supershort's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/163133/comments http://seekingalpha.com/article/98945-goldman-turns-cautious-on-solar-sector?source=feed#comment-277193 277193 Wed, 08 Oct 2008 16:42:41 -0400 http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-277189 277189 Wed, 08 Oct 2008 16:36:36 -0400 http://seekingalpha.com/article/94769-has-the-sun-set-on-solar-energy-stocks?source=feed#comment-266270 266270 Fri, 26 Sep 2008 15:19:55 -0400 http://seekingalpha.com/article/97291-solar-energy-help-is-on-the-way?source=feed#comment-266265 266265 SPWR and FSLR are clearly in bear market. Clearly. Heavy selling on good news is a sure sign the bubble has burst. SPWR is breaking through it's 10, 21, 50 and 200 day MA. FSLR formed a bear flag pattern yesterday. These will shoot down to reasonable p/e ratios. Look for them to lose at least 50% in the next two weeks.]]> Fri, 26 Sep 2008 15:15:37 -0400 SPWR and FSLR are clearly in bear market. Clearly. Heavy selling on good news is a sure sign the bubble has burst. SPWR is breaking through it's 10, 21, 50 and 200 day MA. FSLR formed a bear flag pattern yesterday. These will shoot down to reasonable p/e ratios. Look for them to lose at least 50% in the next two weeks.]]> http://seekingalpha.com/article/94769-has-the-sun-set-on-solar-energy-stocks?source=feed#comment-257942 257942 They just completed installing a solar electric system on top of the roof top for the Dept of Energy Federal Building in Washington D.C. Sun power has also installed solar system for other government agencies such as the US Navy in Hawaii and Calf, The US Postal Service, and Air Force bases.
They have under contract to build a Solar system at Kennedy Space center site.
The company has no debt and over the last 3 months insiders have purchased a net 56.0K shares. This is in stark contrast to the 2-year quarterly average where insiders are net sellers and indicates that insiders are more bullish about SPWR's prospects for the next 6-12 months.
They need no Gov tax incentives...The Gov is paying them for their solar systems. "

While the government is buying the panels, the administration will change and therefore they probably will lose their contracts. Usually happens in these cases.

Now where are you getting that the insiders have purchased shares? That is an out and out lie. They have been selling. Cypress sold 2.5 million shares.

Atkins, Shughar, Swanson, Richards, Wood and Werner have been selling just like Mozillo of countrywide. Does anyone else see the same thing going on here? You all remember Mozillo right? Just like the guys at Thornberg and Jack Yetiv and the other pumpers here.

Solar is a great idea, but these p/e's are way out of line. This one will be in the 20's by January.]]> Thu, 18 Sep 2008 10:38:41 -0400 They just completed installing a solar electric system on top of the roof top for the Dept of Energy Federal Building in Washington D.C. Sun power has also installed solar system for other government agencies such as the US Navy in Hawaii and Calf, The US Postal Service, and Air Force bases.
They have under contract to build a Solar system at Kennedy Space center site.
The company has no debt and over the last 3 months insiders have purchased a net 56.0K shares. This is in stark contrast to the 2-year quarterly average where insiders are net sellers and indicates that insiders are more bullish about SPWR's prospects for the next 6-12 months.
They need no Gov tax incentives...The Gov is paying them for their solar systems. "

While the government is buying the panels, the administration will change and therefore they probably will lose their contracts. Usually happens in these cases.

Now where are you getting that the insiders have purchased shares? That is an out and out lie. They have been selling. Cypress sold 2.5 million shares.

Atkins, Shughar, Swanson, Richards, Wood and Werner have been selling just like Mozillo of countrywide. Does anyone else see the same thing going on here? You all remember Mozillo right? Just like the guys at Thornberg and Jack Yetiv and the other pumpers here.

