First Solar Inc. (FSLR)
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- General Discussion on FSLR
- Ten Shining Arizona Stocks [view article]
- Goldman Turns Cautious on Solar Sector [view article]
- Renewable Energy Is at the Center of the Presidential Debate [view article]
- Solarfun's Huge Run: Time To Lock in Solar Profits [view article]
- It's Official: Renewable Energy Tax Credits Here to Stay [view article]
- Solar Gets What They Want, But Stocks Still Suffer [view article]
- Thin Film Solar Will Grow Eightfold By 2010 [view article]
- Solar Rises As Senate Adds 'Tax Extender' Legislation to Bailout Bill [view article]
- When Will Solar Be Cost-Competitive with Electricity? [view article]
- Solar Stocks Take Drubbing on Report Congess Won't Extend Investment Tax Credit [view article]
- Financial Markets Circle the Drain: Where Does That Leave Clean Energy? [view article]
- Spain Considers Raising Solar Installation Cap [view article]
loading ...Recent FSLR Articles
- Renewable Energy Is at the Center of the Presidential Debate
- Goldman Turns Cautious on Solar Sector
- It's Official: Renewable Energy Tax Credits Here to Stay
- Solar Gets What They Want, But Stocks Still Suffer
- Solar Rises As Senate Adds 'Tax Extender' Legislation to Bailout Bill
- Financial Markets Circle the Drain: Where Does That Leave Clean Energy?
- Solar Stocks Take Drubbing on Report Congess Won't Extend Investment Tax Credit
- Spain Considers Raising Solar Installation Cap
- Solar Energy: Help Is on the Way
- When Will Solar Be Cost-Competitive with Electricity?
- Full List of Articles »
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Renewable Energy Is at the Center of the Presidential Debate [view article]
frflyer,A vigorous rebuttal indeed. A little knowledge can certainly be misleading. There is of course a place for alternative energy and we should do all of it, in fact about 20% of my portfolio is in GEX as we speak and 10% in an algaeic biodiesel Company. Another 10% sits in a Chinese wind turbine Co. But, with reference to your 80%: 80% of what?. By mid-centrury, crude oil and NG energy production might well be low enough to perhaps make the total provided by alternative energy close to your quoted percentage but the "American way of life" will be long gone, I reckon.
Makes me glad to be old and retired ;-)
T.C. Reply
Renewable Energy Is at the Center of the Presidential Debate [view article]
ener getting crushed again. wow.kevin, can you please email me? i have a question for you
sweitzman at gmail.
thanks
scott Reply
Goldman Turns Cautious on Solar Sector [view article]
goldman made some huge money in the last 24 hours. ReplyRenewable Energy Is at the Center of the Presidential Debate [view article]
xpatUSA You are completely wrong about the potential for renewable energy. That is what the dis-information pedalers want us to think. It is absolutely not true. Please read the article in Scientific American, available online, called A Solar Grand Plan. Please read the proposal by setamericafree.org called A Blueprint for U.S. Energy Security, and please read T Boone Pickens plan. They are basically all saying the same things. Taking the best of their and others ideas, we most certainly can power this country with renewable energy.We now have way less than 1% solar and wind power in the U.S. We are constantly told that because of the intermittancy of solar and wind, they are not viable big energy sources. Really? Then how has Denmark managed to already have 20% wind power? The intermittancy problem somehow wasn't a problem there was it? It's propaganda, plain and simple. We could easily have 80% wind and solar power by the middle of the century. The SciAm artile shows how by just building solar power plants in the southwest we could have 69% solar power by 2050. And that is a conservative estimate. Stop believing the lies. Also stop believing the lies about nuclear power. Read the pdf The Lean Guide to Nuclear Energy, and read what cleanwisconsin.org has to say about the many many problems of nuclear power. One of it's biggest weaknesses is the billions of gallons of water needed to cool each reactor. And when we are worried about terrorists and nuclear proliferation, why would we want to build thousands of nuclear reactors all over the world, spreading the availablility of fissionable materials worldwide. It just makes no sense.
Look at how worried we are now over Iran's supposed pursuit of nuclear energy. That's just one country. Nuclear power doesn't even make us energy independent, we import 90% of our uranium, with plans to import 20% of it from Russia in the coming years. Nuclear is the wrong choice. Wind and solar are cheaper to get up and running and much much quicker to get up and running. They can even produce power as they are being built because they are modular. Nuclear plants cost three times as much per kilowatt to build as wind farms cost. I have only scratched the surface of what is wrong with nuclear energy.
