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Non-Tech : Alternative energy
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To: Eric who wrote (8228)5/24/2010 5:34:09 PM
From: Jacob Snyder  Read Replies (1) of 16955
 
It's natgas not oil, that competes with solar and wind. An academic point at the moment, since the price of both oil and natgas is falling. Other than FSLR, what do you think of TSL and YGE as c-si Chinese picks? I don't like their balance sheets, but, in order to follow my rules, I need a c-si pick. Valuations are getting better, even though forward earnings estimates are falling, because stock prices are falling even faster. TSL reports tomorrow.
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