Received Compensation From (DG) In Past 12 Months
Citigroup Global Markets Is A Market Maker In (COST), (M), (CVS)

For Louis Navellier
Navellier Owns (F) In Personal Or Client Portfolios
Navellier Owns (AMT) In Personal Or Client Portfolios
Navellier Owns (BIDU) In Personal Or Client Portfolios
(F), (AMT), (BIDU) Are Holdings In Navellier's Blue Chip Growth Newsletter
Portfolio

For Mike Khouw
Cantor Fitzgerald & Co. Is A Market Maker In (AAPL)
Cantor Fitzgerald & Co. Is A Market Maker In (BIDU)
Cantor Fitzgerald & Co. Is A Market Maker In (COST)
Cantor Fitzgerald & Co. Is A Market Maker In (CSCO)
Cantor Fitzgerald & Co. Is A Market Maker In (F)
Cantor Fitzgerald & Co. Is A Market Maker In (GOOG)
Cantor Fitzgerald & Co. Is A Market Maker In (INTC)
Cantor Fitzgerald & Co. Is A Market Maker In (LULU)
Cantor Fitzgerald & Co. Is A Market Maker In (MSFT)
Cantor Fitzgerald & Co. Is A Market Maker In (QCOM)
Cantor Fitzgerald & Co. Is A Market Maker In (T)
Cantor Fitzgerald & Co. Is A Market Maker In (VZ)
Cantor Fitzgerald & Co. Is A Market Maker In (YHOO)
Cantor Fitzgerald & Co. Is A Market Maker In (C)
Cantor Fitzgerald & Co. Is A Market Maker In (GS)
Cantor Fitzgerald & Co. Is A Market Maker In (MS)
Cantor Fitzgerald & Co. Is A Market Maker In (JPM)
Cantor Fitzgerald & Co. Is A Market Maker In (XLF)
Cantor Fitzgerald & Co. Is A Market Maker In (BAC)
Cantor Fitzgerald & Co. Is A Market Maker In (WFC)

For Louis Navellier
Navellier Owns (F) In Personal Or Client Portfolios
Navellier Owns (AMT) In Personal Or Client Portfolios
Navellier Owns (BIDU) In Personal Or Client Portfolios
(F), (AMT), (BIDU) Are Holdings In Navellier's Blue Chip Growth Newsletter Portfolio

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