solar jim

Morgan Stanley's Top Long Ideas For 2008

Agreed. A few, if not all, should outperform the overall market next year. The biotech play will, of course, depend mostly on phase trial data being good and/or a takeover for an upward move of any size. I also agree that Monsanto is not valued correctly. Every year there is more GM crops than the previous. Its a good long term play.

Morgan Stanley's Top Long Ideas For 2008

Agree with Rodcore that no new info on this post other than maybe the biotech. All these others have been known for some time and are not "new" ideas. April of 2007 was the time for AMZN, not after it's up close to 100% since then. Same for MON. Time to really buy FSLR was in Feb of 2007 after they reported the first blowout qtr. While you could still make money on FSLR, it won't be as much as what you've already missed. They have a 25 p/e on 2010 earnings, and that's using analasys of previous qtr's results with no extra for further efficiency gains, line speed increases, further plant expansion, etc... The 25 p/e could very easily be overstated to the high side if they continue to increase overall efficiency as they have to date...

Morgan Stanley's Top Long Ideas For 2008

Hey 131417, since you don't actually state what price levels would work for it, what is the oil price amount that the "$$ cost/benefit" of using solar is justified? Since it's not very obvious at all that you've done the work on it from your comment above, other than stating an opinion, what is the range within which solar becomes feasible at what oil price??? Nice to have an opinion, but it would help if you actually had some, you know, data.

You know, you're probably right seeing how it's been such a BAD call since late 2006 to own this one only going up roughly 1000%. And exactly how much is FSLR's profit going to be hurt if the dollar rises? How much will their earnings decrease? Will they be losing money then? Or just less? If less, how much less? Without that information you're simply a cheerleader on the sideline doing a routine hoping it goes down. Just as bad as the people pumping up a stock on no data or info.