supershort

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114 Comments

    • Fri Jun 6th 09:36 AM | Rating: 0 0
      Commented on:
      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.
      View article »
    • Mon Jun 2nd 12:35 PM | Rating: 0 0
      Commented on:
      Solars Should Bounce Today
      petyaczar,

      No, actually, the Tipper comment I made was that I agree that she is not much to look at.

      Now as to the solar solution. There currently isn't enough power capability to be harnessed by solar panels, batteries etc to power a vehicle. That technology is a long way off. Solar is not free as you say. I have purchased many solar powered lights for my yard, yearly. Why, because they don't last. The power producing capabilities degrade. A "consensus" I found is that they degrade 20-30% after 10 years. That is just from "normal sun exposure." Not to mention the wear and tear from the rain, changing seasons and thermal, wind, dust animals, etc. So it is not free. Do we need renewables, yes of course we do. But these panels and technology are not even close.
      View article »
    • Mon Jun 2nd 10:54 AM | Rating: 0 0
      Commented on:
      Solars Should Bounce Today
      "The future is great for alternative energy, and noone needs some Wall street idiots to tell them otherwise and play some manipulation games. Wall street aint the center of the earth, and it has made HUGHE mistakes before. Atleast Germany has now an alternative energy sector creating ample new jobs, the USA on the other hand has a lot of empty houses. The antics of some of the SA editors here are just hilarious, i visit this site to have a good laugh for the most part. The amount of irony to spot is just excessive"

      And Germany hasn't made HUGE mistakes in it's past.

      You speak with an air of authority and wish to demean America. Your dissatisfaction is aimed at the wrong places. India, China, South America and the rest of the third world is now becoming more civilized. Where is your contempt for those countries and their policies? If anyone is contributing to "man made global warming" it is those countries. So at what price does the US have to subsidise their economic growth. By people like you spewing nonsense about an administration that wishes to protect our interests. That is what they are elected to do.

      All you pseudo scientists don't wish to admit that the Earth has been getting warmer since the last ice age. With the eruption of Krakatoa, it helped to cool the earth some but the ball has been rolling since that asteriod hit the earth and wiped out the dinosaurs. Accept it that we have little controll over this, unless we can somehow effectively cause another controlled ice age or cooling period.

      As far as solar power being free. It is not. There is energy expended to make the equipment. The panels are outside, in the elements and will degrade. Even a roof needs to be repaired or replaced every 10-15 years, and that is something simple, not panels that have very sensitive technological components. Also the amount of land/ surface area that is used is a tremendous hinderance. It will not support the "economic expansion" that these developing countries need.

      These solar plays as of now are a huge bubble. Your self rightousness by being "green" will not make you "super hiolier than thou greenie" by pumping these stocks. Solar China stocks are a total oxymoron. SPWR, FSLR are trading at absurd P/E ratios. and they are down 40-50% of their highs. That is trying to catch a falling knife.
      View article »
    • Mon Jun 2nd 08:58 AM | Rating: 0 0
      Commented on:
      Solars Should Bounce Today
      "PS ALGORE thinks Global warming is real because he spend too much time around Tipper Gore - SHE IS HOT!!!!"

      I was with you until this.....????????
      View article »
    • Fri May 30th 11:27 AM | Rating: 0 0
      Commented on:
      Solars Should Bounce Today
      Jack,

      As far as the european mentality that solar is the way to go, you are dead wrong. There is minimum free space in Italy and the "Forrestal" levies severe penalties for clearing land. I know because I have realatives there and my parent's land was cleared, (they live here) by thieves and the government had a big investigation to make sure we weren't involved. They have always had to deal with high prices, both for food and energy. That is nothing new. The Euro is holding strong so they haven't felt the increase in gas as much as the US.

      As a matter of fact, Italy is considering new Nuclear power plants, information just released on May 23. Also, German chancellor Merkel said that "Germany will be the laughing stock of Europe by abandoning nuclear power in it's own country only to import it from the other countries."

