supershort

Goldman Turns Cautious on Solar Sector

Get over it. I have been saying this for months. You guys didn't see the writing on the wall. So you can only blame yourselves. I mean really, were you guys expecting an upgrade? Get real.

Has the Sun Set on Solar Energy Stocks?

The sun has set. Heavy selling on good news is sure sign this bubble's done. A few months ago, I was reiterating the flight of Icarus. How ironic and what an amazing story. Learn from it fellows.

Has the Sun Set on Solar Energy Stocks?

"Is SPWR becoming the Government main contractor for installing solar systems on Federal sites.
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.

Rough Day for Solar Stocks

You guys long this stock don't get it. Here it is easy.
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.

Three Reasons Solar Sell-off May Be in Early Innings

YEp, still in the early stages. Although it is getting ugly.

Three Reasons Solar Sell-off May Be in Early Innings

No need to get mad longs. I told you guys this one was going to crash. It is. It will go further. Not that solar isn't a bad idea. It's great if it works more efficiently. I would hate to be long when cypress starts unloading. They are about to let out another 2.5 million shares. Dilution is not a good thing for a stock, especially one as risky as SPWR.

Three Reasons Solar Sell-off May Be in Early Innings

Peakoiler:

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.

Three Reasons Solar Sell-off May Be in Early Innings

realistic guy: You have no clue about politics and what "America" wants. To call someone dumb or ignorant because they vote a certain way makes you the ignorant one as you are unable to see and evaluate the issues and make an informed choice. The liberals are scared and pissed off because Obama couldn't put his pride in check and put Hillary on the ticket, which was truly a no brainer as that would be the winning ticket. So McCain put a woman on the ticket smacks them all hard. McCain will win and America and the world will be better for it.

Three Reasons Solar Sell-off May Be in Early Innings

Spwr CEO must have been drinking at the solar power confrence in Valencia. He said that he expects the sales prices to drop 10-20%. Altogether now, say it together this one's going to crash and burn look out below.

With Help from California, Solar Gets Fired Up

David, you are a big chearleader for SOL and STP. Sol is currently trading down, as their confrence call didn't bode too well for future margins. Inflation will hit the solar market hard also.

With Help from California, Solar Gets Fired Up

These plans are all contingent on a 30% tax credit and also building an adequate delivery grid. If you wish to rest your hard earned dollars on a pipe dream, by all means go ahead.

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.

With Help from California, Solar Gets Fired Up

These plans are all contingent on a 30% tax credit and also building an adequate delivery grid. If you wish to rest your hard earned dollars on a pipe dream, by all means go ahead.

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.

Solar Shorts Keep On Rising Even As Oil Surprises

By the way SPWR has over 40% of it's shares short.

Solar Shorts Keep On Rising Even As Oil Surprises

Secmaven, after what has happened lately in the financials, there isn't much more to go down. SPWR is at 70 now and will probably be at 20 by years end. Solars have high P/E ratios, the insiders are selling their shares the same way the inside guys at IndyMac and Countrywide were selling theirs. The solars will be the next financials.

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.