VP of Common Sense

Solar's Dead Cat Bounce May Be Over

Wow, the comments on math are amazing:

$0.69/kW should have been $0.69/watt, which typo aside, is a recipe for losing money in the absence of subsidies.

$8 is 60% more than $5, not 180%. An investment going from $5 to $14 is a 180% return.

As far as the solar sector goes, although solar energy has no direct economic relationship to oil, solar stocks seem to move in lockstep with the price of oil. My opinion is that solar stock prices also are driven by equity speculators, so as the equity market as a whole rebounds I expect solar will as well (unless oil craters).

In the Battle of Best Solar Plays, U.S. Is a Distant Second

Didn't CSIQ already release Q2 earnings, or pre-release them? Estimated earnings were $33-35M etc., should be around $0.77/share...