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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (2343)	11/25/2014 10:24:16 AM
From: Kirk ©	2 Recommendations Recommended By Fintas Jerome Read Replies (1) \| Respond to of 26800

Thanks for sharing that. I've never doubted that was untrue. I remember when I first started writing for Suite101 in 1997 that I said analysts should be thought of as writers for late night used stock certificate salesmen. Brokers would go out of business if they only sold you stocks that went up 10% a year and paid a 3% dividend.... They have to have written material to make a phone call to convince you that you could make 15% a year with 5% if you pay them to sell the first stock and then pay them again to buy the second. It SHOULD be a crime if the analysts are giving opposite advice to clients... the old boiler shop trick of finding a volatile stock, make 100 cold calls just before an earnings announcement where you tell 50 to short the stock then tell the other 50 to buy the stock... perhaps with puts and calls, then call back the ones who got the good advice and offer them bigger trades. It is one reason I only pay attention to them if they own the stock themselves with a significant percentage of their assets I own every security I have in my Newsletter Explore portfolio I own the same or similar index funds in my core portfolios. Cramer tried to get around this by having a "real portfolio" that people subscribe to "Action Alerts" to get his trades for this portfolio... but I look at it as more a marketing cost as it has pretty much under performed the index funds and it has so many trades I don't see how anyone with what I believe is the "median amount to invest in his advice" can follow all the trades and not get eaten alive by commissions. Anyway, it is one reason I like participating here at SI as most talk their book and why they like their investments, be they long or short.

To: Jerome who wrote (2343)

12/1/2014 10:48:50 AM

From: Kirk ©

Read Replies (1) | Respond to of 26800

This should be good for some of your solar stocks.

High-efficiency solar cells may see shortages in 2015

As mainstream PV power generation is expected to shift from ground-mounted stations to rooftop systems in Europe, the US, Japan and China in 2015, and solar cells used in rooftop PV systems require high energy conversion rates, global supply of high-efficiency silicon solar cells is likely to be short of demand in 2015, according to Taiwan-based supply chain makers.

[ More ]

Forecast solar cell supply and demand, 2015
Type of solar cell	Energy conversion rate	Power generation for a PV module (W)	Forecast global supply (GWp)	Forecast global demand (GWp)
Monocrystalline silicon	19.8-20.5%	275-285	about 2.5	about 3.0
Polycrystalline silicon	17.8-18.2%	155-260	about 5.0	about 15.0
Polycrystalline silicon	17.6%	250-255	about 11.0	about 12.0

Source: Taiwan-based supply chain makers, compiled by Digitimes, December 2014