Geez. It is such a waste of time reading the vast majority of SeekingAlpha articles. There are about 3 really competent authors, and then hundreds who are rank amateurs who put maybe a week into reading some books and articles and think they know enough about a sector as huge as solar power to write an "in depth" article.
US Energy Bill: Solar Stocks Will Feel All the Heat [View article]
Buffettz has the only statement on this page (the author's article included) that has a solid basis in fact. Because of the on-again off-again history of the U.S.'s pathetic subsidies for oil alternatives, no one has invested serious money based on them for decades. The two main U.S. solars, SPWR and FSLR, have not relied significantly on anything provided by the U.S. government. (California, yes, a bit - but no one is talking about CA cutting back). The other important solar - STP - also does not rely on the U.S. market.
Short away, if you want: it will be fun watching you try to cover as the U.S. economy goes into recession, and the only U.S. companies continuing to grow are those - like FSLR and SPWR - that are in a growing sector and selling primarily overseas.
An In-Depth Look at Solar Stocks [View article]
No more for me, thanks. Goodbye, SeekingAlpha.
US Energy Bill: Solar Stocks Will Feel All the Heat [View article]
Short away, if you want: it will be fun watching you try to cover as the U.S. economy goes into recession, and the only U.S. companies continuing to grow are those - like FSLR and SPWR - that are in a growing sector and selling primarily overseas.