Jmichael

Solar Stocks Are Now Attractive Again

I'm not sure your qualified to project one year target prices on the sector. You state that those which are "compelling" are trading at 30% discounts to their peers and give target prices at levels where they were just three weeks ago..For example why would LDK be given such a low valuation. There has to be legitimate risks involved in their future projected numbers which are way too low. LDK doubled earnings expected by the street last quarter. What stock trades at a legitimate forwared P/E of 4 which has just raised it's 2009 revenue projections 20% and continuously beats it's projections. Oil prices going lower will never lower my electric bill on my home or my small business which costs me over 40k per year.

Those Bubbling Solar Stocks

Do they just let anyone write incorrect info in this forum? Your data is is wrong. You must be short.

Solar Stocks: Nine That Will Shine in a Bull Market

Shorty doesn't know squat. Cost of solar. I guess it depends on how much it's worth to you. I live in a Toll Brothers community of single family homes. My neighbor lives in a 4000.00 square foot home with a perfectly southern faced roof which currently holds 54 silicon based solar panels. His out of pocket costs were 28,000.00. System cost was 78,000. In his first year he sold approximately 2800 dollars worth of energy credits. His break even is less then six years. His system also covers his average electric bill of 225$ per month. If you have money and a family and live in the suburbs a solar system is already a good investment with the rebates.

Solar Stocks: Nine That Will Shine in a Bull Market

I hear the thin film vs silicon argument often. Most are thinking thin film will win because it can be used in building products.. There are billions of existing structures and most people aren't going to rip down their exterior walls to put a solar exterior on their buildings(corporate or home). The angles of existing structures(90degrees) will signigicantly lower efficiencies of thin film. Plus you'll have a wiring dilema. And as far as glass goes.. If you want to see out the window without getting a headache I'd say thin film in building products is a long way off from accepted reality. It would be very costly to replace old glass for solar glass.