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Strategies & Market Trends : The Residential Real Estate Crash Index
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To: ChanceIs who wrote (104000)2/8/2008 10:05:04 AM
From: patron_anejo_por_favorRead Replies (1) of 306849
 
I'm aware that in the past, electricity use hasn't actually gone below zero growth. But projections for grid equivalence typically don't even price in growth reductoin at all, ie, they are still 'optimistic'. I'm still bullish on the sector but a recession clearly poses risk to revenue growth (not to mention PE contraction). Worth considering when yer dealing with stocks with a 500 PE.

I'm kinda waiting for the big solar thermoelectric plays to come public. I think they can be scaled very very rapidly (and we'll need them). I have a little SPWR, but that's gambling money for now.
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