Reply
Goldman Turns Cautious on Solar Sector [view article]
Well, after reading some of the other comments, I see that I didn't have to make any comment. ReplyGoldman Turns Cautious on Solar Sector [view article]
Where was Molnar several months ago with his insight when everything used for his BASIS was already known??? And it's Goldman, yet!!!!Reply
Goldman Turns Cautious on Solar Sector [view article]
Ah, But Solar stocks are like the ethanol and LNG plays before ethanol.The Biggest problem with the Solars is the groupings as reflected by ETFs and other Green Baskets and/or indexes.
The Basket includes both junk and Great, when sold, its sold as 100 shares of each within that basket. Thats primarily the reason that I learned the hard way to wait until the Junk gets really reamed before buying those that have great earnings like TSL. Reply
Renewable Energy Is at the Center of the Presidential Debate [view article]
Did Obama really say we import oil from Iran? I thought we didn't and the EIA import table for 2008 doesn't mention Iran.A post on Carpe Diem is against energy sufficiency on the basis that other people's oil is cheaper! Like, should we also be coffee independent by the same logic? I can't really buy such simplistic thinking. Doesn't the balance of trade and our economy come in there somewhere?
The potential for alternative energy in the USA is quite a small fraction of our total future use. We would gain as much, if not more, by simply increasing energy efficiency in buildings, vehicles, appliances, etc. by a surprisingly small percentage.
McCain is perhaps a little more realistic than Obama on the energy front. On the other hand, McCain is less convincing on his grasp of economics. Sad, isn't it?
Roll on the NAU ;-)
T.C. Reply
Huneycutt
Goldman Turns Cautious on Solar Sector [view article]
Also, there should be some equivalent to Godwin's law for invoking comparisons to the Internet bubble. Call it Huneycutt's Law if you'd like!I've heard about a half-dozen comparisons to the Internet bubble in the last few weeks when there were very few commonalities. Ag stocks are not like Internet stocks. Solar stocks are not like Internet stocks. Precious metal stocks are not like Internet stocks. Commodities in general are a completely different beast than fly-by-night Internet companies. Reply
Renewable Energy Is at the Center of the Presidential Debate [view article]
I agree. McCain even said that the drilling was just to fill the gap. I would look at Nuke ETFs if McCain wins. But solar is here to stay no matter who wins. Also I would add ASTI and SPWRA to the list of solars to look at. Also AKNS looks better now that the residential stuff has been signed into law IMHO.Reply
Huneycutt
Goldman Turns Cautious on Solar Sector [view article]
The problem with comparing solar with the Internet is that most of the solar companies actually have fairly significant earnings. Solar stocks are essentially commodity stocks. In periods of undersupply, they can thrive --- in oversupplied markets, margin pressure will undermine profits.A few of the overpriced solar companies are going to struggle more in the future, but I'm a bit skeptical as to the bearish outlook presented by Goldman Sachs. Reply
Goldman Turns Cautious on Solar Sector [view article]
at some point the fundamentals take over. fslr , ener, spwr, esp fslr are all over priced. only fslr is not a buy, buy all other solars. sol,ldk,csiq, stp. technically they look sick but i heard the debate, the u.s.will invest in solar big time. this is another negative article by savitz....never positive. can he research some investment themes for a change? ReplyGoldman Turns Cautious on Solar Sector [view article]
All I've read signifies that none of you remember the Bursting bubbles of the Internet, LNG, Housing, Ethanol or understand the Current Financial crisis.Hedge Fund redemptions are still ongoing. Mutual Fund redemptions are still ongoing. Mutual Funds especially rely on the ANALysis of those entities being booed for direction on what to buy/sell so they can have scapegoats after making the wrong decisions. Now that Solar is going the way of ethanol, all I see is sniveling. Take your cue from the activity in CLNE.
The Solar stocks are getting smashed, get over it.
The reality is that they have too many players, they spent their IPO or Contract money before it was even earned, elaborate expansion, etc. Where are they going to get financing from. WHY aren't the INSIDERS in these firms buying their own shares IF they are so cheap.
Trina Solar has a PE of 7, How much further down do the rest of these highly speculative investments have to go down before they have PEs that are similar.
I'll will not even bother to look closely at FSLR until it approaches $60.
I would hazard a guess that all of you hold these shares but none of you are willing to buy more. And if none of you are willing to buy more, Why are you still holding them?
Protect your holdings, buy insurance. Reply
Goldman Turns Cautious on Solar Sector [view article]
i think every person that work's for, or has worked at goldman should be thrown in jail,,paulson and cramer at the top of the list ReplyPetersen
Renewable Energy Is at the Center of the Presidential Debate [view article]
Qualified solar energy property includes power storage and conditioning devices connected to a solar generating system. While the tax credit extension will provide a big boost to panel producers, I think the storage device companies that trade with P/E multiples of 6 to 10 will be far greater beneficiaries than the panel producers who sport much higher P/E multiples.For more information, see my series of SA articles on the storage sector. Reply