Solar is a great idea, but these p/e's are way out of line. This one will be in the 20's by January.]]> http://seekingalpha.com/article/91874-ubs-darden-downgrade-deceptive-confusing-and-poor?source=feed#comment-256394 256394 Tue, 16 Sep 2008 20:25:04 -0400 http://seekingalpha.com/article/94633-abercrombie-and-fitch-downgrade-a-sign-of-the-times?source=feed#comment-256392 256392 Tue, 16 Sep 2008 20:22:24 -0400 http://seekingalpha.com/article/94476-rough-day-for-solar-stocks?source=feed#comment-256384 256384 1. Solar is a great Idea if it was cheaper, a lot cheaper. It is not efficient and does not have grid parity and may never reach it given the conditions.
2. Cypress is selling their stake in SPWR. If it was "going to the moon" why would they divest themselves? Not to mention the insiders have been selling just like Mozillo was at Coutrywide and the guys at IndyMac. Intense heavy insider selling is never a good thing no matter how you slice it up.
4. We need cheap renewable. Wind, nuclear, and nat gas are all great sources.
5. THe styock trades at a high p/e ratio. Their own CEO warned about a decrease in prices in 2009. Decreasing prices are goood if thgere is a more expensive product there to replace it. The chip manufacturers always kept the entry level PC at 1K. THe next model was faster and more powerful for the same 1K although the older chips became less expensive and were therefore "lowered" the price of all chips, but the profit was in the most expensive chips. Solar panels are not incrteasing in efficuiency in that manner. They have to rely on external forces, ie higher nat gas and coal to reach grid parity and become more efficient and cheaper. Not the same economics.
4. Saving the planet has nothing to do with being green. Since the Ice Age, the earth has been warming. Even wonder why the large reptiles were able to roam the earth? They were cold blooded. They needed the earth to be warm. Once it cooled, they died. Simple as that. You don't need the retarded Al Gore to spell it out for yoou. Since then, the earth has tried to reach it's "true" climate, which is warmer than we are now. The only was to stop it is to shade the earth from the sun on a large scale, like a meteor strike, volcano or possibly a giant "shade satellite" that could shade the earth at times to help cool the air.

So don't hate the one who tries to bring reason to you. Consider the information, and never say you weren't given ample warning.]]> Tue, 16 Sep 2008 20:14:11 -0400 1. Solar is a great Idea if it was cheaper, a lot cheaper. It is not efficient and does not have grid parity and may never reach it given the conditions.
2. Cypress is selling their stake in SPWR. If it was "going to the moon" why would they divest themselves? Not to mention the insiders have been selling just like Mozillo was at Coutrywide and the guys at IndyMac. Intense heavy insider selling is never a good thing no matter how you slice it up.
4. We need cheap renewable. Wind, nuclear, and nat gas are all great sources.
5. THe styock trades at a high p/e ratio. Their own CEO warned about a decrease in prices in 2009. Decreasing prices are goood if thgere is a more expensive product there to replace it. The chip manufacturers always kept the entry level PC at 1K. THe next model was faster and more powerful for the same 1K although the older chips became less expensive and were therefore "lowered" the price of all chips, but the profit was in the most expensive chips. Solar panels are not incrteasing in efficuiency in that manner. They have to rely on external forces, ie higher nat gas and coal to reach grid parity and become more efficient and cheaper. Not the same economics.
4. Saving the planet has nothing to do with being green. Since the Ice Age, the earth has been warming. Even wonder why the large reptiles were able to roam the earth? They were cold blooded. They needed the earth to be warm. Once it cooled, they died. Simple as that. You don't need the retarded Al Gore to spell it out for yoou. Since then, the earth has tried to reach it's "true" climate, which is warmer than we are now. The only was to stop it is to shade the earth from the sun on a large scale, like a meteor strike, volcano or possibly a giant "shade satellite" that could shade the earth at times to help cool the air.

So don't hate the one who tries to bring reason to you. Consider the information, and never say you weren't given ample warning.]]> http://seekingalpha.com/article/94378-solar-s-brightest-companies-named-sector-outlook-is-dim?source=feed#comment-255186 255186
You are dead wrong. The insiders have still been dumping at SPWR. Cypress sold 2.5 million shares. Yep, they sure are buying. This one will be in the 20's by January '09.]]> Mon, 15 Sep 2008 15:34:05 -0400
You are dead wrong. The insiders have still been dumping at SPWR. Cypress sold 2.5 million shares. Yep, they sure are buying. This one will be in the 20's by January '09.]]> http://seekingalpha.com/article/93715-three-reasons-solar-sell-off-may-be-in-early-innings?source=feed#comment-255178 255178 Mon, 15 Sep 2008 15:28:44 -0400 http://seekingalpha.com/article/93715-three-reasons-solar-sell-off-may-be-in-early-innings?source=feed#comment-249958 249958 Wed, 10 Sep 2008 00:01:24 -0400 http://seekingalpha.com/article/93779-sunpower-solar-stocks-hit-by-panel-price-prediction?source=feed#comment-245416 245416 Thu, 04 Sep 2008 10:58:11 -0400 http://seekingalpha.com/article/93779-sunpower-solar-stocks-hit-by-panel-price-prediction?source=feed#comment-244916 244916 Wed, 03 Sep 2008 17:50:31 -0400 http://seekingalpha.com/article/93715-three-reasons-solar-sell-off-may-be-in-early-innings?source=feed#comment-244890 244890
Surely you jest. You could not have possibly seen that in the television. "Hardened unfeeling eyes," "white faces" "no real humanity" "hollow shells without a conscious"....Your words speak volumes of the bigot and prejudicial person you are. I could have shown you the DNC and told you it was the RNC and you would have said the same.

