Dr. Dave

Solar's Brightest Companies Named; Sector Outlook Is Dim

So much misinfomation about solar! Solar will be here to stay regardless of what oil does! Global energy projections indicate oil will only be able to account for, at best, 20 % of global energy needs over the next decade or two. That means, drill all the oil you can find, you still will not be able to handle the demand! As to solar and wind, it depends what part of the geography you live in. For example, Pickens is showing you where wind is good...he doesn't show you or talk about where solar is best! Maybe because he is lobying for his companies!
Nevertheless, solar will remain in high demand. The real issue from an investment standpoint is which companies will survive? That is where one needs to read carefully what strategic plans each company has. By the way, hydropower will also be advocated more as time goes on as geothermal will also. All of these sources are the true alternative energies that do not contaminate the atmostphere. If Washington gets a strong leader for true alternative energies instead of more of the same illusion that more drilling will magically solve problems for energy needs, thinfgs will even move more quickly. People need to learn about energy needs from the scientists who study it, not the self-interest folks who advertise it!!

Solar's Brightest Companies Named; Sector Outlook Is Dim

Much distorted information outthere regarding solar and other forms of true alternaqtive energies when contrasted to oil or the price of oil!

First, global energy projections by the scientists who are not part of the payroll of any company, oil or otherwise, point out oil will only provide up to 20% of global energy needs as such global energy needs continue to expand geometrically over the next decade or two. True alternative energy sources are projected to come primarily from solar, wind, hydro, and geothermal with nuclear and coal both on the periphery. Natural gas will play an undecided role. For sure, the first four sources will provide the cleanest and cheapest, assuming the government leasders show strong leadership and keep oil companies from delaying too much the transition. Delay will only continue to hurt economies, but also continue to create more environmental problems from the excess carbons, etc. Oil companies have no financial incentives without massive government subsidies to help the transition. Horse travel was a big business until the motor was invented and the horse related businesses did not have incentive to see a change either. But change will come, either faster with strong leadership, or dragged out with either poor leadership and or bought off legislaters. "Drill, drill, drill is a advertisement from the oil companies, not a smart sign of vision or leadership!

Solar will continue advancing dependeing on the geographical locations...some parts of geography are best suited for wind, other geographies for solar, etc. From an investment standpoint (not a speculative standpoint), the specific company should be seriously studied as to their strategic plans (and capabilities to carry out the good ones). Currently, speculators are treating most solar companies the same...as one goes up so does the rest, and vise-versa! Solar companies will continue to go through a process of merging and dying out. Watch also how their growth measures are looking, eg., PE projections. Already, a few companies are beginning to glow!