Zenfar

http://www.zenfar.com

30 Comments

    • First Solar 'Outsources' New Facility to the USA [view article]
      Where is OptiSolar's manufacturing based? It seems like US companies will benefit a lot from trends in my opinion and that major US utilities expect those jobs to be in the US or no deal, IMHO.

      Long ENER and SOLR.       Aug 21 08:27 AM
    • Will GM's Volt Change History? [view article]
      I predict an over $5000 tax cut for anybody buying a hybrid. Also will this help ALTI or any other battery stocks? What about the GM stock is this enough to move the needle there? Romney is a big car guy if he is McCain's VP stock look for him to very open to helping the auto makers in my humble opinion. Aug 20 07:59 PM
    • Lithium-Ion Batteries and Centerfolds: The Final Chapter [view article]
      What about CPST and VLNC? Also the new energy bill that wasn't passed by the Senate and McCain talking about a "battery prize" may bring new focus on this area. Aug 04 09:43 AM
    • Solar Stocks: Cutting Back on Three Names [view article]
      I think an important thing happened yesterday, with oil going down, solar was going up. And it is about time because solar is the way to go no matter what the barrel price is, IMHO. Jul 30 10:27 AM
    • GT Solar Picks the Wrong Day To Go Public [view article]
      I don't mind if the article is positive or negative, but I would like some more facts about the company, are they profitable? Who would the compete with and what is their position in the solar food chain? It would be nice if there was more content in the reporting. I did find it interesting that the company isn't getting any of the cash from the IPO, but perhaps there is a good reason for this. Jul 25 09:58 AM
    • SunPower Beaten up to Buying Opportunity Levels [view article]
      Just added SPWR as a Long myself. The are opening new plants in sunny Florida with Florida Power as mentioned in the article, another thing to know about FPL is they are a leader in wind power in the US, a forward thinking company.

      Long FSLR, SPWR, ENER, ESLR, ASTI
      Technology and management matter...       Jul 22 10:26 AM
    • The Best Safe-Haven Investments, and Some Potential Threats [view article]
      You can't be serious. If this is the brainpower that is short Solar stocks, I feel much better about my FSLR, ENER, SPWR, and ASTI longs. You should not put all of your investments in one area. Just because platinum was more valuable than gold in Dungeons and Dragons doesn't mean it is true in real life. If all your eggs are in the precious and rare metals as well as two stocks, you really need to branch out. Ford is up a lot today. Please think about more diverse investments, maybe 25% not in precious and rare metals. Just my opinion.

       Jul 16 02:08 PM
    • Chinese Solar Stocks Present Compelling Value [view article]
      Hey heirbrande,

      Some mostly USA Solar to consider: ENER, FSLR, ASTI, & SPWR.       Jul 15 03:27 PM
    • Who Will Crack the CIGS Nut in Thin Film? [view article]
      Great article. So ASTI and Global have a shared heritage? Do you think ASTI will receive a halo effect when Global or other CIGS companies IPO?

      Long ASTI       Jul 09 09:20 AM
    • 2 Ways to Invest in Pickens’ Wind Power Plan [view article]
      Of course you could also invest directly in Picken's companies like CLNE. Jul 09 09:14 AM
    • Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
      Norm keep beating the horse, because it isn't the 70's anymore. Gone are the days when one stupid "China Syndrome" movie can keep us from having the ability to impact world energy prices. There is a whole movement of younger environmentalist that surprise actually care about the environment and have a brain, they will support the nuke build out. Jul 09 09:13 AM
    • Irony in an Interconnected World [view article]
      "Our investment strategies have a direct impact on the real economy." This has always been true. It is the speed that has changed. What I would really like to know is what are the margin requirements and tax consequences for commodities vs. stocks. Jul 09 09:07 AM
    • Green Commodities for a Complete Green Portfolio [view article]
      New wind ETF: PWND PowerShares Global Wind Energy

      Also I think Diversity / Social Investments is really in a different category than green. Perhaps you should start a couple of different categories such as Global Thinking and Progressive. Also what about Nukes?       Jul 03 11:02 AM
    • Alternative Energy: More Attractive, But No Quick Fix [view article]
      I was watching some talking head show and both sides of the energy debate were saying that the other guys ideas would take 2-3 years to get going... Well then let's get started!!! A compromise bill that includes solar, wind, nukes, and off shore drilling if states allow it should pass immediately! Quit the stalemate and the either or politics. Jul 03 10:14 AM
    • Buying Green Energy Stocks Into The Elections [view article]
      For the record Clinton cut capital gains taxes on stocks and homes.

      As far as speculation we need a level playing field with stocks, commodities, this could mean less regulation and margin requirements for stocks not just more for commodities. One could even argue that commodities should be more heavily regulated than stocks due to the impact their prices have on society as a whole.

      One thing people miss about Nuclear energy and McCain is his time in the Navy and the large amount of nuclear talent that exists there. I would say nuclear power will be pushed heavily by McCain. But both candidates will push alternative energy hard, the question is how will markets respond to this. Will the candidates get into an alternative energy bidding war in the debates or during the campaign?

      LONG: ENER, FSLR, ASTI, CPST, BCON, PBW, ESLR, BQI
      Looking at: PKN, NLR, OPTT, BLDP       Jun 26 04:15 PM
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