I hadn't heard of William O'Neil, but what you said makes sense - when there is a rally, the quality takes off first.

I wouldn't mind assembling a "concise brain trust" of one-sentence summaries of "what is so great about" each company - e.g. why invest.  Of course what we'd like to figure (per your O'Neil note) is which ones are the KXLs.

CSUN - I figure Zhang at the top has the solar tech brains, vast access to chinese capital + cheap labour, and the start of vertical integration and access to all-important silicon.

nanosolar - they have no listing, but they have an excellent roll-feed technology, vast capital from Google, a nearly-operating plant, and lots of big-money investors.

New Zealand lab offshoots - organic dye basis, will be incredibly cheap to make.

I did the same in the postings on the KXL board - e.g. why KXL, SGX, ATV, RMK were of interest, in one sentence or so.

I haven't had the time to do the same amount of DD on solar.  But I know I should.

Thanks for starting this off.  I put this OT/KXL hub in my daily bookmarks.