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Roger Nusbaum » Comments » AKNS

  • Beware of the Solar Stock Fad [View article]
    um Shari, that's great an all but the article is about upheaval with the stocks, not the technology which as I say several times is real and important.
    Mar 14 15:53 pm |Rating: 0 0 |Link to Comment
  • Beware of the Solar Stock Fad [View article]
    Scooter your description about number of stocks, awareness etc would be the exact reason I do not use the word bubble but prefer fad/mania.

    tech became 30% of the SPX and brought the whole market down. The market cap of solar adds up to be quite small and so a further meltdown in solar stocks could happen without hurting the market or being an all encompassing thing...assuming i right about any of this.

    If I am wrong then this is just a big dip. To be clear I have no positon and no plans to allocate to the space, I have my opinion but of of course any opinion can be wrong.
    Mar 04 19:13 pm |Rating: 0 0 |Link to Comment
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