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.

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...

Why LDK Beats First Solar

I admit that I am not as bullish about LDK as I am about some of the other solar stocks I own. However, I fail to understand all the vitriol. There seems to be a bunch of LDK haters who are really passionate about their dislike of the company. I have followed LDK for quite a while. I've listened to their earnings calls. I am aware of the accusations. I am trying to be objective. Are their numbers not some of the best in the industry? Is the company not growing at a healthy pace? Are their P/E's and PEG's not lower by far than the other players? Does the company not have contracts in hand that assure sustained growth? Is it really that unthinkable that their silicon plant will be up and running within a year or two, leading to greatly improved margins? I admit that I am long on LDK. But I am long on some 11 or 12 other solar stocks. Why the passionate hate for LDK specifically? Thanks!

Why LDK Beats First Solar

In the immediate future FSLR might still be overpriced (very high PE's AND PEG's). But in the long term, both FSLR and LDK (not to mention STP, TSL, JA Solar, ASTI, ESLR, HOKU, ASTI...) will reward investors handsomely. As for FSLR and LDK, it's not either or. And none of the raw materials needed for solar energy is in short supply. What's especially attractive about the solar sector is that even a company that fails to keep up with its competitors will, in a worst case scenario, simply become a takeover candidate.