As far as your landslide, I highly doubt it. Many NY voters, Hillary supporters, will cross the line or not vote. That is the feeling around here. NYC's last reelected Dem mayor was Koch and the Governor was Cuomo. If McCain would do a little campaining in NY he could take NY.]]> Wed, 03 Sep 2008 17:06:34 -0400
Surely you jest. You could not have possibly seen that in the television. "Hardened unfeeling eyes," "white faces" "no real humanity" "hollow shells without a conscious"....Your words speak volumes of the bigot and prejudicial person you are. I could have shown you the DNC and told you it was the RNC and you would have said the same.

As far as your landslide, I highly doubt it. Many NY voters, Hillary supporters, will cross the line or not vote. That is the feeling around here. NYC's last reelected Dem mayor was Koch and the Governor was Cuomo. If McCain would do a little campaining in NY he could take NY.]]> http://seekingalpha.com/article/93715-three-reasons-solar-sell-off-may-be-in-early-innings?source=feed#comment-244770 244770 Wed, 03 Sep 2008 14:54:59 -0400 http://seekingalpha.com/article/93715-three-reasons-solar-sell-off-may-be-in-early-innings?source=feed#comment-244761 244761 Wed, 03 Sep 2008 14:48:43 -0400 http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-238798 238798 Mon, 25 Aug 2008 17:08:14 -0400 http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-238584 238584
There is nothing wrong with shorts or shorters. I have lost plenty of money by going long and then dollar cost averaging down, buying the dips blah blah blah. It never worked well for me. Shorting overpriced, overhyped pigs like in the solar industry has been very good for me. And it should be good for you also, unless of course you believe in the tooth fairy and think any company can support these liudicrous p/e ratios. Don't quote forward because that means squat and that is why these are the perfect shorts, one miss and these will crumble.

But now truly for the truth:

1. There will have to be a trillion dollar bailout of the financial sector, maybe more. Worldwide, the financial mess has writedowns of just over 600 billion. The period in question has 7 trillion in "loans" well, with falling house prices (today), high unemployment, hard money loans, look for a malestorm and a trillion dollar bailout of Freddie and frannie very soon. Congress will not have the money to throw at this feel good expensive warm and fuzzy farce. So the tax credits will be reduced. It is enevitable. That is why it hasn't cleared congress again. They are waiting out the financial storm that is building even more.

2. Solar is not a stand alone alternative energy. It requires a complete back up of conventional power, something that will work when the demand goes up. Solar plants like the 20 sq mile project that was recently announced will not be built. Dow you understand how much land it takes up and it cannot stand alone? It is a travesty if this much land gets used for such a waste of natural resources. The EPA will never let this happen. They will be killing scorpions, coyotes, rattlesnakes and other animals in a large scale and for what? to power just a few hundred thousand homes. I think all the nations coal and nuclear power plants occupy less land than this absurd project.

3. The insiders have been selling. What does that tell you? These guys obviously don't think it's going to double or tripple in the near term, or else they would hold. Cypress itself dumped 2.5 million shares right after this bogus announcement. The SEC should look into this. This is truly criminal, not the shorts. Ignorant people like to scapegoat and the shorts are the goat of the day when we are the ones that keep everyone honest.

4. Taking profits is what trading is all about. The author has given very good advice which you longs are greedy and still trying to pump. Just as it's wrong to yell fire in a crowed theater it is also illegal to yell "free beer" outside the theater to have everyone rush in.

