Wayfarer

Chinese Solar Stocks Present Compelling Value

I don't have a clue as to why a comparison of MEMC, a silicon wafer manufacturer, was made to Chinese solar module manufacturers.

I think the Chinese solar module manufacturers will outperform on the next bear market rally, probably during this earning season.

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.