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


To: Cogito Ergo Sum who wrote (11681)9/9/2011 3:24:59 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 16955
 
I'm not sure I understand your question. The solar stocks will go up a lot more than the S&P500, in an economic recovery. And, as we've seen, they go down a lot more when the market goes down.



To: Cogito Ergo Sum who wrote (11681)9/9/2011 4:07:43 PM
From: Doren  Read Replies (1) | Respond to of 16955
 
That assumes there is going to be an economic recovery.

IMHO there will not be. Sectors will improve but overall the US economy will not "recover"... I see no reason manufacturing jobs will not continue to leave the US and I see no reason we will retain a lead in high end jobs. I see virtually no change in voter attitude or the parties. I see the current economic downturn as just part of a larger downturn that started in the 1960.

That being said oil and gas are going to get incrementally more expensive and alternative will get increasingly less expensive.

The economy and energy go hand in hand though. Everytime the market gets excited and goes up so does oil, which immediately reduces profits on products. Its like a huge shock absorber. The market goes down and oil goes down which pumps in more profits.

I still cannot see anywhere to invest except maybe AMSC someday... and just lately I've come to think FSLR may be a good one. FSLR, I think, is misunderstood. The "general" perception is that FSLR's panels aren't as efficient which depresses the prices more than it should. The misperception/ignorance is, I think, most people don't realize that the further one moves from the equator the more cost effective (relatively) their panels are.

Correct me if I'm wrong please.