SolarGuru

Solar's Dead Cat Bounce May Be Over

One of the reasons that Japan kicked our butt in the automobile industry (and others) is that, wisely, their investments are not geared quarter-to-quarter. They set long-term goals and achieve them. Today, the same can be said for the solar industry. True, not all the Chinese solar companies will survive. But the few that will, will become the next decade's Microsoft.Demand for clean energy will not wane any time soon.

5 Stocks to Buy if Obama Wins

SPWR would, in fact, stand to gain from US tax dredits. But the company is still way overvalued. Its forward PE's are higher than all the current PE's. LDK, in contrast to the editor's opinion, stands to gain very little from US tax credits. They have wisely been concentrating on the Asian market (Japan, India, Korea) and have been signing long-term multi-year contracts all along. So, as I've written here many times, I love LDK. I own a lot of LDK but not for the reasons given above,

Three Reasons Solar Sell-off May Be in Early Innings

I have been following the solar industry for 30 years. It's a shame that some of you still don't get it. The whole world is going solar. Economies of scale are here. This is analogous to the early stages of the automobile industry. Some of you are still basing your decisions on the cost of horse buggies. The Chinese get it. They are making sound long-term investments. We should follow suit. Some of you day traders may make money jumping in and out. But solar is the single best long-term investment for my money. Companies like LDK and STP will be selling at $120-$150 by the end of 2009. Meanwhile, I'd like to thank the nay-sayers for allowing me to accumulate more...