Opinion on stocks?

i bought memc electroincs (WFR) a couple of days ago at 95.12, and today bought ESLR at 18.02...what do you think?

Both are good companies...in a growth sector, but unless you bought for " long-term", you will have to watch them closely...any drop in oil prices will affect you...any chip-maker lowering prices or just having a bad report will affect WFR...
So if you do get a big bump in these next few weeks...make sure you take a little profit. If you're playing these for long term, I hope you can ignore the volatility. Consider a small buy of PBW or GEX as sort of a diversity play in the same area.

Ok, the first thing that I see is that these are both solar plays, so unless you have other stocks in your portfolio you should maybe cut back on one or the other. If you feel that you are sufficiently diversified then the other problem is that they are both overvalued. That doesn't mean that they were a bad buy, because solar stocks are hot right now and who knows how high they will go. I certainly don't. Momentum stocks can often reach incredible valuations before reason returns to market. That said, you should be aware that they could drop quicker than they went up, just so you know the risk. Of the two I would prefer WFR, although without looking closer I can't tell for sure, there are supply constraints with silicon at the moment, but if they have a good supply then growth shouldn't be a problem, but that is one thing that you should check. Of the two I like WFR better. It's got good margins, good growth, and it's price ratios aren't too high. I see ESLR as being a purely momentum play, but not a bad short term buy. WFR is the better long term play. It is a little overvalued, but it's the less speculative of the two.