That my friend is the truth and it shouldn't hurt, uless of course you are a sheeple and will be beguiled by all this subterfuge.
]]> Mon, 25 Aug 2008 12:48:15 -0400
There is nothing wrong with shorts or shorters. I have lost plenty of money by going long and then dollar cost averaging down, buying the dips blah blah blah. It never worked well for me. Shorting overpriced, overhyped pigs like in the solar industry has been very good for me. And it should be good for you also, unless of course you believe in the tooth fairy and think any company can support these liudicrous p/e ratios. Don't quote forward because that means squat and that is why these are the perfect shorts, one miss and these will crumble.

But now truly for the truth:

1. There will have to be a trillion dollar bailout of the financial sector, maybe more. Worldwide, the financial mess has writedowns of just over 600 billion. The period in question has 7 trillion in "loans" well, with falling house prices (today), high unemployment, hard money loans, look for a malestorm and a trillion dollar bailout of Freddie and frannie very soon. Congress will not have the money to throw at this feel good expensive warm and fuzzy farce. So the tax credits will be reduced. It is enevitable. That is why it hasn't cleared congress again. They are waiting out the financial storm that is building even more.

2. Solar is not a stand alone alternative energy. It requires a complete back up of conventional power, something that will work when the demand goes up. Solar plants like the 20 sq mile project that was recently announced will not be built. Dow you understand how much land it takes up and it cannot stand alone? It is a travesty if this much land gets used for such a waste of natural resources. The EPA will never let this happen. They will be killing scorpions, coyotes, rattlesnakes and other animals in a large scale and for what? to power just a few hundred thousand homes. I think all the nations coal and nuclear power plants occupy less land than this absurd project.

3. The insiders have been selling. What does that tell you? These guys obviously don't think it's going to double or tripple in the near term, or else they would hold. Cypress itself dumped 2.5 million shares right after this bogus announcement. The SEC should look into this. This is truly criminal, not the shorts. Ignorant people like to scapegoat and the shorts are the goat of the day when we are the ones that keep everyone honest.

4. Taking profits is what trading is all about. The author has given very good advice which you longs are greedy and still trying to pump. Just as it's wrong to yell fire in a crowed theater it is also illegal to yell "free beer" outside the theater to have everyone rush in.

That my friend is the truth and it shouldn't hurt, uless of course you are a sheeple and will be beguiled by all this subterfuge.
]]> http://seekingalpha.com/article/91147-game-changer-in-solar-energy-pg-e-inks-deal?source=feed#comment-237494 237494
IMO, the Senate will delay re-newing the ITC until weak hands panic and sell their stock at a low price to the strong hands. When strong hands are in charge, they'll pull the strings and the Senate will renew the ITC, possibly with even better terms. "

The ITC is a subsidy that is not a win win situation, especially for solar. Did anyone take into account the cost of the land into these projects? I haven't seen one account so it is even more expensive to go solar as a renewable. Congress knows this and with a trillion dollar bailout of Freddie and Frannie on the horizon, I don't think that the 30% tax credit will be extended in it's present form. It most likely will be reduced.

Optisolar's "plant" will take up 9 1/2 sqquare miles????? What about the SPWR "plant?" Sorry but I just don't see the EPA approving such a vast destruction of land, even if it is in the desert. Someone will be crying for the scorpions and rattlesnakes for sure.
]]> Sun, 24 Aug 2008 06:08:49 -0400
IMO, the Senate will delay re-newing the ITC until weak hands panic and sell their stock at a low price to the strong hands. When strong hands are in charge, they'll pull the strings and the Senate will renew the ITC, possibly with even better terms. "

The ITC is a subsidy that is not a win win situation, especially for solar. Did anyone take into account the cost of the land into these projects? I haven't seen one account so it is even more expensive to go solar as a renewable. Congress knows this and with a trillion dollar bailout of Freddie and Frannie on the horizon, I don't think that the 30% tax credit will be extended in it's present form. It most likely will be reduced.

