Allie

Adjusting Portfolio to Latest Fire in Solar Stocks

Interesting article and good take. You're one of the good guys.

SunPower: Made in the U.S.A.?

Interesting, Zenfar... Toyota is a Japanese company with significant production in North America and Dell Computers is a North American company with significant production overseas...

Four Problems Facing Solar Power Companies

...and Seeking Alpha has to compete with other online sites in the very exact same way.
1. Based on what I have been reading, the quality is poor and almost any site will leapfrog it
2. You have to compete with credible reporting sites for news, and after reading this article, I scoff at your thought process.
3. Your competition comes from online, as well as print, visual and audio.
4. Your advertising revenue depends on how many times people like me click.

In a nutshell, you haven't reported anything new or newsworthy. Horses were kings until the car came along. Typewriters ruled until the computer era. Oil has been king for some time, but solar, wind, geothermal, nuclear, and a host of others are nipping at its heels. There is room for all and for now, solar is a bright light that is holding its own. My question for Seeking Alpha is, "Are you?"

Update on LDK Solar, Applied Materials Thin Film Deal

In the name of good old American protectionism, my bet for the future is on USA and bets that the new administration chases oil substitutes aggressively. Therefore, eslr's thin ribbon, and stp's pluto. Fslr is still #1, but at close to $300/share will be hard to squeeze exponential yields. Also, dfe in Canada because they have a track record CEO (John MacDonald of MacDonald-Detwiler).