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Solar Stocks: Cutting Back on Three Names

Jack Yetiv - It's always a pleasure to read your thoughts on the solar sector.

Further Musings on Solar Stocks

Another excellent write up on the solars. Keep them coming.

I do however agree with gebby that you need to update your estimated 2008 earnings for SOL and STP. Your earnings number for '08 on LDK is probably a little conservative.

Solar Stocks: Nine That Will Shine in a Bull Market

You side-stepped two important facts that perhaps you didn't realize:

1.) First Solar uses Cadmium which is being banned for any use in many European countries.
2.) Evergreen Solar is operating in the red and has yet to turn a profit.