maxbid

Shipping is Shaping Up - Cramer's Lightning Round (5/27/08)

Gebby, exactly my thoughts.....Do the opposite of Cramer and you'll be right over 65% of the time. Sell FSLR and buy LDK.

Some people have said that when Cramer recommends a stock it's the kiss of death and it immediately tanks.

Cramer is entertaining however you never want to follow his advice unless you want to throw money away.

There's a Solar Shakeout Coming - Citigroup

Interesting that this article, like the talking heads on Fast Money, only focus on the USA solar manufacturers.

For a better comparison, and a look at the P/E's of a broader range of Solar Stocks, the reader might want to check out this site: www.cnanalyst.com/sola... with the latest comparison table dated May 7, 2008.

Here are the 2008 P/E's (from Low to High) of a few solar stocks listed there, but only those with Net Margins in the Positive: TSL@13, WFR@15, SOLF@20, LDK@21, YGE@24, JASO@26, STP@28, SPWR@39, and FSLR@97.

Solar stocks with Negative net margins are ESLR, CSIQ, and others.

As the gentleman above said, do your own DD.

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.