Should I invest in Applied Materials now that they went solar?


Question:
I heard that Applied Materials (AMAT) is entering into the solar market. Does anyone think that this will help them and is now a good oppertunity to get in?

Answer:
AMAT is a solid company but there is a huge overhead supply of stock that is just waiting for an opportunity to be dumped on the market at break even. Tell you what to do. Take a small position, maybe 100 shares. If it goes up 2 bucks a share add to the position. If it goes up another buck add some more. I agree the solar is a potential but this stock has been a dog for so long I expect it will take a good while to work out the overhead supply.
It might give them some of an economic moat (a unique positive characteristic that gives the company an advantage over competitors) Compare it to other companies in the sector and see how it stacks up.
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