Learning Curve

Has the Sun Set on Solar Energy Stocks?

Dr. Duru, thank you for your comments and clarifications. It is indeed alarming that so many solar stocks have fallen to new lows.
Zenfar & gebby:
An investment misunderstanding I've had is that I didn't realize that guesses about political outcomes would move stock prices so very much.
However that may be, what is disappointing about my solar investments is that their stock prices are more subject to short term interest in trading and less interest in the long term need for clean renewable energy.
A mistake I made in investing in clean energy stocks as a long term play is that, while I knew they would be volitile, I hadn't realized that good ideas, prospects and products may not be rewarded in this market environment.
Even so, I'm net up in my clean energy portfolio, which I've held for 20+ months. That it is well diversified and that I 'bought low' are the reasons I'm ahead.
Overall, I intend to "remain long" with my portfolio and to buy good companies on the dips.

Three Plays on Solar Strength This Summer

Wayfarer,
Here is the assumption I’ve been making: that thin film -–as in United Solar Ovonics-- can be formed around objects such as roof tiles and that the thin film technology may combine with other solar technologies to make a hybrid product.
I’d appreciate any discussion about whether this line of thinking about thin film has merit.
Meanwhile, I have deliberately diversified into a range of alternative energy stocks, in different points in the value chain and into diverse approaches to technical solutions ---which, then, includes ENER and FSLR.
In Fort Collins, Colorado, there is a little start-up company -AVA- that is developing ways to use window glass in this context. If/when it becomes public, I'll want to own a piece. (Although it will use cadmium telluride, and that is controversial!)

www.avasolar.com

Too Late to the Oil Party? Consider the Alternative

Excellent, thanks.

My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions

slider and others: in the 70's solar was in its infancy, "we" wanted to increase our intimacy with the Saudi regime and cancel energy efficiency considerations, solar was egg-headed and ecological --terms describing undesirables according to the new administration moving into the White House. To see for yourself, watch R Reagan proudly dismantling the solar panels at the White House in the film, “Who Killed the Electric Car”.

Is Energy Conversion Devices Ready for a Comeback?

My interest in Ovshinsky began with 'meeting' him in the film, "Who Killed the Electric Car". Call me sentimental, but that occasion caused me to take my initial look at solar energy as a long term play... and particularly to look at ENER.