boisterousbob

Solar's Warm, But Not Hot - Barron's

Dirtt I don't think the gorilla you were looking at was german. The german housing market is actually in reasonable shape, they didn't really have the bubble in housing that existed elsewhere.


On Jul 20 04:01 PM Dirtt wrote:

> I don't see any screaming buys but plenty of risk. The subsidies
> in Spain and Germany impacting revenue must be dependent on the housing
> market to some degree. And the last time I looked the 20,000-ton
> gorilla in the room is housing inventories. (The 800 lb gorilla is
> subject to inflation also) Housesitters tend not to make improvements
> on property they don't own.
>
> And just because people are tired of hearing it and the media tired
> of reporting it doesn't mean that gorilla is moving anytime soon.
> If fact he's not even awake yet.
>
> To be sure plenty of risk in EMKR has evaporated. It could sneak
> back into the $7.73-9. area.
>