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

To: Jacob Snyder who wrote (9654)	1/3/2011 8:07:06 PM
From: Sultan	Read Replies (1) \| Respond to of 16955

What is your opinion of STP ??

To: Jacob Snyder who wrote (9654)	1/4/2011 4:28:59 PM
From: Jacob Snyder	1 Recommendation Read Replies (5) \| Respond to of 16955

3Y charts: oil, FAN, TAN Oil is now at the midpoint, between the extremes of the last 3 years. For a long time (August 2009 to October 2010) it looked like oil was stabilizing in a $70-85 range.. However, after testing the bottom of that range in August, oil has been in a strong uptrend, breaking above the old range. This has ominous implications for the global economy, and the stock market, as every spike in oil prices since the 1970s has been followed by a recession. Natgas has been in a 3-6$ range for the last 2 years. It has to break above that range sometime, because producers aren't making money at those prices. Unfortunately, the breakout might not happen till 2012. Solar and wind have followed natgas prices, not oil. This makes sense, as oil isn't switchable (without huge costs) with the other 3. Solar has been stronger than wind. The big pure-play wind companies are all far below their 2007-8 highs. The strength in solar has come entirely from the big Chinese companies. Take them out of TAN, and it would look as bad as FAN. Vestas and Gamesa have sunk below their 2008-9 lows. Suzlon has done a bit better. Sentiment has been deteriorating for a long time, for all these stocks. However, I think we'll get still more buying opportunities (= lower prices) in 2011. Even if the bull market continues, and even if natgas prices have stopped going down, we'll still probably get some 10%+ ST corrections in the S&P500 (which means 20%+ downmoves in solar and wind stocks). For now, I'm targeting: FSLR buy at 115,105,95; partial sell at 140,150 TSL buy at 19,16,13; sell all at 31 YGE buy at 9,8,7 FAN buy at 9,8,7; partial sell at 11,12,13