globalmacro

Options Trader: Wednesday Outlook

The bowtie says it all. The FSLR financial wizardry doesn't surprise me either as it comes from a man who once called ISRG an inexpensive stock at $300 per share.

Cleantech "Power 10" Ranking (Vol. I)

What about solar thermal? I won't even look at your list without a mention of companies like Ausra or Esolar. They're not public but they are addressing probably the biggest clean energy market in the world. Also, why in the world would you include overhyped and overpriced FSLR when you have much better options like STP, TSL, CSIQ, and YGE? You need to dig deeper if you're going to earn any respect from the cleantech community.

First Solar's Future: Bright or Dim?

Contrary to what your article states, the market DOES NOT think that FSLR is cheap at 285. That is why you're seeing the uncertainty and hesitation. FSLR is probably a bit overvalued at these prices. But only a fool would bet against the development of alternative energy sources. STP, CSIQ, and TSL are all very cheap ways to go long. I think your idea would make alot more sense as a paired trade: Short FSLR, Long STP, CSIQ, or TSL.

FiveTop Green Week Stocks

It's borderline irresponsible to recommend FSLR when you have much better valued solar companies like CSIQ, STP, and TSL.

FiveTop Green Week Stocks

FSLR has a PE of 1.4? Lol.

Solar Power Will Be Transformational in the Next Decade

Jack, I admire your carefully measured responses to the asinine commentary offered by some posters on this board. Of course no one gets it right 100% of the time. The fact that you made one mistake is not a sign that somehow solar will not be adopted. That's insane. Look at all the big time money managers with 20 year+ market crushing track records who were long Countrywide, for example. Your restraint only increases my esteem for you and your forward looking insights. Thank you.

Disclosure: Very Long (1M+) STP

Options Trader: Just Another Manic Monday

ISRG cheap? Haha. That company has been priced for perfection. I got the joke. Thanks for making my day better.

3 Reasons To Be Bullish on Solar Stocks - Cowen

STP that is

3 Reasons To Be Bullish on Solar Stocks - Cowen

Long 660k, average price 38

Beware of the Solar Stock Fad

My response is: buy solar. WFR for the next 3-6 months, STP for the next 5 years. Done. Thank me later for making you lots of money. I like steak, red wine, and attractive women for hire. Goodnight.