VSD

Three Reasons Solar Sell-off May Be in Early Innings

Why do we believe Obama will subsidize solar? He has said he would allocate money for research into alt-energy.

The simple reason Solar is not taking off at the utlities is it requires subsidies from the state. NatGas at $7 is much more efficient and cheap alternative for power generation.

Solar Breaks Oil Price Dependence

These stocks are trading on technicals and not fundamentals. I would trade and not invest in these stocks.

Which Are the Bargains In Solar Stocks?

Solar is not driven purely by economic forces. There is a whole subsidy angle; not to mention local angle. Utilities will buy more solar products from local manufacturers and they will only convert to solar grid if their local govts. will subsidize.

I do not think P/E or any other multiple will reflect this complication. It also means there will never be a monopoly in solar industry which might be a good thing.