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  • Green Bio-Refining Up, Solar Stocks Down [View article]
    I'm sure there's an organic way to make this work. Maybe there's enough material left that's usable for fertilizer after the process. Or selection and rotation of crops may somewhat reduce the need for fertilizer.

    As for solars, they are one of the most popular sectors for investors today, which means they are a prime target for short sellers. The relaxation of rules regarding short selling has created a boom short market, with short and ultra-short funds ruining entire sectors of otherwise good investments.

    Perhaps when enough investors are turned off by the greatly increased risks in this unregulated "Wild West" market system and start pulling their money out in record droves, the SEC will wise up and restore some semblance of sanity and fair play.
    Jun 11 11:12 am |Rating: 0 0 |Link to Comment
  • Further Musings on Solar Stocks  [View article]
    After checking the key statistics for TSL versus SOLF I can't see how TSL is a better buy for the price. In some key statistics TSL looks better on paper, but SOLF has less debt and double the quarterly revenue growth. While trading at a fraction of TSL's cost, its EPS is projected to be double TSL's in a year. (A key statistic omitted from your chart.) It also has a production capacity of 120 Mw per year, double TSL's 59.8Mw. SOLF was overbought when the media pundits pushed it as "the" solar stock to own, then dramatically oversold after the markets dropped in January and the newbie lemmings who blindly follow certain celebrity pundits all panicked. The embarrassed pundits subsequently proclaimed it a "sell sell sell" and it's been a weak sister ever since.
    Apr 30 14:00 pm |Rating: 0 0 |Link to Comment
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