Optisolar's "plant" will take up 9 1/2 sqquare miles????? What about the SPWR "plant?" Sorry but I just don't see the EPA approving such a vast destruction of land, even if it is in the desert. Someone will be crying for the scorpions and rattlesnakes for sure.
]]> http://seekingalpha.com/article/91389-with-help-from-california-solar-gets-fired-up?source=feed#comment-233925 233925 Tue, 19 Aug 2008 10:50:30 -0400 http://seekingalpha.com/article/91389-with-help-from-california-solar-gets-fired-up?source=feed#comment-233461 233461
Solar cannot survive without subsidies and is a very inefficient way of making electricity. Wind, as a renewable is much better suited as unlike solar, can provide energy throughout the day. Solar don't work at night period. You need a back up supply, plain and simple. The tax credits for this should be reduced. As Alpha24/7 states, it takes money out of the poor and disadvantaged anyway. Energy will never be free. we won't be able to get off fossil fuels until our technology increases exponentially, which for solar hasn't happened. ]]> Mon, 18 Aug 2008 17:50:09 -0400
Solar cannot survive without subsidies and is a very inefficient way of making electricity. Wind, as a renewable is much better suited as unlike solar, can provide energy throughout the day. Solar don't work at night period. You need a back up supply, plain and simple. The tax credits for this should be reduced. As Alpha24/7 states, it takes money out of the poor and disadvantaged anyway. Energy will never be free. we won't be able to get off fossil fuels until our technology increases exponentially, which for solar hasn't happened. ]]> http://seekingalpha.com/article/91389-with-help-from-california-solar-gets-fired-up?source=feed#comment-233460 233460
Solar cannot survive without subsidies and is a very inefficient way of making electricity. Wind, as a renewable is much better suited as unlike solar, can provide energy throughout the day. Solar don't work at night period. You need a back up supply, plain and simple. The tax credits for this should be reduced. As Alpha24/7 states, it takes money out of the poor and disadvantaged anyway. Energy will never be free. we won't be able to get off fossil fuels until our technology increases exponentially, which for solar hasn't happened. ]]> Mon, 18 Aug 2008 17:50:09 -0400
Solar cannot survive without subsidies and is a very inefficient way of making electricity. Wind, as a renewable is much better suited as unlike solar, can provide energy throughout the day. Solar don't work at night period. You need a back up supply, plain and simple. The tax credits for this should be reduced. As Alpha24/7 states, it takes money out of the poor and disadvantaged anyway. Energy will never be free. we won't be able to get off fossil fuels until our technology increases exponentially, which for solar hasn't happened. ]]> http://seekingalpha.com/article/88196-five-stocks-to-own-now-that-the-dow-has-bottomed?source=feed#comment-225946 225946
You have not read my post carefully. The buildout in China, India and Russia are done. The little glimmer of hope has been tied to the olympics that their economies will continue to grow at a pace that has been priced into the market. The slowdown affects everything.

As far as WM. If they were clamoring to get in, the Saudi's would have jumped in again, just like they did with Citi and they got burned, but so did Citi. WM is not a good investment in my opinion. You may think it's cheap and at $5 it may very well be, but how are they going to make earnings? Write more loans? The industry is broken and will be depressed for quite some time. If you wish to hold this for years and risk another "shoe drop" then go right ahead. But the potential for more runs on banks is there and quite real. WM is not in great shape.]]> Fri, 08 Aug 2008 10:03:40 -0400
You have not read my post carefully. The buildout in China, India and Russia are done. The little glimmer of hope has been tied to the olympics that their economies will continue to grow at a pace that has been priced into the market. The slowdown affects everything.

As far as WM. If they were clamoring to get in, the Saudi's would have jumped in again, just like they did with Citi and they got burned, but so did Citi. WM is not a good investment in my opinion. You may think it's cheap and at $5 it may very well be, but how are they going to make earnings? Write more loans? The industry is broken and will be depressed for quite some time. If you wish to hold this for years and risk another "shoe drop" then go right ahead. But the potential for more runs on banks is there and quite real. WM is not in great shape.]]> http://seekingalpha.com/article/88196-five-stocks-to-own-now-that-the-dow-has-bottomed?source=feed#comment-225765 225765 but i find that people who ridicule the article do so hiding behind cowardly screen names. show some balls and print your name atleast "

Sure, maybe use a name like User 238740&1/2.....

Jobs report was dismal, still in a downward slope. Waiting for the "magic number" when they will all scream "RECESSION." That is when that may be time to call a bottom, although I think the global economy will be sluggish for quite some time. I look for China to go into a major slowdown now after the olympics are over. The tendency is to overestimate the impact of any specific event on the economy. There are already reports that the cities are smog filled and even some of the venues are inadequate. The massive buildup of hotels has been overdone and there are more than expected vancancies. China didn't plan on the global slowdown and thought they were going to go like gangbusters. Their numbers are going to be way off and then just like when someone gets buyer's remorse, they will cut back spending to make themselves feel better and conserve capital. Look at all the cities where the olympics have been held. The lasting economic benefits have been brief and usually followed by a period of contraction before starting another leg up, Lake Placid, Park City, Sarajevo, etc.....

