supershort

Cowen: 2009 Spanish Cap on Solars Unlikely to Become Law

Nuclear does have government subsidies but it is much more viable than solar, which is not a stand alone source. Nuclear is safe, powerful, eco friendly and is proven. If you have any doubts, look at most modern naval ships, they are nuclear powered, and they carry bombs also. Nuclear has a stigma that is unjustly applied to it. My "inside sources" at Entergy and Con Ed tell me they wish they could build more plants, but the regulation, taxes and the government control stifle profits. So the government for those subsidies, they make it back quickly and much more over the long term.

As far as Spain, you are dead on. Socialist governments will never have the growth that capitalism affords. There will never be the common joe putting panels on their homes because they wish to save the world. They are looking for the next handout.

Cowen: 2009 Spanish Cap on Solars Unlikely to Become Law

Solar isn't it. Nuclear power will probably be it in the future. They probably will be able to work on a way to ensure that noone gets enough cars together to make a bomb. But they could do that now. Each auto carries a gas bomg in it now. We have to wake up to nuclear. It's clean but expensive. Subsidies should be thrown at this.

Solar Sector Plunges Right Along With Market

Unlike the little reporter on Thestreet.com, real experts, like Piper Jaffray send people to China, practically audit the company, and report as truthfully and accurately as possible, ethically, and responsibly let the public know what is going on.

Furthermore, Zacks reports on what a multitude of analysts carefully have found out about a company. In SOL they found out it is a great investment.

Investors Business Daily has a computer program that has no reason to lie about a company. It is a computer. IBD simply reports the profit exponential growth and compares it to 25,000 or so other companies in the world. IBD's computer report of course tells us other additional information, accurately about the company. IBD is another great source, in June proving SOL the 4th best company in the world to invest in.


If you follow stock accumulator, that's what you will be a dead dog stock accumulator. Where to begin..........First of all, No company, entity, nor analyst has been given an accurate insight into a China company. China stock is the biggest oxymoron there is. The government controls these companies, they have a pegged currency and don't hesitate not even for a split second to lie, subjugate, opress and with violence if needed to apply their will. You can never ever believe anything that comes out of China, much less a company's fundamentals. But the pegged currency and their propensity to price fix should be enough to drive anyone away. I am a shorter, and believe I would love to short these companies, but they issue lies as much as Obama Hussein changes his platform.

Following IBD is like following ywo week old news. There is nothing new or explosive there. If you use IBD, it's good for a 2-3% gain at best for most stocks. Every once in a blue moon they get a "winner" but so do gamblers. If you are a gambler, then by all means wait for that one payout while the majority will be losers.

Zacks is another dubious "rater" Most of their picks don't work out. Their accuracy is also dismal. So using is worse than using IBD, because they are almost always wrong with their calls.

The fundamentals are this guys and gals. These solar companies had a vision, just like the housing boom in the 70's and subsequent stag-flation (looks familiar doesn't it) that everyone would install these panels at rediculous prices because the economy was burning hot along. That isn't going to materialize, because alas, the suckers that put in these sytems see that the returns and savings are not what's expected. Did anyone look into solar panels for their house? That is the real test. Well I did about a year ago. The jerks wanted over 100K for a system that would still need standard electricity backup. I can afford this even without the subsides. But I evaluated this on it's own merits and came to the conclusion that it just isn't worth it. Well I am not the sharpest tack in the box, but noone has ever taken me for a fool, but this solar is just plain fool's gold.

Cowen: 2009 Spanish Cap on Solars Unlikely to Become Law

"The power sector has accumulated a large deficit, because regulated prices have not kept pace with fuel costs, underscoring the case for renewables."

This is the most telling sign. With the slowdown in the world economies, more people out of work, a socialist government such as Spain does not want workers, nor do they encourage work. They encourage free loading off the government. So in order for the party to placate and please the masses that voted for them, they need to increase the welfare and socialist programs, not solar. So look for deeper cuts in the future.

Buying Green Energy Stocks Into The Elections

Yep fireball, McCain isn't my first choice. Being from NYC, I witnessed twice what Guiliani did after first a miserable Dinkins administration and then after 9/11. The man may have skeletons in his closet, but all these other guys are far worse. The problem is that he is "small time" for the lobyists. There has already been big money invested in these Hussein and McCain from before their presidential runs that the bribers want to have some fruition of their support.

