mr clark

After a Beating, Solar Energy Is Ready to Shine

ENER still looking good, TSL looking cheap vs net equity, ASTI a wild card watch for production news

STP getting there imo, may join LDK around $5, which is incredibly "cheap" based on outlook for the next 3-5 years... that one could be a monster going forward

buy 1/2 now, 1/2 on next capitulation on any of these imho

Solar Energy Brightens Up on Stimulus Bill

hopefully FSLR can dump to $50 and put in a sector bottom...

Solar Energy Brightens Up on Stimulus Bill

is dropping 8% brightening up, or LDK down 50% in a week, what are u talking about no one wants to own FSLR just a tool for hedges

Follow the Mutual Funds: Solar Is Bottoming

FSLR is a great short based on sector valuations, they have the best cashflow and outlook at last glance was good, but they acknowledged credit difficulties for projects which does not bode well! also they have the lowest efficiency except maybe ENER and that is not good with falling ASP's and sub $50 oil!!

YGE actually decent valuation here imo, TSL as a spec play... the sector will probably bounce into Jan inauguration etc but big pressure will remain on profits imho... also potential for near term oil contrary spike, so solar for that as well...