To Ricki who bought FRE on July 31st....You enetered a bad position as the chart shows you bought right at it's peak and it appears it will test the low of under $5. It may go back to 3.89. That is a technical base. So your options are this.

Sell and protect against further loses, as it is highly unlikely it will reach your entry point anytime soon.

Hold the position but sell calls on your stock. Though it has run down quite a bit, the calls will bring in minimal funds.

Buy puts 5 strike price, and hold your position.

Wait for the lows of the year and then double down or possibly tripple down your position to play the bounce. This is the riskiest and takes a planned strategy becuase it is only used to get out of a position and not as an investment. Sometimes I close out my bad trades like this just with a minimalk loss as compared to a huge loss, just to "get out." Never hold this position for more than a 5 days after the bounce because the stock will usually retrace and then you are going to have a larger loss than you had originally.

Given the market and financial conditions, shorting the XLF is a better play than goig long. It has had a nice run up and you could pocket an easy 10% within the next few dfays.]]> Fri, 08 Aug 2008 07:17:12 -0400 but i find that people who ridicule the article do so hiding behind cowardly screen names. show some balls and print your name atleast "

Sure, maybe use a name like User 238740&1/2.....

Jobs report was dismal, still in a downward slope. Waiting for the "magic number" when they will all scream "RECESSION." That is when that may be time to call a bottom, although I think the global economy will be sluggish for quite some time. I look for China to go into a major slowdown now after the olympics are over. The tendency is to overestimate the impact of any specific event on the economy. There are already reports that the cities are smog filled and even some of the venues are inadequate. The massive buildup of hotels has been overdone and there are more than expected vancancies. China didn't plan on the global slowdown and thought they were going to go like gangbusters. Their numbers are going to be way off and then just like when someone gets buyer's remorse, they will cut back spending to make themselves feel better and conserve capital. Look at all the cities where the olympics have been held. The lasting economic benefits have been brief and usually followed by a period of contraction before starting another leg up, Lake Placid, Park City, Sarajevo, etc.....

To Ricki who bought FRE on July 31st....You enetered a bad position as the chart shows you bought right at it's peak and it appears it will test the low of under $5. It may go back to 3.89. That is a technical base. So your options are this.

Sell and protect against further loses, as it is highly unlikely it will reach your entry point anytime soon.

Hold the position but sell calls on your stock. Though it has run down quite a bit, the calls will bring in minimal funds.

Buy puts 5 strike price, and hold your position.

Wait for the lows of the year and then double down or possibly tripple down your position to play the bounce. This is the riskiest and takes a planned strategy becuase it is only used to get out of a position and not as an investment. Sometimes I close out my bad trades like this just with a minimalk loss as compared to a huge loss, just to "get out." Never hold this position for more than a 5 days after the bounce because the stock will usually retrace and then you are going to have a larger loss than you had originally.

Given the market and financial conditions, shorting the XLF is a better play than goig long. It has had a nice run up and you could pocket an easy 10% within the next few dfays.]]> http://seekingalpha.com/article/88766-sunpower-is-a-semi-it-deserves-to-be-valued-like-one?source=feed#comment-225371 225371
how else can you explain nat gas going up in the summer months, especially when there weren't any storms in the Gulf? Also with coal, we produce and use most of our coal, and export to China, moreso than Europe. Coal and nat gas went up in sympathy with oil, that now as you can see is breaking it's bubble.

You are correct in that nukes are viewed as bad, but a good public relations firm can make these gullable greenies want one in their back yard. It is all about perception. Seriously though, nuclear is very clean and safe. Look at all the nuclear powered military ships. Guess what, they also carry more bombs. If it was as unsafe as people percieve it to be, there would have been accidents and I truly don't believe our military would use this type of power.

Did anyone catch the Akeena's earnings? Dismal and they are installers. Goes to show that if the EU keeps cutting, these solar companies are due for a drastic downturn because the retail installations are not being done, and rightfully so. ]]> Thu, 07 Aug 2008 14:49:51 -0400
how else can you explain nat gas going up in the summer months, especially when there weren't any storms in the Gulf? Also with coal, we produce and use most of our coal, and export to China, moreso than Europe. Coal and nat gas went up in sympathy with oil, that now as you can see is breaking it's bubble.

