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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (31151)6/9/2008 11:34:31 PM
From: Spekulatius  Read Replies (1) of 78644
 
TSL - all those solar stocks are momo. TSL has got margin problems even in the current boom, what is going to happen if supply catches up with demand. Most of those solar companies have no moat, its a commodity market albeit growing fast but even that does not that prices cannot collapse - we have seen this many times with memory chips, CCD sensors, LCD screens etc.

I think wind is the alternative energy to concentrate one. Wind is more economical and there are higher barriers of entry (IMO) and they few large players are more likely to remain profitable when demand slows down.
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