      Solar in it's present form will not be the answer. If we can ramp up the power obtainable then it will be useful. The present forms are just too ineffiecent for what the world demands now.
      View article »
    • Thu May 29th 09:42 AM | Rating: 0 0
      Commented on:
      Evergreen Solar, SunPower Among Solar Stars - Kaufman
      Gebby,

      End "end user independence" will never happen. It is always priced out of the end users range by the same companies that say they want to help the end user.....and by how? Gauging the industry. I will say again. These solars are Chinese stocks. China is communist with a pegged currency. So China stocks is the biggest oxymoron in the market. Enough said. You have a better shot in Vegas than going long these stocks.

      Now for FLSR and SPWR. High P/E ratios. Very high. The insiders are selling worse than Mozillo at Countrwide and the guys at Thornberg and IndyMac. Look where those stocks are now. Ahern sold over 150 million dollars worth of stock on the 15 and 16th of May. Doesn't appear to be a "buy and hold" long term stock. Same with SPWR.

      AMAT, GE, and the bigger players will ultimately win long term in the solar space, if solar is going to get bigger, which I doubt. Nuclear will be the choice for our electricity needs.
      View article »
    • Thu May 29th 09:03 AM | Rating: 0 0
      Commented on:
      Evergreen Solar, SunPower Among Solar Stars - Kaufman
      SPWR now has 38% short interest. Insiders keep dumping and Cypress will be dumping also.
      View article »
    • Thu May 29th 09:01 AM | Rating: 0 0
      Commented on:
      Evergreen Solar, SunPower Among Solar Stars - Kaufman
      Beware of obscure anaylists pumping heavily shorted stocks.
      View article »
    • Sat May 17th 13:14 PM | Rating: 0 0
      Commented on:
      Oil at $127, Buy Sunpower
      Buyforclosures,

      Alt energy may be tied to oil, for the uninformed, and it will be those that get hurt as they may be making gains, but for the wrong reasons.

      US fossil fuels for electricity (roughly):
      50% coal
      19% natgas
      19% nuke
      9% renewables and oil.

      Oil does not directly impact the price of electricity, nor will it bring "grid parity."

      I still don't understand why this bloated pig hasn't imploded yet though. Holding my shorts and puts patiently.
      View article »
    • Thu May 15th 14:41 PM | Rating: 0 0
      Commented on:
      Oil at $127, Buy Sunpower
      "Despite the performance, the stock slipped 13% from its previous day to $86.80 on the announcement of its results. On Wednesday, however, SPWR was trading at $94-$96. With oil at $127 a barrel, SunPower still has a long climb up, and I plan to hold on to the stock for the long term. "


      The price of oil has nothing to do with the increased use of solar power. Oil is used less than 5% to produce electricity. Coal and nat gas are the majority of fuels used.

      On the contrary, these systems are very expensive and SPWR which is counting on the individual to buy these panels will be haindered by the inflationary effects of high oil. Bear in mind that the housing market is is a severe downturn and will be for quite some time. People and contractors will not install systems that will cost them on average 20k and will not see any cost savings for 20 years.
      View article »
    • Wed May 7th 04:54 AM | Rating: 0 0
      Commented on:
      Solar Power Will Be Transformational in the Next Decade
      jajagabor,

      I am as asinine as you are. Your comment about buying a "not needed SUV" in your opinion should be replaced by a solar panel sytem, which is needed in your opinion. Sure, will people to buy something else they don't need nor want. If people wish to "go solar" they can, just don't pass judgement on those that are skeptical.


      Solar power in it's present form and what is offered today is not cost effective, nor is it sound. These systems require great surface areas and vast qquantities of land in order to build power plants. They also reqquire back up power, or have to use batteries which for the most part are detrimental to the envirornment. They are very costly. And as I have said before and Jack Y has just admitted, they are not as efficient during the warmest part of the day, generally when there will be the greatest load placed by the air conditioning use.