You are correct in that nukes are viewed as bad, but a good public relations firm can make these gullable greenies want one in their back yard. It is all about perception. Seriously though, nuclear is very clean and safe. Look at all the nuclear powered military ships. Guess what, they also carry more bombs. If it was as unsafe as people percieve it to be, there would have been accidents and I truly don't believe our military would use this type of power.

Did anyone catch the Akeena's earnings? Dismal and they are installers. Goes to show that if the EU keeps cutting, these solar companies are due for a drastic downturn because the retail installations are not being done, and rightfully so. ]]> http://seekingalpha.com/article/88766-sunpower-is-a-semi-it-deserves-to-be-valued-like-one?source=feed#comment-224118 224118
yes, Germany has the luxury of being around a lot longer than the US and so has become compacent and their populace has reached "parity" which means you can all enjoy a good standard of living while your government subsidises your way of life. Your past governments have never adopted a democratic, capitalistic governmance. Left to your own, Europe was not the peaceful area it is now. The last two world wars were fought in Europe and it took democracy and for the most part the US to bring peace and your way of life. So I say your welcome although you probably despise the thought of thanking the US for your present way of life.

The US is not a socialist country and for the most part the majority don't want to go that route. Germany is the size of let's say New York and New Jersey. Sure, intracountry transportation costs are contained. Your populace also live very close to where you work. The US is the direct opposite. Very large country and the major city areas happen to be thousands of miles away. Also, for some reason, we have adopted "suburbia" as a way to live very far away from where we work. Transportation in pour country is much more involved than in Germany, or any other individual European Country. Solar, although feasable, will not work because it isn't as efficient as lets say even wind at this point. In the future, it may be, but in it's present state, noway are city areas going to use acres worth hundreds of millions of dollars (even with our broken real estate) be used for panels to power a handful of homes. It won't happen. If the euro continues to lose value to the dollar, look for further cuts in subsidies and installations as it will get more expensive. The greenback is primed for a rebound and this doesn't bode well for new solar installations.

To aquaculture. Nat gas and coal are completely independent of oil. We produce our own coal and nat gas and the US exports these fossil fuels. Traders may make the price of Nat gas and coal move higher as other fuels increase, but it is a false increase and will correct as it has now. Oil thaough is for the most part produced in the most violent, hostile and unpredictable areas in the world. So look for oil to continue it's rise while our home grown fuels stay stable.

Ypou are correct in that Bush has solar panels in his ranch while the Green poster boy Gore uses so much fossil fuels, that by curtialing Gore, we could reverse global warming (just joking) What a farce that this idiot was given a nobel peace prize when someone much more deserving like Irena Sendler should have been chosen, not some trumped up slide show that the presenter himself has no interest whatsoever to follow what he preaches.

Another thing about nuclear power. It is safe and has minimal "waste." It is a big media scare and misinformation that has caused the stigma on this very efficient and useful mode of power. I won't get into it, but just do a search on the truth about energy sources and you can make your own opinion.

With warm regards from NY]]> Wed, 06 Aug 2008 12:22:24 -0400
yes, Germany has the luxury of being around a lot longer than the US and so has become compacent and their populace has reached "parity" which means you can all enjoy a good standard of living while your government subsidises your way of life. Your past governments have never adopted a democratic, capitalistic governmance. Left to your own, Europe was not the peaceful area it is now. The last two world wars were fought in Europe and it took democracy and for the most part the US to bring peace and your way of life. So I say your welcome although you probably despise the thought of thanking the US for your present way of life.

The US is not a socialist country and for the most part the majority don't want to go that route. Germany is the size of let's say New York and New Jersey. Sure, intracountry transportation costs are contained. Your populace also live very close to where you work. The US is the direct opposite. Very large country and the major city areas happen to be thousands of miles away. Also, for some reason, we have adopted "suburbia" as a way to live very far away from where we work. Transportation in pour country is much more involved than in Germany, or any other individual European Country. Solar, although feasable, will not work because it isn't as efficient as lets say even wind at this point. In the future, it may be, but in it's present state, noway are city areas going to use acres worth hundreds of millions of dollars (even with our broken real estate) be used for panels to power a handful of homes. It won't happen. If the euro continues to lose value to the dollar, look for further cuts in subsidies and installations as it will get more expensive. The greenback is primed for a rebound and this doesn't bode well for new solar installations.

