Harold Kramer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/129751/comments http://seekingalpha.com/article/71936-solar-silicon-conference-ldk-investor-group-reports?source=feed#comment-149110 149110 Fri, 11 Apr 2008 14:00:59 -0400 http://seekingalpha.com/article/64037-first-solar-should-again-crush-estimates-wednesday?source=feed#comment-115966 115966 Tue, 12 Feb 2008 15:39:26 -0500 http://seekingalpha.com/article/62036-solar-stocks-won-t-stay-down-for-long?source=feed#comment-113686 113686 Wed, 30 Jan 2008 13:24:20 -0500 http://seekingalpha.com/article/62036-solar-stocks-won-t-stay-down-for-long?source=feed#comment-113554 113554 SPWR) you're talking about? CY is a semiconductor company which owns a large part of SPWR.

Off topic - Just think what might happen with solar (and other alternatives) when we get a new administration next year. China and India say they are waiting for us to get on the global warming bandwagon before initiating their own alternative energy programs. If they get on the bandwagon, say 1-3 years after we do, there will be a huge global bonanza in alternative energy companies. Hopefully, solar will reach grid parity in the same time frame or shortly after.
I'll be long on solar after the elections.]]> Tue, 29 Jan 2008 19:41:25 -0500 SPWR) you're talking about? CY is a semiconductor company which owns a large part of SPWR.

Off topic - Just think what might happen with solar (and other alternatives) when we get a new administration next year. China and India say they are waiting for us to get on the global warming bandwagon before initiating their own alternative energy programs. If they get on the bandwagon, say 1-3 years after we do, there will be a huge global bonanza in alternative energy companies. Hopefully, solar will reach grid parity in the same time frame or shortly after.
I'll be long on solar after the elections.]]> http://seekingalpha.com/article/60489-some-solar-stocks-becoming-oversold?source=feed#comment-111208 111208 Thu, 17 Jan 2008 17:59:34 -0500 http://seekingalpha.com/article/60489-some-solar-stocks-becoming-oversold?source=feed#comment-111204 111204 Thu, 17 Jan 2008 17:44:37 -0500 http://seekingalpha.com/article/60489-some-solar-stocks-becoming-oversold?source=feed#comment-111201 111201 Also this is the second time I've seen that false forward P/E for Solarfun on Seeking Alpha. IF IT'S TOO GOOD TO BE TRUE, CHECK IT OUT FIRST!]]> Thu, 17 Jan 2008 17:40:58 -0500 Also this is the second time I've seen that false forward P/E for Solarfun on Seeking Alpha. IF IT'S TOO GOOD TO BE TRUE, CHECK IT OUT FIRST!]]> http://seekingalpha.com/article/60099-bullish-on-solar-energy-bearish-on-solar-stocks?source=feed#comment-110292 110292 Mon, 14 Jan 2008 15:08:59 -0500 http://seekingalpha.com/article/59525-profit-taking-could-dim-solar-plays?source=feed#comment-109308 109308 Point taken, but it really is a big deal when a solar panel maker gets a long term silcon supply contract. The difference between paying contract price and spot price for polysilicon can be huge and have a huge impact on margin and earnings. Witness the recent history of Solarfun (last two quarters).]]> Wed, 09 Jan 2008 20:58:51 -0500 Point taken, but it really is a big deal when a solar panel maker gets a long term silcon supply contract. The difference between paying contract price and spot price for polysilicon can be huge and have a huge impact on margin and earnings. Witness the recent history of Solarfun (last two quarters).]]> http://seekingalpha.com/article/59525-profit-taking-could-dim-solar-plays?source=feed#comment-109302 109302 1) Listen to what is being said by world leaders. European support for alternatives was very strong at the Bali conference. All Democratic and most Republican candidates have positive positions on creating a sustainable energy economy in the U.S. for whatever reasons, be they security related and/or environmental. We don't know who will win the election but one thing is certain - it won't be George Bush.
2) In reply to RIA - In regard to Solarfun having a forward P/E of 3. Don't believe everything you read on Yahoo. I've seen these mistatements before on the Web. $6-$8 earnings for next year are probably stated in some other (Chinese) currency. Too good to be true. ]]> Wed, 09 Jan 2008 20:37:42 -0500 1) Listen to what is being said by world leaders. European support for alternatives was very strong at the Bali conference. All Democratic and most Republican candidates have positive positions on creating a sustainable energy economy in the U.S. for whatever reasons, be they security related and/or environmental. We don't know who will win the election but one thing is certain - it won't be George Bush.
2) In reply to RIA - In regard to Solarfun having a forward P/E of 3. Don't believe everything you read on Yahoo. I've seen these mistatements before on the Web. $6-$8 earnings for next year are probably stated in some other (Chinese) currency. Too good to be true. ]]> http://seekingalpha.com/article/59111-solar-stocks-stay-strong-despite-new-energy-bill?source=feed#comment-108781 108781
Here is yet another completely false and uninformed statement in a Seeking Alpha "article". As we all know (except the author and Seeking Alpha reviewer(s)) silicon is derived from common SAND, quartz or granite rock NOT OIL!

Many of us readers continue to lose confidence in the quality of Seeking Alpha's "articles" and its authors. NOT GOOD]]> Mon, 07 Jan 2008 15:16:23 -0500
Here is yet another completely false and uninformed statement in a Seeking Alpha "article". As we all know (except the author and Seeking Alpha reviewer(s)) silicon is derived from common SAND, quartz or granite rock NOT OIL!

Many of us readers continue to lose confidence in the quality of Seeking Alpha's "articles" and its authors. NOT GOOD]]> http://seekingalpha.com/article/57163-studies-highlight-growth-in-renewable-energy?source=feed#comment-105409 105409 Fri, 14 Dec 2007 18:57:17 -0500 http://seekingalpha.com/article/57097-memc-getting-ahead-of-itself?source=feed#comment-105071 105071 Wed, 12 Dec 2007 17:33:21 -0500 http://seekingalpha.com/article/57097-memc-getting-ahead-of-itself?source=feed#comment-105038 105038 Wed, 12 Dec 2007 13:49:01 -0500