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

To: Sam who wrote (11124)	6/10/2011 11:32:42 AM
From: Doren	Read Replies (1) \| Respond to of 16955

I think there are two ways to approach buying: 1) Bottom fishing as Jacob seems to be waiting for 2) speculation: a serious disruption of oil would probably drive the prices up in a spike temporarily, even though alt really doesn't compete with oil. Of course people may have learned oil isn't really linked with alt energy and an oil crisis might NOT drive it up. So its dangerous speculation of course. I'm biding my time, learning what I can from Eric and Jacob.

To: Sam who wrote (11124)	6/10/2011 1:47:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 16955

<my experience back in '08-09> Good post. Today, we don't have a global recession. Also, the solar industry is bigger, and closer to grid parity, than when solar stocks troughed in late 2008 to early 2009. So stock prices might not get as low as then. A couple of months ago, I said I'd be buying solars when TAN was between $8 and $6. We are now in the lower end of that range, and I haven't bought any. I know I tend to start buying too early, so I'm trying to be patient. One thing that needs to happen, before I start buying: all the solars need to warn for full-year 2011, on margins and earnings. Be careful with STP. When sentiment turns, it'll explode upward. But bankruptcy, or big forced sales of assets to creditors (leaving shareholders with little or nothing), is a real possibility.