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runiter

runiter
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  • Solar stocks hit hard amid market selloff [View news story]
    My love for SCTY is due to love of solar energy and dislike of fossil fuel. It has nothing to do with Elon Musk.

    In fact I liked First Solar and was about to invest in them until I learned that they supported anti-rooftop legislation in Arizona and other states.

    Read this: http://tinyurl.com/pmo...

    Summary: "First Solar, was instrumental in helping APS win in Arizona, backing the utility even as the rest of the solar industry joined environmental and consumer groups in opposing the new fees. First Solar builds solar arrays for utilities and, as such, stands to benefit if households are blocked from generating their own electricity, even if it means slowing the overall growth of solar."
    Jun 29, 2015. 03:12 PM | 4 Likes Like |Link to Comment
  • Solar stocks hit hard amid market selloff [View news story]
    I love SCTY but not FSLR. FSLR seem to be owned by oil & utility companies and I doubt their sincerity to the success of solar. Specially since FSLR supports anti-rooftop solar policies.
    Jun 29, 2015. 12:34 PM | 7 Likes Like |Link to Comment
  • Whole Foods Does Not Disclose Comparable Environmental Metrics [View article]
    This is a very interesting article. As an environmentalist investor I invest in Whole Foods mainly due to their reputation for protecting the environment. I hope they will disclose these numbers so we can better compare various companies.

    Now as the author said, Whole Foods manufactures some of its own products which will naturally increase its waste-to-sale ratio. So I wonder is it fair to include production waste in the data for the purpose of comparison to companies that do not produce their own brand products.
    Jun 3, 2015. 09:40 AM | Likes Like |Link to Comment
  • SolarCity - Floating On Air [View article]
    "I'm not going to do your homework for you"

    You kidding? You're the author making random claims. It's your job to explain yourself clearly to the readers. You can't expect the readers to do your job for you.

    "Harvard Electric Policy Institute and MIT Energy published reports that distributed generation hurts the poor"

    The invention of automated cotton machines hurt the poor in 1800s too, but we didn't let that stop the progress of our civilization. If you want to help the poor raise the minimum wage. But I get the feeling that you care not about the poor nor the solar energy. You're using FirstSolar as excuse to retain the status quo which only helps the monopoly of fossil fuel and utility companies.
    Jun 2, 2015. 10:44 AM | 1 Like Like |Link to Comment
  • Debate stirred up over government incentives for Tesla Motors [View news story]
    The oil and gas industry is trying hard to stop Elon Musk's green energy movement. To me this is another sign that Elon Musk is doing something right that scares the energy giants this much. They know that the era of their energy monopoly is coming to an end.
    Jun 1, 2015. 03:29 PM | 52 Likes Like |Link to Comment
  • SolarCity - Floating On Air [View article]
    @Yen Yoo

    The numbers on those annual reports are difficult to compare. If you have a unbiased 3rd party source to those numbers please share. In particular, how could the total installed solar capacity be less than 1GW? The link you sent doesn't mention that. SolarCity will install 1GW solar capacity in 2015 alone according to the following source. The total capacity of course should be much larger than that.

    http://bit.ly/1I1xDJX

    "The unfortunate answer is the poorer customer who cannot afford a home to install a solar panel"

    The popularity of solar energy will not harm the poor, in fact it will help them. The cost of grid maintenance is actually pretty small compared to the cost of fuel that generates electricity. As more and more people use solar energy, the cost of fuel will drop and that will help lower the electricity bill for the poor significantly. Also solar energy is immune to price hikes caused by middle east political crisis and what really hurts both the poor and businesses alike is the big fluctuation in energy prices. So as the roof top solar becomes popular we will see more price stability even for those not using solar. If we really care for the poor, we should try to raise the minimum wage to make it on par with living wage. But that's a whole another topic.
    Jun 1, 2015. 11:05 AM | Likes Like |Link to Comment
  • SolarCity - Floating On Air [View article]
    "FirstSolar installed >13.0x more installed capacity than solarcity."

    Do you have a source for that?
    May 27, 2015. 09:25 PM | Likes Like |Link to Comment
  • SolarCity - Floating On Air [View article]
    "When you are in business you MUST beat the competition."

