West1

Three Reasons Solar Sell-off May Be in Early Innings

"I think the argument the author is laying out against solar is a fairly short-term one. He never claims solar won't be a great business down the road. But if oil continues to plummet, Solar's high valuations will not be sustainable.

Value is about what a business is trading for relative to what it's really worth - even the greatest business can be overpriced and the worst underpriced. And at current and future PEs, solar profits need to keep growing at an insanely fast rate to sustain current valuations."

I'm sure both you and the author are aware that the P/E ratios of FSLR and SPWR are the exception and not the rule when it comes to solars, and that in terms of P/E, other solars "stand out from the pack" even further than LDK.

Solar Breaks Oil Price Dependence

Can we please stop treating the two presidential candidates as if they are equally likely to be beneficial to renewable energy such as solar? They're obviously not. McCain is about nuclear, and just picked a VP who is all about drilling.