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.

With Help from California, Solar Gets Fired Up

To see Reagan in action, proudly pulling off solar panels, see the film, "Who Killed the Electric Car". At the time of Reagan's re-election bid, a Republican acquaintance actually said to me that "we" must destroy alternative energy and subsidize oil in order to stay friends with the Saudis. He was serious! For a good history of how this foolishness brought us down, also see the film "The End of Suburbia".

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