Dr. Duru

As Expected, First Solar Disappoints

Hi jimp,

I am not sure whether I like TSL for the long-term. I honestly do not know a whole lot about the Chinese solar companies. But based on the impressive short-term set-up on TSL, I am committing myself to learn more.


On Aug 02 07:38 AM jimp wrote:

> Dr. Duru,
> For the "long term," do you like Trina solar?

What to Do Now With Solar Energy Stocks

As usual, the commentary on any article related to solar stocks combines insightful rebuttal, entertaining rants, and opinion presented without bothering to read the original piece carefully.
Here are my responses for various things I can respond to - in case it still matters to anyone:
1. Sol Invictus: Shares short from nasdaq.com
2. 31October and jcordes: clarification on LDK - My article says that my original thesis on financing turned out to be wrong.
3. Bob55: I recommend you review my articles again to get clarification on where I have stood short-term vs long-term in solar. Summary, short-term lots of risks remains for solar and I have been one to under-estimate just how bad things could get. In the long-term, I am positive on solar using just a few select positions that I am willing to hold through the short-term problems.
4. dr hoodoo: It's "Tootie" not "Tootsie"
5. jcordes: I had no comment on SOL, I offered no personal opinion on poly supplies. I provided quotes from analysts on THEIR opinions.

Has the Sun Set on Solar Energy Stocks?

jcordes - I am not sure what thesis you are referring to. The main thesis in this piece is that my earlier claim that solar has decoupled from oil was erroneous. We can argue about cause and effect, but numerically (mathematically) the correlation is there...as oil has come down, solar has generally come down. And of course, that could change again at some point later.
JoeJoe - I did not talk much about specific entry and exit points on the various plays based on the technicals, but I certianly would want to open a fresh short STP on a bounce and not chase it downward...

A Rustbelt Revival: From Doom to Boom

Very promising and encouraging...

Solar Shorts Keep On Rising Even As Oil Surprises

FYI - I didn't use shares short as a % of float in this piece because I can't get historical information on it. I prefer to see the change in shorts over a period of time. The % of float is only important to the extent you are trying to time a short squeeze. Squeezing shorts is not the point of this piece.

Solar Shorts Keep On Rising Even As Oil Surprises

Sorry folks. I forgot to include STP in this list. STP's short interest has increased 215% in 2008 through 6/13/08. Also note that numbers for June 30, 2008 settlement have now been released.

Solar Shorts Keep On Rising Even As Oil Surprises

To be clear, I do not think oil is in a bubble, but I do think it will have periodic corrections, just as any bull market has corrections. And because of that opinion, I remain long-term bullish on solar. Has oil become over-extended in the short-term? Most likely. And I assume the accumulating and accelerating shorts in oil plays like USO are trying to get in ahead of the next big correction in oil prices. But timing is everything...

Solar Sector Plunges Right Along With Market

Hey "North Coast" - a rating system for articles here is a great idea. I will throw my hat in with a recommendation to the editors. Ratings will help authors like me fine tune our work. Thanks for the comments and kudos.