I am a more of a conservative libertarian, if that can exist. Respectr and honor the Constitution, less government and economic stimulation through education and intelligence and hard work of the people. Stop with the handouts and every group claiming they are victims. There are no victims in the USA.

Buying Green Energy Stocks Into The Elections

Yep fireball, McCain isn't my first choice. Being from NYC, I witnessed twice what Guiliani did after first a miserable Dinkins administration and then after 9/11. The man may have skeletons in his closet, but all these other guys are far worse. The problem is that he is "small time" for the lobyists. There has already been big money invested in these Hussein and McCain from before their presidential runs that the bribers want to have some fruition of their support.

I am a more of a conservative libertarian, if that can exist. Respectr and honor the Constitution, less government and economic stimulation through education and intelligence and hard work of the people. Stop with the handouts and every group claiming they are victims. There are no victims in the USA.

Buying Green Energy Stocks Into The Elections

Yep fireball, McCain isn't my first choice. Being from NYC, I witnessed twice what Guiliani did after first a miserable Dinkins administration and then after 9/11. The man may have skeletons in his closet, but all these other guys are far worse. The problem is that he is "small time" for the lobyists. There has already been big money invested in these Hussein and McCain from before their presidential runs that the bribers want to have some fruition of their support.

I am a more of a conservative libertarian, if that can exist. Respectr and honor the Constitution, less government and economic stimulation through education and intelligence and hard work of the people. Stop with the handouts and every group claiming they are victims. There are no victims in the USA.

Solar Stocks Feeling the Heat

gebby states "global warming is real is man destined to obliterate himself. what is with the death wish of supershot"

What does global warming, even if there is something we could do about it, have anything to do with making a bad investment? You guys have been saying that these stocks are going to the moon, when they have gone down. I have been right on with my assessments and Jack Yetiv, although he appears to be smart has led you all to lose money.

Global warming is not an absolute. The world is getting warmenr but it has been going on since the last ice age. We have not caused this. Can we stop it or reverse it? Not with solar panels of all things. How about limiting the amount of sunlight hitting the earth, causing a decrease in temperatures, just like when St. Helens erupted?

Jack, I have told you before, you know nothing about Italian politics and their economy. Italy is in no way poised to become the savior of solar, much less TSL, a China company with a pegged currency and on the verge of a total meltdown of their economy. Both my parents, uncles, aunts, and friends have land in Italy. My brother in law looked into leasing the land for solar panels. Well he has some fig trees, and other trees deemed by the environmental agency that they are not to be destroyed. So no solar panels there. My parents had people steal trees from their property and they investigated us that they thought we had chopped the trees down ourselves, which we did not and had no idea who did. The Italian economy has been at a standstill for some years. My two cousins who are physicians, had to wait years after graduation before they were placed at jobs, and not their choices. Both in other cities away from their families. So even though there may be interest in Italy, it will not make up for the cuts in Germany and Spain. Besides, the P/E ratios have priced in increases in panel use, when the trend is clearly that they will be using less than expected.

I am concerned about the environmnet. I limit my use of fuel everyday and try to conserve, recycle, and buy eco friendly products. That is one of the main reasons I get a knot in my stomach when I see "MADE IN CHINA" as tehy are the most eco destructive country out there, and yet Jack touts one of their stocks as being the global warming savior.

Buying Green Energy Stocks Into The Elections

Since this has turned into a political debate...I ask you all one question. The poor have been voting democratic for 20 years and they are still poor, while the upper class have seen their taxes go up in those same 20 years. Political parties are all the same, one bends you over without asking but uses vasaline, the other asks but doiesn't use the vasaline.

As far as Obama's platform and as traders you all should know this. He wishes to raise the capital gains tax substantially. This is bad for EVERONE poor and wealthy alike. The guy working a civil service job just above the poverty level has stocks in his union pension fund. He just doesn't see the connection. So, in a few years when he plans to retire, his pension will be greatly reduced and social security may not be there to boot. So it will be the poor who will get poorer by these lying, unAmerican, tax and spend liberals, plain and simple. A vote for Obama is a vote to beguile and abuse the poor.

