Wayfarer

China's Solar Stock Rally: Avoid Being Burned

Good article. You didn't even mention the state of the world economy. Solar is not going to come out of this right away because the world economy is not going to. Solar is linked at the hip to financials because of the need for long term financing. Notice also, that SPWR has not participated in this run up. Until they get much more support from China the Chinese solar stocks are overpriced.

Need Cash? See Suntech

Thank you. I think you have asked a bunch of very important questions. I don't have very many good answers. My feeling on the voting machine is near term the voting machine and a bear market will drag them down. Passage of a long term ITC will reverse this and begin a long term solar bull which will eventually evolve into the need for a weighing machine. Thanks again.

The Sharp Edge of Solar: Are Solar Stocks Cheap?

Yes, I was aware Sharp was a big solar player but like GE they are so diversified you can't make a targeted play. For instance, they make wonderfully dependable cheap microwaves.

Off subject but SPWR up about 17% this morning on a 250meg sale to PG&E. This also includes their two direction tracking system. Optisolar, startup thinfilm, got 500megs too but theirs is just rack mounted. I found it real interesting that Optisolar has the manufacturing capacity to quickly produce 500meg. They use a amorphous silicon which is not toxic like FSLR's cadTe. Might be time to start shorting FSLR

Thanks for your post,

Way

In the Battle of Best Solar Plays, U.S. Is a Distant Second

News out of Spain on their tariff was what rocked SPWR. Their earnings beat street estimates. The tariff news also rocked his favorites which I like but not to the exclusion of SPWR. SPWR's new lines are going in at over 23% efficiency. STP is putting in 19% efficient lines. The authors favorite companies have technologies with solar efficiencies of about 17%. The math 23/17 = 1.353. Also, SPWR is going to have an inside track in the biggest market of the coming decade, the U.S.. The little Chinese solar companies are good bets near term, long term put your money on SPWR and STP.

Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower

CEO of Sunpower said they would still meet guidance for 2009 regardless of what happens in Spain. Listen to conference call to confirm this. Solar will be up on Friday.

Canadian Solar: The Next Solar Takeover Target?

I wonder what CSIQ's technology is like? Do they have anything in research? SPWR's new lines are going in at 23% solar efficiency. I guess CSIQ's are more average at 15-16%. I am not sure why a company would want to own lower efficiency manufacturing.

The 'Problem' With Solar Companies is Not Really a Problem

GS last November called an average price of gold for 2008 of below $700. It drove the price down for a week or two. Many think they were talking their book. I would not at all be surprised if GS was going long solar at this very moment. The fundamentals are excellent.

Solar Stocks Down on Spanish Subsidy Concerns

I wouldn't get to upset about this unless I was a trader. For investors this is just a bump. France is now discussing large solar incentive. Japan has said it made a mistake in discontinuing incentives and will reinstate them. I get the impression this Savitz guy is mostly a writer and doesn't have especially good knowledge of the solar industry. Solar as an industry is still small enough that the momo boys can run stocks up and down short term but the long term prospects for investors are excellent.