To aquaculture. Nat gas and coal are completely independent of oil. We produce our own coal and nat gas and the US exports these fossil fuels. Traders may make the price of Nat gas and coal move higher as other fuels increase, but it is a false increase and will correct as it has now. Oil thaough is for the most part produced in the most violent, hostile and unpredictable areas in the world. So look for oil to continue it's rise while our home grown fuels stay stable.

Ypou are correct in that Bush has solar panels in his ranch while the Green poster boy Gore uses so much fossil fuels, that by curtialing Gore, we could reverse global warming (just joking) What a farce that this idiot was given a nobel peace prize when someone much more deserving like Irena Sendler should have been chosen, not some trumped up slide show that the presenter himself has no interest whatsoever to follow what he preaches.

Another thing about nuclear power. It is safe and has minimal "waste." It is a big media scare and misinformation that has caused the stigma on this very efficient and useful mode of power. I won't get into it, but just do a search on the truth about energy sources and you can make your own opinion.

With warm regards from NY]]> http://seekingalpha.com/article/88766-sunpower-is-a-semi-it-deserves-to-be-valued-like-one?source=feed#comment-223172 223172
The reason there are subsidies for coal, oil and nat gas, the fossil fuels that you guys think are the evil, is that they currently work well and the world would without them. Not so with solar. Solar is not a complete renewable source as even wind is. The technology is expensive and as a power source has limited power production capabilities. It is much the same way that ethanol has become a bust.

As far as comparing it to Intel and the chip industry, their valuations and stock went up because with every year they are able to improve the technology. Poly solar panels have become stagnant. There have not been any major improvements in efficiency, or at the rate which the chip companies are improving their products. Also the top of the line chipsets have maintained their prices for the most part, so if you equate that to solar, the panels will stay expensive or increase in price with each major improvement in efficiency.

You also base this scenario of increased installations with grid parity. Grid parity will never be reached. The reason is that the majority of the world's electricity is produced with coal, natgas, and nukes. These sources for the most part are controlled by stable countries, not where oil is produced. Oil can go to $500 a barrel and should have no impact on the cost of electricity, which many people seem to equate the two.

SPWR will also have a large portion of shares sold by Cypress, not good for the price of the stock. FSLR produces inefficient thin film. Cheaper than poly but very inefficient.




]]> Tue, 05 Aug 2008 11:18:15 -0400
The reason there are subsidies for coal, oil and nat gas, the fossil fuels that you guys think are the evil, is that they currently work well and the world would without them. Not so with solar. Solar is not a complete renewable source as even wind is. The technology is expensive and as a power source has limited power production capabilities. It is much the same way that ethanol has become a bust.

As far as comparing it to Intel and the chip industry, their valuations and stock went up because with every year they are able to improve the technology. Poly solar panels have become stagnant. There have not been any major improvements in efficiency, or at the rate which the chip companies are improving their products. Also the top of the line chipsets have maintained their prices for the most part, so if you equate that to solar, the panels will stay expensive or increase in price with each major improvement in efficiency.

You also base this scenario of increased installations with grid parity. Grid parity will never be reached. The reason is that the majority of the world's electricity is produced with coal, natgas, and nukes. These sources for the most part are controlled by stable countries, not where oil is produced. Oil can go to $500 a barrel and should have no impact on the cost of electricity, which many people seem to equate the two.

SPWR will also have a large portion of shares sold by Cypress, not good for the price of the stock. FSLR produces inefficient thin film. Cheaper than poly but very inefficient.




]]> http://seekingalpha.com/article/88766-sunpower-is-a-semi-it-deserves-to-be-valued-like-one?source=feed#comment-222696 222696 Mon, 04 Aug 2008 17:41:09 -0400 http://seekingalpha.com/article/80675-further-thoughts-on-trina-solar-and-the-solar-space?source=feed#comment-220249 220249 Fri, 01 Aug 2008 11:35:33 -0400 http://seekingalpha.com/article/88196-five-stocks-to-own-now-that-the-dow-has-bottomed?source=feed#comment-219166 219166 User 235322 has probably got it right, but I am supershort but that's super duper short.]]> Thu, 31 Jul 2008 09:04:18 -0400 User 235322 has probably got it right, but I am supershort but that's super duper short.]]>