Solar Stocks Feeling the Heat

Yes but at the same time GRID prices for Spanish consumers (except for very low income families -who will not buy panels anyway) will also increase by 16%. And businesses WILL START TO PAY MARKET PRICES.
Spain has subsidized electricity consumption in general (not just solar) for more then 10 years now. Just to pay back government debt in 15 years would mean grid prices will have to increase by at least 35%.
Spanish consumers are not stupid: the net effect is zero and the solar market in Spain will stay strong, especially as solar silicon prices come down and the entire mediterranean will reach grid parity.
(disclosure: long CSIQ)


Where to begin......The poor were never figured into the equation, as everyone knew that they would never buy panels. The growth and absurd P/E ratios were driven by the ramblings of Gore and the greenies. Also, we were in a housing boom where we thought that the whole world would become millionaires, through housing and the way the economies were growing. Well we all know where we stand now in that respect. The only thing that was left is these subsidies. Well, finally the governments have realized that the ROI and grid parity for these panels will never be reached in their present states, so the subsidies will be cut. So what is to hold these stocks up? Nothing, jujst don't be the last one holding the bag.

Which Solar Stocks Will Continue To Shine?

Getting your hands bloody guys? Circus performers catch knives, not traders.....So ask yourself who you wish to be.

Confessions of a Shallow Solar Trader

I guess this guy might be Yetiv. Short the solars, especially the China stocks. What an oxymoron, China Stocks.

Which Solar Stocks Will Continue To Shine?

fxtrader,

yes, China will also go into a recession. If you truly were a "forex" and or currency trader as your name implies, you would understand that China is in big trouble with their currency. It is pegged, and the government will not allow it to trade as it should, in a free market. The other nagging issue is their inflation and their attemots to price freeze. They will not allow fuel and other commodities, and raw goods to be sold in a free market. They have price capped many things, to insure that they complete their buildup for the olympics. They have runaway inflation that all the price capping they are doing now will be unsustainable, especially in light of the slowdown in the US and EU. So yes, after the olympics, China will be in a recession.

Also, if you think they can lose "another 20-30% as you say, why would you buy anything long at this point. You do not make any sense. If there is a 30% drop in a stock, you would need a move to the upside of just about 42% to break out even. You have a better shot at winning the lottery than consistently picking stocks that go up 42%. How about shooting for an 8-10% gain shorting them now? That is the smart investment, not this pumping.

Which Solar Stocks Will Continue To Shine?

Jack, although your intentions may be good, I am still out on this one....you are trying to catch a falling knife. The American companies have stupidly high P/E because they are AMERICAN stocks, not CHINA STOCKS which in itself is the biggest oxymoron there is. GEt out now fellows, SPWR will be in the teens by years end. The China solars will also take at least a 60-70 % hit when they go into recession just following the US later this year. Solar is a piece of our energy puzzle, but it is in no way the next "MSFT"

On another note, how can you keep sceaming "buy buy buy" when the stock is losing 6-7% a day? It is going down for a reason, and it isn't a "screaming buy" at 40 or 35 especially if you bought it in the 50's. That is a 30% loss in my book and you my friend are no trader with a recomendation like that.

I am shorting every solar, mostly with puts as there aren't any more shares available to short (etrade) but I still held my core 2000 shares of SPWR that has come into the money again and I will ride this one dfown for the next 2 years.

So far my rec's are doing better than yours my friend, and anyone listening to this hogwash to go long will lose their shirts.

Solars Should Bounce Today

petyaczar,

"My comment re solar to mobile was = Use solar panels at your house to charge up a battery (capacitor) which you then use during to plug into your hybrid and recharge.. not drive around on solar panels on your car."

Just how much power do you think you can get out of these panael? They are not very efficient and the systems are ridiculously expensive. Talk about gauging. I went to the SPWR website and requested a setup for my home. Over 100K and even with 38K in "government subsidy" it does not make sense. I have issue with the government subsidy on these panels anyway. Subsidies are holding the price of these systems up. Get rid of the subsidies, the prices will drop. American taxpayers are getting hammered in all directions with taxes.

As far as efficiency increases.....solar has been around for some time. The first bubble was in the 70's. The gains have not been all that great. I do not believe anyone is "holding the technology back" as some ignorant liberal rabble rousers would have you believe. If it was possible, don't you think Exxon Mobile, the biggest and most profitable company in the world would see it and start to develope the technology, or GE, Tyco, or any other company? We are a long way off from this . Conservation, more efficient motors and government policy will be the answer in the near term.