      I am glad you made money with these stocks, but at the present they are trading at absurd ratios and to pump these stocks is a disservice to investors. You are right in that many don't understand the solar industry, hence why they have these "pops" when oil surges, when oil has little to do with the price of electricity. Bottom line, a lot of these companies are China companies, with a pegged currency and owned by a government that has shown to not care about the truth or free trade, and will push their agenda with whatever menas it sees fit. So all those stocks are out. Which leaves a few other companies which i believe have had their run, given the macroeconomic picture and the fact that solar ennegy with it's current technology, is probably more wasteful than good much like ethanol. Maybe in a few years it may change, but I don't see these present companies as the major players.

      Drugal,

      Nice to hear that you went solar. Unfortunately, most people will not be able to afford that extra 17K nut, especially when the credit markets are locked up and the home prices are falling, and people are losing their jobs. I just don't see it being a major growth area in the next two years.
      View article »
    • Tue May 6th 11:06 AM | Rating: 0 0
      Commented on:
      SunPower Heats Up Portfolios
      What about the saps that bought at over 100 a few months ago? They are the ones dollar cost averaging down as the institutions and insiders keep dumping. Last year, the institutional ownership was in the 70%, it has dropped into the 50% even with this last run up. That tells me they are selling into any strength, or any pump they can muster to the individual investors. Also Cypress Semi will be unloading a whole bunch of shares as they recieved a favorable tax ruling to unload. More shares outstanding will dilute the earnings and the selling pressure will force this one down.

      Forward earnings don't mean squat. Actually, a revision down will put very heavy selling pressure on the stock. In the near future, they will have to revise down. They have been countiung on homeowners and businesses to purchase these panels. Well with the home situation, rising costs, and the scared consumer, and retailers that are loosing money, that isn't going to materialize.
      View article »
    • Mon May 5th 16:08 PM | Rating: 0 0
      Commented on:
      SunPower Heats Up Portfolios
      Shareholder Equity
      Shares Outstanding 85.1 M
      Institutional Ownership 52.24%
      Number of Floating Shares 40.1 M
      Short Interest as % of Float 32.81%

      Valuation (MRQ)
      Price/Earnings (TTM) 341.77x
      Price/Sales 7.71x
      Price/Book 7.75x
      Price/Cash Flow --

      SPWR's P/E Ratio is greater than 100% of other companies in the Semiconductors industry. This typically means that investors are willing to pay more for its level of earnings relative to future growth.

      Profitability (TTM)
      Gross Margin 18.62%
      Operating Margin 2.17%
      EBITDA Margin --
      Profit Margin 2.29%

      SPWR's Gross Margin is less than 85% of other companies in the Semiconductors industry, which means it has less cash to spend on business operations as compared to its peers. As indicated by the Operating Margin, SPWR controls its costs and expenses as well as its peers.

      All of the Etrade website. SO what numbers am I lying about? The are more and more shorts on this in the last few weeks. Shares are very hard to borrow at this point.

      As far as it being a growth stock, they missed their last earnings and they guided lower........sure it's a growth story.....

      This place should be called Pumping Alpha, not Seeking Alpha


      View article »
    • Mon May 5th 14:58 PM | Rating: 0 0
      Commented on:
      Still Bullish on Shutterfly
      "The stock fell to a 52-week low of $12.65 on the day following the announcement of the results. It recovered during the day and closed at $14.68. I’d say, buy some. "

      Unfortrunately, this stock is a dog. Making a 52 week low is not an indication to buy a stock. Online photos is not a growth dector. It is saturated and given that this company is still blleding, no one is going to buy them, just doesn't make sense. Alpha pump at it's best.


      View article »
    • Mon May 5th 12:33 PM | Rating: 0 0
      Commented on:
      SunPower Heats Up Portfolios
      Pump it up guys, pump it up. Over 32% short interest now. Over 350 P/E ratio. Sure, it's going up.......no really it is.
      View article »
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