    The real competition is the oil industry. The green industry is a tiny market, so if FirstSolar is wasting its resources to win shares in this tiny market then this company is bound to stay small. SolarCity is going heads on against the much larger oil industry and utility companies. If SolarCity wins it will win big. If FirstSolar wins it will win small. Nothing wrong with competition as long as you're competing with the big profitable market, not tiny ones.

    "First Solar, has more than 10GW of installed solar generation worldwide"

    FirstSolar only installed 1,505 MW in 2012, SolarCity installed 3 times as many. I don't have 2014 data, but I suspect same ratio holds if not worse. FirstSolar will remain a small player in solar installation field because they only target big utility companies instead of all potential customers. You can't succeed when you alienate a large segment of the market (roof-top customers).
    May 27, 2015. 04:19 PM | Likes Like |Link to Comment
  • SolarCity - Floating On Air [View article]
    fripp1, I agree that at least in theory solar farms may be more cost effective from panel installation aspect. I also agree that FirstSolar makes good panels which was one of the main reasons that I considered investing in them last year. But after studying their business practice I became suspicious of their dedication to solar energy. FirstSolar seem to be just another tool on the hands of the big oil and utility companies to hold on to their energy monopoly. FirstSolar seems to be more interested in driving other green energy companies out of business than to actually provide real alternative to fossil fuel to customers.
    May 27, 2015. 12:04 PM | 1 Like Like |Link to Comment
  • SolarCity - Floating On Air [View article]
    Of course it will make money. SCTY could start making big profit today if they decide to stop expanding. But instead they opt to grow, which is a wise decision. The return of investment on those solar leases are guaranteed, so why not put all that profit toward growing. This the kind of company I enjoy investing in. They think big. They're not content with small short term profits. Long term growth and exponential profit is the goal.
    May 27, 2015. 10:33 AM | 14 Likes Like |Link to Comment
  • SolarCity - Floating On Air [View article]
    I'd never invest in FirstSolar. They are owned by oil companies and they have no real interest in taking over the energy market from the oil companies. In fact lately they been helping Arizona legislators to pass anti-solar policies. FirstSolar is just a distraction. SolarCity is the real deal when it comes to expanding solar energy market.
    May 27, 2015. 10:16 AM | 13 Likes Like |Link to Comment
  • Whole Foods' Value-Focused Brand Is Under Pressure Even Before Its Launch [View article]
    I think it all comes down to location location location. Walmart is not a good option for millennial aka college students who live in big cities and don't have a car. If Whole Foods can put many small stores near universities in big cities it can beat Walmart easily when it comes to millennial customers. There 53 universities and colleges in and around Boston, but there isn't a single Walmart in the city.
    May 13, 2015. 10:36 AM | 9 Likes Like |Link to Comment
  • Maryland approves direct sales for Tesla Motors [View news story]
    @surferbroadband: "Corporations exist for the benefit of the stockholders."

    This used to be the accepted theory but actually there is a new trend in the business world that disagrees with this theory. Stockholders often care about short term gains so companies that put too much emphasis on keeping stockholders happy tend to not survive long-term. The new theory is that companies should care about customers, employees, community, environment and stockholders equally if they want to survive in the long run. There's a nice book about it co-authored by the founder of Whole Foods titled "Conscious Capitalism".
    May 12, 2015. 03:52 PM | 10 Likes Like |Link to Comment
  • Maryland approves direct sales for Tesla Motors [View news story]
    Tesla is making revolution in all aspects of our lives, from green energy all the way to the way we shop for cars. Love this corporation and I never though I could actually love a corporation as they generally tend to be on the evil side of the issues.
    May 12, 2015. 02:55 PM | 32 Likes Like |Link to Comment
  • Tesla Energy launches with a charge [View news story]
    @Humble, I just did a quick search (google "air conditioner watt") and looks like most Central ACs use 3.5kW which matches the Tesla battery spec. Although you could get away with it, it might be pushing it too hard. Perhaps a 2-3 bedroom house needs 2 batteries for total of $6000 which is still very reasonable price.
    May 1, 2015. 12:44 PM | 1 Like Like |Link to Comment
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