Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (7868)	4/16/2010 12:41:20 AM
From: Jacob Snyder	Read Replies (2) \| Respond to of 16955

solar stock gains, Jan/Feb 2010 lows to today's hi: 17% S&P 500 21% TAN (solar ETF) 11% FAN (wind ETF) 72% SOL 51% JASO 48% WFR 46% LDK 41% FSLR 41% TSL 33% CSIQ 26% YGE 24% STP 19% KYO 11% SOLR 11% ENER 11% ESLR 05% SPWRA my comments: 1. whoever is picking stocks for TAN isn't earning his money. 2. polysilicon/wafer-makers did well 3. bad balance sheets (my obsession) had little correlation with how well the stocks did

To: Jacob Snyder who wrote (7868)	4/16/2010 3:53:39 PM
From: Doren	Respond to of 16955

I would agree with most of your rules. Probably all, with the exception of: The middle parts (wafers, cells, modules) are higher-margin. I don't see these businesses as high margin. Higher maybe but still pretty low margin. It's all known tech. No one has a clear advantage so management efficiency is the only factor that will matter. Basically I see Alt Energy as Utility grade, with lots of danger, partly driven by irrational investors who have the idea that it's high tech.