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.

Solarfun Power: The Party's Just Getting Started

SOLF's P/E is in triple digits. It's PEG is higher than solid companies like STP, YGE, TSL and LDK. Do they have the kind of contracts in hand that these companies do to warrant such optimism? This is not a knock. Just a question...