Chris Lau

Finding the Most Undervalued Green Energy Company

Should solar energy be classified as technology? I would think not, yet the market insists on doing so. The same goes for something like LED and CREE. It's not a tech stock. It needs a new category, but this sector will trade like tech because growth forecasts are all over the place. You can make huge money or lose a great deal.

As always, the gain/loss is dependent on price paid.


On Dec 09 08:38 PM Perry Sadorsky wrote:

> Solar energy companies tend to be a lot like technology companies
> (rather than energy companies) and this makes fundamental valuation
> difficult.

First Solar: What This Analyst Missed

This is a great write-up. Good analysis and skepticism in the key areas (i.e. subsidies).

Three Reasons Solar Sell-off May Be in Early Innings

If you think of the % of the energy market that solar power represents, it is very, very small. Investors were clearly too happy with this sector. I agree. SELL or SHORT.