Comments on: Solar Slowdown: Beware Investing in Solar Stocks

By: James

James — Mon, 27 Jul 2009 14:22:41 +0000

Sure did jump. I made some strong bets investing within YGE which has appreciated quite a bit. China and Solar are always wild rides.

By: Dean

Dean — Mon, 27 Jul 2009 13:48:47 +0000

What a difference a week makes.
STP now up 40% in just over a week.
The bigger picture is don’t bet against China

By: James

James — Thu, 16 Jul 2009 22:33:57 +0000

Sounds like we agree and disagree, I too believe that Solar long-term is a strong play especially in emerging markets such as China. However for the rest of 2009 and start of 2010 I do not like it for the various concerns I listed above. China is both trying to promote the green revolution yet they also are building many new coal plants so who knows what direction they are taking. Overall though long-term Solar and China are strong plays.

By: James

James — Thu, 16 Jul 2009 20:48:01 +0000

Think they would be a pretty strong investment as in the short-term this stock will struggle.

By: Thevoice@voicedup.com

Thevoice@voicedup.com — Thu, 16 Jul 2009 20:02:25 +0000

James, I had a short on fslr from 250 until it hit 200, what are you’re thought on purchasing puts at the current price?

By: Jason

Jason — Thu, 16 Jul 2009 19:15:15 +0000

Very much so. I agree and disagree with your stance on FSLR. I agree that it is still overpriced versus it’s peers, but I would still not short it. As for the Chinese solars, I think they are a strong long-term investment. I think the sector will still struggle a bit in the short term, but I doubt any of the top-tier Chinese solars (w/ American ADRs) will HAVE TO merge or die. China is conservative, healthy, and growing. It has decided that it wants to green-up and it is proceeding with that plan on a grand scale. Costs are coming down fast, but there are financing accessibility boosts in the pipeline in the US and our economy is starting to adapt to the expectation (and legal quotas) that require more renewable sources of energy.

By: Phillip

Phillip — Thu, 16 Jul 2009 11:35:51 +0000

Thanks for keeping us up to date on the energy crisis. I too am long oil.

By: James

James — Thu, 16 Jul 2009 05:53:26 +0000

Will right an article on how to invest in new forms of energy soon whatever you think they might be. Still think we have another couple bullish years of Crude Oil and Natural Gas which I am sure you can tell by my article that I am still Bullish on Oil.

By: loan charges

loan charges — Thu, 16 Jul 2009 04:57:54 +0000

Solar, wind, water and Nuclear these are up growing sector of power. Future power will be depends on these sectors. Invest in these for long time.

By: loan charges

loan charges — Thu, 16 Jul 2009 04:55:22 +0000

James thanks for link. I am checking it out.