Seeking Alpha

Andy Zelenak

 
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  • The Conservative Solar Portfolio Rolls On
    Wed, Sep. 24 JASO, SCTY, SOL 6 Comments

    Summary

    • The journey from $10k to $1M can be visualized as a 49-step ladder.
    • Covered solar calls have been a relatively safe way to climb the ladder.
    • It's better to build your own diversified solar portfolio than own an ETF.
  • Evidence Indicates Manipulation Of JA Solar Stock
    Tue, Jul. 1 JASO 27 Comments

    Summary

    • ReneSola nearly qualified for the SEC's watch list for abusive short selling.
    • JA Solar did make the list several times in May.
    • Frequent small transactions also point towards price manipulation.
    • Longs need not be afraid, but naked options trading isn't recommended.
  • Winners And Losers From The U.S. PV Tariffs
    Fri, Jun. 13 SOL, TSL 7 Comments

    Summary

    • US customs officers are already collecting tariffs on most Chinese solar modules.
    • The majority of Chinese manufacturers will be shut out of the US market completely.
    • Trina Solar and ReneSola are two Chinese companies that stand to benefit.
  • A Closer Look At RGS Energy's Acquisition
    Mon, May. 26 RGSE 10 Comments

    Summary

    • 2014 solar power installations are neck-and-neck with natural gas installations.
    • RGS Energy will not necessarily be affected by a slowdown in Oahu residential solar.
    • I recommend waiting for the Q2 earnings release before buying RGS Energy.
  • Automakers Are Squeezed From Top And Bottom
    Wed, May. 7 F, GM, NSANF 5 Comments

    Summary

    • Traditional automakers are bracketed by upstarts.
    • Tesla Motors gains traction in the luxury segment.
    • A private upstart plans to sell a $6,800 two-seater.
    • Both upstarts offer more than 80 mpg.
    • The 2025 54.5 mpg fuel efficiency standard is seeming more realistic.
  • ReneSola: Is This Drama Queen Worth The Risk?
    Tue, Apr. 22 SOL 27 Comments

    Summary

    • Solar manufacturer ReneSola faces lawsuits and an antidumping investigation.
    • ReneSola is uniquely well-positioned to handle US tariffs.
    • Key metrics are trending upward.
  • Why The Plunge For RGS Energy?
    Thu, Apr. 10 RGSE 25 Comments

    Summary

    • Factors contributing to RGSE's decline are analyzed.
    • There is not enough public information to judge a recent acquisition.
    • Positive EBITDA was not achieved in Q4, possibly due to weather.
    • However, tremendous solar growth is expected in 2014.
  • Downward Pressure On SolarCity
    Wed, Mar. 26 SCTY 110 Comments

    Summary

    • Downgrades and negative articles on SolarCity abound.
    • SolarCity's valuation is reasonable.
    • Solar power is not dependent on subsidies (but they help).
    • The cost of solar continues to drop, similar to Moore's Law.
    • The long-term trend is up.
  • Google Trends: Recession Is Not Imminent
    Mon, Mar. 17 REGI, SPY 2 Comments

    Summary

    • Google Trends provides specific data which can be useful for traders.
    • Today we look at recession prediction.
    • Four search terms are presented as strong leading indicators.
    • Three of four indicators point towards no imminent recession.
  • Google Trends: Automotive Edition
    Sun, Mar. 2 F, GM, TM 8 Comments
  • Hawaiian Electric Industries Could Profit By Supporting Rooftop Solar
    Tue, Feb. 4 HE 8 Comments
  • Big Oil, Meet Big Truck
    Thu, Jan. 23 F, XOM, CVX 11 Comments
  • SolarCity, Crowdfunding And 1 Million Customers
    Wed, Jan. 22 SCTY 15 Comments
  • Covered ReneSola Calls: 25% Upside And Managed Risk
    Fri, Jan. 3 SOL 10 Comments
  • ReneSola: A Slow Pitch Down The Middle
    Dec. 6, 2013 SOL 86 Comments
  • Solar Manufacturing Capacity Analysis
    Nov. 20, 2013 CSIQ, FSLR, HSOL 9 Comments
  • I Justify My Tesla Purchase With This Analogy
    Nov. 7, 2013 TSLA 200 Comments
  • Earnings Cometh: Watch These Solar Stocks
    Editors' Pick • Oct. 28, 2013 NTCXF, RGSE, SOL 20 Comments
  • Will Politics Save First Solar?
    Sep. 26, 2013 FSLR 10 Comments
  • Impacts Of California's New Bill On The Solar Industry
    Sep. 16, 2013 FSLR, SCTY, SPWR 12 Comments
  • Solar Sector: Indiscriminate Sell-Off Creates Opportunity
    Aug. 20, 2013 SPWR 18 Comments
  • Wary Of Tesla? Play The Symbionts
    Jul. 16, 2013 SCTY, PCRFY, KUKAF Comment!
  • Prepare For Disruptive Solar Technology
    Jun. 17, 2013 FSLR, KWT, SCTY 18 Comments
  • Solar Prepares For Battle
    May. 24, 2013 FSLR, SCTY, SPWR 7 Comments
  • A Hidden Gem In The Solar Industry?
    May. 17, 2013 RGSE 72 Comments
  • SunPower Looks Bullish For May 2 Earnings Release
    May. 1, 2013 SPWR 4 Comments