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

To: Jacob Snyder who wrote (8162)	5/19/2010 12:27:28 PM
From: Sam	Respond to of 16955

My position in the solar stocks is: waiting. As you say, the volatility is amazing, and there are so many exogenous factors that can affect the stocks. If I were to take a position, it would be short. Especially ENER and SPWRA. But STP, YGE, CSIQ, TSL--they all have problems as well as future potential. ESLR is effectively a dead company walking (probably ENER too, but they have had so many lives in the past that I hesitate to say that with any certainty). I will wait until they base for a few months. There is just way too much uncertainty on too many fronts right now.

To: Jacob Snyder who wrote (8162)	5/19/2010 2:10:39 PM
From: Doren	Respond to of 16955

I figured there would be a shake out coming. So not invested. The margins on most of these companies is so low. The only thing they have to differentiate themselves is price efficiency. Plus I think there is an "aura" around solar as the savior. Looking for a companies that differentiate themselves. Didn't we all see the Euro thing coming? Spain is a big subsidizer and has big debt problems. If Germany has to bail them out their money for subsidization vaporizes. China is the only place solar can do well right now due to their balance of trade, cheap labor and cheap land. Oil... acts like a shock absorber on the US market at least. Stocks go up and oil goes up eating profits. Stocks go down and oil goes down making for higher profits. And then there are those brief periods when oil prices just go to the moon... Conservation is obviously the most cost effective way out of our debt problems and completely profitless, hence no conservation lobby. Governments concentrate on subsidized growth rather than subsidized efficiency and we all know it can't last forever.